Category Archives: Sage CRM

Client Testimonial: How UNISORB Connected Teams Using Sage CRM

UNISORB has been using Sage CRM since 2013, but like many long-term users, they initially relied on core functionality. In 2025, the team decided to expand their use of the system by implementing opportunity workflow to better connect sales, engineering, and operations.

Working collaboratively with My CRM Manager, UNISORB documented their internal processes and built workflow guard rails that ensured consistency as opportunities moved through each stage. The result was clearer handoffs, better visibility across departments, and a CRM system that supported how teams actually work.

This project is a great example of how organizations can unlock more value from Sage CRM without replacing their system, simply by using it more effectively.

👉 If you’re ready to expand how your team uses Sage CRM, reach out to us to start the conversation.


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Sage 300 CRM Integration

Client Success Story: How Sage CRM + Sage 100 Power Efficient Operations at Smithcraft Signs

Smithcraft Signs, a Phoenix-based sign manufacturer with around 50 employees, has spent years refining how information moves through their business. By using Sage CRM integrated with Sage 100, they’ve built a system that supports everything from sales and art approvals to project management, accounting, and fabrication.

In this case study video, Nicole Bergstrom explains how the integration eliminates redundant work and manual data entry, something new hires immediately notice during interviews. The tight connection between Sage CRM and Sage 100 allows teams to work from a single source of truth while maintaining clear handoffs between departments.

This is a great example of how CRM systems can go far beyond sales when they’re designed around real operational workflows.

👉 Want to build something similar for your organization? Contact us to start the conversation.


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CRM Strategy: How to Keep CRM Pipelines Clean with Expiring Opportunities

One of the most common issues we see in CRM systems is inflated opportunity pipelines full of deals that were created months ago but were never closed or disqualified. Over time, this “dead wood” makes forecasting unreliable and dashboards misleading.

A simple solution is opportunity timeout automation. By setting rules that automatically expire opportunities after a defined period, you maintain a clean, realistic pipeline. Sales teams can still revive deals when needed, but inactive opportunities no longer linger indefinitely.

This best practice works especially well in CRM systems integrated with ERP platforms like Sage 100, Sage 300, Sage X3, or Sage Intacct.

👉 Want help implementing this in your CRM? Contact us to see how we can tailor it to your sales process.


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CRM Strategy: How to Manage Opportunities with Multiple Bidders in Sage CRM

For companies that respond to projects involving multiple competing bidders (e.g., resellers, contractors, or channel partners) it’s common to see inflated pipelines due to duplicated opportunities.

https://youtu.be/Aw4_-BEhV88

At My CRM Manager, we’ve configured Sage CRM to handle this elegantly. Instead of creating multiple separate opportunities for each bidder, we associate them all to a single project. 

Here’s how it works:

  • Related Companies Tab: Within the opportunity, you can associate multiple companies—each tagged as a “bidder,” “partner,” “contractor,” etc.

  • Workflow Alerts: The CRM system displays a prompt when multiple bidders are attached, ensuring that your team is aware of the competitive nature of the deal.

  • Award Logic: When the deal is finalized, users can designate which company won, and update the primary company on the opportunity accordingly.

  • Win/Loss Tracking: The awarded bidder is clearly labeled, while the rest are marked as “lost.” This creates accurate reporting across the CRM and lets you view a company’s entire bidding history in one place.

It’s a powerful solution that keeps reporting clean and improves sales visibility.

👉 Want to see if this would work for your team? Contact us!


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Enhancing Sage 300 to Sage CRM Quoting with Quick Line Entry Screens

While Sage publishes a default (and free) integration between Sage CRM and Sage 300 (formerly Accpac), many companies find the Order Entry portion too rigid. When creating a quote through this default setup, Sage CRM launches Sage 300’s web screens—giving users little flexibility and storing the quote only in Sage 300.

But what if you don’t want that quote to live in Sage 300 yet? Or you want the document to be visible in the Opportunity’s document folder inside Sage CRM?

https://youtu.be/dDmZEV01yuM

That’s why we’ve developed a better solution using Quick Line Entry (QLE) screens within Sage CRM. These screens allow users to build fully customizable quote grids, filter products, and create quotes that exist and stay inside Sage CRM.

For many Sage 300 end-user organizations, this solves the limitations of the native integration and enables a truly CRM-driven quoting workflow with the flexibility today’s sales teams require.


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Sage 300 CRM Integration

CRM Strategy: Monitoring Order Frequency

For companies with recurring customer orders, staying ahead of late reorder patterns is key. That’s why we built a tool inside Sage CRM (integrated with Sage 100) that calculates each customer’s average order frequency and flags delays.

https://youtu.be/Br9uZHQMZh8

If a customer normally orders every 12 days and it’s been 18, the account manager sees a clear red warning. You can also view summaries in dashboards or trigger email alerts when thresholds are missed. It’s a simple, proactive way to prevent churn and boost retention.


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GUMU™ Sage 100 CRM

Kickstart Your CRM Project with Our Quick Start Implementation Package

Getting started with CRM can feel overwhelming, especially when you’re integrating with Sage ERP. Our Quick Start Implementation Package simplifies that journey by combining technical setup, integration, and live guided training into a phased rollout.

https://youtu.be/TsUjf4w51OE

Within weeks, your team will be working inside the system using real data, starting with the basics and gradually moving to more advanced features. 

We’ve used this model for over 5 years, and it consistently helps clients get faster ROI and long-term CRM success. Click on the “Schedule A Demo” button if you’d like to explore this for your organization.

Opinion Piece: Why Do So Many CRM Initiatives Fail?

Many companies assume that picking the “right” CRM will guarantee success, but strategy plays a far bigger role than software choice.

In the video below, Dan shares hard-earned insights on why so many CRM implementations fall short—and how to avoid the same mistakes.

If your CRM depends on individuals updating data in isolation, the system will likely gather dust. But when CRM is used to coordinate how departments communicate and move work forward, it becomes a true operational tool.

We’ve helped teams structure Sage CRM around process controls—and the difference in results is night and day. If you’re ready to optimize the way you use CRM, schedule a call with us today.

Defining Goals in Sage CRM

In this video, Dan showcases how one of our clients configured sales rep goals within Sage CRM to monitor monthly and annual performance.

https://youtu.be/omGFaJkeMvA

The setup allows sales managers to define targets like number of opportunities, total quote value, and expected wins, all of which can be adjusted based on seasonality, too.

Each sales rep’s dashboard displays a simple red or green indicator to instantly show whether they’re on track. These goals are fully embedded into Sage CRM’s standard dashboards, making them part of the rep’s daily workflow. 

A practical example of CRM customization that enhances visibility and accountability across teams.

CRM Together’s Accelerator Integration for Outlook

In this video, Dan is joined by Majella from CRM Together to walk through Accelerator, the popular Outlook add-on for Sage CRM.

https://youtu.be/sSt52mGnyUo

With Accelerator, users can file emails, create contacts, log calls, and access CRM—all without leaving Outlook. It’s one of the most effective ways to improve Sage CRM adoption and streamline communication between teams. 

Majella also highlights how customizable the tool is, allowing companies to tailor it to their exact workflow. If you’re using Sage CRM and want it to feel like an extension of your inbox, this is a must-see.

Instructional content related to Accelerator is found on this page: Outlook Integration (Accelerator) – My CRM Manager