We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Many of our systems allow the CRM user to Create Quotes or Orders that can be promoted directly from the CRM to the Sage accounting system.
In the GUMU™ CRM to Sage integrations, we provide ‘Quick Line Entry’ (QLE) screens that make this a practical and efficient task for the CRM User.
You can link marketing activities to individual opportunities. The quick method is to use the ‘Source’ field at the opportunity level. The more involved method allows your marketing team to define detailed marketing activities (Sage CRM calls these wave activities). The 3-minute video below provides you with an overview.
S5Scheduler for Sage CRM provides a more practical means to visualizing date specific content from Sage CRM. For example, allowing you to see a schedule of jobs for your install team OR deliverables for your outside Sales team. In the real life example below, we are displaying service jobs that have…
S5Scheduler is perfect for companies that find the default Sage CRM calendar/scheduling features too limiting.
The video below walks through how we work with clients to document and progress jobs in our system. AND how we report this information back to clients.
We use Sage CRM to manage individual jobs. A CRM workflow controls how the job is entered and how it progresses along from the Project Manager, to the technical team, and then back to the Project Manager. If you wanted to see our case workflow in detail, use this link.
You can now check out the latest features and enhancements related to the advanced integration between Sage 100 and Sage CRM
If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever manages your MS Exchange must remember to go into the Exchange Admin Center and enable the user’s email address to have either SEND AS or SEND ON BEHALF rights for the crm@ address that was used to configure outbound email in Sage CRM.
This is a task for your IT Team or whomever manages your Exchange. The email address crm@ is the single address used by Sage CRM users to send emails out.
You might also want to check the other user email accounts to ensure they also have these delegation rights.
There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months.
Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page.
What were the biggest things at My CRM Manager in 2023?
In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024.
Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal (aka BPortaly).
While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways in the past. In the 90-second video below, you will see 2 examples of a CRM to Job Costing integration.
More information about the Sage 100 CRM integration can be found on the Sage 100 page of the My CRM Manager website.
