We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
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.
Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below!
Everything you ever wanted to know about Sage CRM’s Outlook Plugin (Accelerator) can be found on our Accelerator page.
My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an overview, (2) instructions on how to apply it, (3) key changes, and (4) answers to FAQs.
For the Newport theme, the icons are all coming from a CDN, so the only thing you need to do is to apply a JS file to the the CRM folders.
The Java Script file can be downloaded from this https://project-newport.b-cdn.net/install-files/projectNewport-loader.js and should be pasted into folder
\WWWRoot\js\custom
After loading this js file, please reset IIS
If you want a custom logo to appear on your login screen, you will need to provide us with a png file.
– Swap in legacy icons where applicable
– Created 50+ new icons to match the legacy icon style
– Added blue as a default color platform wide instead of black
– Reduced the usage of grey
– Removed borders and drop shadows to make better use of the screen real estate
– Standardized buttons on right sidebar
– New login screen- Table headers and table rows reformatted
– Table hover events to show selected row and column
– Platform wide change of typography to only use a single typeface instead of four typefaces for more cohesive design
– Reformatted page headers and menus for better readability and structure
There is no cost to use the Newport Theme
So far, only Sage CRM version 2023 is supported.
No - it is a global thing. Once applied, all users see this theme.
Just remove the css and js files from the folders mentioned above and reset IIS. That will remove the theme.
Yes. The Newport Theme supports the GUMU integrations.
Just email inquiries@mycrmmanager.com if you have any questions.
Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the hang of it AND hugely important since we need to profile information in a way that makes sense for your organization – and then easily see or filter for that information later on.
Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple opportunities with the same name ‘Big Deal’, it can have something more meaningful such as 23-0998 /My CRM Manager / 10.26.2023.
IDs can be applied to anything within Sage CRM, Cases, Leads, Opportunities, Equipment or whatever you are trying to track.
In this video example we are using a schema of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that this is just an example – the naming convention you pick should make sense for your organization.
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include:
This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration.
Our Sage 100 page has a complete breakdown of the GUMU™ Sage 100 CRM integration. To get a realistic idea of pricing, go to our Sage CRM pricing calculator.
By default, integrated CRMs typically connect a single CRM account to a single customer (or vendor) record. Many companies would prefer a single CRM account be mapped to multiple customers and/or vendors. Our 1:Many component for Sage CRM handles this for both Sage 100 and Sage 300.
Sage CRM’s MobileX component is now available for download from the iOS store. Here is the link.
Connect to your Sage CRM system, log calls, create companies, people, opportunities and more.
MobileX is the companion product to Accelerator.
