We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
MobileX is the companion product to Accelerator. For systems that require users to access Sage CRM from their smartphones, MobileX is what we recommend.
More information can be found on the mobile access page of the My CRM Manager website.
MobileX can be extended to show ERP/Accounting data too!
Many of our systems allow users to generate Quotes from Sage CRM. The templates can be completely customized to suit your requirements. This can include:
Data Islands, published by CRM Together, is an App and Platform for Data Sharing & Delivery. I have provided a practical example from our system in the video below.
Query, Publish and Share data via API’s and Apps.
Using the App
– Build Micro Data Warehouses to reconcile different datasets from disparate data sources.
– Share Datasets with your distributors, manufacturers and Partners
– Secure sharing without exposing your ERP/eCommerce database directly
Using the API
– Integrate any data with your CRM or Custom Apps
– With only one API set show any dataset in your app
Configuring the Sage CRM instance to properly send out email is a function of the client’s IT team. This is because most of the setup is done within MS Exchange Admin Center.
Fortunately Sage publishes and maintains thorough documentation about setting configuring Sage CRM to work with your company’s 365 emails. Here is the link to the Sage CRM help center. From the help center link, you will need to select the System Administrator Help link corresponding to the version of Sage CRM being used and go to Email and Documents.
If you have followed Sage’s documentation, but still can’t get this to work, our recommendation is to reach out to the Sage CRM support team. They are your best resource for this issue. You can go online and register for a call back using the online scheduler feature. When you initially set yourself up with the online scheduler, you will need to know your Sage ID. This is a 10-digit code that normally starts with a 4. If you do not know your Sage ID, just email us and we will let you know.
Sage CRM requires MS SQL. And most customers do not already have MS SQL when they go to implement Sage CRM. Historically, clients could get the necessary SQL from Sage and this was referred to as Sage runtime MS SQL, however, at some point over the past few months (summer 2022), Sage dropped this option. I only learned this when I tried to place a new order in October for Sage CRM + Sage runtime MS SQL. Moving forward, clients will have to source the required MS SQL licensing from their IT provider.
We have removed the line item from the Sage CRM Pricing Calculator on the My CRM Manager website.
Sage CRM globally released their v2022R2 in late August and this became available in North America in October.
You can review the release notes on our Sage CRM upgrades page. And clicking the link below will launch a video from Jeff Richards overviewing this notable release.
Notable because Sage has finally done away with their default Outlook Plugin. We (My CRM Manager) abandoned that Plugin 5-years ago (August 2017) in favor of Accelerator, the advanced integration between Sage CRM and Outlook.
CRM Together released a new UI for MobileX on October 11th, 2022. This release is recognized as 5.2.0.0.
This new interface has all the same features and functions – just a cleaner interface with similar icons and style sheets as MobileX’s sister product Accelerator.
We use MobileX internally and can provide personalized demonstrations on request. Additional information can be found on our Mobile Access page.
One of our accounts that uses the GUMU™ Sage 100 CRM integration has made it easier to view and manage Past Due Receivables.
From the Past Due tab, users can see all of their customer’s 30/60/90, credit limits, etc. The system color codes the accounts based on how dire they might be. But then you can click right into the customer to see (image 2 below) the individual invoices outstanding. The color coding on this customer invoice list has separate color coding logic related to follow-ups.
Whether you’re starting out, or want to do more with Sage CRM, tune in to Sage CRM’s YouTube channel on September 27th.
Across the day, there will be 25 sessions for both customers & resellers.
Presenters from the global Sage CRM community (including Dan Cousins from My CRM Manager) will help you understand more of what’s possible using the Sage CRM product. With a wide range of sessions, there is something for everyone.
Editable Grids allows you to mass update rows of data within Sage CRM instead of going into individual records. In August of 2022, Editable Grids introduced a feature that makes it easier to export data, refresh it in Excel, and then bring it back into Sage CRM.
This feature has very practical applications, including allowing users to edit line items on Quotes and/or Orders.