Category Archives: Sage CRM

Sage CRM v2022R2

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.  

sagecrmv2022r2

MobileX New UI

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. 

Managing Receivables in Sage CRM

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.  

lo past due 1b
lo past due 2b

Sage CRM 2022 Virtual Conference

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 update August 2022

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.

GUMU™ Sage 100 CRM Update August 2022

The latest version of the GUMU™ has significant enhancements added that are a direct result in your feedback. These new features/changes include:

  • Deeper integration to Vendor data from Sage 100
  • A new key statistic on the company summary screen showing ‘Rolling 12-months’
  • Enhanced security allowing users to see item cost (or not) when using FIND/INVENTORY
  • New ‘In-Active Customers’ tab that shows customers that haven’t placed an order in over 2-years
  • When processing orders within Sage CRM, the Quick Line Entry screens are now faster AND you have the ability to show kit items
This 3-minute video shows the highlights of this release. You can also learn more from the User Experience video or the primary Sage 100 CRM page on the My CRM Manager website. 

Explode kits in Sage CRM

A new feature of the GUMU­™ Sage 100 CRM integration is to allow CRM Order Entry users to explode kit items from Sage CRM.

Using Sage CRM to process orders (that feed Sage 100) removes the need for sales staff to actually log into Sage 100. You can learn more about this integration on the Sage 100 page of the My CRM Manager website.

MCM 365 Customer Portal

Our customer portal allows you to submit new cases directly into our Sage CRM instance and/or view historical cases. When submitting a Case, you can associate images, videos, documents, and communications to your case.  

Please watch the instructional video below. If you require access, please email your MCM Project Manager or dan.cousins@mycrmmanager.com and we will set you and/or any of your colleagues up with access.

Sage CRM includes portal functionality by default, which is referred to as ‘Web-Self-Service’. In our instance of web-self-service, we have CRM Together’s interface which is branded 365. 

Several of our client systems include versions of 365 – which allows non-CRM users to interact with their Sage CRM instance. Just like Sage CRM, how different organizations leverage their portal is completely open-ended. If you would like to learn more about how a Sage CRM portal could help your organization, just let me know or jump to our website integration page. – Dan

Profitability By Salesperson

One of our accounts using the GUMU™ version of the Sage 100 integration needed to see profitability by an individual salesperson from within Sage CRM. No problem!

Notice too that, for those that have access to this screen, it provides a total AND the ability to export the results to Excel.  Clicking on the image below (or here) will launch a 90-second video of this tool in action.

bam profitability analysis blurred3

Adding Color to Required Fields

This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow.

This is only an example, you can apply different colors throughout the system, and even have different conditions. IE – if the value of a field = X, make it red, etc.