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Greytrix and MCM

February 6, 2024 GUMU™ Sage CRM Salesforce
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 ...
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Sage 100 CRM Job Costing

January 26, 2024 GUMU™ Sage CRM
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 ...
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Accelerator: Modifying your Outlook Ribbon

January 23, 2024 Accelerator Sage CRM
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 ...
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Newport Theme – Adding or Removing

December 4, 2023 Sage CRM
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 ...
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Sage CRM Fields, Screens, and Lists

October 30, 2023 Sage CRM
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 ...
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CustomIDs

October 27, 2023 Sage CRM
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 ...
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Sage and Salesforce
Advanced Integration
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