We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
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.
The latest version of the GUMU™ has significant enhancements added that are a direct result in your feedback. These new features/changes include:
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.
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
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.
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.
Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.
While the Advanced version of the Sage 100 CRM integration works regardless of what version of 100 and CRM you have, companies must pay careful attention to versions when using Sage’s version of the Sage 100 to CRM integration.
Here is a link to the compatibility matrix published by Sage.
This graph represents Sage CRM’s global sales trends (not NA specific) from 2017 to the end of March 2022.
The purple line reflects NEW customers taking on Sage CRM – which is up 20% for each of the past 2-years!
The demand for CRMs continues to grow and Sage is the very best option for integrated private cloud systems.