Category Archives: Sage CRM

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. 

Sage CRM Roadmap

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.

sage crm roadmap

Sage CRM licensing trends over the past 5-years

sage crm license trends to 2017 to march 2022

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.

S5Maps (Google Maps) has new pricing

S5Maps has made a strategic decision to reduce the subscription price from $2,400/year, it is now $1,500/year. The original rate was perfectly fine given how powerful S5Maps is, but this new rate means that it will become more popular.

We have clients that use this system and it is just great. A full write-up of the S5Maps solution can be found on this page of the My CRM Manager website. 

What do most internal CRM Administrators do?

Outline of Responsibilities for your Internal CRM Admin

Most all Sage CRM customers have an internal resource (we say CRM Administrator) that (a) has administrative rights, and (b) understands Sage CRM at a deeper level than end-users. This is an important role as issues and requests from end-users flow through this individual(s). This person is typically the first person concerns pass through before reaching out to your defined My CRM Manager project manager.

While technically speaking there is nothing your internal CRM administrator is unable to do with these administrative rights, in practice, there are some items/tasks that do not occur not frequently enough for your administrator(s) to be comfortable doing. And each individual is different, etc. Below is a general outline of our expectations of what your CRM Administrator should be able to do (with training) versus what your My CRM Manager project manager will tackle.

Your Internal Administrator...
My CRM Manager...
  • Create new fields
  • Edit Summary screen (unless you have validation rules on your Summary screen, then ask your PM)
  • Add to selection fields
  • Create reports
  • Create dashboard and gadgets
  • Edit dashboards
  • Edit grid or list
  • Edit Find screen
  • Move tabs
  • Create email templates
  • Create Users
  • Disable Users
  • Reassign records to Users
  • Map Salesperson Codes to Sage 100 Users
  • Import Customers
  • Import Inventory
  • Update Sage 100 Security Matrix
  • Merge records
  • Delete records
  • Create and edit workflows
  • Add a new tab
  • Add validation rules to fields
  • Edit Quote template
  • Edit Quote or Order Summary screen
  • Edit Quote or Order New Line Item screen
  • Edit Find Inventory
  • Mass Updates
  • Data uploads
  • Edit Accelerator screens

Make sure you read our page about what makes an effective internal CRM Administrator.