Category Archives: Sage CRM

Sage CRM Terminology

When we get into user training for new Sage CRM users, it is paramount that we are all speaking the same language. The reality is that the client uses expressions we aren’t familiar with, and likewise, Sage CRM is using expressions that might not mean the same thing to everyone. 

To that end, our Project Managers review key terms with users at the onset of a new project. It helps. Click here to renew our Sage CRM Terminology page.

Don't Worry

Any/all of the terms within Sage CRM can be changed to match your companies lingo!

Training and Follow through

You can’t just turn it on and use it. And you can’t expect staff to automatically understand how it works and the gazillion options they have for using it.

Deploying Sage CRM properly requires an experienced guide and follow-through support. The advantage of working with My CRM Manager is that we have the best guides!

We have recently updated our page related to Sage CRM training and support. Please take a look.

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Mobile Access Page

We have updated our Mobile Access page to include updated videos for the 2 most common ways Sage CRM customers bring up Sage CRM on their phones: (1) Sage CRM’s default Mobile Theme, and (2) MobileX.  

The 2-minute video here provides a quick overview of MobileX. This is the option that we typically recommend to clients where mobile access is important. If you jump to our updated Mobile Access page, you can see both videos AND can download our MobileX user guide.

When is Sage CRM a bad fit?

Warning

Sage CRM isn’t for everyone. And even if the prospect is super keen, it still might not be a fit. The 2 items below help me quickly disqualify companies early in the sales cycle.

Too small to justify Sage CRM

Sage CRM is rarely a fit for companies requiring less than 6-users. The reason is, for smaller implementations, companies have a harder time justifying the upfront investment required for Sage CRM. Globally, the average Sage CRM implementation is 12-users. IMO, companies qualified for Sage CRM exceed each of these 3 minimum thresholds:

  • Minimum of 15 total staff
  • Gross revenue exceeds 3m/year
  • Require 6+ users in the system 

*While I have had many, many projects that had <6-user licenses, they invariably fail to develop into a mutually beneficial, long-term relationship (they don’t stick). However, there have also been lots of great accounts where the company originally thought Sage would be applicable for the 5-sales users, but then after seeing it in action decided to have additional staff use the system. That is why I ask about the total employee count. 

Only want a CRM hosted by the publisher

Some companies I speak to are firmly in the camp of ‘I don’t want anything other than a solution hosted by the publisher‘. For those people, Sage is not a fit as Sage CRM is a private cloud (single tenancy solution). While over half of our Sage CRM systems reside ‘in the cloud’, a server must be provided or organized for Sage CRM. I have never been successful at swaying anyone that has the ‘must be hosted by the publisher’ mindset. 

GUMU Sage 100 CRM Roadmap

The GUMU™ Sage 100 CRM integration is definitely progressive. The timeline below reflects significant milestones over the past 3-years and provides a glimpse forward. A detailed breakdown of the integration can be found on the Sage 100 page.

Initial Launch (Advance Sage 100 CRM)

Greytrix publishes their GUMU for Sage 100 CRM to overcome limitations of the default Sage 100 integration to Sage CRM. 

2006
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2008

Multi-Company & Real-Time Pricing

Added Multi-company support (multiple Sage 100 databases) to the integration as well as real-time pricing.

MCM / Greytrix Partnership

In January of 2019, Greytrix entered a partnership with My CRM Manager to actively promote the product. AND to work with Greytrix developers to improve the GUMU™.

Q1 2019
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Q3 2019

Buying Trends Key Statistics

One of the very first enhancements we rolled out was the tab comparing this year versus last year (units and sales volume). This began a trend of providing the CRM user with more meaningful statistics. This release also introduced the FIND/ INVENTORY feature. Fall 2019 Announcement

Quick Line Entry (QLE Screens)

This was when we first introduced the Quick Line Entry (QLE) screens that allowed for faster Quote/Order entry. This feature set was a significant milestone towards making Sage CRM more popular for order processing.

Q1 2020
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Q3 2020

Sage 100 Reports Inside Sage CRM

Introduced graphical charts that display Sage 100 data, and provided even deeper visibility into Inventory history, Fall 2020 Announcement

Ruby Edition!!

This release included modernizing a lot of the integration screens but also changed the reporting engine so that we could include Sage 100 data into Sage CRM default reporting and dashboards. Ruby Announcement Spring 2021

Q2 2021
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Q3 2021

Expanded Statistics

Expanded the key statistics displayed on the company summary screen, made the graphs on the company summary screen collapsible.

More Focus on Reports

The August 2022 release of the GUMU™ has significant enhancements added that are a direct result of your feedback.

Q2 2022

Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system.

Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions. 

This image shows fields on the Company summary screen that reflects data from the communications tab. And the information collected is often used in reports and dashboards. For example in certain reports that display in our User Activity Dashboard. 

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5 Most Frequently Asked Questions About Sage CRM

5 most frequently asked questions about sage crm

You need a way to organize different aspects of your business, so you’re considering using a CRM.  Well, meet Sage CRM, a software application that you can use to organize how information flows through your business.  To give you a little more information, we’ve compiled the 5 most frequently asked questions about Sage CRM.  Take a look!

1. What is Sage CRM?

Sage CRM is a communication system, and different companies use it for different purposes.  Primarily organizations use it to profile and manage the progression of information that passes through their business.  They also use it to manage how information progresses through their organization.

For example, companies could use it to manage customer service issues and keep track of how they are handled and escalated.  Or they could use it to organize documents and applications to keep track of how information is recorded.

Sage also integrates with MailChimp, so businesses can create and send out email blasts to groups and view the results directly in the application.  Not only can business owners connect to MailChimp, but they can also connect their MS Outlook account through Sage’s Outlook Plugin.

Businesses can also connect Sage to their websites to pull information in a quick and convenient way to have it organized for future reference in different departments.

2. What’s so special about Sage CRM?

Sage CRM is special because it’s web-based, but installed on servers that clients can control (on-premise).  It’s a very flexible tool that can do anything a business needs.  One example is its ability to integrate with accounting systems, which is extremely helpful to business owners.  Other leading CRM applications don’t do this.  Sage also has a feature called “workflow” that makes it easy for business owners to create structure for any business process.

So really, you can get Sage CRM to do just about anything your business needs.

3. What does Sage CRM cost?

Sage CRM costs an amazing price of $35 per user.  This makes it approximately a third of the price of other top-tier CRM applications.

4. Who are these leading CRM competitors of Sage CRM?

SalesForce.com, Microsoft and SugarCRM are Sage CRM’s main competitors.  But Sage has strong integrations with Sage’s line up of accounting systems too.  And the total cost of ownership for their product is less than their competitors, which is why they consistently win the industry’s Value Award.

5. Who buys Sage CRM?

Sage CRM is ideal for privately held companies who bring in annual sales of $5 to $25 million.  The majority of businesses who use the application have around 10 to 25 staff members that routinely use the system.

Sounds great, doesn’t it?  Want to know something that wasn’t in the 5 most frequently asked questions about Sage CRM?  Let us know how we can help!

Managing Sage CRM projects is the exclusive focus of DCAA.  This singular focus over the past 12+ years gives us a unique and experienced perspective. We’re happy to help with any questions you may have.  Contact us today!