We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
The video below walks through how we work with clients to document and progress jobs in our system. AND how we report this information back to clients.
We use Sage CRM to manage individual jobs. A CRM workflow controls how the job is entered and how it progresses along from the Project Manager, to the technical team, and then back to the Project Manager. If you wanted to see our case workflow in detail, use this link.
What were the biggest things at My CRM Manager in 2023?
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 with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024.
Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal (aka BPortaly).
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include:
Our GUMU™ Salesforce to Sage 100 page is ready for go-time. This page includes two 5-minute explainer videos, one for the user experience (below) and a second for the configuration features.
There is also a link to the GUMU™ Salesforce to Sage pricing calculator, which cover Sage 100, 300, X3, and Intacct.
Greytrix’s GUMU™ salesforce to Sage integration is now the top ranked integration on salesforce’s App Exchange with a 4.98 rating and over 50 reviews. Key reasons why are outlined below.
The GUMU™ brings key Sage accounting data into salesforce (Order and Invoice details) so that it can be used within salesforce’s native reporting features (See image below). If I am a salesperson using salesforce – this is exactly what I want!
This integration is priced per user and is independent of the number of Sage accounting companies (databases). Check out our pricing calculator.
Salesforce users do not require a license for the Sage accounting system.
Most all companies that have an integrated system want to make changes to it – to empower users even more. The GUMU™ framework allows us to easily modify the system. Maybe you have custom fields in Sage accounting that you need in salesforce, or maybe your team is asking for specific reports (image above). These types of changes are easily accommodated with the GUMU™.
The salesforce support team at Greytrix are first in class.
Customizing
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We have a ticketing system and cl You don’t get a 4.98 rating by dropping the ball.
types of changes are easily accommodated with the GUMU™.
Starting in 2023, My CRM Manager has begun representing Greytrix’s GUMU™ Salesforce to Sage integrations. This includes Sage 100 and Intacct.
Check out our jazzy pricing calculator!
GUMU™ integrations are generally recognized as the leading Sage ERP integrations to Salesforce with 50 reviews on Salesforce’s AppExchange and a 5-star rating!
My CRM Manager will be attending MOTM again this year with special guest Marc Reidy from CRM Together (publisher of Accelerator, MobileX, 365, and more)
My CRM Manager represents the top Sage CRM development partners (Greytrix and CRM Together) within 90 Minds.