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 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

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.

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.

Accelerator Update March 2022

Accelerator for Sage CRM 2022 release

Accelerator is the Advanced integration between Sage CRM and MS Outlook. At My CRM Manager, almost all of our projects use Accelerator as it has a hugely positive impact on the overall system. A complete breakdown of Accelerator is found on this page of the My CRM Manager website

Accelerator’s 2022 release (officially known as is loaded with enhancements to the user interface and experience. This 2022 release elevates Accelerator’s new UI that came out in 2021. 

Here is a 6-minute video recap and you can see the entire release notes using the green link.