My CRM Manager at MOTM

We have a speaking session at MOTM this year! 

My CRM Manager represents the top Sage CRM development partners (Greytrix and CRM Together) within 90 Minds.

Below is an outline.

The state of Sage CRM in 2022: In this interactive session Dan Cousins from My CRM Manager will cover several topics including:

  • What’s new with Sage CRM and popular add-ons (MobileX, Accelerator, GUMU),
  • Sage’s position on CRM in 2022,
  • Sage CRM’s position in the competitive CRM Marketplace,
  • Deployment strategies for user adoption.

Comm Stats now includes Person Records

In our Quick Start Implementation Package, we deploy our Communication Statistics code as well as our User Activity Dashboard. These statistics and reports reflect communications created relative to a Company, Person, Opportunity, Case (Job), etc. within Sage CRM.  This code makes it very easy to measure how often (or not) users record these interactions. 

This image shows how we have recently expanded our Communication Statistics logic to monitor communication records specific to the Person. Historically, we have had this strictly at the Company, Case, Opportunity, and Lead levels within Sage CRM. 

comm stats includes person

Advanced Email Management

Does your organization receive a lot of emails for a generic email address? For example support@ or inquiries@?

Sage CRM has a feature that can automatically pick up these emails and then create something – like a new service ticket (case) or lead. You can create as many of these email scenarios as you need and then modified what happens when these emails enter Sage CRM.

You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.

Getting Emails into Sage CRM – 3 options

Most commonly, users consciously decide on which emails get filed into Sage CRM. The easiest way to do this is to file emails into using Accelerator. Additionally, clients can leverage the Advanced Email Management feature which automatically pulls emails into CRM.

Filing emails into Sage CRM from Outlook

Almost all our clients use Accelerator (Advanced integration between Sage CRM and MS Outlook). Accelerator makes it easy to file emails against the correct record in Sage CRM, maybe against a job, opportunity, or strictly under the person record in CRM.

When filing emails, users can overwrite the subject line AND label the documents attached emails. 

Advance Email Management

Using this feature, Sage CRM automatically picks up emails sent to a specific address (inquiries@) and can trigger something to happen. 

An example would be, all emails submitted to support@yourcompany.com can automatically come into Sage CRM and create a support issue (ticket/job/case). For accounts that deal with lots of warrantees, support issues, or inquiries, this can be very practical. 

Sage CRM v2022R1 Now Available

In mid-February, Sage North America made Sage CRM v2022R1 available for download. If your organization is current with their Sage CRM support plan (either the subscription or via the annual renewal), then you are entitled to the latest versions of Sage CRM. 

Sage expects end-using companies to stay current(ish) with Sage CRM upgrades. Now that Sage has released v2022, they will stop supporting Sage CRM version 2019 as of September 30th, 2022.

The Difference Between Tasks & Appointments

Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are a few differences too.

Similarities Between Tasks & Appointments

  • Both Tasks & Appointments share the same entry screen
  • Both can be customized
  • You can set on-screen or email reminders
  • All communications, regardless of status live within the communications folder for the Company, Person, Opportunity or Case they were connected to

Differences Between Tasks & Appointments

Tasks
  • Tasks do not have a duration (start and end). They strictly have a due date.
  • Tasks are for a single person.
  • Pending tasks appear in the Task section of My CRM / Calendar
Appointments
  • Appointments have a duration (start and end)
  • Appointments can be for multiple people
  • Appointments show up on the Calendar section of My CRM / Calendar
  • When creating an appointment, you can check the availability of the users being scheduled for the appointment.

Updated Accelerator User Guide

Almost all of our Sage CRM projects use the advanced integration between Sage CRM and MS Outlook (aka Accelerator). 

Accelerator has a massive impact on user adoption and a deep feature set. When it comes to user training, we provide a user guide (which references the training videos on our Accelerator page) in advance of the hands-on training sessions. These user guides are constantly evolving. You can see videos outlining Accelerator AND  download the latest version of our user guide from the Accelerator page on the My CRM Manager website.

Updated Sage CRM Mailchimp User Guide

When one of our accounts wants to start taking advantage of Sage CRM’s practical (and free) Mailchimp integration, we typically provide them with our Mailchimp User Guide and then schedule a meeting to go through it together. Since both Mailchimp and the Sage CRM integration keep evolving, it is an ongoing effort to keep our User Guides up to date. This week, my colleague April released an updated version of our Guide. You can download this updated Mailchimp User guide from the bottom of the Marketing page of the My CRM Manager website.

Note – We use Mailchimp internally to message (a) prospects, (b) the Sage 100 and Sage 100 consultants (approx 1,600), and (c) certain Sage employees (maybe 80 but they never read). The image below shows the stats for the February 1st Mailchimp blast to the Sage 100/300 channel.

mailchimp stats feb 1.2022b