We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Your can send out important notifications or marketing messages to groups of contacts. You can easily segment your meaningful groups from the FIND / PERSON screen or by creating a group.
We can email these groups directly from Sage CRM or by using Sage CRM’s built-in integration with Mailchimp.
You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.
Sage 300 has begun issuing Quarterly Newsletters and their first, published on February 2nd, 2022 had us listed in the Featured Partner section.
The article shows our Sage 300 CRM video (finally getting used by Sage) and focused on how My CRM Manager can help Sage 100/300 partners be more successful with Sage CRM. There is a link back to our Accounting Partners page.
You can send out specific emails to contacts from the person record, or from the context of a specific job or opportunity. Additionally, you can leverage Sage CRM’s email templates features which make it easy to merge dat and send consistent messages. I use templates all the time. Whenever we send out an email from Sage CRM, the system automatically records a copy of the email.
From Outlook, using Accelerator, we can still leverage our contacts and our Sage CRM email templates, however, the user must consciously decide if they want a copy of the email put into Sage CRM (and where).
You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.
On Friday, December 10th there was a vulnerability announced by Apache related to a logging system leveraged by Sage CRM versions 2020R2 and above. Here is the link to Sage’s announcement Advisory: Apache log4j vulnerability (CVE-2021-45046) – Sage CRM Hints, Tips and Tricks – Sage CRM – Sage City Community
The feature that includes this vulnerability was only introduced to Sage CRM in version 2020 R2. If your companies version of Sage CRM is 2020R1 or earlier, there is nothing that needs to be done. If your system is version 2020R1 or above, you should contact your Sage CRM service provider to apply the patch.
Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine.
My favorite feature of 2021R2 is the ability to label outbound Quotes and Orders professionally.
Greytrix has recently updated their GUMU™ Sage 100 CRM page on their website to reflect our updated marketing material.
Our ID Generator ensures a consistent naming convention for data created in Sage CRM. This could be applied to Opportunities, Cases, Leads, or really anything.
In this video example we use a schema of YY + Number for the opportunity + Company + Creation date of the opportunity. The logic for the ID can be whatever you want, this is just an example.
S5Maps (Google Maps integration) has recently added quick links to Dun & Bradstreet as well as LinkedIn.
There is a short video below about these enhancements and this link brings up the S5Maps page on the My CRM Manager website.
Note – practical applications for S5Maps include management of service jobs.
Have you ever been asked ‘What exactly is Sage CRM?’ Our new 2-minute ‘what is Sage CRM’ explainer video covers the highlights and can easily be forwarded to whoever is asking you that question (so nothing gets lost in translation).