Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
The expression ‘Lead’ means different things to different people, sometimes it is used to label a company (or person) and other times is it used to describe the early stage of a Sales opportunity.
Within the Sage CRM application, the expression Lead is used to define unqualified data that needs to be qualified. I have had this conversation 100s of times, and it can still be complicated. My long-winded video below breaks it down for you.
So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video. The updated version
Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021. This is a very significant release. Below is
April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps. What does this mean? s5Maps has
My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an
Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the
Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple
Greytrix and My CRM Manager are making a more significant effort to help Sage ERP Partners! The email that went out on September 13th, 2023
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include: Newport Theme for Sage
This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration. Our Sage 100 page has a complete breakdown of