Your Sage CRM Expert - My CRM Manager

We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

Search My CRM Manager

Click Me

CRM News Upates

Search CRM News

What is Sage CRM?

GUMU™Salesforce

GUMU™ Salesforce Webinar November 19.2024

Benefits of Integrating your Sage System with Salesforce Tue, Nov 1912:00 PM – 12:50 PM ESTOnline event Register Explore how integrating your Sage Accounting System with Salesforce can transform your operations. From streamlining processes to providing a 360-degree view of customers, we’ll uncover the many benefits of leveraging the GUMU™ Salesforce powerful integration to Sage. Key Takeaways: Understand the default features of the GUMU™ Salesforce ...
Read More
GUMU™Sage CRM

GUMU™ Sage 100 Sage CRM QLE Screens

Many of our systems allow the CRM user to Create Quotes or Orders that can be promoted directly from the CRM to the Sage accounting system. In the GUMU™ CRM to Sage integrations, we provide ‘Quick Line Entry’ (QLE) screens that make this a practical and efficient task for the CRM User.
Read More
GUMU™Salesforce

GUMU™ Salesforce to Sage Releases

Greytrix is constantly updating the GUMU™ Integration to enhance the administrative tools and user experience. The latest releases are now here! For those that already subscribe to this integration, these can be applied to your system on request at no charge as part of your GUMU™ subscription. You can check out the latest enhancements to the GUMU™ Salesforce Integration in the videos below: Settings Enhancements ...
Read More
Sage CRM

Linking Marketing Activities to Opportunities

You can link marketing activities to individual opportunities. The quick method is to use the ‘Source’ field at the opportunity level. The more involved method allows your marketing team to define detailed marketing activities (Sage CRM calls these wave activities). The 3-minute video below provides you with an overview.
Read More
Sage CRM

S5Scheduler for Sage CRM

S5Scheduler for Sage CRM provides a more practical means to visualizing date specific content from Sage CRM. For example, allowing you to see a schedule of jobs for your install team OR deliverables for your outside Sales team. In the real life example below, we are displaying service jobs that have…  Color coded events to reference a specific user/team/status/product/location (whatever you require) The color on ...
Read More
Sage CRMSalesforce

How My CRM Manager works with clients

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 ...
Read More
GUMU™Sage CRM

Sage 100 CRM GUMU™ Release Notes

You can now check out the latest features and enhancements related to the advanced integration between Sage 100 and Sage CRM GUMU™ for Sage Release Notes – My CRM Manager
Read More
Sage CRM

Outbound Email User Delegation

If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever manages your MS Exchange must remember to go into the Exchange Admin Center and enable the user’s email address  to have either SEND AS or SEND ON BEHALF rights for the crm@ address that was used to configure outbound email ...
Read More
Schedule A Demo
Sage and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
Learn More

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager

Schedule A Demo