My CRM Manager News Updates

What is Sage CRM? new 2-minute video

We have a new 2-minute video covering the highlights of Sage CRM. We will be using this in youtube ads starting July 14th.  https://www.youtube.com/watch?v=TCyKVS0sBoU

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Sage CRM facts every Sage employee should know!

I recently had the opportunity to provide Sage’s Business Development team with training related to Sage CRM. It went over well, and the best bits I wanted to repost here. You can download the training guide we provided and below are some quick facts that all Sage staff should know. Sage CRM is a communications system used by over 17,000 companies around the world. Sage …

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How we work with Sage Partners

It is becoming increasingly more common that Sage accounting partners will reach out to us for general product information or for assistance in presenting Sage CRM to their existing customers or prospects. We always try to be helpful regardless of the type of relationship the Sage accounting partner is seeking. The type of relationship typically reflects whether the accounting partner wants to be in the …

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New Accelerlator Page

To support Accelerator’s new 2021 UI, we have created a new Accelerator page. We needed to do this due to the changes in the interface, but also there are functional differences. Moving forward we use the expressions ‘Accelerator’ and ‘Accelerator Classic‘. The differences on the new screen include: The first six videos reflect the new UI The text has been updated to reference the updated …

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Linking a Serial Number from Sage 100 to a CRM Case

In this video with Sage CRM Project Manager April Braun, she shows how, in one of her projects, we are allowing the CRM user to link a Serial Number from within Sage 100 to a Sage CRM Case.  The key benefit here is that the user does not have to physically log in to Sage 100 to grab the serial number. The video also covers …

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Quick Start Implementation Plan

Companies do really cool things with Sage CRM.  This can include leveraging the process automation features, creating new screens, apply sophisticated screen level scripting, etc.  The options are almost endless.  Too often, with new projects the client insists that these features exist before going live with Sage CRM. Sometimes this is appropriate, however building out these features can delay the strong ROI companies gain by …

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MCM New About Us page

From paying attention to what pages the people that visit the My CRM Manager our website visit, we now understand that our About Us page is the most visited page. So – to me that means that it better look good! Our new About Us page that more accurately represents our resources. If you click on any of the resources, you can see more information …

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New Accelerator User Guide

We now have a user Accelerator User Guide reflecting the new Accelerator Feature set and user interface.  The guide can be downloaded from this link. This 5.0.0.0 version is a complete rebuild of Accelerator, making it (1) easier to user, and (2) provides a modernized interface.  At My CRM Manager, almost all our projects use Accelerator as it has such a profound impact on user adoption. Clients …

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