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Sage CRM Administrator – is this necessary?

Our standard MO is to strongly recommend that clients have a designated internal ‘Point Person’ to help with training and support issues. We take a train-the-trainer approach and this point person is the trainer. A full breakdown of this role is found on this page and also referenced in the video on our Planning for a CRM project page. Back to the topic – is …

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Sage 500 CRM

Greytrix publishes an integration with Sage 500. It uses the same GUMU architecture as Greytrix’s integrations with 100, X3, and Intacct.  And while it does not have the same depth as the Sage 100 integration, it is pretty good, providing for customer integration AND the ability to create Orders from Sage CRM’s web-accessible interface that can be promoted directly into Sage 500’s Order Module.  A …

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Ian McFarlan

Over the past 18-months (since COVID started), My CRM Manager has gone deep into improving our website and web presence. This has included rebranding, re-doing the website, and creating oodles of content.  Ian McFarlan (www.mcfarlan.ca) has been instrumental in facilitating this change. In the video below, Ian goes over his process. I strongly working with Ian. He is the best. Note – Ian has been …

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Image Gallery

Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this add-on makes Sage CRM even more practical.  A full write-up including a 2-minute overview video can be found on the Image Gallery page of the My CRM Manager website. 

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Quick Start Implementation SUCCESS!

Earlier this summer we started promoting a Quick Start Implementation Package for Sage CRM. The idea being, instead of getting CRM doing absolutely everything the client needs upfront, let’s get them up and running quickly and then work on modifications after. This does not apply in every situation, but it sure is a practical approach for many organizations.   It is one of those things where… …

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CS3 Smart Talk / September 16th – CRM DEEP DIVE!

The good people at CS3 have invited me to be a speaker at their September 16th ‘Smart Talk’ user group meeting.  Super excited to have the opportunity to get to work with Cs3.  But also, the session will cover both Sage CRM and the CRM features within Acumatica. oh boy! If you are a Sage 100 or 300 partner and have a similar type of …

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Adoption Dashboard

Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not) and how well.  It covers the basics of who is creating companies, people, and communications. For communications, it has some slick metrics such as which accounts users have recorded communications under (or not) over a rolling 30-day period. https://www.youtube.com/watch?v=fYvzcGbQs7E

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Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system. Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions.  This image shows fields on the Company summary screen that reflects …

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