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

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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.

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 ...

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 ...

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

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 ...

GUMU™Sage CRM

GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months. Rolling 12 months Relocation of GUMU™ Charts Better Item Sales History Product Sales Analysis Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page. https://www.youtube.com/watch?v=OA9zqDZ_8yI

GUMU™Sage CRMSalesforce

MCM 2023 in Review

What were the biggest things at My CRM Manager in 2023? The GUMU™ Sage 100 Sage CRM// Huge growth with the GUMU™ Sage 100 Sage CRM integration this year. Lots of Sage 100 customers who flipped from the default Sage 100 integration to the GUMU™. Our new Newport theme for Sage CRM// a 100% free, modern UI you can deploy on any Sage CRM install ...

GUMU™Sage CRMSalesforce

Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024. Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal ...

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