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Open Source Code for Sage CRM

Did you know that CRM Together (Sage CRM Development gurus) has an Open Source Code sharing program for Sage CRM? At My CRM Manager, we use the WYSIWYG field within our internal Sage CRM instance for managing Cases. For different client projects, we have used the CRMSignature code and the Rapid Item Picker (sometimes referred to as Quick Line Entry). And loads of partners (including ...

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New 100/300 partner page

More and more Sage 100/300 partners are leveraging us as a Sage CRM resource. Not just for sales calls/demos but also for webinars (Eide Bailly, CS3, Asyma ++) and web-site content. Also, our new Sage CRM explainer video is appearing on partner websites. We have a new 1-pager that outlines the Sage CRM sales and marketing help we can provide to Sage partners. Please take a look: Sage ...

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Sage 100 CRM Comparing both Options

What is the difference between Sage’s integration with 100 and Greytrix’s? While there is overlap, they are very different by design and once you understand the differences, it becomes very clear why Greytrix’s GUMU™ Sage 100 CRM is becoming the obvious choice for so many organizations. Sage’s free integration essentially allows the user to launch Sage 100 screens while inside Sage CRM. However, this requires ...

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PDI Software Partnership with MCM

PDI Software has announced a partnership with My CRM Manager to support their Sage CRM installations. In 2018, PDI acquired DM2, a Sage 100 partner with a focus on the oil and gas industry. DM2 had a thriving CRM practice and was the leading reseller of Greytrix’s GUMU™ Sage 100 CRM integration. This is a big deal for My CRM Manager, as it adds strength ...

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Recent Enhancements to the GUMU™ Sage 100 CRM

Greytrix’s GUMU™ Sage 100 CRM integration continues to evolve. The image below reflects some relatively minor (but meaningful) changes that we rolled out in October. The Sage 100 data block is collapsable New calculation field showing the % change between this year and last year sales New calculation field showing the % change between sales last year and the prior year (to accommodate COVID) New ...

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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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