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Automatic Emails from Sage CRM

Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine. When an opportunity is reassigned to a new representative, an email can let them know. You can ...
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Best Feature of Sage CRM v2021B

My favorite feature of 2021R2 is the ability to label outbound Quotes and Orders professionally. Release Notes Upgrade Page
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My CRM on Greytrix website

Greytrix has recently updated their GUMU™ Sage 100 CRM page on their website to reflect our updated marketing material.  New/Updated videos from the My CRM Manager related to the integration A new feature for scheduling a demo. This allows companies to easily schedule a web meeting with me (Dan)  New content
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ID Generation

Our ID Generator ensures a consistent naming convention for data created in Sage CRM.  This could be applied to Opportunities, Cases, Leads, or really anything.  In this video example we use a schema of YY + Number for the opportunity + Company + Creation date of the opportunity. The logic for the ID can be whatever you want, this is just an example. https://www.youtube.com/watch?v=_KGIjfYsRhE
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S5 Maps Recent Enhancements

S5Maps (Google Maps integration) has recently added quick links to Dun & Bradstreet as well as LinkedIn.  There is a short video below about these enhancements and this link brings up the S5Maps page on the My CRM Manager website.  Note – practical applications for S5Maps include management of service jobs.   https://www.youtube.com/watch?v=09OAI_zrF2U
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New Sage CRM Explainer Video

Have you ever been asked ‘What exactly is Sage CRM?’ Our new 2-minute ‘what is Sage CRM’ explainer video covers the highlights and can easily be forwarded to whoever is asking you that question (so nothing gets lost in translation).  Top 5 Solution Great Value Integrates with the full lineup of Sage accounting systems Awesome for process management Sweet integration with MS Outlook https://www.youtube.com/watch?v=CJaqvJaGrrw
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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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