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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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GUMU™ 100 Assigning a serial number to a Quote Item

As the GUMU™ Sage 100 CRM integration increases in popularity as an order processing system, we are coming across niche requirements that Sage 100 customers can easily do in Sage 100, that they now need to be able to do via CRM.  One such example is to assigning a serial number to an item at the Quote level (as opposed to the invoice level). We ...
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Recording a Customer Service inquiry from an Email

I was creating a video the other day about linking a Sage 100 RMA to a Sage CRM Case and it occurred to me that very few people realize just how easy it is to record a Customer Service issue in Sage CRM based on an email.  This short (3-minute) video shows you how.  And here is the original video about linking the RMA.  The ...
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Sage 100 – Linking a RMA to a Case

This video shows how users can easily associate a Sage 100 RMA to a Case in Sage CRM using the GUMU™ Sage 100 CRM integration. Sage CRM makes it easy for customer service agents to create a case in CRM directly from an Outlook email, and then link the case to an RMA. All email correspondence as well as all details about the issue (when ...
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