Your Sage CRM Expert - My CRM Manager

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

Search My CRM Manager

Click Me

CRM News Upates

Search CRM News

What is Sage CRM?

Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

GUMU™ Sage 100 User Experience 2021

So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video.  The updated version properly reflects the 2021 version of the GUMU™ (aka Ruby) including the enhanced user interface, dynamic Sage 100 reports, etc. All information about the GUMU™ Sage 100 CRM integration is found on the Sage 100 page of the mycrmmanager.com website.
Read More
Uncategorized

Sage 50 CRM Data Visualizer

We have just added glamourous reports to our Sage 50 CRM integration. All clients who currently subscribe to this Sage 50 CRM integration are entitled to this enhancement.  Just notify your Project Manager and we can schedule the job of updating your system. More information about our Sage 50 to Sage CRM is found on this page of the My CRM Manager website.   https://www.youtube.com/watch?v=LA9do5xQong
Read More
Uncategorized

Why Sage CRM is fantastic

Jeff Richards (head of Sage CRM Training and Development) asked me to submit a 30-second video to him on why I thought Sage CRM was fantastic. This is my submission. Note – given that the points in my video are 100% accurate, Sage CRM is a very underrecognized solution. All industry analysts recognize it as a top 5 CRM within the SME market while at ...
Read More
Uncategorized

Sage 50 CRM on Sage Marketplace

Our Sage 50 to Sage CRM integration has been listed on Sage’s marketplace (CDN and US).   Here is a link to the listing and this link brings up the Sage 50 page on the My CRM Manager website. 
Read More
Uncategorized

Default Values Manager

Sometimes clients want a new entry in CRM to inherit a value determined elsewhere. For example: When creating a new opportunity, the Industry field on the opportunity screen should inherit the Industry value previously defined on the Company summary screen. When creating a Case, the account manager field on the Case screen should inherit the value defined on the Company screen. Our Default Values Manager ...
Read More
Schedule A Demo
Sage and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
Learn More

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager

Schedule A Demo