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Accelerator – Glimpse into the Future

We have been helping beta test the upcoming major release of Accelerator. CRM Together (publishers) have completely redone the user experience, added some practical features, and made the solution 100% web-based.  We are expecting to roll this out to new projects starting in April. Later in the spring, we will go back to existing clients currently using the ‘Classic’ version of Accelerator to upgrade their ...
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Sage CRM Podcast Series – with Dan Cousins Ep.2

Jeff Richards (head of Sage CRM training and development) and David Beard (Sage CRM Principal) have a podcast series wherein they interview a handful of Sage CRM partners from around the world.  The series they did with me (Dan) is broken up into three 10-minute segments.  In this second episode, we spend a good chunk of the time discussing how end-using companies typically host their ...
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GUMU™ Sage 100 CRM meeting for Sage 100 partners only March 17th

Greytrix’s GUMU™ for Sage 100 CRM is in the process of revamping its interface and reporting features. The objective is to give Sage CRM users gorgeous and practical reports related to Sage 100 data. We are looking for Sage 100 experts to assist with this initiative.  On Wednesday, March 17th at 3 pm EST, we will be hosting a webinar. https://attendee.gotowebinar.com/register/8369358679089663504.  I used GotoWebinar so that ...
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Sage CRM Podcast Series – with Dan Cousins Ep.1

Jeff Richards (head of Sage CRM training and development) and David Beard (Sage CRM Principal) have a podcast series wherein they interview a handful of Sage CRM partners from around the world. I (Dan) was one of the individuals they choose to interview.  The series is broken up into 3 parts. In the first episode, it is mainly an introduction to me, how I got ...
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Scorecards for Qualifying Opportunities

When managing opportunities, we often have a workflow rule that forces the user to type in why the opportunity is qualified.  One of our industrial sales clients took this a step further by providing staff with scorecards that prompt the user to answer a series of questions – and get a decent score – before they can progress the opportunity along.  https://youtu.be/myAOx5SbXlg
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Staying on top of Critical dates

This video illustrates how we can manage key ‘must-do-items’ using Sage CRM’s dashboarding features to ensure nothing slips through the cracks. https://youtu.be/aa9kKWGEnds
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Client Interview Series – SmithCraft

In this candid interview with Nicole from SmithCraft signs, we start with why CRMs sometimes get a bad rap but then get into her experiences over the past 4 years in evolving her system. https://youtu.be/59-eVh-GpRY
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MOTM March 5th – Silver Sponsor

My CRM Manager is a Silver Sponsor this year at the annual “Meeting of the Minds” convention on March 5th. It is (of course) a virtual convention this year and we will have a booth representing ourselves as well as both Greytrix and CRM Together. With Greytrix, we work closely with them to constantly improve the GUMU™ for Sage 100 CRM.  Through February, March, and ...
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