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

Profiling Farms in Sage CRM

One of our clients in agriculture pays attention to the crops grown on their customer’s farm.  We created a ‘Farms’ entity which pulls address information and then gave them a slick way of profiling individual farms in a way that made sense to them. https://youtu.be/CJyBWEnZBO0
Read More
Uncategorized

Client Interview Series – ACMS

These interviews are less about My CRM Manager and more about the process of creating a good system. In this interview with Crystal Deley, owner of ACMS, she discusses her vision for a fully integrated system, why she selected Sage CRM over an industry-specific solution, the process of executing her vision, and how it has taken longer than she expected.  There is also a 2-minute ...
Read More
Uncategorized

Sage CRM Podcast Series – with Dan Cousins Ep.3

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.  This is the third (last) of 10-minute segments they did with me (Dan).  Here are the links to the first and second episodes. In this third episode, we cover: -The risks associated with ...
Read More
Uncategorized

Leveraging Hotjar

We are constantly trying to improve upon our web presence by generating more content, making the content easy to consume, etc.  Ian McFarlan (our web-marketing person) applied a web-analytics tool called Hotjar against our site – which is giving me incredible feedback on how people consume the information on our site.   This is a fantastic tool and I’d recommend it (and Ian) to anyone who ...
Read More
Uncategorized

Google Maps Update March 18.2021

The Google Maps integration with Sage CRM has added a slew of new features over the past 60-days (highlighted in the video below).  Navigational changes Ability to easily re-center the map Seeing the names of companies without having to click on the pin Ability to add groups of companies to Sage CRM (instead of 1-at-a-time) New feature to filter the data based on Sage CRM ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
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