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Using Dashboards in Conjunction with Workflow

Sage CRM’s dashboarding feature is a practical way to connect different staff members and departments as information flows through your Sage CRM instance. 
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Sage CRM Marketing Fundamentals

Sage CRM has, maybe the best features of all top-tier CRM solutions when it comes to segmenting your data and creating groups. Best because it is so easy to do with Sage CRM. We have broken down the marketing functions within Sage CRM on this page of the My CRM Manager website, providing short videos and examples on the following topics. Profiling Sorting through your ...
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Google Maps Recent Enhancements

The developers of Google Maps for Sage CRM have recently made a slew of very strong improvements. The Google Maps integration is now noticeable faster to load and refresh The user can now filter for companies with opportunities or cases (jobs) There is a new filter to search for companies by name and city The integration now allows for Leads! The new Leads feature is ...
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Sage CRM Breaking Sales Records

Demand for Sage CRM seemed to have gone haywire in 2020. Globally, sales of Sage CRM was up 26%, but in North America specifically, the uptick in new sites was >83%. Why all of the sudden?  Likely a combination of factors including: The GUMU™ for Sage 100 CRM (Advanced integration) certainly helped Sage NA did make an effort to talk more about Sage CRM to ...
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Is SalesForce.com losing some of its shine?

Yes, still shiny, but yes. We have always competed against SFDC but… compete might be the wrong word.  Historically, too often organizations sign up for SFDC without really evaluating their alternatives.  The prospect might have had Sage CRM on their evaluation checklist, but we were just column fodder and they were always going with SFDC. Over the past couple of years, the tides have started ...
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Editable Grids

If you have ever wanted to edit the values in a Sage CRM list quickly, then this is the solution for you. Editable Grids allows you to edit the values displaying on a list without having to open each and every record. It is an amazing time-saving feature. Once clients have the Editable Grids solution, they can use it in as many different parts of ...
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CRM4100

The CRM4100 solution is a bi-directional real-time integration between Sage CRM and Sage 100 Contractor. This integration supports: Managing both bids and bid requests from CRM Convert/promote companies in Sage CRM to Customers or Vendors in Sage 100 Ability to define user access rights to Sage 100 data Awarding projects and creating Sage 100 Jobs from Sage CRM https://youtu.be/j53TRjs0fSY
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GUMU™ Sage 100 Webinar Dec 9.2020

There is definitely buzz about the GUMU™ for Sage 100 CRM.  The December 9th Webinar was well attended.  Many of the larger Sage 100 partners were on hand, it was good.  For those that missed it, below is the cropped (20-minute) version.  As per all our messaging, we will help anyone interested in learning more about GUMU™, even those larger Sage 100 partners that have ...
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Sage and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
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