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Project Example – 20 Property Managers 100 buildings

The ACMS system manages the activities related to condominiums.  Issues, jobs, vendors – and of course all communications and documents. It is used not only by property managers and their support staff but also by the owners and boards of directors associated with the buildings. Users can provide comprehensive reports to the boards they serve, but boards (and owners) can also access the system via ...
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Sage CRM and Sage 100 Job Costing

One of our clients found it very practical to integrate Sage CRM with their Sage 100 Job Costing module.  This streamlined populating the job in Job Costing and also made it easier to share information amongst non-accounting staff. https://youtu.be/10ard04xyKw
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Opportunity Workflow Example B

In this example of Sage CRM’s workflow engine, the user has the choice of selecting from more than 1 workflow.  And, the rules that display are conditional to the opportunity type. https://youtu.be/AkdZ1YCyX80
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Project Example 14 Users over 5 Departments

This is the first of what will hopefully be many examples of Sage CRM in action. In this system, we connect staff from a variety of different departments to individual projects (aka opportunities). It is a great deployment of Sage CRM as it provides complete transparency over the status of individual projects, users, and departments. Watch this example on YouTube.
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Connecting your Contact Us page with Sage CRM

Depending on the volume of inquiries you get from your website, it might make sense to automatically pull those inquiries directly into Sage CRM.  Not only does this eliminate duplicate entry and provide a better experience for the submitter, but it also provides you with exact measurements over how many you received within a time frame as well as how they were distributed. Typically, there ...
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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 and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
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