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Case Workflow

We have always been very focused on Sage CRM’s workflow engine.  It seems once clients start using this tool, they can’t get enough. We have created a new page on our site to host various examples of workflow in play to help companies wrap their head around the feature.  Over time, we will have more and more examples. The video below is a good example ...
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Planning for Sage CRM

You definitely don’t want to be underprepared as you move into a CRM initiative.  We have a video (below) we use to help people wrap their heads around how these projects should go down. It covers the highlights such as: Outlines the sequence of steps to move forward Gives you a good idea of a timeline Defines the key resources you will need to be ...
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GUMU™ Sage 100 CRM updates

Greytrix’s Sage 100 to CRM integration (aka GUMU™) continues to rapidly add tangible improvements.  Recent enhancements include: From the Inventory look up feature, users can drill into an item to see where, when, and to whom a product was either quoted on or sold New graphical representation of a customer’s buying history available from the company summary screen as well as from the Accelerator interface ...
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Opportunity Workflow Example

This is the first video in our ‘Workflow Examples’ series. In this example of an opportunity workflow, see some of the basic principles of Sage CRM’s workflow engine.  This example shows: Information messages that change depending on where the user is in the cycle Conditions that force the user to attach specific documents before they can advance their opportunity Automatic emails that can go out ...
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Interview with Anthony Volpe of LLB Group

The LLB Group in Philadelphia is having great success with the GUMU™ for Sage 100 CRM. In this interview, Anthony covers a lot. Normally I would never publish such a long video, but there was so much gold in here that, really there was no way to make the video shorter.  Backstory – Anthony and The LLB Group had experience with Sage CRM, but they ...
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Sage 300 CRM

The Sage 300 integration with Sage CRM leverages Sage 300’s native ‘web-screens’.  This is awesome because it provides CRM users will access to an incredible amount of Sage 300 functionality.  Creating and viewing orders, viewing inventory, Looking up credit history, etc.  It even includes vendor integration. Important – Sage CRM users do not require a license for Sage 300 when they access Sage 300 via ...
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Sage 50 CRM

The Sage 50 integration to Sage CRM is perfect for account managers that need visibility into transaction history – without asking the accounting department. With this integration, from the company summary screen, you can see relevant key statistics such as YTD and LTD values.  Additionally, the Quote, Order, and History tabs show you Sage 50 history. These tabs show you transaction history, and you can ...
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Google Maps integration

 5/5 This solution has justifiably warranted a 4-star rating from me.  Not only does this integration make it easy to plot your data, but it is also just as easy (2 clicks) to add new companies to your Sage CRM instance. I have seen a variety of mapping solutions for Sage CRM, including several that use Google Maps, but this one is clearly the ...
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