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We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

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GUMU™Sage CRM

GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months. Rolling 12 months Relocation of GUMU™ Charts Better Item Sales History Product Sales Analysis Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page. https://www.youtube.com/watch?v=OA9zqDZ_8yI

GUMU™Sage CRMSalesforce

MCM 2023 in Review

What were the biggest things at My CRM Manager in 2023? The GUMU™ Sage 100 Sage CRM// Huge growth with the GUMU™ Sage 100 Sage CRM integration this year. Lots of Sage 100 customers who flipped from the default Sage 100 integration to the GUMU™. Our new Newport theme for Sage CRM// a 100% free, modern UI you can deploy on any Sage CRM install ...

GUMU™Sage CRMSalesforce

Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024. Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal ...

GUMU™Sage CRM

Sage 100 CRM Job Costing

While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways in the past. In the 90-second video below, you will see 2 examples of a CRM to Job Costing integration. In Example A, data from Sage CRM is feeding the Job in Job Costing. In Example B, data from Job Costing ...

AcceleratorSage CRM

Accelerator: Modifying your Outlook Ribbon

Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below! Everything you ever wanted to know about Sage CRM’s Outlook Plugin (Accelerator) can be found on our Accelerator page. https://www.youtube.com/watch?v=1K-STnj1xB8

Sage CRM

Newport Theme – Adding or Removing

My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an overview, (2) instructions on how to apply it, (3) key changes, and (4) answers to FAQs. 1. Overview of the Newport Theme 2. Adding or Removing the Newport Theme For the Newport theme, the icons are all coming from a ...

Sage CRM

Sage CRM Fields, Screens, and Lists

Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the hang of it AND hugely important since we need to profile information in a way that makes sense for your organization – and then easily see or filter for that information later on. https://www.youtube.com/watch?v=A_xxHvZAksE

Sage CRM

CustomIDs

Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple opportunities with the same name ‘Big Deal’, it can have something more meaningful such as 23-0998 /My CRM Manager / 10.26.2023. IDs can be applied to anything within Sage CRM, Cases, Leads, Opportunities, Equipment or whatever you are trying to ...

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