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Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
Greytrix’s flagship integration to accounting is the GUMU™ Sage 100 CRM integration. Without question, this is the most robust and feature rich integrated CRM available within the Sage community – and of course for Sage 100 customers. This integration has prompted many Sage 100 partners to urge their clients to take a closer look at Sage CRM. The 3-minute video below walks you through the …
Starting in 2023, My CRM Manager has begun representing Greytrix’s GUMU™ Salesforce to Sage integrations. This includes Sage 100 and Intacct. Check out our jazzy pricing calculator! GUMU™ integrations are generally recognized as the leading Sage ERP integrations to Salesforce with 50 reviews on Salesforce’s AppExchange and a 5-star rating!
My CRM Manager will be attending MOTM again this year with special guest Marc Reidy from CRM Together (publisher of Accelerator, MobileX, 365, and more) My CRM Manager represents the top Sage CRM development partners (Greytrix and CRM Together) within 90 Minds.
Accelerator‘s Mail Merge feature allows users to edit documents on the fly – without having to download and then re-upload the edited document. This works for Word and PDF documents. Also, when saving your document you can: Re-label the document type Re-label the document name Define the communication Action type (ie letter out or otherwise) Add a description to the document and communication record being …
MobileX is the companion product to Accelerator. For systems that require users to access Sage CRM from their smartphones, MobileX is what we recommend. More information can be found on the mobile access page of the My CRM Manager website. https://www.youtube.com/watch?v=jw17qE22RSk MobileX can be extended to show ERP/Accounting data too!
Many of our systems allow users to generate Quotes from Sage CRM. The templates can be completely customized to suit your requirements. This can include: Branded Reformatted Providing funky logic Providing a variety of templates for different scenarios Embedded Pictures Machine and sub-options Embedded Signatures https://www.youtube.com/watch?v=Hf5KXB_tlnI
Data Islands, published by CRM Together, is an App and Platform for Data Sharing & Delivery. I have provided a practical example from our system in the video below. Query, Publish and Share data via API’s and Apps. Using the App – Build Micro Data Warehouses to reconcile different datasets from disparate data sources. – Share Datasets with your distributors, manufacturers and Partners – Secure …
Configuring the Sage CRM instance to properly send out email is a function of the client’s IT team. This is because most of the setup is done within MS Exchange Admin Center. Fortunately Sage publishes and maintains thorough documentation about setting configuring Sage CRM to work with your company’s 365 emails. Here is the link to the Sage CRM help center. From the help center link, …