Your Sage CRM Expert - My CRM Manager

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

Search My CRM Manager

Click Me

CRM News Upates

Search CRM News

What is Sage CRM?

Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

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 ...
Read More
Uncategorized

Sage CRM Fundamentals, Contact Management

Too often I (Dan) get caught up in the fancier functions of Sage CRM (process controls, integration to accounting), but for many companies, the fastest return they see on CRM is to finally have a consolidated place to manage companies and contacts. Too many organizations have only the contacts in accounting (lame) and then each individual has their own contacts and email in Outlook (also ...
Read More
Uncategorized

Defining a Sage CRM Administrator

Each of our projects has a point person on the client-side to assist with training and support issues. The role is so crucial to our mutual success that having a designated CRM administrator is a requirement with all projects we take on. This page on our site breaks down this role, what makes for a good point person, and how to identify a sub-standard one ...
Read More
Uncategorized

Working with Sage CRM Support

The Sage CRM support department is an important part of our system and scheduling a call with a support analyst is quite painless once you sign up for their online scheduler. Aside from scheduling a call with a level 2 support analyst, there are a variety of resources available to you – if you know where to look.  A full breakdown of Sage CRM support options, ...
Read More
Schedule A Demo
Sage and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
Learn More

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager

Schedule A Demo