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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 ...
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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 ...
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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, ...
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Using Identifiers within Sage CRM

By default, Sage provides a description field when entering a job (Case) or opportunity.  However, that description field is a free text field.  So users could type in whatever they want — i.e. ‘big opportunity’.   Instead of using that free text field, we strongly recommend clients define a consistent in the naming schema that CRM automatically manages those description fields.  To this end, our ID ...
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The Powerful WYSIWYG field within Sage CRM

We all know how important visual cues can be.  In our Sage CRM instance (and others) we have added the ability to drop images onto the Case Summary screen.  This is the Sage CRM function we use to manage support tickets that flow between our project managers and the technicians.  If you didn’t know this possibility existed, well now you do.  And you can use ...
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GUMU™ Sage 100 CRM

Of all the CRM to 100 integrations out there (Sage 100 to SFDC, Sage 100 to MS-CRM, etc.), the integration between Sage 100 and Sage CRM is the best/deepest. Below is a 2-minute user experience video, and on our Sage 100 CRM page, we have a complete breakdown of the functionality, FAQs, etc. Connecting Sage 100 with Sage CRM means we can provide customer-facing staff ...
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How To Sage CRM: Finding Secondary Entity Data Quickly

If you have had any exposure to Sage CRM at all, then you know how easy it is to look up data using either the Quick Find feature of any of the standard FINDER screens. But what about the data that is typically trickier to look up globally such as Addresses, Documents, or Phone Numbers?  We have a solution for each of these three lookups ...
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Sage CRM Advanced Outlook Integration

Accelerator is the advanced integration with MS Outlook. We use Accelerator in almost all our projects. It has a massive impact on user adoption as it makes using Sage CRM much easier. The recently updated ‘Accelerator’ page on our website breaks up the key functionality of Accelerator into digestible chunks. Demonstrations of Accelerator can be provided on request and an extensive user guide can be ...
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