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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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Accelerator

Mail Merge Using Accelerator

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 ...

FAQSage CRM

MobileX User Experience

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!

Sage CRM

Quoting from Sage CRM

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

Sage CRM

Data Islands

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 ...

Sage CRM

Configuring Sage CRM’s Outbound Email using 365

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, ...

Sage CRM

No more SQL runtime edition for Sage CRM projects

Sage CRM requires MS SQL. And most customers do not already have MS SQL when they go to implement Sage CRM. Historically, clients could get the necessary SQL from Sage and this was referred to as Sage runtime MS SQL, however, at some point over the past few months (summer 2022), Sage dropped this option. I only learned this when I tried to place a ...

Sage CRM

Sage CRM v2022R2

Sage CRM globally released their v2022R2 in late August and this became available in North America in October. You can review the release notes on our Sage CRM upgrades page. And clicking the link below will launch a video from Jeff Richards overviewing this notable release. Notable because Sage has finally done away with their default Outlook Plugin. We (My CRM Manager) abandoned that Plugin ...

Sage CRM

MobileX New UI

CRM Together released a new UI for MobileX on October 11th, 2022. This release is recognized as 5.2.0.0. This new interface has all the same features and functions – just a cleaner interface with similar icons and style sheets as MobileX’s sister product Accelerator. We use MobileX internally and can provide personalized demonstrations on request. Additional information can be found on our Mobile Access page. ...

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