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Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
When we get into user training for new Sage CRM users, it is paramount that we are all speaking the same language. The reality is that the client uses expressions we aren’t familiar with, and likewise, Sage CRM is using expressions that might not mean the same thing to everyone. To that end, our Project Managers review key terms with users at the onset of …
You can’t just turn it on and use it. And you can’t expect staff to automatically understand how it works and the gazillion options they have for using it. Deploying Sage CRM properly requires an experienced guide and follow-through support. The advantage of working with My CRM Manager is that we have the best guides! We have recently updated our page related to Sage CRM …
We have updated our Mobile Access page to include updated videos for the 2 most common ways Sage CRM customers bring up Sage CRM on their phones: (1) Sage CRM’s default Mobile Theme, and (2) MobileX. The 2-minute video here provides a quick overview of MobileX. This is the option that we typically recommend to clients where mobile access is important. If you jump to …
Warning Sage CRM isn’t for everyone. And even if the prospect is super keen, it still might not be a fit. The 2 items below help me quickly disqualify companies early in the sales cycle. Too small to justify Sage CRM Sage CRM is rarely a fit for companies requiring less than 6-users. The reason is, for smaller implementations, companies have a harder time justifying …
Accelerator for Sage CRM 2022 release Accelerator is the Advanced integration between Sage CRM and MS Outlook. At My CRM Manager, almost all of our projects use Accelerator as it has a hugely positive impact on the overall system. A complete breakdown of Accelerator is found on this page of the My CRM Manager website. Accelerator’s 2022 release (officially known as 5.1.0.0) is loaded with …
We have a speaking session at MOTM this year! My CRM Manager represents the top Sage CRM development partners (Greytrix and CRM Together) within 90 Minds. Below is an outline. The state of Sage CRM in 2022: In this interactive session Dan Cousins from My CRM Manager will cover several topics including: What’s new with Sage CRM and popular add-ons (MobileX, Accelerator, GUMU), Sage’s position …
In our Quick Start Implementation Package, we deploy our Communication Statistics code as well as our User Activity Dashboard. These statistics and reports reflect communications created relative to a Company, Person, Opportunity, Case (Job), etc. within Sage CRM. This code makes it very easy to measure how often (or not) users record these interactions. This image shows how we have recently expanded our Communication Statistics logic …
My CRM Manager updated their page on the various ways we can get communications into and out of Sage CRM. Topics covered include: Email Management (inbound/outbound and to individuals or to groups) Tasks & Appointments Measuring and reporting back on Communications Click here to get to this updated page!