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Sage CRM

MCM 365 Customer Portal

Our customer portal allows you to submit new cases directly into our Sage CRM instance and/or view historical cases. When submitting a Case, you can associate images, videos, documents, and communications to your case. Please watch the instructional video below. If you require access, please email your MCM Project Manager or dan.cousins@mycrmmanager.com and we will set you and/or any of your colleagues up with ...

Sage CRM

Profitability By Salesperson

One of our accounts using the GUMU™ version of the Sage 100 integration needed to see profitability by an individual salesperson from within Sage CRM. No problem! Notice too that, for those that have access to this screen, it provides a total AND the ability to export the results to Excel. Clicking on the image below (or here) will launch a 90-second video of this ...

Sage CRMUncategorized

Adding Color to Required Fields

This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow. This is only an example, you can apply different colors throughout the system, and even have different conditions. IE – if the value of a field = X, make it red, etc. https://www.youtube.com/watch?v=j7JECxqe248

Sage CRMUncategorized

Sage CRM Roadmap

Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

Sage CRMUncategorized

Sage 100 CRM default integration (not GUMU) Compatibility Matrix

While the Advanced version of the Sage 100 CRM integration works regardless of what version of 100 and CRM you have, companies must pay careful attention to versions when using Sage’s version of the Sage 100 to CRM integration. Here is a link to the compatibility matrix published by Sage.

Sage CRMUncategorized

Sage CRM licensing trends over the past 5-years

This graph represents Sage CRM’s global sales trends (not NA specific) from 2017 to the end of March 2022. The purple line reflects NEW customers taking on Sage CRM – which is up 20% for each of the past 2-years! The demand for CRMs continues to grow and Sage is the very best option for integrated private cloud systems.

Sage CRMUncategorized

S5Maps (Google Maps) has new pricing

S5Maps has made a strategic decision to reduce the subscription price from $2,400/year, it is now $1,500/year. The original rate was perfectly fine given how powerful S5Maps is, but this new rate means that it will become more popular. We have clients that use this system and it is just great. A full write-up of the S5Maps solution can be found on this page of ...

Sage CRMUncategorized

What do most internal CRM Administrators do?

Outline of Responsibilities for your Internal CRM Admin Most all Sage CRM customers have an internal resource (we say CRM Administrator) that (a) has administrative rights, and (b) understands Sage CRM at a deeper level than end-users. This is an important role as issues and requests from end-users flow through this individual(s). This person is typically the first person concerns pass through before reaching out ...

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