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Sage CRM Communications Management System

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!

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Advanced Email Management

Does your organization receive a lot of emails for a generic email address? For example support@ or inquiries@? Sage CRM has a feature that can automatically pick up these emails and then create something – like a new service ticket (case) or lead. You can create as many of these email scenarios as you need and then modified what happens when these emails enter Sage ...

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Getting Emails into Sage CRM – 3 options

Most commonly, users consciously decide on which emails get filed into Sage CRM. The easiest way to do this is to file emails into using Accelerator. Additionally, clients can leverage the Advanced Email Management feature which automatically pulls emails into CRM. Filing emails into Sage CRM from Outlook Almost all our clients use Accelerator (Advanced integration between Sage CRM and MS Outlook). Accelerator makes it ...

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Sage CRM v2022R1 Now Available

In mid-February, Sage North America made Sage CRM v2022R1 available for download. If your organization is current with their Sage CRM support plan (either the subscription or via the annual renewal), then you are entitled to the latest versions of Sage CRM. Sage expects end-using companies to stay current(ish) with Sage CRM upgrades. Now that Sage has released v2022, they will stop supporting Sage CRM ...

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The Difference Between Tasks & Appointments

Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are a few differences too. https://www.youtube.com/watch?v=40XzppXyHLA Similarities Between Tasks & Appointments Both Tasks & Appointments share the same entry screen Both can be customized You can set on-screen or email reminders All communications, regardless of status live within the communications folder ...

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Updated Accelerator User Guide

Almost all of our Sage CRM projects use the advanced integration between Sage CRM and MS Outlook (aka Accelerator). Accelerator has a massive impact on user adoption and a deep feature set. When it comes to user training, we provide a user guide (which references the training videos on our Accelerator page) in advance of the hands-on training sessions. These user guides are constantly evolving. ...

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GUMU Sage 100 CRM Roadmap

The GUMU™ Sage 100 CRM integration is definitely progressive. The timeline below reflects significant milestones over the past 3-years and provides a glimpse forward. A detailed breakdown of the integration can be found on the Sage 100 page. Initial Launch (Advance Sage 100 CRM) Greytrix publishes their GUMU for Sage 100 CRM to overcome limitations of the default Sage 100 integration to Sage CRM. 2006 ...

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Updated Sage CRM Mailchimp User Guide

When one of our accounts wants to start taking advantage of Sage CRM’s practical (and free) Mailchimp integration, we typically provide them with our Mailchimp User Guide and then schedule a meeting to go through it together. Since both Mailchimp and the Sage CRM integration keep evolving, it is an ongoing effort to keep our User Guides up to date. This week, my colleague April ...

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