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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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When is Sage CRM a bad fit?

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 ...

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Accelerator Update March 2022

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 ...

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My CRM Manager at MOTM

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 ...

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Comm Stats now includes Person Records

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 ...

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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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