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Emailing Individual Contacts directly from Sage CRM

You can send out specific emails to contacts from the person record, or from the context of a specific job or opportunity.  Additionally, you can leverage Sage CRM’s email templates features which make it easy to merge dat and send consistent messages. I use templates all the time.  Whenever we send out an email from Sage CRM, the system automatically records a copy of the ...
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Sage CRM Apache Vulnerability

On Friday, December 10th there was a vulnerability announced by Apache related to a logging system leveraged by Sage CRM versions 2020R2 and above. Here is the link to Sage’s announcement Advisory: Apache log4j vulnerability (CVE-2021-45046) – Sage CRM Hints, Tips and Tricks – Sage CRM – Sage City Community Warning The feature that includes this vulnerability was only introduced to Sage CRM in version ...
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Automatic Emails from Sage CRM

Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine. When an opportunity is reassigned to a new representative, an email can let them know. You can ...
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Best Feature of Sage CRM v2021B

My favorite feature of 2021R2 is the ability to label outbound Quotes and Orders professionally. Release Notes Upgrade Page
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My CRM on Greytrix website

Greytrix has recently updated their GUMU™ Sage 100 CRM page on their website to reflect our updated marketing material.  New/Updated videos from the My CRM Manager related to the integration A new feature for scheduling a demo. This allows companies to easily schedule a web meeting with me (Dan)  New content
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ID Generation

Our ID Generator ensures a consistent naming convention for data created in Sage CRM.  This could be applied to Opportunities, Cases, Leads, or really anything.  In this video example we use a schema of YY + Number for the opportunity + Company + Creation date of the opportunity. The logic for the ID can be whatever you want, this is just an example. https://www.youtube.com/watch?v=_KGIjfYsRhE
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S5 Maps Recent Enhancements

S5Maps (Google Maps integration) has recently added quick links to Dun & Bradstreet as well as LinkedIn.  There is a short video below about these enhancements and this link brings up the S5Maps page on the My CRM Manager website.  Note – practical applications for S5Maps include management of service jobs.   https://www.youtube.com/watch?v=09OAI_zrF2U
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New Sage CRM Explainer Video

Have you ever been asked ‘What exactly is Sage CRM?’ Our new 2-minute ‘what is Sage CRM’ explainer video covers the highlights and can easily be forwarded to whoever is asking you that question (so nothing gets lost in translation).  Top 5 Solution Great Value Integrates with the full lineup of Sage accounting systems Awesome for process management Sweet integration with MS Outlook https://www.youtube.com/watch?v=CJaqvJaGrrw
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