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We do a lot of really neat projects with our clients. Some of them have been kind enough to allow us to show off aspects of their system
SmithCraft Signs started with Sage CRM in 2016. Each year, the system becomes more and more integral to their operations.
This system manages the progression of projects through the different users and departments that touch on individual projects. They use Sage CRM’s workflow engine to tightly control what information gets captured along the way. At any time in the cycle, the staff knows exactly what is going on with any individual project, or department, or user.
A long-form interview with Nicole Felker Bergstrom exists on the Interviews page of this website.
ACMS started using Sage CRM in 2014 (ish). Their system is to manage the activities related to condominiums. It is used by property managers and their support staff, and also by the owners and boards of directors associated with the buildings. At any time, we can generate a comprehensive report that breaks down everything boards require.
ACMS’s system has integrations with (a) the ACMS website, (b) MS Outlook, (c) Sage 300 accounting data.
A long-form interview with Crystal Deley exists on the Interviews page of this website.
SPM is a risk management company. They use Sage CRM to record and manage the policies that their clients hold.
In this video from 2011, it mentions 15 users. The update is that the system now manages the activities of almost twice as many staff. It is a good example of a growing company putting in a system to help facilitate growth.
This is another older video. In it, we show how EcoWater leveraged Sage CRM to manage the activities of their dealer channel through a secure portal on their website.
Dealers can submit requests or issues 24/7. It was very effective in streamlining the flow of inquiries.
This video is also on the ‘integrating Sage CRM with your website’ page of the My CRM Manager site.