Search Sage CRM News

Recent CRM News

Subscribe to CRM Nation

Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.

Featured Video

Sage 50 CRM

Dan
November 12, 2020
Uncategorized

The Sage 50 integration to Sage CRM is perfect for account managers that need visibility into transaction history – without asking the accounting department.

With this integration, from the company summary screen, you can see relevant key statistics such as YTD and LTD values. Additionally, the Quote, Order, and History tabs show you Sage 50 history.

These tabs show you transaction history, and you can even dive in to see line item level information (image below)

This 1-way read-only integration refreshes Sage CRM every night with the latest Sage 50 transactions. The full write up on the My CRM Manager site is found on this page.

Related CRM News

GUMU™ Sage 100 User Experience 2021

So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video. The updated version

Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021. This is a very significant release. Below is

My CRM Manager now an official distributor for s5Maps

April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps. What does this mean? s5Maps has

Newport Theme – Adding or Removing

My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an

Sage CRM Fields, Screens, and Lists

Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the

CustomIDs

Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple

Greytrix and MCM working together to help Sage ERP partners

Greytrix and My CRM Manager are making a more significant effort to help Sage ERP Partners! The email that went out on September 13th, 2023

My CRM Update September 2023

This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include: Newport Theme for Sage

GUMU™ Enhancements August 2023

This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration. Our Sage 100 page has a complete breakdown of

©2023 – My CRM Manger is operated by Dan Cousins & Associates Inc. All rights reserved. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are property of their respective owners. This website is owned by Dan Cousins & Associates Inc. and is independent from Sage Software Inc. and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage Software Inc. regarding any product, service or website content. Certain materials made available on or through this website are owned by Sage Software Inc. and cannot be used without the prior written permission of Sage Software Inc. My CRM Manager – Dan Cousins & Associates Inc.

Schedule A Demo