Accelerator is the integration between Sage CRM and MS Outlook. We use Accelerator in almost all our projects. It has a massive impact on user adoption as it makes using Sage CRM more practical.
Accelerator supports Sage CRM versions 2019 and above and Outlook 2016, 2019 (both 32 and 64 bit) and 365. Installation Requirements.
Demonstrations of Accelerator can be provided on request and an extensive user guide can be downloaded from the link below.
Watching the videos below and reviewing our user guide (bottom of this page) will take 1-hour. While 1-hour might seem like a lot, investing this 1-hour to understand Accelerator fully will save each of your users multiple hours each and every month. Companies that use Accelerator have superior systems!
The success of any CRM initiative is heavily dependent on the user experience. And nothing makes the user experience better than making Sage CRM quick and easy to use from the context of Outlook. The sections below walk you through the functionality available to the user through the Accelerator interface to Sage CRM.
As we sort through our email, the Accelerator panel will refresh to the correct record. Once that record is up, we can filter though the CRM data.
If a record does not exist yet in Sage CRM, we can easily create it. This includes Companies, People, Cases (jobs), or Opportunities – and of course communications.
Generally, we manually file emails. When filing an email, we can decide where we want to file it. We can change the subject line and if the email has a document attached, we can label the document properly for CRM (example = Signed PO).
When we send out emails, we can choose to file these against a record in CRM. We can also pull from our Sage CRM email templates.
Using templates not only makes it quicker to formulate a response, but also ensure a consistent ‘branded’ response. These templates can include attachments and merge in data from Sage CRM too.
Users can insert references (Tags) in emails to connect the email thread to something specific such as a Customer service issue or an Opportunity. These tags display in the body of the email.
When a outbound email that has a tag is filed, it will file against the proper record.
When an inbound email comes back with that tag, then the proper record in the Accelerator panel will automatically display.
When using Outlook’s calendaring feature, you can connect an appointment to the correct Sage CRM record.
The communication record will then also display within Sage CRM under the appropriate Person, Company (and Case or Opportunity).
Within Sage CRM itself, there are additional features related to Accelerator.
We primarily think of Accelerator as a tool for Outlook, but it also has some very practical features we can use for generating MailMerge documents.
In this video, we will demonstrate merging a document template AND and an email template at the same time.
Accelerator’s Mail Merge feature also allows users to edit documents on the fly – without having to download and then re-upload the edited document.
This works for Word and PDF documents. Also, when saving your document you can:
Sage CRM stores critical emails, but sometimes you will want them ‘out’ and made available within Outlook.
Regardless of what browser you use, Accelerator provides users with the ability to reply, reply all, and forward emails. This includes email attachments.
So, regardless of when that email was stored in Sage CRM, you can always bring it back easily.
Common customizations to Accelerator include:
Using Accelerator means that users collect more data and have a easier time adopting Sage CRM.
Accelerator is sold as an annual subscription. Please contact My CRM Manager or your Sage CRM provider for pricing details.
No, the number of licenses for Accelerator do not need to match up with your total Sage CRM user count. For example, your CRM system might allow for 20 users, but you are ok to get Accelerator for just 10 users.
Accelerator does not support this feature, however, Sage CRM's native 'Advanced Email Management' feature does.
Yes, this is a common customization (minor).
Calendar items (tasks and appointments) created in the Outlook calendar can sync to Sage CRM. Refer to the section/video above titled 'Connecting Outlook Calendar Items to Sage CRM records'.
Outlook 2016 or above including 365.
Sage does have a free Outlook Plugin that allows you to file emails. It has a very limited feature set, but more significantly, it is technically prone to support issues and support mysteries. In August of 2018, My CRM Manager changed our policies to no longer support the free plugin. It was too frustrating for us and counterproductive to the success of a client's CRM strategy. Accelerator is far superior, and clients are much better off with it. You are welcome to try Sage's free plugin, but we will not be able to assist you with support issues. If you have any issues, you will need to log a support query directly with the Sage support team.
Yes. This new UI for Accelerator does work on a Mac. The Classic version of Accelerator does not.
Yes, demonstrations of Accelerator can be provided on request and you can download a brochure from this link. An extensive user guide can be downloaded from the link below.
Accelerator supports Sage CRM version 2018 and above.
A full listing of requirements can be found on this page: Requirements - Accelerator (crmtogether.com)