We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Your can send out important notifications or marketing messages to groups of contacts. You can easily segment your meaningful groups from the FIND / PERSON screen or by creating a group.
We can email these groups directly from Sage CRM or by using Sage CRM’s built-in integration with Mailchimp.
You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.
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 email.
From Outlook, using Accelerator, we can still leverage our contacts and our Sage CRM email templates, however, the user must consciously decide if they want a copy of the email put into Sage CRM (and where).
You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.
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
The feature that includes this vulnerability was only introduced to Sage CRM in version 2020 R2. If your companies version of Sage CRM is 2020R1 or earlier, there is nothing that needs to be done. If your system is version 2020R1 or above, you should contact your Sage CRM service provider to apply the patch.
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.
My favorite feature of 2021R2 is the ability to label outbound Quotes and Orders professionally.
Greytrix has recently updated their GUMU™ Sage 100 CRM page on their website to reflect our updated marketing material.
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.
What is the difference between Sage’s integration with 100 and Greytrix’s? While there is overlap, they are very different by design and once you understand the differences, it becomes very clear why Greytrix’s GUMU™ Sage 100 CRM is becoming the obvious choice for so many organizations.
Sage’s free integration essentially allows the user to launch Sage 100 screens while inside Sage CRM. However, this requires the CRM user to have Sage 100 on their machine. And it only works inside the LAN.
In contrast, Greytrix’s GUMU™ Sage 100 CRM integration is a server-level integration so CRM users anywhere can use the integration from Sage CRM’s web-accessible interface.
The 3-minute video below compares the two and clarifies why My CRM Manager strongly recommends the GUMU™ option.
PDI Software has announced a partnership with My CRM Manager to support their Sage CRM installations.
In 2018, PDI acquired DM2, a Sage 100 partner with a focus on the oil and gas industry. DM2 had a thriving CRM practice and was the leading reseller of Greytrix’s GUMU™ Sage 100 CRM integration.
This is a big deal for My CRM Manager, as it adds strength to the message in the North American Sage community that they are the best option for Sage CRM support.
For PDI, the partnership means happier clients.
Greytrix’s GUMU™ Sage 100 CRM integration continues to evolve. The image below reflects some relatively minor (but meaningful) changes that we rolled out in October.
View the Sage 100 page of the My CRM Manager website for a full breakdown of the GUMU™ Sage 100 CRM integration.
