Your Sage CRM Expert - My CRM Manager

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 submission has been received into our Sage CRM system

Thanks for reaching out. I will contact you shortly.
— Dan

Search Blog

Recent Blog Posts

Subscribe to Our Newsletter

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

Featured Sage CRM Video

Access Live Sage Data Inside Salesforce with GUMU™ (No Extra Sage License Needed!)

If your sales or account management team uses Salesforce but still relies on your Sage 100, 300, Intacct, or X3 accounting system for customer information, there’s a better way to connect the dots. With the GUMU™ integration for Salesforce and Sage, users can view real-time ERP data, like AR balances, credit limits, year-to-date sales, and last invoice or order dates, directly inside Salesforce. This seamless ...

CRM Strategy: Monitoring Order Frequency

For companies with recurring customer orders, staying ahead of late reorder patterns is key. That’s why we built a tool inside Sage CRM (integrated with Sage 100) that calculates each customer’s average order frequency and flags delays. https://youtu.be/Br9uZHQMZh8 If a customer normally orders every 12 days and it’s been 18, the account manager sees a clear red warning. You can also view summaries in dashboards ...

Kickstart Your CRM Project with Our Quick Start Implementation Package

Getting started with CRM can feel overwhelming, especially when you’re integrating with Sage ERP. Our Quick Start Implementation Package simplifies that journey by combining technical setup, integration, and live guided training into a phased rollout. https://youtu.be/TsUjf4w51OE Within weeks, your team will be working inside the system using real data, starting with the basics and gradually moving to more advanced features. We’ve used this model for ...

GUMU™ Order Entry Features on Salesforce

If your team uses Salesforce to manage quotes and sales orders, the GUMU™ integration can take it to the next level. Check out Maddy’s quick walkthrough below! https://youtu.be/tRpCYDLTcnU With GUMU™, you can enter orders in Salesforce and promote them directly into Sage 100, 300, Intacct, or X3. Sales reps can even view real-time inventory by warehouse before submitting. The process is quick, seamless, and doesn’t ...

Opinion Piece: Why Do So Many CRM Initiatives Fail?

Many companies assume that picking the “right” CRM will guarantee success, but strategy plays a far bigger role than software choice. In the video below, Dan shares hard-earned insights on why so many CRM implementations fall short—and how to avoid the same mistakes. If your CRM depends on individuals updating data in isolation, the system will likely gather dust. But when CRM is used to ...

Defining Goals in Sage CRM

In this video, Dan showcases how one of our clients configured sales rep goals within Sage CRM to monitor monthly and annual performance. https://youtu.be/omGFaJkeMvA The setup allows sales managers to define targets like number of opportunities, total quote value, and expected wins, all of which can be adjusted based on seasonality, too. Each sales rep’s dashboard displays a simple red or green indicator to instantly ...

CRM Together’s Accelerator Integration for Outlook

In this video, Dan is joined by Majella from CRM Together to walk through Accelerator, the popular Outlook add-on for Sage CRM. https://youtu.be/sSt52mGnyUo With Accelerator, users can file emails, create contacts, log calls, and access CRM—all without leaving Outlook. It’s one of the most effective ways to improve Sage CRM adoption and streamline communication between teams. Majella also highlights how customizable the tool is, allowing ...

A CRM Resource for Sage Partners

At My CRM Manager, we specialize in CRM projects that integrate seamlessly with Sage ERP systems. As the official North American representatives for Greytrix, we support their powerful GUMU™ CRM integrations for Salesforce and Sage CRM, connected to Sage 100, 300, X3, and Intacct. These solutions are consistently ranked among the top integration apps on Salesforce AppExchange. We know many Sage partners prefer not to ...

©2025 – 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