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Featured Sage CRM Video

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 ...

Turn CRM into an Order Processing System with GUMU™

In this video, Dan explains how GUMU™ empowers Salesforce and Sage CRM users to generate quotes and sales orders that sync directly with Sage ERP systems, without the user requiring direct access to Sage. https://youtu.be/IxlfrwaHZU4 He walks through how users can pull real-time pricing and inventory data from Sage 100, 300, X3, or Intacct, and promote orders into the Sage Sales Order module with just ...

Opinion Piece: The Future of Sage 100

In this video, Dan provides his opinion on why Sage 100 ERP is still going strong in 2025 and why your business can continue relying on it. Dan provides clarity on the future of the platform and reassures viewers that Sage 100 is stable and still widely used. In fact, with over 14,000 companies in North America relying on it and a strong network of ...

GUMU™ Salesforce to Sage 100 Case Study: Freedom Packaging

In this case study, Freedom Packaging leveraged the GUMU™ Salesforce to Sage 100 integration to highlight order history and order frequency by SKU. The GUMU™ integration makes Freedom Packaging stronger, faster – and more competitive! https://youtu.be/5Zz078hfiK4?si=ctdtuJBfVWRKizsH By uniting their CRM and ERP platforms, the company boosted operational efficiency and reduced errors, freeing up staff to focus on strategic tasks rather than data entry. It’s a ...

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