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

Client Testimonial: C.L. Bailey’s Salesforce-Sage 100 Integration Success Story

C.L. Bailey recently went live with a Salesforce to Sage 100 integration designed to help sales users create quotes and orders directly in CRM using Sage products and pricing. With the GUMU™ integration, approved transactions can flow straight from Salesforce into Sage 100, reducing duplicate entry and improving efficiency across teams. Like many CRM and ERP integration projects, there were implementation questions and workflow nuances ...

Client Testimonial: KDL Enterprises on Their Salesforce-Sage 100 Success

KDL Enterprises recently shared their experience using Salesforce integrated with Sage 100 through the GUMU™ connector, and we’re proud to hear it’s been such a success for their team. In this client testimonial, Holly explains how the system has streamlined the flow of information and made the process of creating orders and pushing them into Sage 100 much more effective. She also highlights how the ...

Client Testimonial: How UNISORB Connected Teams Using Sage CRM

UNISORB has been using Sage CRM since 2013, but like many long-term users, they initially relied on core functionality. In 2025, the team decided to expand their use of the system by implementing opportunity workflow to better connect sales, engineering, and operations. Working collaboratively with My CRM Manager, UNISORB documented their internal processes and built workflow guard rails that ensured consistency as opportunities moved through ...

Salesforce to Sage ERP Integration Made Simple with GUMU™

Integrating Salesforce with Sage ERP systems like Sage 100, Sage 300, Sage X3, and Sage Intacct has never been easier. With GUMU™ by Greytrix, businesses can achieve full bidirectional Salesforce to Sage integration without complex custom development. GUMU™ allows Salesforce users to view real-time accounting data, create quotes and sales orders using Sage-defined pricing, and promote approved transactions directly into the Sage ERP system, all ...

Client Success Story: How Sage CRM + Sage 100 Power Efficient Operations at Smithcraft Signs

Smithcraft Signs, a Phoenix-based sign manufacturer with around 50 employees, has spent years refining how information moves through their business. By using Sage CRM integrated with Sage 100, they’ve built a system that supports everything from sales and art approvals to project management, accounting, and fabrication. In this case study video, Nicole Bergstrom explains how the integration eliminates redundant work and manual data entry, something ...

CRM Strategy: How to Keep CRM Pipelines Clean with Expiring Opportunities

One of the most common issues we see in CRM systems is inflated opportunity pipelines full of deals that were created months ago but were never closed or disqualified. Over time, this “dead wood” makes forecasting unreliable and dashboards misleading. A simple solution is opportunity timeout automation. By setting rules that automatically expire opportunities after a defined period, you maintain a clean, realistic pipeline. Sales ...

What Else Can GUMU™ Do for Your Salesforce-Sage 100 Integration?

When your sales team can see Sage 100 data inside Salesforce using GUMU™, it opens up new possibilities, but also raises new questions. In our conversation with our client, KDL Enterprises’ Holly, we demonstrated how ERP values can be mapped to Salesforce fields or objects and synced at a schedule that fits your business. https://youtu.be/c-MyzCEMJSg Real-time ERP fields like Last Order Date, Credit Limit, or ...

CRM Strategy: How to Manage Opportunities with Multiple Bidders in Sage CRM

For companies that respond to projects involving multiple competing bidders (e.g., resellers, contractors, or channel partners) it’s common to see inflated pipelines due to duplicated opportunities. https://youtu.be/Aw4_-BEhV88 At My CRM Manager, we’ve configured Sage CRM to handle this elegantly. Instead of creating multiple separate opportunities for each bidder, we associate them all to a single project. Here’s how it works: Related Companies Tab: Within the ...

©2026 – 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