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Featured Sage CRM Video

Sage 100 CRM GUMU™ Release Notes

You can now check out the latest features and enhancements related to the advanced integration between Sage 100 and Sage CRM GUMU™ for Sage Release Notes – My CRM Manager
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Outbound Email User Delegation

If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever manages your MS Exchange must remember to go into the Exchange Admin Center and enable the user’s email address  to have either SEND AS or SEND ON BEHALF rights for the crm@ address that was used to configure outbound email ...
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GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months.  Rolling 12 months Relocation of GUMU™ Charts Better Item Sales History Product Sales Analysis Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page.  https://www.youtube.com/watch?v=OA9zqDZ_8yI
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MCM 2023 in Review

What were the biggest things at My CRM Manager in 2023? The GUMU™ Sage 100 Sage CRM// Huge growth with the GUMU™ Sage 100 Sage CRM integration this year. Lots of Sage 100 customers who flipped from the default Sage 100 integration to the GUMU™. Our new Newport theme for Sage CRM// a 100% free, modern UI you can deploy on any Sage CRM install ...
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Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024.   Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal ...
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Sage 100 CRM Job Costing

While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways in the past. In the 90-second video below, you will see 2 examples of a CRM to Job Costing integration.  In Example A, data from Sage CRM is feeding the Job in Job Costing.  In Example B, data from Job Costing ...
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Accelerator: Modifying your Outlook Ribbon

Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below! Everything you ever wanted to know about Sage CRM’s Outlook Plugin (Accelerator) can be found on our Accelerator page.  https://www.youtube.com/watch?v=1K-STnj1xB8
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Newport Theme – Adding or Removing

My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an overview, (2) instructions on how to apply it, (3) key changes, and (4) answers to FAQs.   1. Overview of the Newport Theme 2. Adding or Removing the Newport Theme For the Newport theme, the icons are all coming from a ...
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