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

Featured Sage CRM Video

Adding Color to Required Fields

This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow. This is only an example, you can apply different colors throughout the system, and even have different conditions. IE – if the value of a field = X, make it red, etc.  https://www.youtube.com/watch?v=j7JECxqe248

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Sage CRM Roadmap

Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

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Sage 100 CRM default integration (not GUMU) Compatibility Matrix

While the Advanced version of the Sage 100 CRM integration works regardless of what version of 100 and CRM you have, companies must pay careful attention to versions when using Sage’s version of the Sage 100 to CRM integration.  Here is a link to the compatibility matrix published by Sage.  

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Sage CRM licensing trends over the past 5-years

This graph represents Sage CRM’s global sales trends (not NA specific) from 2017 to the end of March 2022.  The purple line reflects NEW customers taking on Sage CRM – which is up 20% for each of the past 2-years! The demand for CRMs continues to grow and Sage is the very best option for integrated private cloud systems.

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S5Maps (Google Maps) has new pricing

S5Maps has made a strategic decision to reduce the subscription price from $2,400/year, it is now $1,500/year. The original rate was perfectly fine given how powerful S5Maps is, but this new rate means that it will become more popular. We have clients that use this system and it is just great. A full write-up of the S5Maps solution can be found on this page of …

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What do most internal CRM Administrators do?

Outline of Responsibilities for your Internal CRM Admin Most all Sage CRM customers have an internal resource (we say CRM Administrator) that (a) has administrative rights, and (b) understands Sage CRM at a deeper level than end-users. This is an important role as issues and requests from end-users flow through this individual(s). This person is typically the first person concerns pass through before reaching out …

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Sage CRM Terminology

When we get into user training for new Sage CRM users, it is paramount that we are all speaking the same language. The reality is that the client uses expressions we aren’t familiar with, and likewise, Sage CRM is using expressions that might not mean the same thing to everyone.  To that end, our Project Managers review key terms with users at the onset of …

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Training and Follow through

You can’t just turn it on and use it. And you can’t expect staff to automatically understand how it works and the gazillion options they have for using it. Deploying Sage CRM properly requires an experienced guide and follow-through support. The advantage of working with My CRM Manager is that we have the best guides! We have recently updated our page related to Sage CRM …

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