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

Featured Sage CRM Video

Image Gallery

Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this add-on makes Sage CRM even more practical.  A full write-up including a 2-minute overview video can be found on the Image Gallery page of the My CRM Manager website. 

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Quick Start Implementation SUCCESS!

Earlier this summer we started promoting a Quick Start Implementation Package for Sage CRM. The idea being, instead of getting CRM doing absolutely everything the client needs upfront, let’s get them up and running quickly and then work on modifications after. This does not apply in every situation, but it sure is a practical approach for many organizations.   It is one of those things where… …

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CS3 Smart Talk / September 16th – CRM DEEP DIVE!

The good people at CS3 have invited me to be a speaker at their September 16th ‘Smart Talk’ user group meeting.  Super excited to have the opportunity to get to work with Cs3.  But also, the session will cover both Sage CRM and the CRM features within Acumatica. oh boy! If you are a Sage 100 or 300 partner and have a similar type of …

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Adoption Dashboard

Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not) and how well.  It covers the basics of who is creating companies, people, and communications. For communications, it has some slick metrics such as which accounts users have recorded communications under (or not) over a rolling 30-day period. https://www.youtube.com/watch?v=fYvzcGbQs7E

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Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system. Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions.  This image shows fields on the Company summary screen that reflects …

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Sage CRM v2021 R2 – preview from David & Jeff

In this ‘Talking CRM’ episode from David Beard & Jeff Richards, they provide an overview of the R2 release for Sage CRM which comes out later this summer. Huge and meaningful advancement to the User Experience it the central theme of this R2 release. Sage CRM v2021 R2 was released in North America on August 23rd. This link brings up the release notes.  https://www.youtube.com/watch?v=QJKAiW2DYoM

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How inquiries are managed at MCM

Yes of course we us Sage CRM and we do strive for transparency! All of the companies that we encounter get put into our Sage CRM instance and, when appropriate, we create an opportunity to track their progress. The video below outlines how My CRM Manager tracks these companies and communicates their progress to others. New companies that approach us typically come in 2 forms: …

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What is Sage CRM? new 2-minute video

We have a new 2-minute video covering the highlights of Sage CRM. We will be using this in youtube ads starting July 14th.  https://www.youtube.com/watch?v=TCyKVS0sBoU

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