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We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

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Featured Sage CRM Video

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 ...

Agent GUMU™ for Agentforce

The future is now! Agent GUMU™ for Salesforce Agentforce is here! Greytrix’s GUMU™ Salesforce to Sage integration is built on the Salesforce platform. The GUMU allows Salesforce users to easily access meaningful Sage data. It leverages real-time data from Sage and users do not require a license for Sage. How many units of a particular item do we have in stock? Who were the last ...

GUMU™ Sage 100 Sage CRM Enhancements May 2025

Greytrix’s 5.6.0.4 release for their GUMU™ Sage 100 CRM integration is huge, adding significant enhancements to the Quick Line Entry (QLE) screens, adding the CRM Quotes and Order history to main company tabs, and many enhancements to the UI in general. Highlights are included in the video above, and you can view all of the release notes on this page. If you want a personalized ...

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