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  • 1.  CRM update from Dan

    Posted 05-18-2023 13:31
    Edited by Dan Cousins 05-18-2023 13:33

    In advance of Summit, I have 2 items we are currently working on that I wanted to share with you:

    1. A new user interface for Sage CRM. This stems from Sage making drastic changes to the UI with their Sage CRM v2023 release. Here is a 2-minute overview video that covers:
      • The historical interface for Sage CRM.
      • The v2023 interface.
      • Our new 'Newport' theme for Sage CRM.
    1. Salesforce to Sage integrations: Because of our success in working with Greytrix on their GUMU™ Sage 100 CRM integration, our responsibilities to Greytrix have been expanded to include representing their Salesforce to Sage integrations. 

    How the above items might help you and your practice:

    1. Sage's new UI for CRM version 2023 is confusing to users (IMO). If you upgrade them from an older version of CRM to v2023, they will likely freak. Sage's new default UI is (IMO), very much a letdown.
    2. Related to the Salesforce integration… some of your customers already have Salesforce, and now you have an answer for them.


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    Dan Cousins (416) 233-9049
    My CRM Manager
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