We are considering adding Sage CRM to our Sage 100Cloud system. I would appreciate some feedback from those who have implemented installations as well as client feedback. The good, the bad, and the ugly so to speak. Slight smile. Also, what you would do differently if you could start the process over. Thank you!!

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    We don't do CRM integrations ourselves, and always get a specialist involved.

    Also I believe there are two integrations: one by Sage, and one by a 3rd party called Greytrix (GUMU).  Look at all options.

    I hear of a high implementation failure rate from multiple sources with a general explanation: unrealistic or unclear expectations. 

    Be absolutely certain what you want to achieve, beyond an executive thinking they should implement CRM.  Detailed plans / goals are critical.  Know exactly what you want to achieve, in significant detail.  Don't skimp on planning / design.  CRM is not DIY... and not something you successfully figure out on the fly.

  • 0 in reply to Kevin M

    Understood - our partner did the integration and set up.  I expected limitations, but I didn't expect that it wouldn't be able to sync over the correct customer name and conatct info with a quote.   After two attempts at fixing it, I am about to give up.  If you have any other recommendations please let me know.

  • 0 in reply to rnssales

    As far as support I like https://www.azamba.com/  and Peter Wolf  [email protected]  who has been working with SageCRM from the beginning.  He is a long standing member of 90Minds and really knows his stuff. 

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