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SageCRM Education and Training Classes

November 16, 2011 by Wayne Schulz

Have you just installed the latest Sage ERP MAS 90 or MAS 200 4.5 – including the free user license of SageCRM?

Interested in some affordable educational classes that walk you through the basics (and beyond) of SageCRM)?

Check these training options from Azamba. They’ve broken down their training in cost effective modules – and the price easily accommodates large groups.

SageCRM Training Classes

Filed Under: Sage 100 ERP Tagged With: azamba, crm, peter wolf, sagecrm

SageCRM Training Guides For Accpac, MAS90/200, ProcessPro/SagePro

August 27, 2011 by Wayne Schulz

The question of whether SageCRM training manuals were available for users and consultants just came up in my 90 Minds consulting group. Fortunately the answer to that question is yes as my friend Peter Wolf of Azamba Consulting just pointed out:

I do sell the classes in conduction with other Sage Partners. Pricing is available on my web site and I have a bundle of a two hour training session that is included with most course guides. This session allows for about 30-45 minutes of questions and answers. One of my Azamba SageCRM senior consultants conducts the training.

Here’s a sample of the guides:

sagecrm training guides.jpg

More information: SageCRM Training Guides

Filed Under: sagecrm Tagged With: azamba, sagecrm

MAS90 Support Collaboration: 90 Minds Consulting Group

April 17, 2011 by Wayne Schulz

One of the most important organizations that Schulz Consulting has participated in over the last several years is the 90 Minds Consulting Group.

The 90Minds Consulting Group is a non-profit association of consultants who all met while attending Sage conferences (who say’s there’s no value in attending conferences!) and we individually specialize in the Sage Software family of accounting, CRM and ERP products.

90 Minds was formed in December 2005 when a group of consultants began exchanging email questions. Gradually the group matured and expanded to provide shared technical assistance, backup support, and serve as a sounding board for our members. We share well in excess of 500 messages monthly jointly supporting each others’ practices and providing second opinions on complex technical matters.

While the group is geographically diverse – members share experiences on a daily basis to answer technical questions for group members as well as provide as a first line of questions for industry specific solutions that some of our members have experience with.

Behind the scenes our members collectively share over 500 1,000 messages each month with technical tips and other information that serves to help the client’s of our members as they request support for the various accounting systems.

– Nationwide firms
– 27 member firms represented
– About 415 total employees
– 17 States

Birmingham, AL
Aliso, CA
San Diego, CA
San Jose, CA
Larkspur, CO
Denver, CO
Watertown, CT
West Hartford, CT
Glastonbury, CT
Ocala, FL
Sandy Springs, GA
Kaneohe, HI
Ottumwa, IA
Chicago,IL
Elkhart, IN
Sharon, MA
Traverse, MI
Cassopolis, MI
Duluth, MN
Springfield, MO
Grand Forks, ND
Holmdel, NJ
Akron/Cleveland, OH
Brunswick, OH
Corvalis, OR
Portland OR
Waynesboro, VA
Kirkland, WA

Services and products:

Epicor
Sage Accpac
Sage MAS 90
Sage MAS 200
Sage MAS 500
SageCRM
SAP Business One
Microsoft Dynamics and Navision
Open Systems
Traverse

90 Minds Consulting Group

Filed Under: Sage 100 ERP Tagged With: accpac, epicor, mas200, Microsoft Dynamics, Microsoft Navision, Open Systems, Sage 100 ERP, Sage 500 ERP, sagecrm, SAP Business One, traverse

Find add-ons for Sage MAS 90 and 200 [How To]

February 2, 2009 by Wayne Schulz

Have you ever found yourself in a position where you wish Sage MAS 90 or 200 could be “tweaked” just a little bit more to fit the specific needs of your industry?

Finding a qualified developer can be a challenge. You can hire someone who claims to “know” your software and can custom write an enhancement for your company.

The problem with hiring a lone developer is you have no way to know what type of experience they possess. Luckily Sage has solved this problem by creating certification levels.

Sage Certification for Developers

Sage has a stable of development partners who have been certified as either Endorsed, Gold or Silver.

Endorsed Partner: Sage invitation only. These partners are required to meet rigorous strategic, technologic, and integration criteria. Their solutions are handpicked by Sage and marketed aggressively alongside their core solutions.

Gold: The Gold level is a select tier for established development partners who have a closer relationship with Sage. These partners agree to adhere to Sage Best Practices and have one of their solutions certified through an independent testing company.

Sliver: Entry level tier for developers who are new to a particular Sage suite of products.

Solutions are either Endorsed or Certified

Sage has a certification process for differentiating the solutions available for their product line. This certification process includes basic qualify and integration tests  with the Sage product line. The different certifications are either Endorsed or Certified.

Endorsed: A Sage Endorsed solution means Sage has put the product through additional paces and QA testing. These solutions carrying the Endorsed label have been classified as strategic to the product they integrate with. These solutions may also sometimes be an integrated component of a Sage solution.

Certified: A solution marked as Certified tells you that it is reliable and developed to the highest standards. Vendors  must submit their application to Sage for testing prior to achieving this status.

Sage Partner Solutions

The Sage Partner Solution Source is a web site that lists third party enhancements for a wide variety of Sage products. There are over 12 separate Sage product lines represented on the site:

  • Act! by Sage
  • Peachtree by Sage
  • Sage Accpac ERP
  • Sage BusinessVision Accounting
  • Sage BusinessWorks Accounting
  • Sage MAS 500 ERP
  • Sage MAS 90 and MAS 200 ERP
  • Sage PFW
  • Sage PRO ERP
  • Sage SalesLogix
  • SageCRM
  • Simply Accounting by Sage

Link: Sage Partner Solution Source via Bill Kizer, Sage Software Consultant

Filed Under: MAS 90 Add Ons, Sage 100 ERP, Sage software Tagged With: accpac, act!, businessvision, businessworks, mas200, partner solution source, peachtree, sage, Sage 100 ERP, Sage 500 ERP, Sage PFW, Sage Pro ERP, sagecrm, SalesLogix, Simply Accounting by Sage

New FAQ recommends Sage ActLink for companies with 333 or fewer monthly invoices

October 8, 2008 by Wayne Schulz

A new frequently asked question document published by Sage Software regarding their ActLink v1.5 specifies that the optimal sized company to use the link should produce fewer than 333 monthly accounts receivable invoices.

Sage MAS 90 and 200 ACT! Link v1.5 is a free utility that creates a seamless integration between the ACT! by Sage contact management solution and your back-office Sage MAS 90 and 200 ERP system. ACT! Link puts critical information at your fingertips so you can provide your current customers with better service and convert your prospects to new customers.

actlink transaction limits.jpg

Act! Link 1.5 is compatible with Sage MAS 90 versions 4.1 and higher, Sage MAS 200 versions 4.1 and higher and Act! by Sage 2007 through 2009 (Standard or Premium versions). Sage will continue supporting existing Sage MAS 90 and 200 3.71, 4.0 and 4.05 with the previous version of ACT! Link. The ACT! versions compatible with the older versions of Sage MAS 90 and 200 are no longer supported. Please see the Integrated Solutions Compatibility Matrix for compatible versions to Sage MAS 90 and 200 4.10 and higher. If you decide to upgrade your ACT! by Sage, ACT! Link and Sage MAS 90 or 200, your certified Sage Business Partner can provide a step by step upgrade.

For more information on the new ActLink 1.5, please refer to the FAQ located here.

Filed Under: Sage 100 ERP Tagged With: act 2009, actlink 1.5, mas 200 act link, mas 200 crm, mas 90 act link, mas200, mas90 actlink, mas90 crm, Sage 100 ERP, sagecrm

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Schulz Consulting
Connecticut Office
Phone: 860.657-8544
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Locally serving all of Connecticut, Massachusetts, Rhode Island, Vermont,
New York, New Jersey. Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.

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