omnichannel communication

Quick Tips on Omnichannel for Sales, Marketing, & Services

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Quick Tips on Omnichannel for Sales, Marketing, & Services

The first thing to define about omnichannel is not what omnichannel is, but what it isn’t.

CRM for Manufacturing

CRM for Manufacturing: Why and How?

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CRM for Manufacturing: Why and How?

Why are manufacturing companies choosing to adopt CRM software? How are your peers using CRM for manufacturing? How did they find the right fit? We asked a few of our manufacturing customers about their experiences to uncover common trends. Here’s what we found:

agribusiness crm

Agribusiness and CRM: An Inside Look

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Agribusiness and CRM: An Inside Look

Sam and his co-host, Steve Chipman recently interviewed Greg Martinelli on their CRMTalk podcast. Greg is a sales trainer and coach in the agriculture industry. He's spent 27 years developing sales teams across the Midwest focused on the feed and grain... Continue Reading

data cleaning

Tips to Clean and Maintain CRM Account Data

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Tips to Clean and Maintain CRM Account Data

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data... Continue Reading

software soft skills

Software & Soft Skills: Great Customer Experiences Need Both

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Software & Soft Skills: Great Customer Experiences Need Both

As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to... Continue Reading

hospitality crm

How Hospitality is Using CRM, and How They Could Use It Better

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How Hospitality is Using CRM, and How They Could Use It Better

This past Spring, I traveled to San Diego and had a surprising hotel experience. Throughout my stay, I received periodic automated text messages from hotel staff checking in on my comfort, asking if I needed anything, and relaying important information like breakfast times, cocktail hours, etc.... Continue Reading

How to use Office 365 to send emails as a Sugar user

How to: Use Office 365 SMTP to Send Emails as a SugarCRM User

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How to: Use Office 365 SMTP to Send Emails as a SugarCRM User

Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar... Continue Reading

CRM Adoption

The Best Ways to Improve CRM Adoption

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The Best Ways to Improve CRM Adoption

Did you know that less than 40% of businesses have a CRM adoption rate above 90%? That means 60% of all businesses have poor CRM... Continue Reading

outlook sidebar troubleshooting

How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

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How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

Several of us at Technology Advisors found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.

To resolve this, we did the following:

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