SugarCRM wildcard

Wildcard! The SugarCRM Feature for Simpler Searching

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Wildcard! The SugarCRM Feature for Simpler Searching

Do you know about the Wildcard search function in SugarCRM? Do you know how to use it? Here’s how to use Wildcard for simpler searching in SugarCRM:

field service automation

5 Ways Automated Field Service Solutions are Changing the Game for Technicians

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5 Ways Automated Field Service Solutions are Changing the Game for Technicians

Did you know 52% of field service companies still coordinate work and perform functions manually? That’s a scary number considering 76% of field service providers are struggling to achieve revenue growth. It’s a multi-... Continue Reading

How to remove the Feed tab in bpm'online

How to Remove the Feed Tab in bpm'online

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How to Remove the Feed Tab in bpm'online

In most cases, the feed tab in bpm'online can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

The Who, What, and Why of CRM

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The Who, What, and Why of CRM

Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline... Continue Reading

4 Reasons bpm’online Rocks for Customer Management

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4 Reasons bpm’online Rocks for Customer Management

They started rockin’ and ain’t never gonna stop…being customer orientated, that is. Unlike the band Foreigner, bpm’online has CRM in their eyes and lots of it. With the mission to boost customer business efficiency, this cloud-based... Continue Reading

software integration

Three Valuable Integrations Every CRM User Should Consider

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Three Valuable Integrations Every CRM User Should Consider

You understand the importance of a good CRM system – which is why you have one! But are you using it to its full potential? By integrating some core systems with your CRM software, you can take your multi-tasking, lead-generating abilities to a whole new level. Here are three valuable... Continue Reading

Why Integrating Your CRM is Crucial for Competitive Advantage

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Why Integrating Your CRM is Crucial for Competitive Advantage

Did you know that 91% of businesses with more than 11 employees are using CRM? It’s obvious companies of all sizes are recognizing the value of CRM, but that also means higher stakes and greater competition. Once a... Continue Reading

5 Ways Working with CRM Helped Me Prepare for Wedding Planning

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

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5 Ways Working with CRM Helped Prepare Me for Wedding Planning

We got engaged on a drizzly, chilly afternoon in Rocky Mountain National Park. It was perfect. Then, I began my wedding research. Which venues should we look at? What date would we like? Who are we inviting to the wedding? As wonderful as it was to start thinking about our big day, it was also... Continue Reading

crm tips for faster sales onboarding

4 CRM Tips for Faster Sales Onboarding

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4 CRM Tips for Faster Sales Onboarding

Ahhhhh, that new rep smell. Naturally, when you hire a new sales person, you’d like to onboard him as quickly as possible. A learning curve is inevitable, but there are CRM tricks you can use to speed up the time around the curve and get him engaging and selling faster. Try these four CRM tips... Continue Reading

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