What is a CRM Roadmap?
In this post, we’ll address what a CRM roadmap is, why it’s crucial for successful CRM implementation or conversion, and what companies should do to create a comprehensive CRM roadmap.
5 Benefits of Infrastructure as Code (IaC) for Modern Businesses in the Cloud
You need to make sure that your data centers are consolidated and managed automatically through Infrastructure as Code (IaC). This is a model that codifies everything in your infrastructure to bring numerous benefits to your growing business. With that in mind, let’s take a look at how IaC can help…
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Customer Data in CRM Systems: Compliance in Three Steps
The regulatory landscape has become increasingly complex over the years, leaving companies with a number of requirements to meet and hefty fines in cases of non-compliance. So, here are the key rules to keep in mind when retaining customer data in CRM systems.
Green Technology Trends in the Sales Industry
Green and sustainable technologies are expected to reach a value of $36.31 billion by 2025, growing at a compound annual rate of 26.8%. With growth like this, the sales industry as a whole can benefit from propagating these technologies as they develop marketing campaigns that showcase the benefits…
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How to Estimate Sales for the Month
You’re generating leads, you’re holding sales calls, and you’re sending proposals; but what’s the realistic expectation for how many of those potential sales will close? How can you use the variables you already know (# of MQLs, percentage of SQLs, etc.) to estimate the expected closed won sales…
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Avoiding the Most Common Mistakes When Scaling Your Small Business
The need to scale your small business is a positive sign that tells you your company is on the right track. However just because you are now looking to scale doesn’t mean you’re safe, as there are plenty of risks involved with doing so. Before you move forward with your expansion, here are some of…
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6 Reasons Why Professional Services Teams Love CRM
CRMs offer professional services teams the tools they need to automate processes, better manage resources, innovate customer experiences, and interpret analytics. In this post, we’ll lay out six reasons why professional services teams love CRM.
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How Many Leads Do I Need to Reach my Sales Goals?
In the sales world, meeting your goals often determines your bonuses. So, of course sales professionals want to acquire and convert as many leads as possible. But, how do you know how many leads are necessary to reach your sales goals? We built a handy calculator to break it down.
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How to Apply Email Configuration Changes in SugarCRM
In the clip below, Megan Sheehan explains these changes and how they affect your email configuration. Read on to find documentation and instructions on how to apply Microsoft and Google email configuration changes in your SugarCRM instance.
What’s the Difference Between Configuration and Customization?
When it’s time to implement the new solution, you’ll have to make some decisions about configuration and customization options. Although they may appear to be similar concepts, they have two very different meanings. In this post, we’ll discuss the differences between configuration and customization…
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How to Fix "internal server error" When Emailing From SugarCRM
However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…
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11 Ways Manufacturing CRM Benefits You
Want to know the truth? CRM is for manufacturing companies too. Here’s how CRM for the manufacturing sector helps you accurately forecast sales, anticipate customer needs, and simplify processes.
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How Much Does a CRM Cost?
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…
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Integrate CRM with Customer Feedback Tools to Build Stronger Relationships
By integrating your CRM with the right customer survey and analytics tools, you will expand its functionality and centralize multi-channel customer data to gain better insights into your target audience. Here are a few common CRM integrations with customer feedback tools to consider.
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6 Problems Banking CRM Solves for Financial Institutions
The financial sector is an ever-changing and highly competitive landscape dogged by stiff regulations and outdated practices. CRM for financial institutions helps you navigate tricky compliance so you can conquer more sales. Read on to find out how banking CRM solves six common issues faced by…
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The Benefits of the Democratization of Healthcare Technology
With the advent of healthcare IT, patient data has increasingly gone digital. And this not only facilitates patient care and care provider information-sharing through the use of electronic health records (EHR), but it also enables the best of evidence-based, value-driven care.
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8 Important Benefits of Real Estate CRM
In this post, we’ll discuss eight of the most important benefits of CRM for real estate and how they contribute to smoother sales processes and more personalized buyer interactions. If you’re thinking about acquiring a real estate CRM, keep these benefits in mind as you evaluate your potential…
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5 Ways Combining VoIP and CRM Helps Transform Your Business
While many companies will only use one or the other, combining these two amazing tools can transform your business in many key areas, and allow your marketing, sales, and support teams to thrive. Let’s take a closer look at how combining VoIP and CRM can push your company to new heights of success.
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7 Benefits of Pharma CRM for Sales & Marketing
The pharma sector faces unique challenges in regulatory restrictions as well as how it’s allowed to handle marketing and promotional activities. Here's the top seven benefits of CRM for pharmaceuticals companies sales & marketing departments.
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6 Ways Banking CRM Improves Customer Experience
Modern banking customers expect convenience, 24/7 accessibility, and immediate support. Learn how banking CRM can keep your financial institution organized and accountable, increasing customer retention and satisfaction for a happier client base.
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How Does CRM Help Increase Customer Satisfaction?
The right strategies implemented through that CRM are the real key to unlocking more customer-centric, streamlined processes and insights. In this post, we’ll discuss factors that contribute to customer satisfaction and a few ways that CRM can help increase those satisfaction rates.
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How to Use HubSpot to Boost Your Website Conversion Rates
Everyone knows that HubSpot is a powerful and intelligent marketing solution, but which features specifically could help you achieve greater website conversion rates? We’ll highlight a few crucial tools in this post.
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5 Reasons Why Businesses Should Invest In Employee Tech Education
Most businesses aren’t conversant with the real significance of training their workforce. Here are the top reasons to provide technology training to your team.
5 Ways Automated Field Service Solutions are Changing the Game for Technicians
Field service technicians are an important lifeline to revenue growth. So, how can these talented technicians do more, do it faster, and do it better?
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The Top 5 Prospecting Strategies I Learned from HubSpot
In this post, I will share the top five prospecting strategies I learned from HubSpot's Pipeline Generation Bootcamp in the hopes they will help you, too.
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