As new cases emerge daily, Coronavirus (aka COVID-19) doesn’t seem to be ending any time soon. Experts believe the spread will continue over the course of the next few months, leaving many employees worried about their jobs and many business owners wondering how to move forward.
Sales... Continue Reading
Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. You can read that post here. In part two, we’ll discuss... Continue Reading
As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing. In this blog series, we’ll touch on each of those areas and provide insights into which features you should be homing in on to maximize your CRM... Continue Reading
Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.
A CRM system by its very nature helps you manage customer relationships. Choosing the right CRM software for your company should be in line with the industry you fall under. It... Continue Reading
That said, integrating technology and running a successful digital transformation is not an easy task, and can be a tall order for many growth-oriented businesses due to the size of the financial investment needed to kick-start these changes. Add to that, the onboarding process for the employees... Continue Reading
Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.
We’ve noticed that a few of our... Continue Reading
Insurance companies know that insurance is uncomfortable, confusing, complex, and that their legacy processes and programs are not cutting it. When looking to stand out from competitors, it’s important for internal and external processes to change simultaneously, making a major... Continue Reading
Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,... Continue Reading
