gdpr bpm'online compliance

GDPR & bpm’online

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GDPR & bpm’online

Bpm’online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. Bpm’online recognizes its role as both a data controller and data processor, depending on the situation. They break down... Continue Reading

gdpr infor crm

GDPR & Infor CRM

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GDPR & Infor CRM

What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.

GDPR SugarCRM

GDPR & SugarCRM

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GDPR & SugarCRM

GDPR is fast approaching, and as companies prepare, they are assessing not only their own data, but the systems that house that data. One of the biggest software investments for companies across all industries is CRM. In the next few weeks, we’ll look at some of the major CRM systems and how... Continue Reading

crm erp integration

Six Ways CRM and ERP Integration Saves Money

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Six Ways CRM and ERP Integration Saves Money

It’s undeniable that CRM and ERP are game-changing software investments. Individually, CRM shines for front-office transparency while ERP opens new insights into back-office operations. Many organizations know that CRM and ERP integrate, but they don’t invest in the crossover.

Why?

tracking lost sales in crm

Best Practices for Tracking Lost Sales in Your CRM

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Best Practices for Tracking Lost Sales in Your CRM

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for... Continue Reading

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

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