CRM Vendors SugarCRM

Why CRM Vendors Win Deals: Part 1 - SugarCRM

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Why CRM Vendors Win Deals: Part 1 - SugarCRM

Every CRM evaluation focuses on features.  But the product with the most features might not be the right product for you.  Features don’t cover things like cost, usability, look and feel, and user adoptability. 

Recognizing this gap, Steve and I decided to use our CRMTalk podcast to reach... Continue Reading

working with service clients

How to Build the Best Relationships with Service Clients

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How to Build the Best Relationships with Service Clients

If you’ve heard it once you’ve heard it a million times: Repeat customers are revenue drivers. They are advocates for your business. They recommend you to friends and colleagues. They spend more... Continue Reading

bpm'online event

Double Your bpm’online Knowledge in January

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Double Your bpm’online Knowledge in January

To learn more and register for the bpm’online Global Tour Chicago, click HERE!
UPDATE: Please be advised, TAI training has been cancelled. 

productivity suite for sugarCRM

Sugar’s Productivity Suite is Boosting Sales Velocity

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Sugar’s Productivity Suite is Boosting Sales Velocity

SugarCRM recently introduced its Productivity Suite — a bundled offer combining the flagship Sugar Enterprise CRM with the Hint relationship intelligence tool and Customer Journey plug-in. The goal of uniting these products is to reduce the cost of sales, save time, and increase sales... Continue Reading

schema tools for bpm'online

Introducing Schema Tools for bpm’online

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Introducing Schema Tools for bpm’online

Pulling bpm'online's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this. 

SugarCon 2018 Lighning Talks

SugarCon 2018: Lightning Talks

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SugarCon 2018: Lightning Talks

SugarCon 2018 was held at The Cosmopolitan in Las Vegas. Justin Kuehlthau (Director of the Sugar Practice) and Megan Sheehan (Lead Business Analyst) from Technology Advisors were honored to be selected for the inaugural class of... Continue Reading

cleaning CRM during an upgrade

Use an Upgrade to Clean Your CRM

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Use an Upgrade to Clean Your CRM

The main purpose of CRM upgrades is to keep your functionality and features current. The hope is that keeping the software up-to-date will maximize the agility and usefulness of your data. However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary... Continue Reading

machine learning

Why Machine Learning will Change Accounting Software in 2018

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Why Machine Learning will Change Accounting Software in 2018

The supercomputer is no longer a thing of fiction—it’s here.  And odds are, you interact with one on a daily basis. 

Buying business software

The Worst Advice You Can Hear About Buying Business Software

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The Worst Advice You Can Hear About Buying Business Software

Last week, I overheard a conversation between my coworker and a frantic prospect. The prospect asked my coworker to help her implement a solution her company had pre-selected. Since we weren’t involved in her company’s requirements gathering, my coworker requested some details on how they... Continue Reading

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