CRM sales features comparison

CRM Comparison Part 1: Comparing Sales Features

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CRM Comparison Part 1: Comparing Sales Features

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

Creatio Field Hints

Improving Usability: Adding Field Hints in Creatio

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Improving Usability: Adding Field Hints in Creatio

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. 

snack franchise crm

Choosing the Right CRM for Snack Franchise Operators

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Choosing the Right CRM for Snack Franchise Operators

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

business strategy

Using Technology to Support Your Business Strategy

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Using Technology to Support Your Business Strategy

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

How to Install Sugar Connect on Office 365

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How to Install Sugar Connect on Office 365

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

simplify insurance CRM

How CRM Can Enhance Complex Internal Processes for Insurance Companies

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How CRM Can Enhance Complex Internal Processes for Insurance Companies

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

avoiding phishing attacks

5 Effective Tips to Prevent Phishing Attacks in Your Company

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5 Effective Tips to Prevent Phishing Attacks in Your Company

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

agribusiness crm in 2020

3 Reasons Agribusiness CRM is Essential in 2020

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3 Reasons Agribusiness CRM is Essential in 2020

As we head into a new decade, the call for technology will be louder than ever. It’s the force driving all business and incorporating AI, machine learning, analytics, and automation to make competition even tighter. Here are three reasons the agribusiness industry needs to consider CRM in 2020... Continue Reading

Creatio email trigger

Triggering an Email Notifications for an Event in Creatio

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Triggering an Email Notifications for an Event in Creatio

Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.

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