CRM Comparison Part 2: Comparing Marketing Features
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. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…
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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.
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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…
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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.
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.
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Using Technology to Support Your Business Strategy
With that in mind, let’s take a look at the essential technological changes you should bring to your business in order to boost your long-term business strategy without breaking the bank.
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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.
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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 transformation unavoidable
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,…
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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 to…
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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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The Rise of Low Code: 2020 and Beyond
Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.
The Importance of CRM Response Time Analysis
When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM’s performance for users. Response time plays a key role in users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM response…
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5 Extraneous Business Expenses and How to Eliminate Them
These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or executing your growth strategy. So today, let’s take a look at the five business leaks you need to fix, as well as some of the most cost-effective ways to…
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Getting a Grip on Predictive Analytics
What do we need to know about predictive analytics? How are industries using it and how can we do the same? We’ll try to get a grip on those answers.
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How to Use the Creatio Gauge Widget to Track Progress Towards a Goal
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.
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SugarCRM Reports: Choosing the Right Type
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…
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Using the SugarCRM Silent Upgrade Utility
With the Silent Upgrade Utility, you need SSH access to your server to run the commands locally on the server. This removes any issues with uploading, permissions or timeouts. First, upload the upgrade file you would normally upload to the Upgrade Wizard. You also need to upload the silent Upgrade…
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How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.
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11 Ways Your Small Business Can Avoid The Summer Slump
Hosting meetings offsite, establishing “summer hours” that close the office early daily (or even just on Fridays!) are just a few simple ways you can keep employees engaged this summer. Keep reading to discover 11 ways your business can avoid the summer slump from Fundera.
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Expert Marketing Tips for the Small Business Owner
Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to start reaching out to your customers.
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How to Use Visual Content on Social Media to Improve your Customer Service
It’s no secret that when it comes to volume, text has given way to visual content on social media platforms. Primarily visual social networks such as Instagram and YouTube continue to acquire more daily users, with these users visiting the platform more frequently and collectively uploading…
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Banking CRM: Use Cases, Challenges, and Benefits
If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases…
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How to Check and Maintain Data Storage Capacity in Sugar
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…
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How to Use Your Email to Boost Your ROI
Email marketing strategies result in positive outcomes and new customer acquisitions 40 times more often than similar ad campaigns. Not to mention, most email services are free. If you are serious about boosting your ROI through successful and carefully executed email campaigns, you will need to…
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