Email Marketing, SugarCRM

Creating Email Campaigns & Campaign Messages in SugarCRM

November 7, 2013

To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign.

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Email Marketing, SugarCRM

Creating Email Marketing Lists in SugarCRM

October 31, 2013

If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in…

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StarfishETL

Starfish ETL Assignment Notification When Importing Data into SugarCRM

September 10, 2013

When importing data into SugarCRM using StarfishETL, turn off assignment notifications to prevent sending out thousands of emails.

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SugarCRM

SugarCRM Import Wizard: 4 Best Practices to Help You Import Data Successfully

August 20, 2013

The SugarCRM Import wizard will walk you through the steps to import your data into SugarCRM. These best practices can help you navigate the potential pitfalls and achieve successful results.

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SugarCRM

SugarCRM History Subpanel: Save Time When Reviewing History

August 8, 2013

One of my favorite lesser-known features of SugarCRM is the “View Summary” command on the History subpanel used through SugarCRM. The History subpanel shows all notes, emails, and completed activities related to a record.

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SugarCRM, CRM Reporting

Creating Flexible Reports with Run-Time Filters in SugarCRM

July 16, 2013

This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.

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SugarCRM

SugarCRM Cases: Tracking Customer Support Requests Inside Your CRM System

July 9, 2013

SugarCRM includes several customer service components, with the SugarCRM Cases module being the most widely used.

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Microsoft Dynamics

Establishing Relationships Between an Existing Entity and a New Entity in Microsoft Dynamics CRM Results in Forced Data Mappings

June 27, 2013

Sometimes when establishing relationships between an existing entity such as Account and some new entity that has lookup fields which also point to the Account entity, we get unwanted and forced data mappings.

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SugarCRM

SugarCRM Calendar Functionality: Accessing and Using Your SugarCRM Calendar

June 24, 2013

Did you know that SugarCRM includes a Calendar module? For users who organize their day by appointments and meetings, the SugarCRM Calendar module can be very useful for keeping track of time commitments, while users who organize their day around tasks may find dashboards to be more useful.

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SugarCRM

Import Data Using the Sugar Import Wizard

June 20, 2013

Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records. This post shows how to import data using the sugar import wizard.

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SugarCRM, CRM Reporting

SugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM

June 13, 2013

The Define Filters step is completed for every type of Report. In this step, you can choose one or more filters. These filters control which data is shown in your report.

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Microsoft Dynamics

Setting up the Microsoft Dynamics CRM 2011 Report Authoring Extension for Dynamics CRM Reports

April 30, 2013

Microsoft Dynamics CRM uses SQL Server Reporting Services to generate reports for CRM data. If you have the need to modify or design your own reports, you will need to first make sure you have the software that helps you design and publish reports.

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SugarCRM, Awards

Technology Advisors, Inc. Receives SugarCRM’s Top Channel Partner Awards at SugarCon 2013

April 23, 2013

Technology Advisors rose to the top of SugarCRM's Channel Partners shortlist and was named 2012 Most Valued Global Partner and 2012 Most Valued Partner in North America at SugarCon 2013 in New York City.

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Sales

All Leads are Not Created Equal

March 21, 2012

As marketers, one of our primary goals used to be (and still is to a different extent) to get as many leads as possible. It isn't that we weren't concerned with quality previously; we were simply measured on quantity. Today's marketer has a much heavier weight placed on quality and…

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Email Marketing

Rules of E-mail Marketing

March 7, 2012

Not only is e-mail marketing exceptionally cost-effective, email-marketing has the highest Return on Investment of any form of direct marketing. Last month, Chris Gordon, Channel Manager at Swiftpage, joined Technology Advisors to talk about "The 6 Rules of E-Marketing."

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Marketing Automation

Marketing Automation - Past to Present

March 5, 2012

We've been spending a lot of time this year analyzing different Email Marketing solutions for customers and prospects. On Thursday, Mathew Sweezey, of Pardot Marketing Automation, talked to a group of us about marketing automation.

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CRM

How should I deploy my CRM solution?

February 29, 2012

Beyond the entire process of choosing an actual CRM solution, you need to determine how you are going to deploy your selection. The good thing is you have options. The bad thing is you have options. You can deploy your CRM solution On-Premise, On-Demand (Hosted) or in the Cloud. Each have their…

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Microsoft Dynamics

Microsoft Dynamics CRM Enhances Social Tools

February 27, 2012

Online social tools are simply part of (most of) our lives these days. Odds are you're either on Facebook, Twitter or LinkedIn, or all of them! Years back, social networks were completely separate from CRM applications but we've seen a serious shift in that as of late.

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SugarCRM

New Features for End Users in SugarCRM 6.4

February 13, 2012

SugarCRM users, the new SugarCRM v6.4 is available this month! The SugarCRM 6 update brings us some great new features including a new calendar module and improved search.

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Microsoft Dynamics

Microsoft Dynamics CRM Mobile

February 8, 2012

I must start by saying the Microsoft Dynamics CRM Q2 2012 service update is going to provide a lot of great things but for now, I'd like to focus on the Mobile update, as Microsoft is standing by their "CRM Anywhere" tagline.

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Sales

How Tracking Lost Sales Can Help You Generate More Revenue

January 31, 2012

Tracking lost sales can actually help you generate more revenue. How you say? Only by understanding why deals are lost, can you continue to improve your sales processes, products and sales team’s performance. I am personally addicted to data and as a former salesperson, I always tracked my sales,…

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CRM

Who should use dashboards in CRM?

January 30, 2012

We all should! Seriously, regardless of your role in your organization, dashboards are an excellent, quick view of the information contained in your CRM system. We take the time to put the information into our CRM system, why not allow it to present the information we want to see most, back to us,…

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Infor CRM SLX, Mobile

SalesLogix Mobile - New User Friendly and Faster Features

January 23, 2012

We are all living in a mobile world and all we want is to quickly and easily access all the information we can possibly get, right at our fingertips. That's not too much to ask, right?

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Infor CRM SLX

A SalesLogix CRM v8.0 Preview

December 11, 2011

Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.

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Infor CRM SLX

Considerations for Purging/Deleting Entity Data in SalesLogix

October 6, 2011

Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.

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