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 However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations…
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Why Machine Learning will Change Accounting Software in 2018
Machine learning has seen real applications in software industries. Specifically in 2018, the majority of accounting software products have adopted AI.
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The Future of CRM is Process-Driven
Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in the…
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How to Check the Number of Active Users in SugarCRM
Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?
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Controlling Creatio Access Rights Using a Custom Lookup
This post teaches you how to use a business process and custom lookup object to implement team based security without the need for any custom development.
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Why Your CRM is Like a Puppy
During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.
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Tracking How Often a Group is Used in Infor CRM
In Infor CRM, there is a database table called GROUPSTATS. It was added in version 8.1. This table tracks how often users select each group.
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Managing Read-Only Access to Creatio
Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.
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How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.
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Using Filters and Reports in SugarCRM
If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.
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How to Set Up Cascading Dropdown Fields in SugarCRM
The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.
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How to Run Select SQL Queries in SugarCRM's Cloud Version
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.
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5 Quick Tips for CRM User Adoption
Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it?
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The Explosive Impact of CRM: 2018 & Beyond
As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. CRM has come a long way since.
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How to Use SugarCRM Advanced Workflow for Custom Call Reporting
A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed.
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Why SugarCRM Keeps Winning the PC Mag Business Choice Awards
You may think you’re suffering from Déjà vu after reading the title of this post, but you’re not. For the fourth year in a row, SugarCRM has won the PC magazine Business Choice Award. The feat becomes more impressive when you learn that SugarCRM has trumped 97 other CRMs to place number one.
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WARNING: Avoid Too Much CRM Customization
CRM customization can be a beautiful thing. It allows businesses to capture more ROI from an out-of-the-box (OOTB) system by streamlining the fields, functions, and data points relevant to their needs. These differentiators can make-or-break your competitive advantage, especially when nearly 91% of…
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Doing Dynamic Case Management with Creatio
Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.
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The Three CRM Reports You Must Run for Deeper Insights
Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing qualified…
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How Not to do Data Management: A Lesson from Facebook
What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.
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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…
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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.
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GDPR & SugarCRM
We're looking at some major CRM systems and how they're preparing for GDPR compliance. Here’s what we know about SugarCRM's plans for GDPR compliance.
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Six Ways CRM and ERP Integration Saves Money
CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.
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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
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