What’s New in Sugar 7 – Dashboard Enhancements
The existing dashboard functionality from SugarCRM versions 6.x has been enhanced in version 7.0 by expanding dashboards throughout the system and introducing new dashlets. Dashboards are now available not only on the homepage but also at module and record levels. Different dashlet tools exist at…
Continue readingWhat's New in Sugar 7
SugarCRM released version 7.1 this week, and existing On Demand customers are now eligible to begin upgrading to version 7. Version 7, which has been available to new customers for about a month, includes a number of significant enhancements as well as substantial changes to the user interface. As…
Continue readingWhy to Integrate a Third Party Marketing Tool with SugarCRM
In recent posts we have been reviewing how to use the marketing features that are built into SugarCRM. Today we will look at third party marketing tools and how to determine if you should be using one.
Continue readingTracking the Results of Email Campaigns in SugarCRM
Once you have sent your email campaign message, you will want to track the success of your message. Open your campaign in SugarCRM and click the “View Status” button in the upper right corner of the screen.
Continue readingCreating Email Campaigns & Campaign Messages in SugarCRM
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.
Creating Email Marketing Lists in SugarCRM
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…
Continue readingStarfish ETL Assignment Notification When Importing Data into SugarCRM
When importing data into SugarCRM using StarfishETL, turn off assignment notifications to prevent sending out thousands of emails.
Continue readingSugarCRM Import Wizard: 4 Best Practices to Help You Import Data Successfully
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.
Continue readingSugarCRM History Subpanel: Save Time When Reviewing History
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.
Continue readingCreating Flexible Reports with Run-Time Filters in SugarCRM
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.
Continue readingSugarCRM Cases: Tracking Customer Support Requests Inside Your CRM System
SugarCRM includes several customer service components, with the SugarCRM Cases module being the most widely used.
Continue readingEstablishing Relationships Between an Existing Entity and a New Entity in Microsoft Dynamics CRM Results in Forced Data Mappings
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.
Continue readingSugarCRM Calendar Functionality: Accessing and Using Your SugarCRM Calendar
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.
Continue readingImport Data Using the Sugar Import Wizard
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.
Continue readingSugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM
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.
Continue readingSetting up the Microsoft Dynamics CRM 2011 Report Authoring Extension for Dynamics CRM Reports
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.
Continue readingTechnology Advisors, Inc. Receives SugarCRM’s Top Channel Partner Awards at SugarCon 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.
Continue readingAll Leads are Not Created Equal
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…
Continue readingRules of E-mail Marketing
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."
Continue readingMarketing Automation - Past to Present
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.
Continue readingHow should I deploy my CRM solution?
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…
Continue readingMicrosoft Dynamics CRM Enhances Social Tools
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.
Continue readingNew Features for End Users in SugarCRM 6.4
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.
Continue readingMicrosoft Dynamics CRM Mobile
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.
Continue readingHow Tracking Lost Sales Can Help You Generate More Revenue
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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