How to Apply Email Configuration Changes in SugarCRM

October 27, 2020

In the clip below, Megan Sheehan explains these changes and how they affect your email configuration. Read on to find documentation and instructions on how to apply Microsoft and Google email configuration changes in your SugarCRM instance.

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email configuration in SugarCRM
Tips and Tricks

What’s the Difference Between Configuration and Customization?

October 22, 2020

When it’s time to implement the new solution, you’ll have to make some decisions about configuration and customization options. Although they may appear to be similar concepts, they have two very different meanings. In this post, we’ll discuss the differences between configuration and customization…

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configuration vs. customization
SugarCRM, How To

How to Fix "internal server error" When Emailing From SugarCRM

October 19, 2020

However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…

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SugarCRM internal server error
Manufacturing CRM

11 Ways Manufacturing CRM Benefits You

October 7, 2020

Want to know the truth? CRM is for manufacturing companies too. Here’s how CRM for the manufacturing sector helps you accurately forecast sales, anticipate customer needs, and simplify processes.

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CRM for manufacturing
CRM Requirements, CRM Selection

How Much Does a CRM Cost?

October 5, 2020

The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…

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how much does a CRM cost
CRM, Service Management

Integrate CRM with Customer Feedback Tools to Build Stronger Relationships

September 21, 2020

By integrating your CRM with the right customer survey and analytics tools, you will expand its functionality and centralize multi-channel customer data to gain better insights into your target audience. Here are a few common CRM integrations with customer feedback tools to consider.

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integrate CRM with survey tool
Banking, Financial Services

6 Problems Banking CRM Solves for Financial Institutions

September 14, 2020

The financial sector is an ever-changing and highly competitive landscape dogged by stiff regulations and outdated practices. CRM for financial institutions helps you navigate tricky compliance so you can conquer more sales. Read on to find out how banking CRM solves six common issues faced by…

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Financial growth
Medical Manufacturing, Pharma

The Benefits of the Democratization of Healthcare Technology

September 8, 2020

With the advent of healthcare IT, patient data has increasingly gone digital. And this not only facilitates patient care and care provider information-sharing through the use of electronic health records (EHR), but it also enables the best of evidence-based, value-driven care.

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healthcare IT
Real Estate, CRM

8 Important Benefits of Real Estate CRM

August 28, 2020

In this post, we’ll discuss eight of the most important benefits of CRM for real estate and how they contribute to smoother sales processes and more personalized buyer interactions. If you’re thinking about acquiring a real estate CRM, keep these benefits in mind as you evaluate your potential…

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real estate crm
Integration, CRM

5 Ways Combining VoIP and CRM Helps Transform Your Business

August 25, 2020

While many companies will only use one or the other, combining these two amazing tools can transform your business in many key areas, and allow your marketing, sales, and support teams to thrive. Let’s take a closer look at how combining VoIP and CRM can push your company to new heights of success.

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VoIP and CRM
Pharma, CRM

7 Benefits of Pharma CRM for Sales & Marketing

August 11, 2020

The pharma sector faces unique challenges in regulatory restrictions as well as how it’s allowed to handle marketing and promotional activities. Here's the top seven benefits of CRM for pharmaceuticals companies sales & marketing departments.

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Big pharma data
Banking, Financial Services

6 Ways Banking CRM Improves Customer Experience

August 3, 2020

Modern banking customers expect convenience, 24/7 accessibility, and immediate support. Learn how banking CRM can keep your financial institution organized and accountable, increasing customer retention and satisfaction for a happier client base.

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modern banking tools
CRM, Tips and Tricks

How Does CRM Help Increase Customer Satisfaction?

July 29, 2020

The right strategies implemented through that CRM are the real key to unlocking more customer-centric, streamlined processes and insights. In this post, we’ll discuss factors that contribute to customer satisfaction and a few ways that CRM can help increase those satisfaction rates.

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customer satisfaction
HubSpot, Marketing Automation

How to Use HubSpot to Boost Your Website Conversion Rates

July 16, 2020

Everyone knows that HubSpot is a powerful and intelligent marketing solution, but which features specifically could help you achieve greater website conversion rates? We’ll highlight a few crucial tools in this post.

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conversion rate optimization
Training, Business Strategy

5 Reasons Why Businesses Should Invest In Employee Tech Education

June 22, 2020

Most businesses aren’t conversant with the real significance of training their workforce. Here are the top reasons to provide technology training to your team.

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software training
Service Management, Mobile

5 Ways Automated Field Service Solutions are Changing the Game for Technicians

June 17, 2020

Field service technicians are an important lifeline to revenue growth. So, how can these talented technicians do more, do it faster, and do it better?

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field service automation
HubSpot, Marketing

The Top 5 Prospecting Strategies I Learned from HubSpot

June 10, 2020

In this post, I will share the top five prospecting strategies I learned from HubSpot's Pipeline Generation Bootcamp in the hopes they will help you, too.

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person writing next to laptop
Medical Manufacturing, Pharma

Has Healthcare IT Finally Caught Up to Other Industries?

June 9, 2020

In the wake of tech advancements such as a growing healthcare IT market, has healthcare finally caught up to other industries?

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healthcare IT

IT Security Consultancy: Securing Your Small Business

May 20, 2020

Small business owners are extremely vulnerable to cybersecurity threats. Company managers need to protect their assets by hiring IT consultants and implementing top data protection practices. The post below is a review of the ways IT security consultants help SMB owners build infrastructures, as…

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Person hacking
Business Strategy

5 Tips On Making Your Business Processes More Scalable

May 18, 2020

Few companies start big. If you want your startup or SME to grow, you must begin with a scalable business model and invest in the kind of technology that supports growth without adding to cost.

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scaling your business
Email Marketing, Marketing Automation

Push Notifications Vs. Email: Which is a Better Lead Generation Channel?

May 14, 2020

Both email and push notification have proven effective for lead generation. However, digital marketers must use distinct communication strategies with each.

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email and push notifications

Using Website Chat for Lead Conversion

May 1, 2020

Let’s look at how chat influences lead conversion and customer experience. Then, we’ll lay out a few tips and best practices to consider.

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Website Chat
Sales, Tips and Tricks

Learning From Lost Sales & Tips for Preventing More

April 20, 2020

Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…

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tracking lost sales

Shifting Your Marketing Strategy During Coronavirus

April 3, 2020

I’ve been reading through a lot of articles about marketing during COVID-19, and there are two major themes weaved into every one: reevaluate your messaging and shift your communications to digital. Rather than simply stating what needs to change in the general sense, I’d much prefer actionable,…

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shifting marketing coronavirus
Creatio, Tips and Tricks

How to Remove the Feed Tab in Creatio

March 31, 2020

In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

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Creatio tips