Tips and Tricks

The Power of Trust in the Workplace

June 6, 2019

Trust in the workplace may seem arbitrary to some, but it is a very serious make-or-break component for productivity, employee retention, and engagement.

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trust at work
SugarCRM, Tips and Tricks

9 Sugar Add-Ons You Didn’t Know You Needed

May 29, 2019

At a recent customer event, we were fortunate enough to have Jason from SugarOutfitters come and talk to our customers about his favorite Sugar (and SuiteCRM) add-ons. In this blog post, we’ll share what those top Sugar add-ons were and how you can get your hands on them.

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sugar add ons
Marketing

The Free Marketing Tools That Make My Life Easier

May 17, 2019

As a small business, we must sometimes get creative with our marketing. At our recent Chicago Sugar Workshop event, I highlighted the free marketing tools that make my life easier, hoping a few of my “secret weapon” resources might help our customers too. Here’s a recap of what I shared with them:…

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free marketing tools
Creatio, AI and Machine Learning, Business Process Management

Strategies for Accelerating Your Business

May 8, 2019

Creatio's Miami ACCELERATE event featured multiple tracks of educational content to help business leaders get new ideas for accelerating business.

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Accelerate
HubSpot, CRM, SugarCRM

3 Helpful Tools for CRM Data Management

April 22, 2019

In a recent online user group, our experts discussed three CRM data management tools and how they help organizations clean, maintain, and enrich CRM data.

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crm data management
Tips and Tricks

Quick Tips on Omnichannel for Sales, Marketing, & Services

April 19, 2019

It’s easy to believe that communicating via numerous channels makes your business omnichannel. Unfortunately, that’s only part of the story. To be TRULY omnichannel, a business must have all those channels cohesively working together.

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omnichannel
Manufacturing CRM

CRM for Manufacturing: Why and How?

April 5, 2019

Why are manufacturing companies choosing to adopt CRM software? How are your peers using CRM for manufacturing? How did they find the right fit? We asked a few of our manufacturing customers about their experiences to uncover common trends. Here’s what we found:

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manufacturing CRM
Agribusiness CRM

Agribusiness and CRM: An Inside Look

April 1, 2019

Sam and his co-host, Steve Chipman recently interviewed Greg Martinelli on their CRMTalk podcast. Greg is a sales trainer and coach in the agriculture industry. He's spent 27 years developing sales teams across the Midwest focused on the feed and grain business for both national and…

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CRM

Tips to Clean and Maintain CRM Account Data

March 21, 2019

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data…

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Data Cleaning
CRM

Software & Soft Skills: Great Customer Experiences Need Both

March 19, 2019

As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to…

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software soft skills
CRM

How Hospitality is Using CRM, and How They Could Use It Better

February 20, 2019

How is CRM creating transformative customer experiences for hospitality? What can we learn from how others are using hospitality CRM to use it even better?

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hospitality crm
SugarCRM

How to: Use Office 365 SMTP to Send Emails as a SugarCRM User

February 13, 2019

Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar without having to setup their own SMTP credentials…

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Office 365 send emails
CRM Adoption, SugarCRM, Hint

The Best Ways to Improve CRM Adoption

February 4, 2019

60% of all businesses have poor CRM adoption. If this sounds like your current situation, the good news is you’re not alone. The bad news?

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CRM Adoption
SugarCRM, How To

How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

January 21, 2019

We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.

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How To
StarfishETL, Integration

Why Integrated Software Will be Hotter Than Flossing in 2019

January 9, 2019

Unlike Flossing, software integration is not a passing fad. Strategists have been pushing the power of integrated software for years.

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integrated software
SugarCRM, Best Practices

Sugar Admin 101: Best Practices for User Management

December 21, 2018

A staple role for a Sugar Administrator is the user management within the system. So, what are the best practices for Sugar user management?

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Sugar CRM Administrator
Creatio

2018 Holiday Updates: New BPM Schema Tools Features

December 11, 2018

We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.

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new bpm'online schema tools

CRM Data Management Best Practices

November 29, 2018

Whether your data is at risk, or you’re trying to be proactive to prevent issues, a CRM data management plan is crucial for the longevity of CRM success.

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data management
Creatio, How To

How to Search Through Your Creatio Objects

November 16, 2018

It was necessary to start with a list of the Creatio objects relevant to the desired changes. However, extracting this information can be difficult.

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Creatio object filtering
SugarCRM

Why CRM Vendors Win Deals: Part 1 - SugarCRM

November 12, 2018

Steve and I decided to use our CRMTalk podcast to reach out to CRM vendors and ask them, “Why do you win?”. We analyzed what SugarCRM told us.

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CRM vendors
SugarCRM

How to Check Your License Usage in Sugar

November 12, 2018

Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.

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Check Sugar Users
Tips and Tricks, Service Management

How to Build the Best Relationships with Service Clients

November 1, 2018

So how can we build the best relationships with clients as they work with services? From our experience, these are the four best things you can do:

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customer service
SugarCRM

Sugar’s Productivity Suite is Boosting Sales Velocity

October 22, 2018

SugarCRM recently introduced its Productivity Suite — a bundled offer combining the flagship Sugar Enterprise CRM with the Hint relationship intelligence tool and Customer Journey plug-in. The goal of uniting these products is to reduce the cost of sales, save time, and increase sales velocity. We’…

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productivity
Creatio

Introducing Schema Tools for Creatio

October 17, 2018

Pulling Creatio's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this. 

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Creatio CRM schema tools

SugarCon 2018: Lightning Talks

October 16, 2018

The SugarCon Lightning Talks were an interesting and fun way to hear about a wide variety of topics in just over an hour. 

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lightning