Agribusiness CRM

6 Reasons Why You Need Agribusiness CRM

March 22, 2021

Farming technology and data management is changing; what are you doing to keep up? Here's six reasons why you should adopt agribusiness CRM.

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6 Reasons Why You Need Agribusiness CRM
CRM Selection

10 Questions you Must Ask When Selecting a CRM

March 16, 2021

If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:

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10 core questions to truly ask yourself before selecting a CRM
Business Strategy, Tips and Tricks

5 Strategies to Improve your Small Business’ Profit Margins

March 11, 2021

A business’s net profit margin is one of the most important profitability metrics that you should track when running a business. This metric is helpful when it comes to answering questions like whether your company is making money or you’re pricing your products right.

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profit margins

Chatbots: Advantages & Creative Uses

March 4, 2021

Within this blog, users gain an understanding of the different ways chatbots can be used along with the advantages it brings to a company. Chatbots can be used in many different ways, helping all industries complete one common goal: connecting to their consumers efficiently and effectively.

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Using Artificial intelligence to create Chatbots

HubSpot’s Inbound Marketing Defined

February 24, 2021

Within this post, we will define the true meaning behind HubSpot's inbound marketing method and why it works. Being able to accurately understand and implement inbound is imperative to building ongoing customer relationships.

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Turning your consumers into your promoters using inbound marketing

What You Need to Know About Cloud Integration for Your Business

February 17, 2021

The concept of cloud integration may be difficult for some to grasp, let alone understand how it can bring real value to a business. Below we'll discuss everything you need to know about cloud integration and how it can support your business's digital transformation strategy.

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cloud integration
Project Management, Best Practices

CRM Risk Analysis & Management

February 3, 2021

When you perform risk analysis for your CRM project, you are identifying potential threats that prevent you from successfully reaching your objectives. Risks are simply things that COULD happen, not things that necessarily WILL happen, but without a plan for the “what ifs”, those minor risks could…

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risk management
CRM Selection

Open Source CRM: What is it and Do I Need it?

January 27, 2021

Take Google’s Android operating system for instance. It powers more than 86% of the world’s smartphones – and its open source. Anyone can view and modify its code and share it with anyone else. So, where does a solution like open-source CRM fit into the equation? In this post we’ll address what…

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what is open source CRM
CRM Requirements

What is a CRM Roadmap?

January 13, 2021

In this post, we’ll address what a CRM roadmap is, why it’s crucial for successful CRM implementation or conversion, and what companies should do to create a comprehensive CRM roadmap.

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CRM roadmap
Data Management, Data Migration

5 Benefits of Infrastructure as Code (IaC) for Modern Businesses in the Cloud

December 9, 2020

You need to make sure that your data centers are consolidated and managed automatically through Infrastructure as Code (IaC). This is a model that codifies everything in your infrastructure to bring numerous benefits to your growing business. With that in mind, let’s take a look at how IaC can help…

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CRM, GDPR, Tips and Tricks

Customer Data in CRM Systems: Compliance in Three Steps

December 7, 2020

The regulatory landscape has become increasingly complex over the years, leaving companies with a number of requirements to meet and hefty fines in cases of non-compliance. So, here are the key rules to keep in mind when retaining customer data in CRM systems.

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CRm data compliance
Sales, AI and Machine Learning

Green Technology Trends in the Sales Industry

November 30, 2020

Green and sustainable technologies are expected to reach a value of $36.31 billion by 2025, growing at a compound annual rate of 26.8%. With growth like this, the sales industry as a whole can benefit from propagating these technologies as they develop marketing campaigns that showcase the benefits…

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green technology trends

How to Estimate Sales for the Month

November 17, 2020

You’re generating leads, you’re holding sales calls, and you’re sending proposals; but what’s the realistic expectation for how many of those potential sales will close? How can you use the variables you already know (# of MQLs, percentage of SQLs, etc.) to estimate the expected closed won sales…

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estimating closed won sales
Business Strategy

Avoiding the Most Common Mistakes When Scaling Your Small Business

November 9, 2020

The need to scale your small business is a positive sign that tells you your company is on the right track. However just because you are now looking to scale doesn’t mean you’re safe, as there are plenty of risks involved with doing so. Before you move forward with your expansion, here are some of…

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scaling small business
Professional Services

6 Reasons Why Professional Services Teams Love CRM

November 5, 2020

CRMs offer professional services teams the tools they need to automate processes, better manage resources, innovate customer experiences, and interpret analytics. In this post, we’ll lay out six reasons why professional services teams love CRM.

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professional services CRM
Sales, Marketing

How Many Leads Do I Need to Reach my Sales Goals?

November 4, 2020

In the sales world, meeting your goals often determines your bonuses. So, of course sales professionals want to acquire and convert as many leads as possible. But, how do you know how many leads are necessary to reach your sales goals? We built a handy calculator to break it down.

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calculating sales leads

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