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

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

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

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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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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StarfishETL, Tips and Tricks

Use an Upgrade to Clean Your CRM

October 15, 2018

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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Clean CRM
AI and Machine Learning, Financial Services

Why Machine Learning will Change Accounting Software in 2018

October 9, 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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machine learning
Tips and Tricks, CRM

The Worst Advice You Can Hear About Buying Business Software

September 26, 2018

Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…

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buying business software
SugarCRM, How To, CRM

How to Check the Number of Active Users in SugarCRM

September 12, 2018

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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check active users

Controlling Creatio Access Rights Using a Custom Lookup

September 4, 2018

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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Creatio access rights

Why Your CRM is Like a Puppy

August 27, 2018

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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crm is like a puppy
Infor CloudSuite CRM, How To

Tracking How Often a Group is Used in Infor CRM

August 20, 2018

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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tracking group in Infor
How To, Creatio

Managing Read-Only Access to Creatio

August 14, 2018

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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Software abstract
SugarCRM, How To, Outlook Integration

How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

August 10, 2018

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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sugar archive emails
SugarCRM, Tips and Tricks, CRM Reporting

Using Filters and Reports in SugarCRM

August 7, 2018

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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crm filters and reports
SugarCRM, How To

How to Set Up Cascading Dropdown Fields in SugarCRM

August 2, 2018

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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sugarcrm cascading dropdown fields
How To, SugarCRM

How to Run Select SQL Queries in SugarCRM's Cloud Version

August 2, 2018

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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sugar sql queries
CRM Adoption, Tips and Tricks

5 Quick Tips for CRM User Adoption

July 31, 2018

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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CRM user adoption

The Explosive Impact of CRM: 2018 & Beyond

July 23, 2018

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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impact of CRM
How To, SugarCRM, Advanced Workflow

How to Use SugarCRM Advanced Workflow for Custom Call Reporting

July 23, 2018

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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SugarCRM advanced workflow for custom call reporting

Why SugarCRM Keeps Winning the PC Mag Business Choice Awards

July 13, 2018

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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Number 1
CRM Improvement

WARNING: Avoid Too Much CRM Customization

June 22, 2018

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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