Business Strategy, Tips and Tricks

Top 7 Business Strategies to Manage the Looming Recession in Coronatimes

March 27, 2020

With mass shutdowns becoming the new norm, coronavirus-led recession is right at our door. So, no matter what, businesses all over the world will have to really roll up their sleeves and work on their do-or-die strategies if they ever wish to recover from this downturn, which is being considered…

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Business Strategy

How Coronavirus Will Affect Your Sales Process – And What You Can Do About It

In this blog, we’ll discuss the effects of Coronavirus on the sales process and sales reps, and then we’ll outline some strategies for navigating the evolving landscape.

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CRM Selection, CRM, Marketing, Email Marketing

CRM Comparison Part 2: Comparing Marketing Features

March 16, 2020

Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…

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Person Shrugging
CRM Selection, CRM, Sales, Business Process Management, Mobile

CRM Comparison Part 1: Comparing Sales Features

February 27, 2020

As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing.

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Sales, CRM Reporting

Best Practices for Tracking Lost Sales in Your CRM

February 27, 2020

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for…

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Tracking lost sales

Improving Usability: Adding Field Hints in Creatio

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.

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CRM Selection

Choosing the Right CRM for Snack Franchise Operators

February 10, 2020

A CRM system by its very nature helps you manage customer relationships. Choosing the right CRM software for your company should be in line with the industry you fall under.

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snack franchise crm
Business Strategy

Using Technology to Support Your Business Strategy

February 3, 2020

With that in mind, let’s take a look at the essential technological changes you should bring to your business in order to boost your long-term business strategy without breaking the bank.

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business strategy
SugarCRM, How To, Sugar Connect

How to Install Sugar Connect on Office 365

January 16, 2020

Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.

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How To
CRM, Insurance

How CRM Can Enhance Complex Internal Processes for Insurance Companies

January 6, 2020

Insurance companies know that insurance is uncomfortable, confusing, complex, and that their legacy processes and programs are not cutting it. When looking to stand out from competitors, it’s important for internal and external processes to change simultaneously, making a major transformation…

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simplify insurance CRM
Tips and Tricks

5 Effective Tips to Prevent Phishing Attacks in Your Company

January 2, 2020

Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,…

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avoiding phishing attacks
Agribusiness CRM

3 Reasons Agribusiness CRM is Essential in 2020

December 18, 2019

As we head into a new decade, the call for technology will be louder than ever. It’s the force driving all business and incorporating AI, machine learning, analytics, and automation to make competition even tighter. Here are three reasons the agribusiness industry needs to consider CRM in 2020 to…

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agribusiness CRM
Creatio, How To

Triggering an Email Notifications for an Event in Creatio

December 11, 2019

Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.

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email trigger

The Rise of Low Code: 2020 and Beyond

Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.

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How To, CRM Adoption

The Importance of CRM Response Time Analysis

November 20, 2019

When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM’s performance for users. Response time plays a key role in users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM response…

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CRM response time analysis
Tips and Tricks

5 Extraneous Business Expenses and How to Eliminate Them

November 18, 2019

These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or executing your growth strategy. So today, let’s take a look at the five business leaks you need to fix, as well as some of the most cost-effective ways to…

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business expenses
How To

Getting a Grip on Predictive Analytics

October 18, 2019

What do we need to know about predictive analytics? How are industries using it and how can we do the same? We’ll try to get a grip on those answers.

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predictive analytics
Creatio, How To

How to Use the Creatio Gauge Widget to Track Progress Towards a Goal

September 30, 2019

You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.

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progress towards a goal
SugarCRM, CRM Reporting

SugarCRM Reports: Choosing the Right Type

September 26, 2019

In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…

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choosing reports

Using the SugarCRM Silent Upgrade Utility

September 23, 2019

With the Silent Upgrade Utility, you need SSH access to your server to run the commands locally on the server. This removes any issues with uploading, permissions or timeouts. First, upload the upgrade file you would normally upload to the Upgrade Wizard. You also need to upload the silent Upgrade…

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SugarCRM silent upgrade
How To, Creatio

How to Display Top N Rows in Creatio Using Detail Area

August 27, 2019

Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.

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Creatio display top rows
Tips and Tricks

11 Ways Your Small Business Can Avoid The Summer Slump

August 12, 2019

Hosting meetings offsite, establishing “summer hours” that close the office early daily (or even just on Fridays!) are just a few simple ways you can keep employees engaged this summer. Keep reading to discover 11 ways your business can avoid the summer slump from Fundera.

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avoid the summer slump
Marketing, Tips and Tricks

Expert Marketing Tips for the Small Business Owner

July 30, 2019

Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to start reaching out to your customers.

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small business marketing
How To, Marketing, Tips and Tricks

How to Use Visual Content on Social Media to Improve your Customer Service

July 22, 2019

It’s no secret that when it comes to volume, text has given way to visual content on social media platforms. Primarily visual social networks such as Instagram and YouTube continue to acquire more daily users, with these users visiting the platform more frequently and collectively uploading…

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social media
CRM Selection, Financial Services, Banking

Banking CRM: Use Cases, Challenges, and Benefits

July 11, 2019

If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases…

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banking CRM