Tips and Tricks, AI and Machine Learning

Leveraging Machine Learning Using CRM Data

November 5, 2019

It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities pre-…

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machine learning with CRM data
How To

How to Use CRM Automation to Free up More Time

October 21, 2019

A CRM system is great for organizing information and facilitating quick data analysis; but its automation capabilities also can help free up more time in your workday. Check out these seven tips for using CRM automation to free up more time.

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free time CRM
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

Can Citizen Developers Help IT?

August 28, 2019

There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.

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citizen developers
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
SugarCRM, How To

How to Check and Maintain Data Storage Capacity in Sugar

June 27, 2019

Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…

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data storage
How To, Email Marketing

How to Use Your Email to Boost Your ROI

June 18, 2019

Email marketing strategies result in positive outcomes and new customer acquisitions 40 times more often than similar ad campaigns. Not to mention, most email services are free. If you are serious about boosting your ROI through successful and carefully executed email campaigns, you will need to…

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email boost ROI
How To, Creatio

How to Build Cascading/Dependent Lookups in Creatio

June 11, 2019

If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.

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creatio lookups
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

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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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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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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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

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