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

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

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 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

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