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5 Quick Tips for CRM User Adoption

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5 Quick Tips for CRM User Adoption

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? Even with CRM’s... Continue Reading

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How to Use SugarCRM Advanced Workflow for Custom Call Reporting

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How to Use SugarCRM Advanced Workflow for Custom Call Reporting

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. Here are the details of the issue and its resolution:

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The Explosive Impact of CRM: 2018 & Beyond

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The Explosive Impact of CRM: 2018 & Beyond

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. For years, consultants spent much of their time trying to teach potential clients the benefits CRM provides. CRM has come a long way since. CRM is now the... Continue Reading

Why SugarCRM Keeps Winning the PC Mag Business Choice Awards

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Why SugarCRM Keeps Winning the PC Mag Business Choice Awards

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.... Continue Reading

WARNING: Avoid Too Much CRM Customization

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WARNING: Avoid Too Much CRM Customization

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... Continue Reading

Doing Dynamic Case Management with bpm'online

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Doing Dynamic Case Management with bpm'online

Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.

The Three CRM Reports You Must Run for Deeper Insights

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The Three CRM Reports You Must Run for Deeper Insights

Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing... Continue Reading

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A Look Back at the 2018 Chicago SugarCRM Workshop

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A Look Back at the 2018 Chicago SugarCRM Workshop

If you weren’t lucky enough to attend this year’s SugarCRM Workshop, you missed a hefty amount of valuable information. You may ask yourself, “What is the SugarCRM Workshop and why is it important to sign up for next year?” It is a three-day educational workshop for SugarCRM users of all skill... Continue Reading

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Manufacturing CRM: What to Look For

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Manufacturing CRM: What to Look For

Customer relationship management is applicable to every industry, including the manufacturing sector. There is often a misconception that CRM software is meant primarily for sales departments and/or B2C companies, but this is simply not true. While all CRMs have functions across sales, services... Continue Reading

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