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 However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations…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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Doing Dynamic Case Management with Creatio

June 15, 2018

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%.

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Dynamic Case Management
CRM Reporting

The Three CRM Reports You Must Run for Deeper Insights

June 7, 2018

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 qualified…

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CRM Reports
SugarCRM, Collaboration / Communication

A Look Back at the 2018 Chicago SugarCRM Workshop

May 25, 2018

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…

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Sugar Workshop 2018
Manufacturing CRM

Manufacturing CRM: What to Look For

May 23, 2018

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,…

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Manufacturing crm
Data Cleaning, CRM

How Not to do Data Management: A Lesson from Facebook

May 10, 2018

What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.

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Data Management
Creatio, GDPR

GDPR & bpm'online

March 26, 2018

bpm'online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. bpm'online recognizes its role as both a data controller and data processor, depending on the situation. They break…

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GDPR May 25
GDPR, Infor CloudSuite CRM

GDPR & Infor CRM

March 22, 2018

What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.

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March 14, 2018

We're looking at some major CRM systems and how they're preparing for GDPR compliance. Here’s what we know about SugarCRM's plans for GDPR compliance.

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