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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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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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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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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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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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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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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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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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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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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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, 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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CRM, ERP, Integration

Six Ways CRM and ERP Integration Saves Money

March 12, 2018

CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.

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Sales, CRM Reporting

Best Practices for Tracking Lost Sales in Your CRM

February 27, 2018

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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Wildcard! The SugarCRM Feature for Simpler Searching

February 22, 2018

Do you know about the Wildcard search function in SugarCRM? Do you know how to use it? Here’s how to use Wildcard for simpler searching in SugarCRM

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Service Management, Mobile

5 Ways Automated Field Service Solutions are Changing the Game for Technicians

February 16, 2018

Field service technicians are an important lifeline to revenue growth. So, how can these talented technicians do more, do it faster, and do it better?

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The Who, What, and Why of CRM

February 5, 2018

Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline…

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Creatio, Service Management, Sales

4 Reasons bpm'online Rocks for Customer Management

January 25, 2018

They started rockin’ and ain’t never gonna stop…being customer orientated, that is. Unlike the band Foreigner, bpm'online has CRM in their eyes and lots of it. With the mission to boost customer business efficiency, this cloud-based software prides itself in managing the complete customer…

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CRM, Integration, ERP, Marketing Automation

Three Valuable Integrations Every CRM User Should Consider

January 11, 2018

You understand the importance of a good CRM system – which is why you have one! But are you using it to its full potential? By integrating some core systems with your CRM software, you can take your multi-tasking, lead-generating abilities to a whole new level. Here are three valuable integrations…

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Integration, CRM

Why Integrating Your CRM is Crucial for Competitive Advantage

January 4, 2018

Integrating CRM uses the innate benefits of your software investments to create one cohesive, scalable, cost-saving powerhouse.

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Gamification, CRM

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

December 4, 2017

My wedding woes mirrored the issues our customers face every day: forecasting, budgeting, tracking contacts, managing paperwork, etc. Working with CRM taught me a lot about the importance of managing these aspects.

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Sales, Collaboration / Communication

4 CRM Tips for Faster Sales Onboarding

October 4, 2017

When you hire a new sales person, you’d like to onboard him as quickly as possible. A learning curve is inevitable, but there are CRM tricks you can use to speed up the time around the curve and get him engaging and selling faster. Try these four CRM tips for faster sales onboarding.

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CRM Selection

14 Questions to Help You Select the Best CRM Consultant

September 11, 2017

Congratulations, your company decided to either implement a CRM or switch CRMs! Here are some questions to guide your search for the best CRM consultant.

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