Tips and Tricks

Blog

How Does CRM Help Increase Customer Satisfaction?

July 29, 2020

The right strategies implemented through that CRM are the real key to unlocking more customer-centric, streamlined processes and insights. In this post, we’ll discuss factors that contribute to customer satisfaction and a few ways that CRM can help increase those satisfaction rates.

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customer satisfaction
Blog

Learning From Lost Sales & Tips for Preventing More

April 20, 2020

Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…

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tracking lost sales
Blog

How to Remove the Feed Tab in Creatio

March 31, 2020

In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

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Creatio tips
Blog

Top 7 Business Strategies to Manage the Looming Recession in Coronatimes

March 27, 2020

With mass shutdowns becoming the new norm, coronavirus-led recession is right at our door. So, no matter what, businesses all over the world will have to really roll up their sleeves and work on their do-or-die strategies if they ever wish to recover from this downturn, which is being considered…

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Business Strategy
Blog

5 Effective Tips to Prevent Phishing Attacks in Your Company

January 2, 2020

Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,…

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avoiding phishing attacks
Blog

5 Extraneous Business Expenses and How to Eliminate Them

November 18, 2019

These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or executing your growth strategy. So today, let’s take a look at the five business leaks you need to fix, as well as some of the most cost-effective ways to…

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business expenses
Blog

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
Blog

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
Blog

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
Blog

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
Blog

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
Blog

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
Blog

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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omnichannel
Blog

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
Video

Tips and Tricks for Working with Sugar Cloud

October 15, 2018

Megan Sheehan, our SugarCRM Trainer and Business Analyst, taught the audience tips and tricks for working with Sugar Cloud during the 2018 SugarCon event. Watch this short video to hear what she had to say!

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