Tips and Tricks
How to Remove the Feed Tab in Creatio
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.
Continue readingTop 7 Business Strategies to Manage the Looming Recession in Coronatimes
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…
Continue reading5 Effective Tips to Prevent Phishing Attacks in Your Company
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,…
Continue reading5 Extraneous Business Expenses and How to Eliminate Them
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…
Continue reading11 Ways Your Small Business Can Avoid The Summer Slump
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.
Continue readingExpert Marketing Tips for the Small Business Owner
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.
Continue readingHow to Use Visual Content on Social Media to Improve your Customer Service
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…
Continue readingThe Power of Trust in the Workplace
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.
Continue reading9 Sugar Add-Ons You Didn’t Know You Needed
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.
Continue readingQuick Tips on Omnichannel for Sales, Marketing, & Services
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.
Continue readingHow to Build the Best Relationships with Service Clients
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:
Continue readingTips and Tricks for Working with Sugar Cloud
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!
Continue readingUse an Upgrade to Clean Your CRM
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…
Continue readingUsing Filters and Reports in SugarCRM
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.
Continue reading5 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?
Continue readingPagination
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