We recently hired a new Sugar developer and we need to get him up to speed. To get him started with SugarCRM, I made a basic "To-Do" list and decided to share it with the world. Am I missing anything? Let me know.
If you are using SugarCRM, you should join Sugar’s community site: community.sugarcrm.com. Community is quickly becoming the one-stop-shop for keeping up with news and searching for assistance with anything Sugar. Need convincing? Here are 3 great reasons to join...
We’re all swimming in a sea of email overload. Because of this, we’ve learned to filter. I, for example, like to go through all my emails right when I get into the office and immediately delete ones I don’t care to read, then go back in and read the ones that are more important to me. But how does a person perceive the value of an email? This is a question you should consistently be asking yourself as you create email content. Here are five things to keep in mind for improving your email open rates.
By: Boaz Amidor, WalkMe
It drives me bonkers when I get 90% of the way through a task and find out a key feature is missing. The frustration isn’t limited to the big gotcha with Google Maps and SugarCRM either. Think about the last time you were about to tear into some pie-ala-mode only to open the freezer and discover someone ate all the vanilla. Now you’re faced with a decision: either pretend pie-all-alone is good enough, or pony up some cash and high-tail it to the supermarket. An aggravating predicament indeed. But now imagine that ice cream costs thirty thousand dollars, and instead of eating a substandard dessert all by yourself, your entire sales team bet their ability to foster good customer relationships on your delivering a complete pie plate.
In recent posts we have been reviewing how to use the marketing features that are built into SugarCRM. Today we will look at third party marketing tools and how to determine if you should be using one.
To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign. (The wizard will walk you step by step through the process, while classic create will allow you to move through the process at your own pace and order.)
If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in your database.
SugarCRM includes built-in email marketing functionality that you can use to send out mass email marketing. This post will give you an overview of the email marketing features available out-of-the-box in all subscription editions of SugarCRM.
SugarCRM’s Reports module allows users to create four different types of reports, each with unique functionality and their own strengths and weaknesses. Have you ever looked at a report and wished it had been created as a different type of report?
The Reports module actually has built-in functionality to help you turn a report of one type into a report of another type with as little work as possible. Simply open a report, and select Duplicate from the action button. Select the type of report you would like to convert the report into. SugarCRM will maintain all of the common settings between the report types, leaving you to fill in only what is distinct or missing for your new version of the report.