There are a plethora of strategies out there for motivating your sales team to use CRM software: try gamification, get them proper training, communicate the benefits, eliminate alternatives, etc. These are all excellent starting points, but sometimes they’re not enough.
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.
Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records. This post shows how to import data using the sugar import wizard.
Users can access the Import Wizard from the dropdown action menus for modules via the navigation bar. SugarCRM allows importing of Accounts, Contacts, Leads, Opportunities, Targets, Cases, Calls, Meetings, Tasks, and Notes. Versions 6.5.10 and higher also allow importing Contracts.
At Technology Advisors, we have a lot of experience with all aspects of implementing CRM systems. We’ve been around and doing this for over 10 years now. Time and time again, we find one aspect of an implementation that is often overlooked: training. So much focus is often placed on the requirements, design, and development (and rightfully so), that training can often be an afterthought for an organization. This is very dangerous. I mean, think about it, you are making a huge investment in your CRM system; however, if your users can’t use it, how will it ever be successful?
Videogames have it right. They start you out learning some basic skills and expand on those slowly based upon your accomplishments. In other words you can't kill the monster until you can hop from rock to rock. You don't learn how to hop from rock to rock until you can use a sword.
These SalesLogix classes are based off of Sage's Certified Course Curriculum, which offer plenty of hands-on exercises and step-by-step instructions. The manuals that attendees take home with them after the class can be very helpful resources later on when they are trying to implement Speedsearch, or set up Outlook Integration, etc... All this information is driven home by our Certified Trainers' ability to break it down and really tell you what works and what doesn't.