Success with CRM: Focus on the Features That Matter

Success with CRM: Focus on the Features that MatterWelcome to the third post in our success with CRM series. In this post, we’ll examine the tendency to focus on too many advanced features, and why that can limit the effectiveness of your CRM deployment.

At the start of an evaluation cycle, organizations are typically sure of what they need and want from their CRM. Said simply, a tool to help them build better business relationships. However, this industry has been working hard to load up their CRM offerings with more and more stuff. As a result, organizations get sucked into paying for more than they need. Too much excitement around a new technology can cause companies to be too ambitious about their implementation plans. Continue reading Success with CRM: Focus on the Features That Matter

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4 [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4The new episode from our webcast series is here! This time we delved into a very sensitive issue – customer data privacy. GDPR and other data privacy regulations made this issue a pain point for many companies, and today we want to share our lifehacks on how to customize Sugar without programming to make your processes more standards-compliant.

Sometimes leads do not give an explicit consent to process their data (e.g. when you generate leads via phone or offline events/communication). Our new webcast will show you how to automate the process of email address validation and asking consent to personal data processing and thus to enhance email channel reliability. Find out how to configure this automation in Sugar at our webcast “Verifying email address & asking consent for using it”. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4 [Recording]

Success with CRM: 4 Tips for User Adoption

Success with CRM: 4 Tips for User AdoptionIn the previous post of this series, we talked about why a comprehensive CRM training program is critical for success. Related to training, is user adoption. Low user-adoption rates are the root cause of more CRM project failures than any other factor. That’s not surprising, enterprise software has been notoriously hard-to-use. At the same time, the digital revolution has made the workforce very reliant on the apps and devices that power an always-connected lifestyle. No one wants to spend their free time basking in the conveniences of modern technology and then step back in time when forced to use archaic software at work. Continue reading Success with CRM: 4 Tips for User Adoption

3 Training Tips to Maximize Your Sugar Deployment

3 Training Tips to Maximize Your Sugar DeploymentIt’s an enormous process to enter into an agreement with a new CRM software vendor. By the time you make that “final” decision it can feel as though you’ve been engaged with your new vendor for ages. But signing contracts and deploying a CRM is just the start of the journey. The important work begins with getting the most out of this important investment.

So, where do you start? Getting return on investment from CRM isn’t as easy as just flipping the switch. To help, we are launching a new blog series that addresses the primary hurdles we hear from customers as they embark on getting the most out of that shiny, new CRM system. Continue reading 3 Training Tips to Maximize Your Sugar Deployment

Knowledge Management As Easy As ABC [SugarCRM Ebook]

Knowledge Management As Easy As ABC [SugarCRM Ebook]Any company is likely to face a number of problems when a new employee joins a team or when the common order of work changes. Both situations require effective knowledge sharing so as to ensure that best corporate practices, accumulated during the operation of the company, are not lost and can be applied in the daily work.

Needless to say, the complexity of knowledge management increases with that of the company structure. What makes matters worse, employees often do not know in advance the right order and number of activities to be performed. Due to constant shortage of time, the matter becomes even more topical. Continue reading Knowledge Management As Easy As ABC [SugarCRM Ebook]

How CRM Can Unlock the Value in AI

How CRM Can Unlock the Value in AIFor too long, businesses have viewed CRM platforms as simply a functional repository for customer data. However, in the digital world we now live in, CRM offers so much more… especially for businesses that operate in the service economy where continuous customer engagement is so critical to delivering on revenue goals.

Now, CRM platforms allow you to define how different employee roles interact with the system more effectively, which in turn leads to smarter working environments. They especially transform the way a company’s employees engage with their customer base when powered by one of the most important technological advances of recent years – artificial intelligence (AI). Continue reading How CRM Can Unlock the Value in AI

How to Keep Track of All Key Business Events [SugarCRM Ebook]

How to Keep Track of All Key Business Events [SugarCRM Ebook]Access to the right information at the right time and place is an indispensable condition for successful decision making. Every day many different business events and changes take place in the CRM system (e.g. creating a lead, sending and receiving emails, changing client’s status, creating notes, registering cases and much more). SugarCRM users often need to review such information, but finding the necessary data may be time-consuming as it requires manual sifting through different modules, reports, records and subpanels. Continue reading How to Keep Track of All Key Business Events [SugarCRM Ebook]

CRM Adoption: Five Tips for Staying On Course Post Deployment

CRM Adoption: Five Tips for Staying On Course Post DeploymentWhether you are one month, one year, or several years into a CRM deployment, it is always important to perform “health checks” to insure the project is going smoothly. Just because the software is in place, does not always mean it is being used at optimal levels or driving the best return. These five tips can help your business keep the CRM initiative on track and continue bringing positive returns… Continue reading CRM Adoption: Five Tips for Staying On Course Post Deployment

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 3 [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Configuring of Email ContentWe continue our series of webcasts on how to configure SugarCRM instead of code development. If you are new to our webcasts, here’s the point – we talk about how to implement various SugarCRM customizations – simple and complex – without programming. You can always watch our past SugarCRM webinars, webcasts and video tutorials here: https://integroscrm.com/sugarcrm-video-tutorials-and-webinars/. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 3 [Recording]