9 Steps to a Successful CRM Go-Live

Few projects can have as big of an impact on your company as a successful Customer Relationship Management (CRM) implementation. Turning your employees into “customer experts” takes real effort but yields tremendous returns as your teams learn to create loyal advocates from your everyday customers.

And as you might suspect, planning a CRM project takes a combination of skills that go beyond most other IT projects. Continue reading 9 Steps to a Successful CRM Go-Live

Webinar: How You Can Improve Efficiency of Account Managers in Any Bank [Recording]

Webinar:Working as an account manager in banking and finance industries is quite challenging. Account managers have to deal with a large customer flow and need to perform lots of operations. Today’s complex omnichannel environment, where a lot of humans and information systems is involved, makes this work even more difficult.

Do your Account Managers have to:

• interact and coordinate other departments working on the same customer? Continue reading Webinar: How You Can Improve Efficiency of Account Managers in Any Bank [Recording]

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]Webinar is an amazing way to engage your audience and generate new leads. If you use Sugar to manage your customer relations along with GoToWebinar to host online events, you may know that integration of these tools requires either programming or special connectors with some limitations. Well, it was true, but now the things have changed – at our webinar, we show how to:
• integrate Sugar with GoToWebinar without coding for intelligent processing of webinars leads Continue reading Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]

Webinar: How to Enhance Sugar to Stay on Top of Everything [Recording]

Webinar: How to Enhance Sugar to Stay on Top of Everything [Recording]Find out how you can easily stay on top of everything and make your work in Sugar more comfortable in our new SugarCRM webinar. In the video, we show how you can turn Sugar into your personal 360° sonar in the ocean of CRM data:

• How to easily track all activities and key dates of all related entities at any level and no matter what they are: calls, tasks, meetings or any key dates like “Quota Valid Until” or “Subscription Renewal Date” Continue reading Webinar: How to Enhance Sugar to Stay on Top of Everything [Recording]

How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

How You Can Easily Track All Activities and Key Dates of All Related Entities at Any LevelAuthor: Nikolay Bulava, CEO

Every business uses not only tasks, calls and meetings but also a lot of key dates and deadlines to develop successful and profitable relationships. SugarCRM is a fantastic tool that helps to collect and manage any customer data.

The flexible structure of Sugar data allows creating tasks, calls and meetings related to any CRM object both standard such as Account, Contact, Task, Quote, Opportunity, etc. and custom ones. Continue reading How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

How SugarCRM’s Winter ‘19 Release Delves Deeper Into the Future of Customer Relationship Management

When it comes to business success, understanding customers is key.

At SugarCRM we’ve always focused on helping our customers to develop better business relationships. To build those relationships and stay relevant in the eyes of their customers, businesses need to pay close attention to what their customers’ behaviour is telling them.

The latest Sugar release gives our customers access to higher quality information and improved collaboration facilities, ensuring businesses can base decisions on customer and employee insights. Continue reading How SugarCRM’s Winter ‘19 Release Delves Deeper Into the Future of Customer Relationship Management

Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data [Recording]

Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data  [Recording]Each business is unique, but in any business, all CRM users need to monitor and manage multiple future actions:

• date & time of calls and meetings
• start and finish date of tasks
• expected close dates for opportunities, RLI, quotas
• “valid until” dates for quotes or proposals Continue reading Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data [Recording]

How to Track Lost Sales in CRM

How to Track Lost Sales in CRM

No business desires to lose any of its potential customers. However, no business can cater to every type of customer, all with varying requirements, budgets and preferences. Therefore, no business can avoid losing potential customers. What differentiates a successful business from its unsuccessful counterpart, however, is the ratio of sales lost over sales won. The lower the number of sales lost over sales won, the more successful the business is in converting its leads and opportunities into customers. Nevertheless, lost sales can be, at often times, a blessing in disguise. Understanding the reasons for lost sales and translating them into sales won is what a lot of businesses are striving for nowadays. And what better tool to help in this regard than a good CRM? Continue reading How to Track Lost Sales in CRM

New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your TimeAuthor: Nikolay Bulava, CEO

We are glad to present a new cool feature in TimeLine Viewerfiltering My TimeLine feed based on the regular Sugar report.

You may ask: What do I get from this and how it will make my work easier?

For answering let’s take a common challenge for an Account Managers or/and a Customer Success Managers: to control all service events and history that are related to their clients. Continue reading New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

Where Is CRM Headed in 2019?

Where Is CRM Headed in 2019?Customer relationship management (CRM) has seen quite the evolution over the last several years. For a long time, companies and brands utilized multiple disparate tools to attract and retain customers, and often without any real cohesive strategy around that goal.

As CRM mega platforms like Salesforce and Microsoft Dynamics 365 emerged, CRM became more of a strategic undertaking. But those platforms were mostly accessible only to major enterprises, due to their cost and difficulty of installation. Continue reading Where Is CRM Headed in 2019?