How to Customize SugarCRM for Generation of a User’s Activity Schedule

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How to Customize SugarCRM for Generation of a User’s Activity ScheduleAuthor: Pavel Chumachenko, Software Engineer

We continue to reveal the secrets of SugarCRM customization, and our today tutorial contains a step-by-step guide how to generate user’s activity schedule with the help of a module.

To be precise, we will cover the advanced SugarCRM framework, namely, the possibility to create a module for SugarCRM 6, which does not require any storage in a SugarCRM database, but, at the same time, provides the additional upgraded features for CRM system users, i.e. the generation of a user’s activity schedule. Continue reading How to Customize SugarCRM for Generation of a User’s Activity Schedule →

How to Сustomize SugarCRM Dropdown List Values

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How to Сustomize SugarCRM Dropdown List ValuesAuthor: Pavel Chumachenko, Software Engineer

In keeping with the topic of SugarCRM customization, let us consider a fairly common situation: sometimes while working within SugarCRM, the latter appears to miss the simple mechanisms of standard option of displaying/hiding fields. It also lacks those mechanisms that could make the needed field non-editable, i.e. disabled, guided by the meaningful specifics of business processes. And here it is important to note that the certain rules, essential for the correct run of business processes, can require disabling only certain values within the dropdown list. Continue reading How to Сustomize SugarCRM Dropdown List Values →

How to Customize SugarCRM Role Management to Struggle Data Security Risks

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How to Customize SugarCRM Role Management to Struggle Data Security RisksAuthors: Katerina Burlaka and Andrey Shevchenko, CRM Consultants

The main threat to your customer data does not always come from external anonymous hackers. Forrester survey states that most data security breaches are caused by employees. So, how can businesses protect their invaluable customer data from this internal threat?

The responsibility for data security usually rests with IT department. Continue reading How to Customize SugarCRM Role Management to Struggle Data Security Risks →

How to Improve Price Management by Integrating SugarCRM with JBoss BPM Suite

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How to Improve Price Management by Integrating SugarCRM with JBoss BPM SuiteAuthors: Yevheniy Fedorenko and Katerina Burlaka, CRM Consultants

The right pricing strategy not only helps companies to maximize profits, but also to build tight and long-lasting relationships with customers. However, price management is not a piece of cake even for small businesses, and with the growth of a company, the number and complexity of business processes increase. This poses the questions: “How to respond quickly to these changes?” and “How to facilitate the implementation of new complex business rules and save on it?”. Continue reading How to Improve Price Management by Integrating SugarCRM with JBoss BPM Suite →

What Affects CRM Systems Differences?

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What Affects CRM Systems Differences?Author: Nikolay Bulava, CEO

Very often, in the process of choosing a CRM platform we ask ourselves a question: “What really distinguishes CRM systems among one another and what influences a CRM system’s peculiarities?” Obviously, our business goals make CRM systems different from one another, but if we want to choose a right CRM platform, what should we take into account first? Continue reading What Affects CRM Systems Differences? →

5 Great Examples of Customizing SugarCRM Notifications that Boost Sales Reps Efficiency

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5 Great Examples of Customizing SugarCRM Notifications that Boost Sales Reps EfficiencyAuthors: Katerina Burlaka and Sergey Karpenko, CRM Consultants

Sales professionals spend loads of time communicating with customers, so it’s no wonder that they don’t want to lose sight of anything valuable in the process. But how can they do it?

It’s no secret that almost any CRM system has built-in mechanisms that allow setting up a range of certain notifications. Continue reading 5 Great Examples of Customizing SugarCRM Notifications that Boost Sales Reps Efficiency →

8 Facts Why Customer Retention Is More Effective Than Acquisition

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8 Facts Why Customer Retention Is More Effective Than AcquisitionOften companies waste much efforts and money on new customers’ acquisition, while ignoring their existing customers.

Do you know that increasing customer retention by 5% can lead to an increase in profits by 25%-95%? By comparison, the likelihood of converting an existing customer into a repeat customer is 60-70%. Does this mean that it is time to foster the efforts in a new direction and focus on customer retention? Let’s delve deeper into it. Read the article: “Customer Acquisition Vs Customer Retention”. Continue reading 8 Facts Why Customer Retention Is More Effective Than Acquisition →

7 Great Reasons to Improve the Basic Synchronization of SugarCRM and Active Directory

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7 Great Reasons to Improve the Basic Synchronization of SugarCRM and Active DirectoryAuthors: Katerina Burlaka and Andrey Shevchenko, CRM Consultants

As we are open to new challenges in order to make the work of our Customers easier and more efficient, we’ve got down to the improvement of the basic synchronization of SugarCRM and Active Directory that was implemented earlier into our Customer’s system (to be specific, in this example, we are talking about the implementation in the global IT company Ciklum). Continue reading 7 Great Reasons to Improve the Basic Synchronization of SugarCRM and Active Directory →

SugarCRM 7: Going with the Customer [Infographic]

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Author: Anna Petelina, Business Development Manager

The prerequisites for a CRM system upgrade may include the need of business modernization as well as the trivial obsolescence of software. However, progress for progress’s sake must be discouraged. Therefore, regardless of the reasons, such modernization must be truly justified and protected from the possible risks. The infographic below gives an adequate and rational explanation why migration from SugarCRM 6 to SugarCRM 7 is “worth the candle” and contains the steps that are necessary for a successful upgrade. Continue reading SugarCRM 7: Going with the Customer [Infographic] →

How CRM Contributes to a Company’s Success? CEOs’ Perspectives [Infographic]

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In Gartner’s 2015 CEO survey, 25% of CEOs told that technology is among their top three business priorities. The new year has started – will it bring the change to the last year’s trend? Not a bit of it! According to forecasts, technology will play a big role in 2016, helping innovative CEO’s achieve their business goals. Here is an infographic that will shed light on primary business issues and strategies of companies’ leaders for the nearest future and tell how digital capabilities help to implement those strategies. Continue reading How CRM Contributes to a Company’s Success? CEOs’ Perspectives [Infographic] →