SugarCRM Performance Tuning While Working with Large Amounts of Data

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SugarCRM Performance Tuning While Working with Large Amounts of DataAuthor: Katerina Burlaka, CRM Consultant

SugarCRM has proved the efficiency of solving the customers’ actual issues. SugarCRM is a system, used by tens of thousands of companies of different size across a broad range of industries all over the world.

How good and precise could be CRM system in meeting customers’ business requirements? How fast does SugarCRM system operate? How quick and prompt could be the work of the users inside the system? Continue reading SugarCRM Performance Tuning While Working with Large Amounts of Data →

The 4 Cornerstones of Successful CRM System Implementation

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The 4 Cornerstones of Successful CRM System ImplementationWhen we make a really significant purchase, such as a CRM system, we try to consider all the “ins and outs” of our buying: to read reviews, to check out surveys and to get a trial version. Thus, we can understand whether the product is worth its money or not, whether it will help achieve our goals or not, whether it is convenient enough or not, etc. To facilitate your choice and to dispel all doubts, we published the results of a survey conducted by Forrester in collaboration with CustomerThink among 414 business and technology decision makers who have recently implemented the CRM system. Continue reading The 4 Cornerstones of Successful CRM System Implementation →

The Future of Retail Banking: 10 Forecasts by Financial Experts

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The Future of Retail Banking: 10 Forecasts by Financial ExpertsBanking industry is changing at an alarming rate. The first and the major reason for this shift is massive technological change.

A panel of close to 100 global financial services leaders presented its vision of the future of retail banking. Here is an excerpt of the new Digital Banking Report entitled, ‘2016 Retail Banking Trends and Predictions’, sponsored by Kony, Inc. being released shortly. Continue reading The Future of Retail Banking: 10 Forecasts by Financial Experts →

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How Not to Regret Installing SugarCRM with MS SQL Server

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How Not to Regret Installing SugarCRM with MS SQL ServerAuthor: Taras Denysenko, Software Engineer

When installing a new SugarCRM instance with MS SQL Server, it is highly recommended to ensure that the database for SugarCRM has a Windows collation set, otherwise it might run into heavy performance issues on large amounts of data due to indexes not working as intended. To that end, unless your MS SQL Server instance has a Windows collation specified in its settings, it would be best to manually create a database to be used for installation, configuring it to use one of collations without the SQL_ prefix, instead of relying on SugarCRM installer to create a new database for you. Continue reading How Not to Regret Installing SugarCRM with MS SQL Server →

How CRM Contributes to a Company’s Success: CIOs’ Perspectives [Infographic]

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The role of the Chief Information Officer (CIO) in organizations continues to evolve. While new technologies are emerging rapidly, CIOs need to keep balance between innovations and budget constraints. And as innovativeness is now considered to be the basis for competitive ability, CIOs should be especially careful when choosing technical solutions for their companies. Those who take a long view and invest in innovations that ensure the biggest ROI and effectiveness will lead the way. Gartner 2016 CIO Agenda Survey found the most promising technology investments in 2016 from CIOs’ perspective. Continue reading How CRM Contributes to a Company’s Success: CIOs’ Perspectives [Infographic] →

How to Customize SugarCRM to Highlight ListView Record in Color

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How to Customize SugarCRM to Highlight ListView Record in ColorAuthor: Maksym Nesterenko, Software Engineer

Quite frequently a user needs to highlight some information from the general mass. As a rule, sophisticated filters are used for that, which have evolved in SugarCRM 7 pretty well in terms of UI. However, only experienced users, who have already mastered SugarCRM, can afford complex manipulations with filters. But even they will rejoice when the system does “something” instead of them and will get a bit more user-friendly. Continue reading How to Customize SugarCRM to Highlight ListView Record in Color →

How to Customize SugarCRM for Website Verification

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How to Customize SugarCRM 7.6 for Website VerificationAuthor: Pavel Chumachenko, Software Engineer

We continue to share our experience in SugarCRM customization and today tutorial is devoted to one method out of many on how to check the correctness of a website input into the field and to make sure that it really exists.

As for our SugarCRM customization tutorial, let us define the notions “validation” and “verification”: Continue reading How to Customize SugarCRM for Website Verification →

Modern CRM Systems As a Way to Boost CRM Processes Efficiency

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Modern CRM Systems As a Way to Boost CRM Processes EfficiencyNovember 24, Riga – Integros LLC jointly with SugarCRM Inc. held a conference for sales, marketing and customer service executives. The representatives of famous Latvian and Lithuanian companies learnt about the capabilities of modern CRM systems for improvement of CRM processes efficiency:

• Development of sales production line based on Sugar 7 platform

• Development of integrated multichannel CRM system and support of customer data quality due to Talend and Red Hat JBoss BRMS technologies Continue reading Modern CRM Systems As a Way to Boost CRM Processes Efficiency →

How to Customize SugarCRM to Provide Control over Data Input

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Author: Alexey Yaroshenko, Software Engineer

One of the criteria of data quality with a CRM system is completeness. Unfortunately, sometimes users ignore proper data input, which leads to negative consequences, such as inability to find important data when it is needed, as well as time expenditure for updating incomplete data. All these issues can be avoided, providing control over data input by a user. Let’s have a good look how to customize SugarCRM to achieve it (by the example of partitioning the field with a phone number into 3 segments). Continue reading How to Customize SugarCRM to Provide Control over Data Input →