General

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. Read more »

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”. Read more »

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. Read more »