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 Read more »

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? Read more »

Author: Nikolay Bulava, CEO

We are glad to present a new cool feature in TimeLine Viewer – filtering 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. Read more »