CRM & SugarCRM Business Insights

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 »

Knowledge Management As Easy As ABC [SugarCRM Ebook]

Knowledge Management As Easy As ABC [SugarCRM Ebook]Any company is likely to face a number of problems when a new employee joins a team or when the common order of work changes. Both situations require effective knowledge sharing so as to ensure that best corporate practices, accumulated during the operation of the company, are not lost and can be applied in the daily work.

Needless to say, the complexity of knowledge management increases with that of the company structure. What makes matters worse, employees often do not know in advance the right order and number of activities to be performed. Due to constant shortage of time, the matter becomes even more topical. Read more »

How to Keep Track of All Key Business Events [SugarCRM Ebook]

How to Keep Track of All Key Business Events [SugarCRM Ebook]Access to the right information at the right time and place is an indispensable condition for successful decision making. Every day many different business events and changes take place in the CRM system (e.g. creating a lead, sending and receiving emails, changing client’s status, creating notes, registering cases and much more). SugarCRM users often need to review such information, but finding the necessary data may be time-consuming as it requires manual sifting through different modules, reports, records and subpanels. Read more »