Now that CRM is going Social and your activities are being streamed live into people’s work lives, it’s even more important to remember that you don’t have to (and in some cases definitely shouldn’t) share everything in your social media streams. For years we have been told Information Exchange is great and that knowledge shared [...]

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So… you just sent out your best ever mail campaign. SugarCRM has pulled the results back into your Campaign Status showing it went out to every recipient, yet there are no reads, no click-throughs and no useful data to go prospecting from. Did they actually receive the mail? If they did, was it simply deleted [...]

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I first wrote about InsideView way back in 2008, when they were just a plucky start-up with a good idea. Today, they’re making important partnerships and helping a lot of people sell a lot more effectively. Starting yesterday, InsideView began to be offered within SugarCRM – the full details can be found here – a [...]

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Have you ever wanted to add an RSS or Blog feed to your SugarCRM Home screen? Simply click on “Add Sugar Dashlets” at the top right of your home screen and click on the Web tab. Enter the URL of the RSS/Blog feed (e.g. www.sugaruk.co.uk/blog/feed) into the News Feed box and click “Add“. It will [...]

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I will happily admit that I am not one of these technology guys who hangs out exclusively with other technology guys. I’m more likely to hang out with people in other industries – my best friends’ jobs include graphic designer, race car body fabricator, Range Rover mechanic, senior assisted living facility manager and, yes, a [...]

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I’ve devoted a lot of ink – well, I guess in this age, a lot of electrons – to the idea that there’s a difference between a CRM company and a CRM vendor (Here’s an example – from CRM Buyer). The distinction I draw is this: a CRM company embraces the concepts of the discipline of [...]

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We all know that our CRM systems contain all the relationship information about who you are dealing with, what actvities you have done to date with them, what communications have been made between your organisation and theirs, as well as how they connect and relate to other individuals’ records within your CRM system. But relationships [...]

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Have you ever wanted to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc. without having to click into each call, email, meeting? Go to the relevant record and at the top of the History panel you will find [...]

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Customer Relationship Management – it’s a phrase we’ve all heard (why else would you be looking at this site if you hadn’t?), yet do we ever stop to consider its construction or true meaning? For example, which word should take precedence? Merely by its name it would appear that the ‘Customer‘ is the primary focus, [...]

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Are you tired of seeing everyone else’s Leads, Contacts, Accounts, Opportunities etc. when you click on the List View for a module in your SugarCRM system? Did you know you can get SugarCRM to only show you your own items? It often comes as a surprise to some that there is a very simple solution [...]

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