Posted in SugarCRM on Jan 16th, 2012 No Comments »
By Chris Bucholtz I have long advocated the idea of CRM vendors behaving like CRM users – in other words, using the ideas that the discipline that CRM represents to run the business of selling CRM applications. A lot of vendors fall short of this; their internal needs trump the needs of their customers, and [...]
Posted in Social Business, social CRM, SugarCRM on Nov 3rd, 2011 No Comments »
By Chris Bucholtz Social media and social CRM are the kinds of things that offer multiple points of value. People who have their throwback CRM hats screwed on too tightly tend to see the formula as data+SCRM=sales dollars as the only metric, which isn’t exactly right. There are other benefits to engaging in SCRM – [...]
Posted in cloud computing, CRM, CRM Success, Microsoft, salesforce.com, SugarCRM, Take of the Week on Aug 4th, 2011 1 Comment »
The way companies use and pay for customer relationship management (CRM) applications is changing. Moving from a predominantly perpetual license-based system, where companies paid a large up-front sum and then smaller annual maintenance fees, CRM software providers are now moving towards monthly or annual subscription fees to access CRM software on the Internet. The various [...]
Posted in cloud computing, CRM, social CRM, social media, SugarCRM, twitter, Uncategorized on Jul 25th, 2011 2 Comments »
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 [...]
Posted in cloud computing, CRM, Open Source, SugarCRM, Uncategorized on Jul 18th, 2011 1 Comment »
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 [...]
Posted in CRM, SugarCRM on Jul 15th, 2011 No Comments »
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 [...]
Posted in CRM, Open Source, social CRM, SugarCRM, Uncategorized on Jul 6th, 2011 3 Comments »
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 [...]
Posted in CRM, social CRM, social media, SugarCRM, Uncategorized on Jun 16th, 2011 No Comments »
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 [...]
Posted in CRM, SugarCRM on Jun 15th, 2011 No Comments »
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 [...]
Posted in CRM, Open Source, social CRM, social media, SugarCRM, Uncategorized on Jun 1st, 2011 3 Comments »
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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