Posted in CRM, Open Source, SugarCRM, Uncategorized on May 31st, 2011 No Comments »
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 [...]
Posted in CRM, Open Source, SugarCRM, Uncategorized on May 22nd, 2011 2 Comments »
Normally, when performing a search for the text you have entered in SugarCRM, the system by default will look for that text at the start of the field. Use the percent symbol (%) at the beginning of your text and SugarCRM will search for that piece of text in the whole field. Example: Entering ‘mor’ [...]
Posted in CRM, CRM Success, Information Technology, SugarCRM, Uncategorized on May 18th, 2011 2 Comments »
stated Forrest Gump, in the 1994 Hollywood blockbuster of the same name, going on to add, “you never know what you’re going to get next”. But is that really true? Of course life itself is an unknown, that goes without saying. None of us has a crystal ball telling us what to expect next, when [...]
Posted in CRM, SugarCRM, Uncategorized on May 17th, 2011 No Comments »
Do you use some modules more than others in your SugarCRM system? If so, you may want to consider re-ordering the Module headers across the top of your SugarCRM screen to move those you use more frequently to the left of the row to ensure they are always on screen. To do this, click on [...]
Posted in CRM, CRM Success, SugarCRM on May 11th, 2011 No Comments »
Want to perform a search on entire month rather than a specific day? By default, you have to enter an entire date (day, month and year) to be able to filter in the search/advanced search for items on THAT day. But what happens if you want to filter for records from an entire month? Simply [...]
Posted in cloud computing, CRM, social CRM, SugarCRM on May 4th, 2011 No Comments »
The Royal Wedding of HRH Prince William and Kate Middleton on Friday 29th April 2011 was the first Royal Wedding streamed live across the world via the Internet and not only made National and International history, but also set and broke a good few records in the process. With so much emphasis and attention being [...]
Posted in Business Processes, cloud computing, CRM, CRM Success, SaaS, Social Business, SugarCRM, Uncategorized on Apr 14th, 2011 4 Comments »
One of the recurring questions I get from customers and prospects all over the world is, what is the secret to a successful CRM implementation? My answer resonates with companies large and small, here in North America, in Europe and in Asia. The secret to a successful CRM implementation is process, process, process. A CRM [...]
Posted in Conferences, CRM, SugarCRM on Apr 7th, 2011 1 Comment »
I am writing this the day after one of the most successful events in the history of SugarCRM, and perhaps one of the greatest collections of thinkers and doers I have ever seen. The crowd at SugarCon 2011 was vibrant, fun, smart, curious, skeptical, opinionated, established… I could go on and on…literally an AMAZING confluence [...]
Posted in Social Business, social CRM, SugarCRM on Apr 4th, 2011 No Comments »
SugarCon 2011 (#scon11) is here and it is the place to be. If you couldn’t make the annual pilgrimage to San Francisco, I’d like to share with you the ideas and direction the Sugar team is discussing this week with our fantastic community of users, customers and partners. This series of blog posts over the [...]
Posted in cloud computing, CRM, M&A, SaaS, salesforce.com, Social Business, social CRM, social media, SugarCRM, web 2.0 on Mar 30th, 2011 8 Comments »
I remember there was a song that was pretty popular a few years ago called “If I had a Million Dollars,” by the Bare Naked Ladies. That song seems childish and silly compared to the spending spree that Salesforce.com has been on over the past several months. The two main acquisitions by Salesforce that give [...]
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