SugarCon 2018: Lightning Talks

The SugarCon Lightning Talks were an interesting and fun way to hear about a wide variety of topics in just over an hour. 

Continue reading
lightning
StarfishETL, Tips and Tricks

Use an Upgrade to Clean Your CRM

The main purpose of CRM upgrades is to keep your functionality and features current. The hope is that keeping the software up-to-date will maximize the agility and usefulness of your data. However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations…

Continue reading
Clean CRM
AI and Machine Learning, Financial Services

Why Machine Learning will Change Accounting Software in 2018

Machine learning has seen real applications in software industries.  Specifically in 2018, the majority of accounting software products have adopted AI.

Continue reading
machine learning
Creatio, Business Process Management

The Future of CRM is Process-Driven

Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in the…

Continue reading
process driven
SugarCRM, How To, CRM

How to Check the Number of Active Users in SugarCRM

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

Continue reading
checking active CRM users
Creatio

Controlling Creatio Access Rights Using a Custom Lookup

This post teaches you how to use a business process and custom lookup object to implement team based security without the need for any custom development.

Continue reading
Creatio access rights
CRM

Why Your CRM is Like a Puppy

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.

Continue reading
crm is like a puppy
Infor CRM SLX, How To

Tracking How Often a Group is Used in Infor CRM

In Infor CRM, there is a database table called GROUPSTATS.  It was added in version 8.1.  This table tracks how often users select each group.

Continue reading
tracking group in Infor
How To, Creatio

Managing Read-Only Access to Creatio

Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.

Continue reading
Software abstract
SugarCRM, How To, Outlook Integration

How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.

Continue reading
archive emails
SugarCRM, Tips and Tricks, CRM Reporting

Using Filters and Reports in SugarCRM

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

Continue reading
crm filters and reports
SugarCRM, How To

How to Set Up Cascading Dropdown Fields in SugarCRM

The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.

Continue reading
sugarcrm cascading dropdown fields
How To, SugarCRM

How to Run Select SQL Queries in SugarCRM's Cloud Version

If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.

Continue reading
sugar sql queries
CRM Adoption, Tips and Tricks

5 Quick Tips for CRM User Adoption

Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it?

Continue reading
crm user adoption
CRM

The Explosive Impact of CRM: 2018 & Beyond

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. CRM has come a long way since.

Continue reading
impact of CRM
How To, SugarCRM, Advanced Workflow

How to Use SugarCRM Advanced Workflow for Custom Call Reporting

A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed.

Continue reading
SugarCRM advanced workflow for custom call reporting
SugarCRM

Why SugarCRM Keeps Winning the PC Mag Business Choice Awards

You may think you’re suffering from Déjà vu after reading the title of this post, but you’re not. For the fourth year in a row, SugarCRM has won the PC magazine Business Choice Award. The feat becomes more impressive when you learn that SugarCRM has trumped 97 other CRMs to place number one.

Continue reading
Number 1
CRM Improvement

WARNING: Avoid Too Much CRM Customization

CRM customization can be a beautiful thing. It allows businesses to capture more ROI from an out-of-the-box (OOTB) system by streamlining the fields, functions, and data points relevant to their needs. These differentiators can make-or-break your competitive advantage, especially when nearly 91% of…

Continue reading
CRM customization
Creatio

Doing Dynamic Case Management with Creatio

Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.

Continue reading
Dynamic Case Management
CRM Reporting

The Three CRM Reports You Must Run for Deeper Insights

Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing qualified…

Continue reading
CRM Reports
Data Cleaning, CRM

How Not to do Data Management: A Lesson from Facebook

What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.

Continue reading
data management
Creatio, GDPR

GDPR & bpm'online

bpm'online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. bpm'online recognizes its role as both a data controller and data processor, depending on the situation. They break…

Continue reading
GDPR May 25
GDPR, Infor CRM SLX

GDPR & Infor CRM

What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.

Continue reading
GDPR
SugarCRM, GDPR

GDPR & SugarCRM

We're looking at some major CRM systems and how they're preparing for GDPR compliance. Here’s what we know about SugarCRM's plans for GDPR compliance.

Continue reading
sugarcrm gdpr
CRM, ERP, Integration

Six Ways CRM and ERP Integration Saves Money

CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.

Continue reading
crm erp integration