Any organization looking to invest in a CRM system is faced with a huge selection of CRM vendors to choose from. According to some estimates there may be as many as 800 CRM vendors. There are several web resources who will help you creating your shortlist. For example, CRM Search gives you a shortlist of … Continue reading »
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SugarCRM Useful Tip – Importing Records
SugarCRM is very intuitive when it comes to the whole Import process. However, from time to time, some issues do crop up which can leave you scratching your head as to why you are receiving an error. If you have checked and double checked your import file and can see no reason as to why … Continue reading »
15 Things NOT to share with your Social Network
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 … Continue reading »
Musings on Google + (and whatever comes next for social media)
Google Plus? G+? Really? I thought all social media brand names were required to be verb-able. Anyhow, the arrival of Google’s latest effort in the social arena is teaching us some interesting lessons about social media. The space is relatively new, but there are some undeniably human, long-standing phenomena in place that will prevent it … Continue reading »
SugarCRM Useful Tip – 5 ways to beat the Spam
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 … Continue reading »
OSCON: Next Year’s Smart Programming Ideas, This Year
I try to keep my head anchored in the real-world part of CRM – how it affects customers, how it affects businesses, and how it affects the people who use it. That said, I have a tremendous amount of respect for the people who take those business concerns, map them into something that can be … Continue reading »
Losing it: What Happens to Mobile CRM when You Lose Your Mobile Phone?
The saying goes, don’t sweat the small stuff. However, as we continue to make our hand-held devices smaller and smaller, the chances that we’ll lose something small with a lot of important data housed on it become larger and larger. I have miniature panic attacks about where my iPhone is two or three times a … Continue reading »
There’s no ROI in automating stupidity
Very wisely, vendors of CRM and marketing automation have been working to make their products more user-friendly. There are two great reasons for this: one, it means that more employees can gain the productivity power of the technology, and two, in the age of SaaS, the vendor can charge for more seats. That’s especially true … Continue reading »
SugarCRM Useful Tip – RSS/Blog Feed
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 … Continue reading »
What Does Mobile CRM Need to go Mainstream? Real World Use Cases
The CRM industry has been talking about mobile CRM for years now. Entire companies have oriented their product lines around it; it’s a routine bit-player in new release notices; the security aspects of it have been discussed at length. So what’s the one aspect of mobile we haven’t seen? Widespread adoption. That’s not to say … Continue reading »
