Filed under CRM Success

SugarCRM Useful Tips – Month Search

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 … Continue reading

The Secret To A Successful CRM Implementation

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 … Continue reading