CRM

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  • These 2 free Sugar 7 plugins are going to make history

    SugarCRM Developer Blog
    Jill Shaheen
    17 Oct 2014 | 2:54 pm
    When it comes to CRM, sales professionals know where their customer relationships stand when they have clear insight into past events. The best CRM systems present a historical audit trail that is simple for end users to find – and even easier for them to understand. Here are two plugin tools that make it painless for Sugar users to get a quick glimpse into those critical history items. Worklog Field Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard…
  • LinkedIn Marketing - Fix Your Content, Not Your Profile

    CRM Blogs
    15 Oct 2014 | 5:04 am
    True whether we are talking LinkedIn, Facebook, Twitter, or _______ (add your social network in the blank.)
  • Why Not Buying Website Traffic

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    14 Oct 2014 | 10:19 am
    Buying website traffic The more website traffic the more people will know about your offerings and the higher likelihood to get leads from your website into your sales funnel. You can purchase services from traffic wholesalers and instantly your web analytics will show a significant increase in the number of visitors. Additionally your website will be shown temporally higher in the search result pages on Google and Bing which is beneficial too for more traffic. What kind of visitors ? The visitors that normally visit your website through organic search or references are very likely potential…
  • Why The Sharing Economy is Changing Everything

    thefutureorganization.com
    Jacob Morgan
    16 Oct 2014 | 12:08 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/Jeremiah_podcast.mp3   The one stat you need to know Forbes estimates “The revenue flowing through the share economy directly into people’s wallets will surpass $3.5 billion this year, with growth exceeding 25%. At that rate, peer-to-peer sharing is moving from an income boost in a stagnant wage market into a disruptive economic force.” – Forbes Jan 2013 What this episode is about and why you should care The collaborative economy is an…
  • Why Every Artisan / Crafter – Including You – Must Have A WordPress Website

    CRM Success Plans
    MScott821
    3 Oct 2014 | 2:01 pm
    The post Why Every Artisan / Crafter – Including You – Must Have A WordPress Website appeared first on CRM Success Plans.
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    SugarCRM Developer Blog

  • These 2 free Sugar 7 plugins are going to make history

    Jill Shaheen
    17 Oct 2014 | 2:54 pm
    When it comes to CRM, sales professionals know where their customer relationships stand when they have clear insight into past events. The best CRM systems present a historical audit trail that is simple for end users to find – and even easier for them to understand. Here are two plugin tools that make it painless for Sugar users to get a quick glimpse into those critical history items. Worklog Field Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard…
  • Quick Tip: PSR-0 Namespaces in Sugar 7

    Jesse Heller | Faye Business Systems Group
    15 Oct 2014 | 11:02 am
    If you want to use namespaces following the PSR-0 standard for your custom code, it is now possible with the SugarAutoLoader in sugar7. Now you don’t have to insert require statements all over the place. require_once('include/utils/autoloader.php'); SugarAutoLoader::addNamespace('Fbsg\\', 'custom/include/Fbsg'); Sugar’s autoloader will now map requests for the class Fbsg\Example\Test to the file “custom/include/Fbsg/Example/Test.php”. Post From Faye Business Systems Group Director of Development Matthew Strickland Contact Jesse Heller
  • Let’s make a command line Sugar utility tool

    Jesse Heller | Faye Business Systems Group
    15 Oct 2014 | 11:00 am
    When you work with something everyday, eliminating tedious and repetitive tasks not only improves your productivity but also helps your sanity. With Sugar, there are certain things we as developers are constantly doing; in some cases, over and over again. How many times have you run quick repair and rebuild? Luckily, we program things. We write scripts that make our lives in that moment a tad bit easier. But it’s easy to lose track of these things; we might even write the same tool over and over again. In this series of posts, we’re going to build a command line utility tool whose…
  • Global Action Menus and Drawers in Sugar 7

    John Mertic
    30 Jul 2014 | 8:58 am
    Editor’s Note: This blog post comes from Bill Convis of SierraCRM, and talks about how his team worked with our top notch engineering team to find a way to add action menu items across multiple modules. Big thanks to Bill for the writeup, and Peter DeMartini of SierraCRM, and David Wheeler of SugarCRM for helping form the solution. With the release of SugarCRM 7 came new challenges and opportunities for SugarCRM technology partners. An entirely new paradigm was offered for solution providers to add new features to the power of SugarCRM. Process Manager Enterprise (PM) from SierraCRM, a…
  • Write a dashlet that uses an external data source: the Football World Cup dashlet

    Olivier Nepomiachty
    27 Jun 2014 | 1:24 am
    During the Sugar 7 Developer training sessions, the attendees often asked for more code samples to get up to speed writing dashlets. This blog provides a good template that could be used when writing a dashlet that will pull data from an external source. Quick start The dashlet is available for free on Github https://github.com/tortugacrm/sugar7_football_wc2014_dashlet This code is published under the GPL 3 license. For a quick installation in your Sugar 7 instance, please follow the guidances in §Installation. The dashlet comes in English, French, German, Swedish and Russian. Introduction…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • Why Not Buying Website Traffic

    The Leads Explorer
    14 Oct 2014 | 10:19 am
    Buying website traffic The more website traffic the more people will know about your offerings and the higher likelihood to get leads from your website into your sales funnel. You can purchase services from traffic wholesalers and instantly your web analytics will show a significant increase in the number of visitors. Additionally your website will be shown temporally higher in the search result pages on Google and Bing which is beneficial too for more traffic. What kind of visitors ? The visitors that normally visit your website through organic search or references are very likely potential…
  • Marketing & Selling are more difficult than to Create the solution

    The Leads Explorer
    7 Oct 2014 | 10:28 am
    Building or developing a solution is not the real issue to crack or problem to solve. That’s were engineers are for in collaboration with the product managers. The problems for new products or solutions are: - Defining a problem - Conceiving a solution for this problem that is usable and convenient - Marketing the solution - Selling the solution - Keeping the customer using the solution There are more people that can create a product or solution than there are people who can market and sell it. Getting people to purchase is the real issue. Of course it helps if you conceive a product or…
  • Why Winning The Award Is Often Not Good For Business

    The Leads Explorer
    1 Oct 2014 | 12:03 pm
    Industry award After many years of hard and often lonely work for your business that made your company what it is today. And you are proud of your achievement. One day a challenge or industry award attracts your attention and you fill out the form. Then unexpectedly you WIN ! This could be like “Best Company in Industry”, “Manager of the Year”, “Best exporter of the year”, “Best Startup”, … Exposure and brand awareness Getting a reward or winning a challenge is a great event for any company and could bring exposure to your company and thus…
  • Why Planning Date Sales Meeting Is Indicator Of Success

    The Leads Explorer
    24 Sep 2014 | 2:09 am
    Planning the sales meeting Sometimes meetings get planned and organized easily within a short notice. These cases are rare but great opportunities to sell or to have a short sales cycle. If you are calling or emailing to obtain and organize a sales meeting it feels like a drawback if the meeting can only be planned more than a month away. It gives the impression that the level of interest is not high enough to motivate the participants to make time for your sales meeting. Fast meetings In case the interest and need is high or urgent people would liberate time within a week: your solution (or…
  • Setting your price as market leader: don’t be greedy

    The Leads Explorer
    16 Sep 2014 | 12:09 pm
    Market leader advantages As a market leader you have the possibility to set a rather high price compared to your competitors as people will consider purchasing from you being the market leader – and they will probably make the purchase as buying from the market leader comes with less risk: they won’t get fired by purchasing from the market leader. Market leader price setting However it is better to set your price at such a low level that new competitors will think twice before attempting to enter your market. Even for innovators as they need to recoup their investment over a…
 
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    thefutureorganization.com

  • Why The Sharing Economy is Changing Everything

    Jacob Morgan
    16 Oct 2014 | 12:08 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/Jeremiah_podcast.mp3   The one stat you need to know Forbes estimates “The revenue flowing through the share economy directly into people’s wallets will surpass $3.5 billion this year, with growth exceeding 25%. At that rate, peer-to-peer sharing is moving from an income boost in a stagnant wage market into a disruptive economic force.” – Forbes Jan 2013 What this episode is about and why you should care The collaborative economy is an…
  • The Single Greatest Cause Of Employee Disengagement

    Jacob Morgan
    15 Oct 2014 | 12:02 am
    We all lead “double lives.” We have our personal lives where we can: control the technologies and devices we want to use, build and shape communities, share and collaborate with who we want where we want, easily access information, take out loans on a house and make purchases, and have the freedom and flexibility to live how we want. Then we have our professional lives where we: commute an hour each way, use company sanctioned technology, sit in cubicles, get 200+ emails a day, are not able to effectively communicate and collaborate, operate under a command and control hierarchy, feel…
  • Is “Privacy and Security” Really Dead?

    Jacob Morgan
    9 Oct 2014 | 12:08 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/raj-samani-podcast.mp3 The one stat you need to know 86% of internet users have tried to use the internet in ways to minimize the visibility of their digital footprints. 55% of internet users have taken steps to hide from specific people or organizations. – Pew Research What this episode is about and why you should care A few weeks ago on Forbes, I wrote an article called, Privacy Is Completely And Utterly Dead, And We Killed It, as a follow up to that…
  • 20 Quotes to Challenge Convention Around the Future of Work

    Jacob Morgan
    8 Oct 2014 | 12:08 am
    This is one of the bonuses I sent to people who pre-ordered a copy of my book, The Future of Work, last month. Now, I wanted to share it publicly with everyone else. It’s a compilation of some of my favorite quotes from the book and features some of the world’s most forward thinking business leaders. Hopefully this will inspire you to challenge convention around the future of work. Please feel free to share it, embed it, download it, and spread the word! 20 Quotes to Challenge Convention on The Future of Work from Jacob Morgan Send to KindleThe post 20 Quotes to Challenge…
  • Is Reddit’s Decision To Kill Off Remote Workers A Good Idea?

    Jacob Morgan
    3 Oct 2014 | 10:00 am
    The popular user generated content site reddit just killed off their remote worker program and issued a mandate that everyone must move to San Francisco or they are no longer going to be employed by the company. Clearly this is causing a lot of discussion and while I don’t think we have the exact details around this, I do have some thoughts on the announcement, in fact we recently released a whitepaper on this very topic called, “The Manager’s Guide to Leading Teams Working Under Flexible Work Arrangements.” The big issue with many physical workplaces today is that…
 
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    Powertrak CPQ and Portal Software Blog

  • Study: How Mobile CRM Benefits Sales Professionals

    Michael Bauer
    13 Oct 2014 | 9:01 am
    Mobile CRM Software For Sales Professionals Software Advice, a company that reviews CRM software, surveyed a random sample of 1,940 salespeople who use mobile CRM in order to understand how it benefits their companies, which features they regularly use and what requirements they feel are most important for a mobile CRM system to meet. At Axonom, … Continue reading »
  • 3D Product Configurator Transforms Dynamic Fitness’ Ordering Experience

    Michael Bauer
    2 Oct 2014 | 1:17 pm
    Fitness and Strength Equipment Manufacturer adds 3D visual ordering for buyers to custom design, visualize, and buy its modular fitness and strength, RIG and RACK systems. Powered by Powertrak 3D Product Configurator and Partner Portal This case study showcases fitness and strength equipment manufacturer, Dynamic Fitness & Strength’s, experience searching and selecting an interactive, three-dimensional visual product … Continue reading »
  • Powertrak CPQ Redefines The Customer ‘Buying Experience’

    Michael Bauer
    12 Sep 2014 | 8:15 am
    Racks and Enclosures Manufacturer places emphasis on ‘user experience’ with its fully-interactive, drag-and-drop, 2D Visual Product Configurator Powered by Powertrak Configure-Price-Quote and Partner Portal for Salesforce.com This case study showcases racks and enclosures manufacturer, Middle Atlantic Products’, experience searching and selecting an interactive, visual product configuator to improve the ordering and buying experience for its large base of … Continue reading »
  • Middle Atlantic Products Unveils its 2D Rack Configurator at CEDIA 2014

    Michael Bauer
    11 Sep 2014 | 6:37 am
    2D Rack Configurator Powered by Powertrak We’re excited to join Middle Atlantic Products as they set to unveil their new, interactive 2D Rack Configurator at CEDIA EXPO in Denver, CO. Visit us in Middle Atlantic Products’ booth (330) today to witness the unveiling of its new product quoting and ordering solution, powered by Powertrak 2D Product Configurator. In an interview with Lighting … Continue reading »
  • The Manufacturing Skills Gap and Strategies to Overcome It

    Michael Bauer
    4 Sep 2014 | 9:22 am
    Help Wanted: Strategies to Fill the Manufacturing Skills Gap Manufacturing is a crucial component of the U.S. economy, accounting for 12.5 percent of GDP, but 80 percent of manufacturers struggle to find enough workers with the necessary skills. While a sales team is already out giving tailored quotes with a product configurator, managers don’t want … Continue reading »
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • Insider Tips #8 – Choosing a niche is not a risk

    admin
    13 Oct 2014 | 5:47 am
    This week in our Insider Tips interview we spoke to Alex O’Byrne, the co-founder of WeMakeWebsites – an agency specialised in building ecommerce sites. In the interview you’ll learn about how Alex and his co-founder decided to focus on a niche area and how they have gained from it. Enjoy! Can you quickly introduce WeMakeWebsites and what your role is? We build effective and elegant e-commerce websites, we’re currently ranked as the top UK Shopify Expert and have a mailing list of 6,000 subscribed to our e-commerce advice newsletter. I am one of the founders and as a result I…
  • Less frustrated vs happier

    Gregor McKelvie
    8 Oct 2014 | 3:49 am
    The difference between making someone less frustrated vs happier is huge. He / she might be happier that they are less frustrated, but they are still frustrated. Making someone happier as the default – instead of less frustrated – should be your goal. What’s your service’s angle on that? What are you striving for? If you’re striving for a slightly better experience than that of your competitors then you’ve missed the boat. Your customers don’t want to get something slightly better – or even slightly different. They want to be delighted. They want a Dropbox moment.
  • Interface Tip: Take the hassle out of logging in

    Ruth McLaren
    2 Oct 2014 | 2:16 pm
    Here is a handy interface tip to save you the bother of going through the authentication process each time you want to log in to access your deals. It will shave a few seconds off the process – every little helps as they say! The post Interface Tip: Take the hassle out of logging in appeared first on Tracks.
  • Insider Tips #7 – Dedicate time to your own ideas

    Gregor McKelvie
    29 Sep 2014 | 12:00 am
    This week in our Insider Tips interview we spoke to Taras Kravtchouk, the co-founder of TriplAgent. In the interview you’ll learn about how Taras and his co-founder ran an agency but also dedicated time to their own ideas, which led to TriplAgent. Perhaps you’re thinking about doing the same? Can you tell me more about Gravity Hill and TriplAgent and what your role is? We founded Gravity Hill in 2008 in Stockholm, which might not have been the best time to start your own company during the biggest economic collapse, but it also forced us to get out there and attract clients by any…
  • Is your agency thinking big enough?

    Gregor McKelvie
    23 Sep 2014 | 10:12 am
    As you’ll see in our Insider Tips series, many of the tips come from agency founders and how they have grown their agencies. In the video below from The Drum’s Agency Acceleration Day, we’ve pinched a tip from Rob Shaw, the CEO of Epiphany on thinking big. If you’re trying to grow your small business we think Rob’s tip of running the business as if it’s “already the scale you hope it to be” is spot on. Watch the clip below for more. The post Is your agency thinking big enough? appeared first on Tracks.
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    superoffice.com

  • 4 Ways to Take Care of Your Customers

    Jennifer Lund
    19 Oct 2014 | 11:22 pm
    What are customers’ most frustrated with when contacting customer service? A 2011 report by Accenture reported that 77% of customers find “having to contact customer service multiple times for the same reason” to be extremely frustrating. And what happens when a customer finally reaches a customer service rep? The rep say’s the two magic words “I’m Sorry”. And then all is well with the world, right? From the time that we were children, most of us were taught that if we made a mistake, saying “I’m sorry” was good start and this would cause bygones to be bygones.
  • 8 Habits of Highly Effective Sales People

    Cathrine Davis
    13 Oct 2014 | 12:04 am
    You probably know at least a handful of sales people that have that certain “je ne sais quoi” about them. These people are successful in sales because they have a great personality, are natural born story tellers and seem to know all the secrets to increasing revenue. Any sales manager would give their teeth for someone like this in their sales team, right? On the other hand, there are also plenty of examples of sales people who are successful at selling just through good, old –fashioned hard work and effective habits. What kind of habits are these, you ask? Do all good sales people use…
  • Friendship is the Key to Lifelong Customer Retention

    Mark Taylor
    5 Oct 2014 | 11:28 pm
    In a recent blog post “Six Tips to Creating Better Customer Loyalty”, we stated that it costs between 5 and 10 times more to attract a new customer, than it does to keep an existing one. The positive effect of retaining clients does not stop there. When looking at sales, the chance of selling to a new customer is between 5-20%, while to an existing customer is between 60-70%. Most businesses are aware of these statistics, but yet according to a CEI Survey only 1% of customers feel a company consistently meets their expectations. In this post we are going to look at the five main reasons…
  • The Super Seven – Top Sales, Marketing and Customer Service Posts in September

    Jennifer Lund
    29 Sep 2014 | 11:48 pm
    What a great month September has been! We’ve been kept busy with the launch of our CRM software free trial but, we’ve also been busy reading some great content that was published on the web. There was so much great content published and we’ve rounded up some of our favorite blog posts in sales, marketing and customer service that were published in September. This months’ Super Seven Round up features content published on HubSpot, INC and Content Marketing Institute. Sales How People Buy: The Evolution of Consumer Purchasing [Infographic] As a marketing or sales professional,…
  • 7 Ways to Get the Most Out of a CRM Software Free Trial

    Jennifer Lund
    22 Sep 2014 | 11:24 pm
    How often do you find yourself signing up to try a new software or service, only to use it once and then forget all about it? There’s a lot to consider when choosing a new CRM system. And with so many different options online it’s easy to become overwhelmed when you first try out a new product on your own. And if you don’t enjoy your first experience, then you won’t use the product again. It’s that simple. Let’s say you’re in the market for a cloud based CRM. You’ve done your research on vendors, solutions and technologies. You’ve compared them all on…
 
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    eCommerce Web Design - Web Developer - Magento - Amazon Webstore - CRM Developer | Gowebbaby

  • Important Security essentials for Ecommerce Website to Improve Sales

    Susan
    18 Oct 2014 | 1:56 am
    Ecommerce security is not an advantage over your online competitors but it does become a big flaw if you don’t have it. Don’t expect online visitors to become your customers while you can’t offer them the basic security of dealing in online retail market. This article covers essential security coverage your ecommerce webstore must have. There are certain security checks at various points which assure safe processing on your online shopping store. Ecommerce Platform and Hosting Services Whenever you are starting your online shopping store you must consider security offered by your…
  • Best 5 Custom Magento Theme Designs 2014

    Mark
    15 Oct 2014 | 7:11 am
    Gowebbaby Designed many creative eCommerce Stores in 2014.  Gowebbaby Experts work on different eCommerce platforms like Magento, Shopify, Volusion, Bigcommerce, Woocoomerce, Amazon webstore and Custom Ebay Templates. Our Expert panel did full analysis of stores and select 5 designs as the best 5 Custom Magento Theme Designs of 2014. 1) Inpink.com – Redesign Custom Magento Store INPINK offers a vast selection of celebrity-inspired necklaces, earrings, rings, and bracelets for all of your fashion needs. Gowebbaby did Custom Magento template design with Mobile responsive layout.
  • Boost your ecommerce Website conversion rate with changes in about us page [Infographic]

    Susan
    13 Oct 2014 | 12:17 am
    About Us pages are your first interaction with your eCommerce store visitors. The primary view of your eCommerce website determines whether a visitor will convert to a customer or increase bounce rate of your website. You can enroll higher eCommerce conversion ratio and boost your sales by optimizing your about us page. These are the top 5 upgrades for about us page which will grab attention of your visitors increasing your eCommerce conversion ratio. Try these changes for a breaking your eCommerce sales record. After about us page, you might want to revise your Product page to ensure hiking…
  • 4 handpicked ecommerce software for small ecommerce business to boost sales

    Susan
    12 Oct 2014 | 11:31 pm
    Ecommerce sales are gaining pace with holiday season on the way. Last year, UK and USA ecommerce retailers recorded highest sales point in their history. This is the perfect time for small ecommerce business retailers to boost their sales. Ecommerce potential buyers are looking for niche products which small ecommerce business lines offer with tailored pricing. However, access to customers is the primary problem faced by small ecommerce business developers. Here are top 4 ecommerce software which will help you reach out to relevant audience and attract them to your website. Follow the…
  • Revamp website designs to boost ecommerce sales for New Year Purchases

    Susan
    11 Oct 2014 | 3:57 am
    The primary aim of designing a good looking website is painless purchasing with quick browsing. In order to increase customer engagement and capturing higher portion of New Year purchases market potential. GoWebBaby brings you TOP 4 ECOMMERCE designing changes to boost your ecommerce conversion rate preparing for New Year purchases. With proper execution you can boost your website’s view resulting in higher ecommerce conversion rate and sales.   Simplifying with Flat design   Idealized example of Apple’s ecommerce website preaches flat and simple designing. Google and Microsoft…
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    Prialto Post

  • Best Practices for Email Signatures

    Eric Taussig
    6 Oct 2014 | 10:00 am
    Your email signature may be the last thing on your mind when sending out sales letters, yet it is actually one of the most cost-effective marketing tools at your disposal. A well-written email signature can increase the response rate and client interaction with your business by adding valuable information, and a sense of trust and professionalism at the end of every message sent. Below are some best practices for an email signature that will garner you more replies, more leads and more sales. Include the essentials The main purpose of your signature is for your recipient to easily contact…
  • A Primer for Training Your Assistant

    Eric Taussig
    2 Oct 2014 | 10:00 am
    When you’ve finally found the right assistant to whom you can delegate your work, the next thing you need to do is properly train him. The training process is a critical period because it gives your assistant a general impression of what needs to be done, how it needs to be done, and what your expectation are. The training period also establishes the workflow and the system by which all further work will be based. Training your assistant may seem like a full-time job in itself and may take up precious hours of your time, but in the long run, a well-organized training process will yield…
  • Are Productivity Tools Making You Less Productive?

    Eric Taussig
    25 Sep 2014 | 10:00 am
    There are only 24 hours in a day, yet everyone seems to be trying to do more in less time. As we grow more dependent on technology, we’re continuously searching for the next best app or tool to boost our productivity and make our lives easier. But do all these tools really make you more efficient and effective? Or do they serve as just one more thing getting in the way of becoming more productive? Let’s explore how too many tools can turn a planned productive day into fruitless time wasted. 1. More tools may mean more distractions – When you’re in the groove, the zone or the flow…
  • How to Manage the Growth of Your Sales Team

    Andy Mowat
    24 Sep 2014 | 10:00 am
    Though managing a larger sales team can be challenging at first, the following tips will help you to create and manage a bigger team with less friction. Hire the right salespeople Getting the right salespeople is key to having an efficient team. Yet the role of salesperson is arguably one of the most difficult positions to hire for. Great salespeople are always in demand. The stiff competition forces many organizations to settle for less than stellar sales talent. According to Accenture, 65% of new sales reps are not succeeding. Mistakes made in this area can cost your organization time and…
  • Some Key Considerations in Outsourcing

    Eric Taussig
    18 Sep 2014 | 10:00 am
    Depending on the type of company, culture and products you have, there are a few things to consider when deciding to outsource. Planning to do so may be a big step for your company, and while there are some situations where outsourcing is ideal, this may not be wise for every company. Below are some situations that signal when outsourcing may be the wrong choice: When your company is starting out If you’re in the start-up phase, you, your partners and your staff should be focused on learning the ins and outs of the business. Outsourcing various tasks, like administrative and customer…
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    Pipeliner CRM Blog

  • No Shortcuts to Good Selling

    John Golden
    17 Oct 2014 | 10:14 am
    I was fortunate to be on a panel discussion hosted by the always excellent Twitter & G+ chat #SSHour with two of the most enduring sales thought leaders Dave Stein and Barbara Giamanco. While there are so many great takeaways from the session (and you can review the whole recording on YouTube), the one that has [...]The post No Shortcuts to Good Selling appeared first on Pipeliner CRM Blog.
  • Setting Up Custom Email Notifications

    Radoslav Ciglansky
    17 Oct 2014 | 6:54 am
    Want to keep your entire organization in the loop about your sales team’s actions? Want to give reps the ability to set the notifications they need? With the latest release of Pipeliner CRM, we introduced new email notifications for updates on opportunities, leads, accounts, contacts, and activities. Here’s how to set up these email notifications [...]The post Setting Up Custom Email Notifications appeared first on Pipeliner CRM Blog.
  • The Sales Pro’s Semi-Colossal Guide to Social Selling

    Alyson Stone
    15 Oct 2014 | 10:20 am
    What’s the Big Deal? Interest in “social selling” has been growing since coming into the lexicon in 2005, so we’ve created this “everything you need to know” guide for your edification. What does “social selling” really mean? Right from the start, let’s agree that it’s a pretty bad buzzword for a set of very beneficial [...]The post The Sales Pro’s Semi-Colossal Guide to Social Selling appeared first on Pipeliner CRM Blog.
  • Introducing Pipeliner CRM 7.0: Here’s What’s New!

    Alyson Stone
    13 Oct 2014 | 11:58 pm
    1-to-Many with Any—Connect Your Customers and Accounts in Multiple Ways The best CRM tools evolve to adapt to new internal processes, channels, and systems — to put your customer or prospect at the center. With this release, Pipeliner CRM has turned the classic Account-to-Contacts model on its head. We call it “1-to-Many with Any.” This [...]The post Introducing Pipeliner CRM 7.0: Here’s What’s New! appeared first on Pipeliner CRM Blog.
  • Now Hear This! Salespeople Should Embrace #SocialListening

    Martha Neumeister
    13 Oct 2014 | 9:18 am
    “Social Salespeople listen before engaging. Their goal is to help to solve problems rather than pitching what they have to sell.” –  Barbara Giamanco  Over the last few weeks I have been doing some research about social selling best practices. I’ve participated in some really informative twitter chats and have been involved in some great [...]The post Now Hear This! Salespeople Should Embrace #SocialListening appeared first on Pipeliner CRM Blog.
 
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    carmelvision.com

  • 4 Secrets to a Stellar Business Presentation

    Eran Berliner
    12 Oct 2014 | 8:16 pm
    One of the best ways to succeed at owning a business is to acquire top-notch presentation skills.  Use these tips to get your next stellar presentation well underway. 1. Creatively Transfer Enthusiasm It goes without saying, the boring presentations are often the ones that convey the least enthusiasm. Presenting a monotone, or overly wordy Power Point can leave an audience feeling their valuable time has been wasted. If you’re thrilled about your business strategy or product, find creative ways to transfer that enthusiasm to your audience, so that they can be, too. 2. Use Impact…
  • How to Respond to Complaints with Contact Management System

    Alex Noudelman
    9 Oct 2014 | 6:59 am
    Just last week, I was dealing with a service outage in my area. The internet as well as the phone lines and television services were not working. I called my service provider for assistance and they told me that they wouldn’t be able to fix the issue until a week later. I wanted to cancel because my alarm system was not working and causing me to have security concerns. In this midst of finding out information about cancellation, the customer service representative’s line got disconnected. I wasn’t quite sure what to do because I had a contract with the service provider and wanted to…
  • The Differences Between Outlook & CRM Software

    Alex Noudelman
    2 Oct 2014 | 11:59 am
    What is CRM? The easiest way to define CRM is to call it customer relationship software. It describes a wide variety of software programs, both on and off the web, that promote better customer contact via a complete, well- organized data system. It can greatly enhance any organization’s administration since it links contact information with a large number of data points, including emails, relevant documents, purchase orders and more. What are the differences between CRM and Outlook? At first glance it may seem as though there are very few differences between CRM software and Outlook. Both…
  • How To Create PDF Fill-In Forms

    Shai Berliner
    1 Oct 2014 | 6:56 am
    Since its arrival in the early 1990s, the Portable Document Format Standard, also known as PDF, has become an essential part of the information technology world. It is widely used today by lawyers, HR managers, publishers, and other professionals and is  the digital format of choice for any important document.   The aim of PDF standard is to make it easy for people to share their documents, irregardless of the operating systems and devices that they are using. Unlike Word Processing files, PDF documents cannot be changed and can be password protected to ensure that only authorized eyes…
  • InfoFlo CRM Software Nominated as High Performer by G2 Crowd

    Shai Berliner
    24 Sep 2014 | 4:00 am
    The Carmel Vision team is proud to announce that G2 Crowd nominated our InfoFlo Software as one of 13 high performers in the CRM Software industry. G2 Crowd is a trusted source of enterprise software reviews from real users. They launched the Beta version of their site in February 2013. Since then, they have garnered over 20,000 reviews of products across more than 200 categories, and more than half a million answers to the questions software buyers desire the most answers to. Any user of business software is welcome to share their experiences with the products they use in a review on G2…
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