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  • Traffic lights for sales tracking

    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software
    Gregor McKelvie
    30 Jul 2015 | 6:16 am
    We are in the process of making some design tweaks to Tracks that should be with you within a week. As well as a mini-face lift, we’ve changed how won, lost, pending and stale deals are displayed on the pipeline view. You can see in the image below that on the right – the new design – we have opted for a traffic light philosophy where the green dot represents a won deal, the red represents a lost deal and the amber represents a deal that is going stale. The other status is active (grey), which in Tracks at the moment means it has been updated within seven days. (Soon you’ll be…
  • Engineering Hack Week (Part 1)

    Sugar Developer Blog - SugarCRM
    Matthew Marum
    3 Aug 2015 | 6:00 am
    A long established tradition within Engineering here at SugarCRM is something that we call “Hack Week”.  A couple times a year we fly our engineers from all over the world to our headquarters in Cupertino, CA for a week of fun, creativity, and some serious hacking.  On the week of July 27th 2015, it happened again! @sugarcrmdev Hack Week @ HQ pic.twitter.com/9WW8nVGQ3h — Jenny Gonsalves (@jenny_gonsalves) July 27, 2015 Hack Format The format for these events vary but by far everyone’s favorite is more of a freestyle event.  Prior to this event, we create a JIRA…
  • Project management, Podcasts, and Presentations

    CRM Blogs
    28 Jul 2015 | 4:36 am
    alliterations for your Tuesday morning
  • Marketing Moving Away From Selling Into Relationship Building

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    30 Jul 2015 | 10:49 am
    When Marketing discovered the Internet: – The company website became their ‘sales channel‘ – The emails became selling tools – The Newsletters the proprietary ad channel Relationships were no longer their focus as used to be previously. Over time Content Marketing started to change the selling attitude by providing informative and useful content for potential and current customers. The advantage of the Content Marketing is that it is a start of building a possible relationship. Still it is only one way communication, the content consumer is getting engaged with…
  • 6 Ways A Customer Portal Improves Customer Engagement And Helps Your Bottom Line

    Powertrak CPQ and Portal Software Blog
    Michael Bauer
    20 Jul 2015 | 8:31 am
    Managers, ever had a crazy “What is going on?” type of day? Your company’s phone lines are ringing nonstop, your call center is overloaded and you’re putting out fires left and right. Must be a full moon! When those dreaded “Mayday! Mayday!” type days happen, a customer portal can help you save your sanity – … Continue reading »
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    Sugar Developer Blog - SugarCRM

  • Engineering Hack Week (Part 1)

    Matthew Marum
    3 Aug 2015 | 6:00 am
    A long established tradition within Engineering here at SugarCRM is something that we call “Hack Week”.  A couple times a year we fly our engineers from all over the world to our headquarters in Cupertino, CA for a week of fun, creativity, and some serious hacking.  On the week of July 27th 2015, it happened again! @sugarcrmdev Hack Week @ HQ pic.twitter.com/9WW8nVGQ3h — Jenny Gonsalves (@jenny_gonsalves) July 27, 2015 Hack Format The format for these events vary but by far everyone’s favorite is more of a freestyle event.  Prior to this event, we create a JIRA…
  • Sugar 7 test tools now available!

    Matthew Marum
    27 Jul 2015 | 6:00 am
    Do you write unit tests for your Sugar customizations? Do you performance test your Sugar on-site deployments? Every developer knows they should be building unit tests and performance tests but sometimes it is just too hard to get started from nothing.  Well now SugarCRM Engineering is going to make it easy for you! The Sugar 7 unit test suite and performance test frameworks that we use to develop Sugar 7 are now available to current customers and partners via Github! This is the first release in a new effort to provide enhanced standardized development tooling and automation to the Sugar…
  • Enhancing performance using Sugar 7 Bulk API

    Matthew Marum
    20 Jul 2015 | 6:00 am
    If you’ve used Sugar 7.5 or earlier then you have probably noticed that it take a few moments after a record appears for all the subpanels to finish being populated with data. Long list of subpanels This was because each subpanel generated a separate round-trip HTTP transaction from the browser to Sugar web server in order to fetch the related records for each represented relationship. However, in Sugar 7.6 this behavior has been improved due to the introduction of the Bulk API. Sugar 7 Bulk API The Bulk API was introduced in Sugar 7.5, however the Sugar 7 client code did not start…
  • An Easter egg in Sugar 7.6

    Matthew Marum
    13 Jul 2015 | 6:00 am
    In Sugar 7.6, we added an awesome little undocumented feature that we’re calling Sweet Spot. Try the matching shortcut key sequence below within a Sugar 7.6 window. OS Shortcut Mac OS X cmd+shift+space Windows ctrl+shift+space Linux ctrl+shift+space Sweet Spot in action Sweet Spot will appear. Full text search using Sweet Spot Then start typing! Actions in Sweet Spot All you Sugar Developers and Sugar Administrators will like the Actions feature which allows you to quickly run many actions from anywhere in the application.  Administrators additionally get easy access to many…
  • Creating a Dashlet for Sugar 7 List Views

    tshubbard
    7 Jul 2015 | 6:00 am
    In our previous “Hello World” dashlet post, we established what a minimal dashlet entailed.  In these next post, we’ll be building on those skills to create a more useful dashlet that takes advantage of Sugar 7 List Views.  We will be creating a dashlet for Cases that binds to the list’s Collection and sums the number of Cases by their status.  So if the Cases list contains 5 records, and 3 of those are in “New” state and 2 are in “Closed” state then we want our dashlet to display “New: 3″ and “Closed: 2″.  To the…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • Marketing Moving Away From Selling Into Relationship Building

    The Leads Explorer
    30 Jul 2015 | 10:49 am
    When Marketing discovered the Internet: – The company website became their ‘sales channel‘ – The emails became selling tools – The Newsletters the proprietary ad channel Relationships were no longer their focus as used to be previously. Over time Content Marketing started to change the selling attitude by providing informative and useful content for potential and current customers. The advantage of the Content Marketing is that it is a start of building a possible relationship. Still it is only one way communication, the content consumer is getting engaged with…
  • Are You A Disruptor Or An Innovator ?

    The Leads Explorer
    22 Jul 2015 | 11:21 am
    Disruptors vs Innovators There is a huge difference between disruption and innovation. Disruptors are innovators, but not all innovators are disruptors. In most cases new business models are disruptors, whereas innovation is mostly in technology and products. Hence most companies are into innovation and start-ups can be disruptors. Established companies For an established company it would be extremely hard or difficult to become a disruptor in it’s market as this would be a threat for its’ existing business. Moreover the internal discussions and battles would kill both their…
  • The Death Of Cold Calling Is Now

    The Leads Explorer
    14 Jul 2015 | 8:59 am
    Once upon a time the daily work of salesmen and sales reps was to cold call a number of people on a list in order to present them a product or service and aiming to get an appointment. Those days are gone. As technology evolved a similar technique with faxes and emails has existed but these methods are also doomed. The main reason lies in the fact that the cold calls are made without or with little information about the potential customer. Whether the customer really has a need or not the call was being made. Nowadays there are a number of tools or services available that inform the salesman…
  • How To Spy On And Track Your Competitors’ Marketing

    The Leads Explorer
    7 Jul 2015 | 1:56 pm
    Knowing what your competitors are up to or what actions they are planning or executing is good to know and to be aware of. So here are a few tools to know more about your competitors= Email campaigns By subscribing to all possible newsletters it is feasible to inform about what each of your competitors are up to. – EmailInsights – OWLetter – RivalFox Ad search In order to know the ad campaigns of each of your competitors you can use: – MOAT Free ! – SpyFu Free ! – WhatRunsWhere – LotsOfAds Mainly social campaigns – BoxOfAds for PPV campaigns and…
  • Why The Salesman Needs The Cooperation Of The Prospect

    The Leads Explorer
    24 Jun 2015 | 11:34 am
    Sales process and sub-goals The sales process or sales cycle is flow of events and sub-goals which resembles the climbing of a huge mountain. These sub-goals are in-between successes – like reaching the camps on the mountain. Although the entire sales cycle is one process, it has been chucked up into several stages just for administrative reasons: – Initial contact – Lead stage – Prospect stage – First meeting stage – Qualified prospect stage – Follow-up meeting stage – Proposal stage – Negotiation stage – The close – The deal…
 
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    Powertrak CPQ and Portal Software Blog

  • 6 Ways A Customer Portal Improves Customer Engagement And Helps Your Bottom Line

    Michael Bauer
    20 Jul 2015 | 8:31 am
    Managers, ever had a crazy “What is going on?” type of day? Your company’s phone lines are ringing nonstop, your call center is overloaded and you’re putting out fires left and right. Must be a full moon! When those dreaded “Mayday! Mayday!” type days happen, a customer portal can help you save your sanity – … Continue reading »
  • Custom Design Bull’s Outdoor Kitchens With Powertrak 3D Product Configurator

    Michael Bauer
    29 Jun 2015 | 6:31 am
    Outdoor Kitchen Manufacturer provides its dealers with a drag-and-drop, visual quoting and ordering solution to simplify outdoor kitchen design configurations, enhance customer engagement, and drive more sales. As the calendar hits mid-summer, there’s no better time to fire up the BBQ and celebrate with friends and family! But if your outside venue needs a make over or an upgrade, consider … Continue reading »
  • Shhh! 5 Sales Experts’ Guided Selling Secrets

    Michael Bauer
    13 Jun 2015 | 3:19 pm
    Guided selling is a powerful tool for your sales team. It empowers customers to customize the exact product they need. It clarifies pricing so customers are confident that your product fits their budget. Finally, guided selling helps your sales team boost their numbers by speeding up the ordering process. Last month we discussed 10 ways to … Continue reading »
  • Arkos Field Services Speeds Service Quoting Time From Days To Minutes

    Michael Bauer
    5 Jun 2015 | 12:49 pm
    Aftermarket Compression and Equipment Service provider finds Powertrak CPQ increases customer engagement and improves sales and service quoting efficiency by eliminating manual look-ups and data entry. Powered by Powertrak CPQ This case study showcases aftermarket compression and equipment service provider, Arkos Field Services, experience searching and selecting a configure-price-quote solution to automate its quote-to-order process, speed the quote … Continue reading »
  • 10 Ways Guided Selling Can Boost Your Sales Team’s Numbers

    Michael Bauer
    13 May 2015 | 10:45 am
    Friends of mine recently had a spat while on vacation in Arizona. They were lost, without cell service, on a winding, cliff-hanging dirt road. One was trying to navigate using an old, outdated map, giving best guesses for upcoming turns to take, while the other drove, white-knuckled, combatting his fear of heights. This is similar to old … Continue reading »
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • Traffic lights for sales tracking

    Gregor McKelvie
    30 Jul 2015 | 6:16 am
    We are in the process of making some design tweaks to Tracks that should be with you within a week. As well as a mini-face lift, we’ve changed how won, lost, pending and stale deals are displayed on the pipeline view. You can see in the image below that on the right – the new design – we have opted for a traffic light philosophy where the green dot represents a won deal, the red represents a lost deal and the amber represents a deal that is going stale. The other status is active (grey), which in Tracks at the moment means it has been updated within seven days. (Soon you’ll be…
  • Interface Tip: Adding multiple contacts to Deals

    Ruth McLaren
    8 Jun 2015 | 10:12 am
    Here is another interface tip as part of our learning series. This one shows you how to quickly and easily add multiple contacts to your sales pipeline in Tracks. Hope you have some contacts as talented as the ones in the demo! The post Interface Tip: Adding multiple contacts to Deals appeared first on Tracks.
  • Highrise and Tracks: The order of contacts

    Gregor McKelvie
    29 May 2015 | 9:49 am
    Here is a short video on the order of contacts as they appear in Tracks when you sync them with Highrise. How you add contacts to Highrise matters when you want to export certain contacts in a specific order. You can learn how to do this below. The post Highrise and Tracks: The order of contacts appeared first on Tracks.
  • A preview of our new style guide

    Gregor McKelvie
    24 Apr 2015 | 4:50 am
    In January, we shared our new design principles for our rebrand that Lewis put together. We’ve also been recruiting and working hard on “reskinning” Tracks so that some of the new features we’ve built get the facelift they need. One thing I’ve learned from this change is that shipping new stuff takes time – especially a rebrand. Up until Lewis joined, I did most of the design work myself – and I am not a creative designer. I also wrote a lot of the front end code for Tracks – and again I am not really a front end coder. But now we have Dennis. And he is knocking it…
  • Networking and starting conversations

    Gregor McKelvie
    17 Apr 2015 | 4:23 am
    I think it was either at MicroConf Europe in October or on a Startups For The Rest Of Us podcast that Mike Taber (the co-founder of both) said that one thing he noticed when he was trialling Google Glass was the he had way more conversations. People were curious, so they asked questions. As I’m not a natural networker, I love this. However, I had forgotten about this snippet of genius until recently where I’ve found myself working in an office full of new people to me. No – I wasn’t wearing Google Glass, but what I noticed were two things that made having conversations easier.
 
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    Carmel Vision Blog

  • 6 Leadership Lessons To Learn By Next Year

    Alex Noudelman
    31 Jul 2015 | 8:02 am
    Here are 6 leadership lessons we should all learn by the start of 2016. This applies to all sales managers and sales representatives who are using CRM Software for lead management purposes.  The hope is to assist you in building confidence in your skills and make you one of the top sales people in your industry. 1. Make Time For Personal Growth As a leader, you already know how important of a resource time is. As you work to grow your organization in 2016, you will notice that time will become even more valuable. Free up some time to learn, grow and lean in to what’s important to you,…
  • 7 Big Communication Errors Leaders Must Avoid

    Alex Noudelman
    24 Jul 2015 | 10:43 am
    Here are the 7 communication errors that we find leaders in sales are making before they CRM Software implementation. By the time they’ve embraced InfoFlo, they’ve learned how to avoid them.   1. Schedule Back-To-Back Meetings When a leader has no breaks in between meetings, they have little or no time to prepare or follow-up. To prevent this, you should schedule no more than two meetings a day; one in the morning and one in the afternoon. Give yourself 1 hour between the time you walk into the office and the time you enter the meeting.   2. Failure To Plan Thoroughly…
  • 8 Tips for Beating Procrastination

    Alex Noudelman
    16 Jul 2015 | 7:15 pm
    “Amateurs sit and wait for inspiration, the rest of us just get up and go to work.” – Theodore Roosevelt   Having  a hard time completing tasks on time due to a lack of motivation? Here are 8 tips for beating the biggest productivity killer – Procrastination.     1. Get Rid of Distractions How often have you finally gotten to start a difficult project, only to be interrupted the minute you get to it? Turn off your mobile phone, access to social media (unless it is for work, television ad do some work.   2. Use Headphones Cancel out noise and distractions…
  • 8 Smart Time Management Tips For Managers

    Alex Noudelman
    9 Jul 2015 | 1:24 pm
    What makes a productive manager successful at Time Management? I went ahead and asked 300 managers in the Information Technology, Marketing, Pharmaceutical, Education and Property Management sectors and here are 8 common time management traits (or tips) that they shared with me. I now proudly share them with my readers here at Carmel Vision, the leading provider of affordable CRM Software Solutions. Before you scroll down and browse through the tips, I encourage you to closely examine the image below and see how you fit in the picture. Once done, continue reading!     1. They Listen…
  • 5 Killer Tips To Achieve Your Goals Faster

    Alex Noudelman
    3 Jul 2015 | 9:53 am
    Do you want to be successful? Of course, that’s a silly question to ask. Everyone does, but it takes a special someone to commit to it 100%. Here are 5 tips for helping you achieve your goals faster and become successful at what you do.   1. Share Them One reason why many goals never get off the ground is because the person making them never shares them with others. It is a quiet goal that only lives inside of their minds. The one who wants to achieve their dream must tell that dream to many people. One reason: As we continually say it, we begin to believe it more and more. If we…
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