CRM

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  • Favorite Sugar 7 Developer resources

    SugarCRM Developer Blog
    Matthew Marum
    23 Mar 2015 | 1:00 am
    This would be a good post to bookmark! Francesca, one of our Sugar Community members, has a great post on the Sugar Community where she lists some of her favorite Sugar 7 resources and asks the community to list their own.  It has become one of our most active conversation threads in the Sugar Community. In the same spirit, I wanted to summarize the Sugar 7 resources that the community shared in that thread including a few of my own. Let me know if I’m missing anything below! FAQs Sugar 7 Community (SugarCRM) Sugar Knowledge Base (SugarCRM) Videos Sugar 7 Partner Technical Training…
  • How to Make LinkedIn More Effective for Career and Business

    CRM Blogs
    4 Mar 2015 | 3:41 am
    connect beyond the click
  • The Method To Create Valuable Content

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    24 Mar 2015 | 11:57 am
    Some people (not many) are able to write and create great content. It is their given. All other people need to do their best to achieve writing valuable content. In order to help you in the process of writing great or valuable content you can use this checklist: Understandable Will the reader understand what you are writing about ? – Adjust to the reading level of the audience – State your subject, idea or concept clearly – Define the context in order not to be misunderstood – Address to the reader – Make the reader recognize the situation or circumstances…
  • Top 5 Reasons Why Big Data and Analytics Projects Fail – Part 1

    Blog on Big Data and Analytics
    Harish Kotadia, Ph.D.
    22 Mar 2015 | 8:33 pm
    A lot has been written about success and failure of Big Data and Analytics projects in recent times. Unfortunately, most of the articles and blog posts on this subject fail to highlight real reasons why Big Data projects fail. Given below are top 5 reasons, in my opinion, why most Big Data and Analytics project fail. They are: 1. Failure to define use case in objective terms 2. Failure to use right technology 3. Failure to focus on business requirements first, technology next 4. Failure to leverage all available data sets and assets 5. Failure to effectively use power of advanced analytics In…
  • The Must-See CPQ Vendor List for Convergence 2015

    Powertrak CPQ and Portal Software Blog
    Michael Bauer
    3 Mar 2015 | 6:58 am
    Are you going to Microsoft Convergence 2015 in search of solutions to automate the quote-to-cash cycle, reduce lead-to-order time, and streamline the quoting and ordering process? If that is on your agenda, good news, you’ll have plenty of reputable Configure, Price, Quote (CPQ) applications to visit in the Expo Experience Hall. This post covers the top CPQ vendors for … Continue reading »
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    SugarCRM Developer Blog

  • Favorite Sugar 7 Developer resources

    Matthew Marum
    23 Mar 2015 | 1:00 am
    This would be a good post to bookmark! Francesca, one of our Sugar Community members, has a great post on the Sugar Community where she lists some of her favorite Sugar 7 resources and asks the community to list their own.  It has become one of our most active conversation threads in the Sugar Community. In the same spirit, I wanted to summarize the Sugar 7 resources that the community shared in that thread including a few of my own. Let me know if I’m missing anything below! FAQs Sugar 7 Community (SugarCRM) Sugar Knowledge Base (SugarCRM) Videos Sugar 7 Partner Technical Training…
  • Creating deep links into the SugarCRM Mobile app

    Matthew Marum
    18 Mar 2015 | 6:00 am
    Someone recently asked Sugar Engineering the following question. Suppose I have a webpage or web app that I am accessing from a mobile device, e.g. Safari on iPhone or Chrome on Android. Is it possible for me to create a link on that page into the SugarCRM Mobile application installed on my mobile device? Say for example I want it to open my mobile app to a specific Contact record. SugarCRM Mobile does support this kind of functionality.  You can embed a link that looks as follows: <a href="sugarcrm:///Configure?page=Contacts%2F_RECORD_ID>" View Contact </a> Where…
  • Fill out the UnCon 2015 Developer Survey

    Matthew Marum
    11 Mar 2015 | 6:00 am
    Greetings Sugar Developers! Are you coming to SugarCon this year?  We hope so!  But even if you are not, we’d still love to hear from you. We would like to gather information from as many Sugar Developers as possible to make sure this year’s UnCon caters to the needs of the Sugar Developer community… in more ways than one!  This feedback is essential to us as we plan for UnCon.  Most importantly, this survey is how we are gathering preliminary feedback on discussion topics and exercises that Sugar Developers want to see at UnCon.  So please feel free to share as much…
  • A common Sugar 7.x Dashlet Gotcha

    Matthew Marum
    9 Mar 2015 | 7:00 am
    Sugar 7 Dashlets As you may know Dashboards and Dashlets are some of Sugar 7’s most popular front-end features. Customizable Dashboards empower users with the ability to customize the contextual intelligence that gets delivered to them by their CRM within every single view of the application.  For Sugar Developers, Dashlets allow us to deliver contextual intelligence (including integrations) to our end users in a well encapsulated component and a consistent pattern. A Dashlet Gotcha! Since Sugar 7 Dashlets are just Sidecar views, there is metadata that you need to manage.  So…
  • Ready to throw down at SugarCon? Submissions are open!

    Matthew Marum
    4 Mar 2015 | 1:54 pm
    It’s time to let some of your hard work shine!  Martin Schneider just posted this today on our corporate blog.  I hope everyone can make it to SugarCon but even if you can’t, you can still submit your sweet Sugar apps in the App Throwdown.  See details below. SugarCon is just around the corner – and that means it is also time for another round of the SugarCon App Throwdown! The App Throwdown – always an attendee favorite – is a showcase of some of the coolest, most useful, and most innovative extensions of the Sugar platform. The fun, sometimes manic, atmosphere of the…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • The Method To Create Valuable Content

    The Leads Explorer
    24 Mar 2015 | 11:57 am
    Some people (not many) are able to write and create great content. It is their given. All other people need to do their best to achieve writing valuable content. In order to help you in the process of writing great or valuable content you can use this checklist: Understandable Will the reader understand what you are writing about ? – Adjust to the reading level of the audience – State your subject, idea or concept clearly – Define the context in order not to be misunderstood – Address to the reader – Make the reader recognize the situation or circumstances…
  • Sales Persuasion Secrets

    The Leads Explorer
    17 Mar 2015 | 12:17 pm
    In order to sell you need to convince the potential client in several ways. You need to persuade the decision maker and his staff or influencers to say ‘Yes’. The techniques sales people use to get you to think the way they want you to: 1. Reciprocity 2. Scarcity 3. Authority 4. Consistency 5. Liking 6. Consensus Watch the video with the exceptional white board sketches: One human behavior that might have been forgotten is emotion. In B2C there is an overwhelming amount of emotion involved in most buying decisions. Even in B2B there is emotion in marketing and sales. Which…
  • B2B Bribery Or Incentives ?

    The Leads Explorer
    11 Mar 2015 | 12:26 pm
    In whatever B2B business bribery is lurking around. The bigger the projects or the more recurrent the sales value the greater chance one of your competitors will try a form of bribery. This can have very different forms: from a lunch, to a favor, to cash. There is a very narrow line between bribery and incentive. Incentive for a company or incentive for a manager/director is a big difference. The incentive for a company is beneficial to the company thus no bribery. The incentive for a person is clearly a bribery. As everybody has a price a bribery or an incentive is sometimes easier than…
  • Think and talk like your customer in order to sell (and listen)

    The Leads Explorer
    3 Mar 2015 | 8:00 am
    Sales meeting When meeting a potential customer or a customer successful sales people hardly talk about the product or solution. If possible they will even avoid product demos. The best is to think and talk like your customer: Think: If you are able to think like your customer – as if you were in his position facing his daily problems or the main problem ahead – you will have more chance to get into a conversation and relation with your potential customer. The subjects and the matters you bring or discuss will be related to him. Talk: Once you can think like your potential…
  • Top Free Social Media Analysis Tools

    The Leads Explorer
    25 Feb 2015 | 10:55 am
    We all like free tools as budgets are tight and demand for information on social media marketing is high. Hence this Social Media Analysis list: The most versatile: Buzzsumo for Tweets, Facebook shares, LinkedIn shares, Pinterest shares and Google+ shares GoogleAlerts whatever on the Internet SharedCount tracks URL shares, likes, tweets, and more ShareTally Facebook, Twitter, LinkedIn, Google+, Pinterest, StumbleUpon, Reddit, Buffer, Delicious, Inbound.org, Pocket, TheWebBlend, ScoopIt, BlogEngage, HackerNews, BizSugar, Xing, DesignFloat, VKontakte, Fancy SocialCrawlytics Crawls the Internet…
 
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    Blog on Big Data and Analytics

  • Top 5 Reasons Why Big Data and Analytics Projects Fail – Part 1

    Harish Kotadia, Ph.D.
    22 Mar 2015 | 8:33 pm
    A lot has been written about success and failure of Big Data and Analytics projects in recent times. Unfortunately, most of the articles and blog posts on this subject fail to highlight real reasons why Big Data projects fail. Given below are top 5 reasons, in my opinion, why most Big Data and Analytics project fail. They are: 1. Failure to define use case in objective terms 2. Failure to use right technology 3. Failure to focus on business requirements first, technology next 4. Failure to leverage all available data sets and assets 5. Failure to effectively use power of advanced analytics In…
  • How to Profit from Big Divide of Big Data

    Harish Kotadia, Ph.D.
    7 Sep 2014 | 4:16 pm
    When it comes to Big Data and Analytics solution implementations for enterprise clients/large business organizations, I see a big divide between what functionality business users want and are demanding from their CTO or IT organization and the functionality that CTO or IT organization can deliver. I would like to call this gap as “Big Divide of Big Data“. Given the exponential increase in number of sources and volume of Big Data being generated, thanks to digital and sensor based productivity revolution, this gap is growing wider every passing day. And one wonders if twain shall…
  • Google Flu Trends: Importance of Veracity, the 4th “V” in Big Data

    Harish Kotadia, Ph.D.
    29 Mar 2014 | 7:55 pm
    A lot has been written recently criticizing Goolge’s Flu Trends – a flu tracker service that predicts flu activity based on specific search terms using aggregated Google search data and estimates current flu activity around the world in near real-time. For more, read How does this work? Science magazine has recently published an article titled “The Parable of Google Flu: Traps in Big Data Analysis” and Steve Lohr has published a great piece in BITS blog of New York Times titled “Google Flu Trends: The Limits of Big Data.” It is important to note that…
  • Big Data and Analytics: What to expect in 2014

    Harish Kotadia, Ph.D.
    18 Jan 2014 | 5:56 pm
    Last year was a great one for technology professionals, consultants and practitioners working in the area of Big Data and Analytics. And 2014 promises to be even better. Given below are three main reasons why 2014 will be a spectacular year for those of us in Big Data and Analytics: 1) Investments in very large Big Data projects: Many of the large and medium-sized enterprises ‘experimented’ with Big Data last year by undertaking ‘Pilot’ projects to demonstrate business value. Well, they are now ready to take next major step in their Big Data journey by undertaking…
  • From Data to Information to Insights: Changing Role of #CIO

    Harish Kotadia, Ph.D.
    27 May 2013 | 8:45 pm
    There was a time not too long ago (late 1970s to be precise) when companies use to have Electronic Data Processing department and EDP Managers to manage data processing function. EDP department evolved to become Management Information Systems department in early 1980s and MIS Manager ran the show when it came to ‘computerization’ initiatives as it used to be called back then. As technology evolved from mainframes to client-server computing and with the rise of personal computers (PCs) or desk-tops, adoption of information technology across organization picked up pace and IT was no…
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    Powertrak CPQ and Portal Software Blog

  • The Must-See CPQ Vendor List for Convergence 2015

    Michael Bauer
    3 Mar 2015 | 6:58 am
    Are you going to Microsoft Convergence 2015 in search of solutions to automate the quote-to-cash cycle, reduce lead-to-order time, and streamline the quoting and ordering process? If that is on your agenda, good news, you’ll have plenty of reputable Configure, Price, Quote (CPQ) applications to visit in the Expo Experience Hall. This post covers the top CPQ vendors for … Continue reading »
  • Using LinkedIn for Sales: Tips from the Experts

    Michael Bauer
    13 Feb 2015 | 9:22 am
    LinkedIn has more than 332 million users around the world and is the largest professional network on the Internet. Although you might think of LinkedIn in terms of professional networking, it’s also invaluable for sales. Savvy sales professionals know how to use LinkedIn to find and connect with thousands of potential leads. With its robust … Continue reading »
  • Axonom in Booth 1316 at Microsoft Convergence 2015

    Michael Bauer
    4 Feb 2015 | 12:52 pm
    We are very excited to attend and exhibit at this year’s Microsoft Convergence conference in Atlanta, GA. It’s by far the most highly anticipated exhibiting experience in our company’s history. With roughly 28% of the show’s attendance in the manufacturing industry, we’re demonstrating a new and exciting way for manufacturers to sell products to its customers and channel partners using a visual quoting, ordering, … Continue reading »
  • What Small Businesses Look For In CRM Software

    Michael Bauer
    28 Jan 2015 | 10:06 am
    Software Advice, a resource for small businesses looking for a CRM solution, recently published a report examining what Customer Relationship Management (CRM) buyers’ most desire in applications, features and integrations, as well as their most common reasons for seeking new software. The report comprises 385 small-business buyers seeking new CRM software (those from companies with annual revenues … Continue reading »
  • How CPQ Software Improves Sales Effectiveness

    Michael Bauer
    21 Jan 2015 | 1:59 pm
    Product Configurators and Configure-Price-Quote (CPQ) systems have been on the market for roughly ten years. I think at this point, most businesses and people understand the basic concepts of CPQ systems. If not, a CPQ system is designed to improve the overall sales experience, scalability, and productivity by reducing errors, rework, and time during the quoting and ordering process. In a nutshell, it helps … Continue reading »
 
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • The brown tube effect

    Gregor McKelvie
    27 Mar 2015 | 11:30 am
    My first B2B sales job was to launch a UK company into three other European countries. As part of the business development process, I had to develop product concepts based on a UK product that were specific to each of these countries: France, Spain and Sweden. In essence, what I was selling in the first instance was a meeting to discuss these concepts. The companies I was selling to were banks, which are notoriously difficult organisations to get a meeting with. Here’s how I did it using brown cardboard tubes. The products I was selling could have been marketed by email, cold calling,…
  • Respect

    Gregor McKelvie
    18 Mar 2015 | 10:30 pm
    What is it with people building free software? I’m OK with very small apps or plugins being free, but I’ve just seen a very feature rich CRM become available free of charge. Sounds like I’m bitter. I’m not, but how does it pay any respect to the people building the software to say: “Hey, you know that thing you work on 40 hours a week, well it means that much to us that we are going to give it away free” I have respect for my time. And Lewis’s time. And Ruth’s. And the army of freelancers that help us. And we all have respect for our customers.
  • The “closing date” and sales forecasting

    Gregor McKelvie
    3 Mar 2015 | 7:55 am
    I got asked the other day by a new trial user for Tracks about forecasting capabilities. It’s something I have looked at a lot over the years building Tracks. It’s also something I’ve tried (and failed) to improve on. Looking back, I’m not convinced it’s something we need to improve. Here’s why: Sales forecasting can be a complicated area. For example, you can consider previous activity or conversion rates, seasonal effects (busy in January, quiet in August for instance), quality of data, buyer behaviour, recurring revenue or renewals, weighted values (like setting confidence…
  • Are you a front end developer?

    Gregor McKelvie
    21 Feb 2015 | 9:39 am
    Are you a front end developer? If you are then we’d love to talk with you. We are looking for freelance mid-level FRONT END DEVELOPER to take our complete redesign and rebrand and produce high quality HTML5 and CSS3, firstly for Tracks the app and then secondly for our new website. This is a great project for someone looking to bring awesome designs (done by our very own Lewis) come to life and to work with a couple of really friendly start up founders (that’s me and Lewis)! Must have experiences include: Multiple years working on the HTML5 and CSS3 of web apps Responsive design…
  • Leaving your sales pipeline spreadsheet behind

    Gregor McKelvie
    19 Feb 2015 | 11:36 am
    Every two weeks Lewis and I meet to go through our current list of projects. This week I was talking about our new approach to marketing, which is one of my projects. In the discussion I said that we get a lot of new customers that are moving away from an Excel spreadsheet to manage their sales pipeline. And pretty much as soon as the words left my mouth, Lewis piped up and asked “why”. “Why would a small business move from using a spreadsheet to manage their sales pipeline to Tracks?” And there I was, challenged by my very own business partner, without him even meaning to do…
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    CRM Software Blog & CRM Tips by SuperOffice

  • The Email Marketing KPI Guide (with Free Cheat Sheet)

    Steven MacDonald
    17 Mar 2015 | 5:09 am
    Marketers and customers know that email works. Marketing Sherpa has reported that 60% of marketers believe that email marketing is producing a positive ROI. And according to the Direct Marketing Association (DMA), two thirds of consumers (66%) have made a purchase within the last year as a result of receiving a single email marketing message. When it comes to messaging and communication, email is still the most preferred communication method in the eyes of the customer – And way out ahead compared to direct mail, social media and phone, as seen below: That being said, not every email…
  • 4 Ways CRM Software Can Help you Create Better Marketing Campaigns

    Zarema Plaksij
    1 Mar 2015 | 11:49 pm
    Today’s consumers are literally bombarded with all sorts of messages and offers that spring out from every corner. Think about it for a second, how many times per day do you receive a promotional email from a brand you signed up for? And more importantly, how often do you actually read it? It has never been as difficult as it is now for marketers to win customers, since “everyone is in marketing” these days. Everyone is on social media, everyone has a blog, everyone can comment, share, spread the word – you name it! Indeed, as the chart from KPCB below shows, the rates of content…
  • 5 Unique Ways to Increase Customer Retention

    Toma Kulbytė
    11 Feb 2015 | 1:36 am
    If you work in sales, then you know that finding new ways to increase revenues is always top of mind. And when it comes to growing sales, many sales people are so focused on gaining new clients and customers that they fail to effectively address the need to retain those they already have. The strange thing is that time and again, we hear it’s cheaper to keep existing customers than acquire new ones. So why do we focus more on getting new customers? In 2014, an Econsultancy report found that there was an increase in investment in getting new customers from 31% to 34% yet a decrease in…
  • 18 CRM Statistics You Need to Know for 2015

    Mark Taylor
    26 Jan 2015 | 11:16 pm
    The CRM industry continues to grow at a staggering rate, and each year new statistics are reported based on CRM trends. In 2014, we saw increased use of CRM software on mobile devices. This was aided by businesses increasingly adopting cloud based CRM solutions, allowing their employees to access the software anywhere they go on the smart device of their choice. Those who have embraced these technologies have seen a huge improvement in both the adoption of CRM software by their employees and the meeting of sales quotas. But, which statistics should you pay close attention to? And moving…
  • The Buyer’s Guide to CRM (New Chapter)

    Jennifer Lund
    21 Jan 2015 | 1:24 am
    CRM software is at the heart of any business. Using the data that CRM software provides your business, you are able to create a 360 degree overview of your prospects and customers in order to communicate personalized marketing messages that deliver a high ROI. But, choosing CRM software involves more than simply selecting a provider. And how do you go from the initial discussions and planning stages to then implementing the software and measuring its success? If you search the web, you will find plenty of CRM guides about how to choose the right CRM, or how to implement it, but you…
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    Carmel Vision Blog

  • How To Retain More Customers with Customer Relationship Management

    Alex Noudelman
    26 Mar 2015 | 7:05 pm
    Customer Relationship (CRM) management is the strongest and the most proactive approach to attaining and maintaining relationships with all clients. It is not only the heart of your business, but it ideates strong personal bonding within people as well. Development of this type of customer relationships drives the business to new levels of success. Once this linkage is attained, it is very easy for any enterprise to identify the actual needs of customer and help them to serve them in a more proactive way. It is our belief that the more strategies involved in implementing the customer…
  • 5 Reasons to Switch to a PBX Phone System

    Alex Noudelman
    19 Mar 2015 | 6:00 pm
    PBX phone systems are changing the way we do business. The reason for its prevalence is that it gives considerable benefits compared to the old-school phone systems. The key benefits are as follows:   1. Cheaper phone service PBX phone systems cost only a tenth of your old phone system and have twice the number of features. Many of our customers who made the switch report savings of as little as $50 per month.   2. Affordable International Calls If you use an office phone system or PBX phone system, your international call rates will be slashed in half, in comparison to your old…
  • InfoFlo Ranked Among the Top 40 CRM Software Vendors of 2015

    Shai Berliner
    10 Mar 2015 | 6:03 pm
    Business-Software.com just released its report of the Top 40 CRM Software Vendors of 2015. We are pleased to announce that our flagship product, InfoFlo, made the list. Business-Software.com strives to be the most comprehensive and trusted online resource for buyers and vendors of business technology. The goal of its ranking reports is to simplify buyers’ research and help connect them with the correct software that suits their business needs. The independent research team is not related to any of the companies they rank and their advice is created based on countless hours of analyzing…
  • 6 Proven Ways To Double Social Media Conversions

    Alex Noudelman
    6 Mar 2015 | 11:13 am
    As Seth Godin explains so entertainingly in his Purple Cow analogy, consumers are attracted to anything that is special and unique. In order to be unique, think about a limited edition of how you present your brand. Every business owner wants traffic – relevant, targeted traffic that converts. Social media is able to provide that; however, there are some tasks that you will need to complete before you become successful at social media marketing. Here are 6 ways you can double your web traffic and conversions through social media:     1. Set Goals To start things of, you need…
  • How To Win Back Lost Customers in 4 Steps

    Alex Noudelman
    25 Feb 2015 | 9:06 pm
    Everyone knows that retaining current customers is much less expansive than signing up a new one. It would make sense to go an extra mile to ensure your current roster of clients is happy. Unfortunately, that is not always the case and many entrepreneurs don’t have a clue as to how to win them back when lost. If you happen to be one of them, here are a few suggestions:   1. Find out Why There is always a reason why a customer is unhappy and walks away. The only way you can find out why they are unhappy is to conduct a SWOT (Strengths, weaknesses, opportunities and threats) analysis in…
 
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