CRM

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  • How to Establish a Routine with CRM Software

    Carmel Vision Blog
    Alex Noudelman
    7 Apr 2015 | 8:04 pm
    One key thing that successful enterprises have in common is an established routine. In every job and industry, there are things that must be done. Some of these tasks can be done daily or weekly, while others can be completed monthly or annually. Nonetheless, they must be done. The best way to ensure that they are done is to create what I call a “wheel” that all employees and managers follow, including you. And set up little procedure to help you manage them. For example, if you have a list of website you must be checking every morning, it could be helpful to bookmark them in the bookmark…
  • UnCon 2015 Update!

    SugarCRM Developer Blog
    Matthew Marum
    22 Apr 2015 | 10:57 am
    We had a great first day at SugarCon UnCon! Initial feedback has been very positive.  Lots of great discussions between Sugar Engineers, Sugar Partners, and Sugar Customers. Today is the 2nd day of UnCon and it has a packed schedule!  http://bit.ly/uncon2015agenda Come down to Plaza B today to learn more about Sugar 6 to 7 Migration, SugarCRM Mobile SDK, Sugar Logic, Shadow, and Process Author! See below for some candid snapshots from yesterday’s UnCon. Before the UnCon madness Jelle (SugarCRM) discussing Elasticsearch with UnCon attendees Joo (SugarCRM) discussing debugging code…
  • What A B2B Website Really Needs For Lead Generation

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    27 Apr 2015 | 11:19 am
    All B2b companies have a website which has to support the sales team and should generate leads. However many websites will get traffic but don’t generate leads at all or very little. So what is required for having a scoring B2B website ? SEO Search Engine Optimization B2B search is quite different from B2C. For a start the number of people searching is much lower but also have much more specific search phrases. In most cases the keyword string are much longer. Hence the SEO is different too. Tips on SEO trends in 2015 video Search display As the searches are much more specific it is…
  • The 10 Best Sales Tools To Help You Sell More, Faster

    Powertrak CPQ and Portal Software Blog
    Michael Bauer
    24 Apr 2015 | 12:21 pm
    Does it feel harder to sell these days? In some ways it is. In 2007 it took an average of 3.68 cold call attempts to reach a prospect. Today it takes 8 attempts Today’s sales teams work hard for their numbers. Thankfully, technology can help you sell more effectively. Some of these tools may not … Continue reading »
  • A preview of our new style guide

    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software
    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…
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    SugarCRM Developer Blog

  • UnCon 2015 Update!

    Matthew Marum
    22 Apr 2015 | 10:57 am
    We had a great first day at SugarCon UnCon! Initial feedback has been very positive.  Lots of great discussions between Sugar Engineers, Sugar Partners, and Sugar Customers. Today is the 2nd day of UnCon and it has a packed schedule!  http://bit.ly/uncon2015agenda Come down to Plaza B today to learn more about Sugar 6 to 7 Migration, SugarCRM Mobile SDK, Sugar Logic, Shadow, and Process Author! See below for some candid snapshots from yesterday’s UnCon. Before the UnCon madness Jelle (SugarCRM) discussing Elasticsearch with UnCon attendees Joo (SugarCRM) discussing debugging code…
  • UnCon 2015 schedule and Github repository are now live!

    Matthew Marum
    20 Apr 2015 | 9:55 am
    Sugar Developers! Want to get a head start on your SugarCon UnCon experience? The UnCon roundtable schedule and Github repository are now live! The UnCon roundtable schedule is currently preliminary.  The final schedule gets set by the audience at the start of UnCon.  However, this document will be edited to become the master schedule for roundtable discussions at UnCon, so go ahead and bookmark it! The UnCon Github repository contains all the resources that Sugar Engineering has put together for our hackathon.  We’ll still be adding things up until the last minute but now is a…
  • Sugar 7.5 Metadata Diving for Smarter Integrations

    Matthew Marum
    20 Apr 2015 | 6:00 am
    Many Sugar Developers are looking to build intelligent API integrations with Sugar that goes beyond Create-Read-Update-Delete (CRUD) operations.  The key to building robust and intelligent API integrations with Sugar is held within the Sugar Metadata. Sometime it is interesting to understand what dependent dropdowns exist on any given Sugar module.  A common use case would be to display appropriate UI with properly populated drop down lists to end users of an integration with Sugar 7. Example Dependent Dropdown If you don’t have the dependent dropdown formula then you are stuck…
  • Hackathon at UnCon 2015

    Matthew Marum
    16 Apr 2015 | 12:50 pm
    So what does Sugar Engineering have planned for the Hackathon? The Hackathon will be informal and will run at the same time as the Roundtables in a separate part of the UnCon space.  The Hackathon space will be a lounge atmosphere with couches, beverages, food, etc.  People can work on whatever they want to but we’ll have planned projects lined up and a crowd of Sugar Engineers ready and willing to help out with anything you’re working on.  Whether that’s helping you get a local Sugar development environment setup, help you troubleshoot some problems, or design a fancy CRM…
  • Roundtables at UnCon 2015

    Matthew Marum
    13 Apr 2015 | 6:00 am
    I want to let Sugar Developers know that we’re really excited about the new format for UnCon this year! Part of the new format this year is to have the UnCon venue separated into two sections.  When you first enter the space, we will have a lounge atmosphere with couches and refreshments.  This first section will be the Hackathon space and will be a topic of a later blog post.  The second half of the space furthest from the door will be where we will have (for the first time) Sugar Engineering hosted un-conference roundtable discussions and workshops. So what the heck does that mean…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • What A B2B Website Really Needs For Lead Generation

    The Leads Explorer
    27 Apr 2015 | 11:19 am
    All B2b companies have a website which has to support the sales team and should generate leads. However many websites will get traffic but don’t generate leads at all or very little. So what is required for having a scoring B2B website ? SEO Search Engine Optimization B2B search is quite different from B2C. For a start the number of people searching is much lower but also have much more specific search phrases. In most cases the keyword string are much longer. Hence the SEO is different too. Tips on SEO trends in 2015 video Search display As the searches are much more specific it is…
  • Getting Inside Information About Your Potential Customer

    The Leads Explorer
    22 Apr 2015 | 10:47 am
    The Sales Meeting Is Superficial When a company is looking for a solution they will invite several vendors or resellers to have informative meetings. However often the complete picture of issues and problems isn’t presented during these meetings as companies don’t want to expose their problems and issues to the outside world. It’s more or less like the reason why consultants are required to show or to tell the problem everyone in the company knows about but nobody dares to raise the issue. The Digging For Information If you want to sell then you need to know what is or are…
  • How To Know What Your Customer Wants Or Needs

    The Leads Explorer
    14 Apr 2015 | 10:54 am
    Focus on the need to succeed If you can focus during your sales meetings on what your customer wants and needs it is more likely you will succeed and close the deal. The customer will have the perception you really understand his problem(s) they are facing currently. The sales meeting Just posing open questions during meetings could reveal what their need really is. However during a meeting people are restricted by the hierarchy: if the man in charge doesn’t speak out no-one else will tell you. If you can manage to get the man in charge to start telling, then let him tell as people will…
  • The More Legal Requirements The Less Business ?

    The Leads Explorer
    6 Apr 2015 | 8:47 am
    Hindering business perception Rules, regulations, laws, … they all seem to be made to hinder your business. They will slow down your innovation process and time-to-market. resulting into less business, sales and profits. While legal requirements can be a burden on entrepreneurship, business and innovation, it can also open opportunities that didn’t exit before. Legal requirements limits business In most cases the increase of legal requirements will shrink the number of free parameters for the entrepreneur or businessman as he or she has to adjust the services or the products to…
  • The Big Mistake Of The Company: Stay Or Leave ?

    The Leads Explorer
    31 Mar 2015 | 12:50 pm
    What if your company makes a big mistake? It’s been published in the industry press and everybody in the industry and business knows about it. What should you do ? You have two alternatives: Stay of Leave Stick with the mistake Stick with the mistake and try to make the best out of it is one way to go. Perhaps the worst will be over quickly and people forget or come back because of the previous renown of the brand. You have existing customers to visit and to convince as you are their trusted contact to the company. If others leave the company you have the opportunity to obtain a larger…
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    Powertrak CPQ and Portal Software Blog

  • The 10 Best Sales Tools To Help You Sell More, Faster

    Michael Bauer
    24 Apr 2015 | 12:21 pm
    Does it feel harder to sell these days? In some ways it is. In 2007 it took an average of 3.68 cold call attempts to reach a prospect. Today it takes 8 attempts Today’s sales teams work hard for their numbers. Thankfully, technology can help you sell more effectively. Some of these tools may not … Continue reading »
  • Mailbox Manufacturer Reinvents How Customers Design And Order 4C Mailboxes

    Michael Bauer
    21 Apr 2015 | 12:07 pm
    Mailboxes.com Adds 2D Visual Functionality to its Online Designs and Orders More and more companies are recognizing the benefits of automating the Configure-Price-Quote (quote-to-cash) process and empowering customers to design, quote, and buy products. In fact, many Powertrak customers comment that its visual product configurator solution is not only an effective sales tool but also a powerful marketing … Continue reading »
  • Analytical Instruments Manufacturer Finds Powertrak Improves Sales Quoting Accuracy

    Michael Bauer
    14 Apr 2015 | 1:44 pm
    Powertrak Improves Shimadzu’s Sales Quoting Experience Shimadzu Scientific Instruments, a division of Shimadzu Corporation, manufactures analytical instruments indispensable for research, development, and quality control. The company replaced its legacy quoting application used in Microsoft Dynamics CRM, with Powertrak CPQ to simplify and accelerate processes for creating, managing, and configuring complex kits used in sales quotes. Shimadzu’s previous … Continue reading »
  • Recap: Convergence 2015 – CPQ In Demand!

    Michael Bauer
    20 Mar 2015 | 2:55 pm
    I have been attending Microsoft Convergence since 2008, and in that time, I have never witnessed the amount of interest in Configure-Price-Quote (CPQ) solutions like this year. More than ever, large numbers of Microsoft customers, partners, and prospects stopped by our booth in search of a solution to automate its sales quoting and ordering processes. In fact, the majority of interest was toward … Continue reading »
  • Shipping and Logistics Company Launches Global Quoting System Powered By Powertrak

    Michael Bauer
    12 Mar 2015 | 7:36 am
    Powertrak Powers WWL’s Global Quoting System Wallenius Wilhelmsen Logistics delivers innovative and sustainable global shipping and logistics solutions for manufacturers of cars, trucks, heavy equipment and specialized cargo. Many of its global offices were operating its own quoting systems and processes, and the company could no longer effectively support and maintain all of those local, disparate quoting processes and systems in Europe, … Continue reading »
 
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • 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.
  • 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…
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    CRM Software Blog & CRM Tips by SuperOffice

  • Why Proactive Support is the Next Generation in Customer Service

    Steven MacDonald
    27 Apr 2015 | 12:01 am
    In 2014, focusing on the customer experience was the top priority for many companies. It makes perfect sense – If a customer has a great experience, they are more likely to be happy. And as we know, happy customers mean loyal customers. But, when it comes to customer service, we either receive good customer service or poor customer service, right? It’s usually one or the other. It’s very rarely OK. It’s almost like a love/ hate relationship. But, it’s something that we, as business owners, can all improve upon and it is the one thing we can always do better than the…
  • CRM Business Case: Download Free PowerPoint Template

    Steven MacDonald
    20 Apr 2015 | 11:47 pm
    According to Nucleas Research, for every 1 EUR you invest in CRM, you will see a return on that investment of 5 EUR. Seventy four percent of CRM users say that CRM software has improved their access to customer data. And sales productivity can increase by up to 25% when implementing mobile CRM. You’ve read these CRM statistics before, and new research continues to find a positive impact on businesses that implement CRM software – yet not all businesses are using it. We know that CRM (customer relationship management) can be intimidating to both small and medium sized businesses. And…
  • How to Create a Revenue Winning Lead Nurturing Strategy

    Jennifer Lund
    6 Apr 2015 | 11:44 pm
    The buyer is firmly in control and no longer wants to be “sold” to as in the old days before the Internet came into full force. Instead, buyers want to take their time to research and evaluate their own options before they take contact with a company. Buyers want to be listened to, and this type of behavior challenges the traditional way of selling. According to a 2012 Marketing Sherpa study, 73% of leads are not ready to buy when they first give you their contact details. This means that B2B companies must find ways to nurture these leads until they are ready to buy, which is known as…
  • 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…
 
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    Carmel Vision Blog

  • Mobilegeddon: How Mobile Friendly Is Your Site?

    Alex Noudelman
    24 Apr 2015 | 5:12 am
    This week, Google unveiled the Mobilegeddon update which is expected to change the way the search engine will recommend websites on smartphones and tablets. This shift is a;sp expected to sway millions of people and how they shop, eat and find information. Websites that don’t fit the criteria will be deranked from Google’s search results, while those meeting the criteria will be more likely to appear at the first pages of Google- a goal that can translate into more conversions and sales. Aaron Brindle, a spokesperson for Google, stated that they are making available a number of…
  • The Mysterious Mind of a Sales Manager

    Alex Noudelman
    15 Apr 2015 | 7:35 am
    What makes a great sales manager great? Maybe you can identify one when you meet them or perhaps when you get the chance to work with one. The formula of what it takes to get a lead or transaction can be a bit “gray” for the majority of us. In fact, the accomplishments of sales managers can be almost always impossible to pinpoint. What happens in their minds when they approach a prospect and how do they go from lead to sale? Success is not that daunting, if you understand how the mind of a sales manager works. We would like to share with you an infographic that delves into the…
  • How to Establish a Routine with CRM Software

    Alex Noudelman
    7 Apr 2015 | 8:04 pm
    One key thing that successful enterprises have in common is an established routine. In every job and industry, there are things that must be done. Some of these tasks can be done daily or weekly, while others can be completed monthly or annually. Nonetheless, they must be done. The best way to ensure that they are done is to create what I call a “wheel” that all employees and managers follow, including you. And set up little procedure to help you manage them. For example, if you have a list of website you must be checking every morning, it could be helpful to bookmark them in the bookmark…
  • 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…
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