CRM

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  • Customizing Elasticsearch analysis in Sugar 7

    Sugar Developer Blog - SugarCRM
    cedricmourizard
    31 Aug 2015 | 6:00 am
    Here is a guest post from a couple members of the Sugar Developer community.  Yann Berges and Cédric Mourizard from Synolia, an Elite SugarCRM Partner, share some insights on how to improve the quality of Elasticsearch results in Sugar. Elasticsearch in Sugar 7 Since Sugar 6.5, Elasticsearch has been included as a core feature of the Sugar Application and became a required component in Sugar 7.x releases. You can find some information regarding installation, configuration, and monitoring of Elasticsearch in the Knowledge Base. It works very well and is pretty fast! However, the default…
  • Refocusing and Re-purposing your career or business

    CRM Blogs
    26 Aug 2015 | 6:28 am
    Getting personal
  • Top 16 To Keep Your Visitors Longer On Your Website

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    18 Aug 2015 | 11:13 am
    We all dislike high bounce rates. We want to keep our visitors as long as possible on our website and keep their interest. The longer – the more likely they will remember the company or brand or product or solution. In order to make people stay longer consider some of these solutions and tricks: 1. Few fonts Two or three fonts is considered as OK. More fonts will file your website as outdated. Too many fonts will clutter your webpages. 2. Large fonts Too small font and a large population won’t be able to read it: visually impaired, elderly people (over 40 even), tired people. At…
  • Big Data and Customer Journey Analytics

    Blog on Big Data and Analytics
    Harish Kotadia, Ph.D.
    22 Aug 2015 | 5:11 pm
    One of the key challenge facing CMOs today is establishment of long term relationship or partnership with their customers, one that will result in continued growth of the brand. Thanks to Big Data tools and technology, it is possible to solve this challenge through Customer Journey Analytics. Embedded below are two great presentations from McKinsey & Company on the topic and a YouTube video featuring David Edelman, Partner and Global Co-Leader of McKinsey Digital, Marketing & Sales.
  • What You Stand to Gain by Integrating a Customer Portal

    Powertrak CPQ and Portal Software Blog
    Michael Bauer
    25 Aug 2015 | 11:35 am
    According to the Institute for Economic Competitiveness, business fixed investment, including investment in durable equipment, is forecasted to grow by almost 80 billion dollars this year. Is your business ready to take advantage of this growth and increase its sales? One way to help your business grow is by making it easy for customers to … Continue reading »
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    Sugar Developer Blog - SugarCRM

  • Customizing Elasticsearch analysis in Sugar 7

    cedricmourizard
    31 Aug 2015 | 6:00 am
    Here is a guest post from a couple members of the Sugar Developer community.  Yann Berges and Cédric Mourizard from Synolia, an Elite SugarCRM Partner, share some insights on how to improve the quality of Elasticsearch results in Sugar. Elasticsearch in Sugar 7 Since Sugar 6.5, Elasticsearch has been included as a core feature of the Sugar Application and became a required component in Sugar 7.x releases. You can find some information regarding installation, configuration, and monitoring of Elasticsearch in the Knowledge Base. It works very well and is pretty fast! However, the default…
  • Hiring more Developer Advocates!

    Matthew Marum
    26 Aug 2015 | 8:30 am
    Have you checked out the Current Opportunities at SugarCRM lately?  We’re hiring heavily today across all sorts of technical roles at Sugar – including an open position to work with me as a Developer Advocate for SugarCRM! What does a Sugar Developer Advocate do? In the past, the term the industry tended to use was “Developer Evangelist” – which frankly always sounded a bit fishy to me.  For me, I much preferred the term “Developer Advocate” which is now much more common in the Software industry.  An Evangelist sounds like someone who is more…
  • 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…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • Top 16 To Keep Your Visitors Longer On Your Website

    The Leads Explorer
    18 Aug 2015 | 11:13 am
    We all dislike high bounce rates. We want to keep our visitors as long as possible on our website and keep their interest. The longer – the more likely they will remember the company or brand or product or solution. In order to make people stay longer consider some of these solutions and tricks: 1. Few fonts Two or three fonts is considered as OK. More fonts will file your website as outdated. Too many fonts will clutter your webpages. 2. Large fonts Too small font and a large population won’t be able to read it: visually impaired, elderly people (over 40 even), tired people. At…
  • Selling On LinkedIn

    The Leads Explorer
    13 Aug 2015 | 12:07 pm
    LinkedIn is B2B In B2B you want to target potential customers with your marketing and sales pitches as effectively as possible. The world is big and the targets are everywhere so it is a huge task to communicate to potential customers. As LinkedIn has only professionals as members and no consumers it seems the best place to spam your marketing and sales pitches. LinkedIn even makes it more easy by having groups of interest which allow you to aim even more precisely to potential customers. With some luck you can even have people replying to your messages or subjects you posted. Engagement…
  • BElieve in YOURSELF only then sell

    The Leads Explorer
    6 Aug 2015 | 4:54 am
    Be positive If you are not convinced you will succeed it will be unlikely you will get the deal closed. You have to believe in yourself. You have to believe in your victory and thus also in yourself. Be positive about yourself which you will reflect to your customer during telephone calls, emails and meetings. The more positive you become the more you will succeed in sales (and in business life) Still be yourself In order to believe in yourself you should be yourself. Don’t play a character. Don’t mimic a successful person. Just be yourself and positive. Sell when in positive mode…
  • 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…
 
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    Blog on Big Data and Analytics

  • Big Data and Customer Journey Analytics

    Harish Kotadia, Ph.D.
    22 Aug 2015 | 5:11 pm
    One of the key challenge facing CMOs today is establishment of long term relationship or partnership with their customers, one that will result in continued growth of the brand. Thanks to Big Data tools and technology, it is possible to solve this challenge through Customer Journey Analytics. Embedded below are two great presentations from McKinsey & Company on the topic and a YouTube video featuring David Edelman, Partner and Global Co-Leader of McKinsey Digital, Marketing & Sales.
  • 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…
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    Powertrak CPQ and Portal Software Blog

  • What You Stand to Gain by Integrating a Customer Portal

    Michael Bauer
    25 Aug 2015 | 11:35 am
    According to the Institute for Economic Competitiveness, business fixed investment, including investment in durable equipment, is forecasted to grow by almost 80 billion dollars this year. Is your business ready to take advantage of this growth and increase its sales? One way to help your business grow is by making it easy for customers to … Continue reading »
  • Evaluation Questions to Ask CPQ and Product Configurator Vendors

    Michael Bauer
    12 Aug 2015 | 12:23 pm
    For those preparing to evaluate quoting and ordering solutions, the task could be daunting. Establish a set of questions that align with your goals and best suits your business. At the outset of the interview and evaluation process, begin with the critical ‘go, no-go’ questions. These types of questions speed the evaluation process by eliminating vendors and products before you waste … Continue reading »
  • 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 »
 
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    CRM Software Blog & CRM Tips by SuperOffice

  • Why Do Sales People Hate CRM? (6 Myths Debunked)

    Zarema Plaksij
    25 Aug 2015 | 12:11 am
    Taking a customer relationship management (CRM) system on board in any business always starts with a bunch of good intentions. Yet, just like in the famous proverb (“The road to hell is paved with good intentions”), the good intentions of saving money, centralizing activities, streamlining processes and increasing productivity often end up in a place far from the desired destination. Back in 2013 Merkle Group Inc. found out that 63% of CRM projects in large enterprises fail. Meanwhile, Forrester Research reported that 49% of all CRM projects fail. And there are many reasons why. Still, in…
  • The Science Behind Email Open Rates (and How to Get More People to Read Your Emails)

    Steven MacDonald
    9 Aug 2015 | 11:49 pm
    Bonus: I’ve created a PDF that you can download for free so you can read (or print it out) it when you have more time. How do you measure the success of your email campaigns? The chances are that you measure the success by the number of people who open the mail (email open rate) and the number of people who click on a link (click-through rate). That’s how I used to measure it. And while there’s nothing wrong with that, what gets overlooked is that the click-through rate is entirely dependent on the open rate, because unless people open your email, there’s no chance they can…
  • 10 Signs You are Not in Control of your Sales Pipeline

    Toma Kulbytė
    28 Jun 2015 | 11:32 pm
    Depending on the type of business you are in, you already know that it’s not very often a prospect will approach your company and make a purchase in one go – In fact, that sounds more like a dream, right? I mean, who wouldn’t want a 100% selling rate from prospect to customer? Usually, this process takes a little longer. And the process that takes you from initial contact with a prospective customer all the way through to the actual sale is called a sales pipeline. Do you have a specific way of dealing with potential customers? Or, do you have a “magic” process you…
  • 12 Ways to Prevent Customer Churn [Part 2]

    Zarema Plaksij
    15 Jun 2015 | 1:01 am
    Note: This post is the second in a two part series. Part one includes tips on segmentation, engagement and educating your customers. Click here to read the first six tips on how to reduce customer churn. 7. Target the right audience No matter how sophisticated all of your retention tricks are, they may all go down the drain if you are attracting the wrong audience. What I mean here is – if your first interaction with the customer is about “free” and “cheap”, then you risk to attract the people who are not looking for the value you provide. These “freebies” collectors are the…
  • How to Build A Powerful Customer Service Knowledge Base

    Steven MacDonald
    7 Jun 2015 | 11:39 pm
    Creating a customer service knowledge base can be a difficult task and it takes a lot of work to manage and maintain knowledge base articles. And on top of that, it takes time to create professionally written articles for the knowledge base that have a consistent tone, look and feel. And yet, implementing a knowledge base can have a positive effect on the quality and efficiency of your customer service as customers benefit from interactions with more knowledge support staff, who are themselves empowered to resolve issues with greater speed and consistency. However, implementing a successful…
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    Carmel Vision Blog

  • 7 Ways to Appear Smarter in Meetings

    Alex Noudelman
    30 Aug 2015 | 1:11 pm
    Here are 7 easy ways to come out of a sales meeting smarter than your colleagues and other managers:   1. Draw a Diagram It doesn’t matter if it is accurate or wildly inaccurate. In fact, the more inaccurate it is the better. The best sort of diagram is the Venn Diagram. Before you put your pen down, you’ll notice how colleagues will start to fight over how big the circles are or aren’t and what data should and should not go in the circles etc.   2. Encourage Everyone to Take a Step Back All you have to say is “Can we take a step back”. There comes a point in almost every…
  • Indifference and its Purpose in Sales

    Alex Noudelman
    27 Aug 2015 | 9:19 am
    Indifference is probably the most effective of all 4 impulse factors. I’ve made an incredible amount of sales on my ability to convey indifference alone! If you can portray GENUINE indifference to your prospects, they will be compelled to buy now and not even think about asking if they can buy it later. This is a basic psychological fact and it can’t be denied. If you want to compete with the pro’s then you must master indifference in your sales pitch. You can’t get around it!! I believe, indifference is best portrayed non verbally, it is instilled in the reader by the…
  • 10 Steps To Successful CRM Implementation

    Alex Noudelman
    12 Aug 2015 | 7:07 pm
    Here are our 10 essential steps to successfully transitioning to a CRM-centric enviornment: 1. Build Your Team Your implementation team should comprise of the following people: a member of the executive team, a project manager, an IT administrator (if applicable) and 3-4 representatives from the front line and sales teams.   2. Identify and Document Existing Processes All companies rely on a set of processes that help move their business forward. Part of initial deployment process will consist of asking yourself these questions: How does my company collect leads? How are our deals guided…
  • 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…
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