CRM Implementation

Understanding Sales Quotas : A Guide to Setting up Forecast in SugarCRM

Understanding Sales Quotas : A Guide to Setting up Forecast in SugarCRM

Sales CRM aims to enhance the productivity of sales team members and track sales towards organisational goals. SugarCRM, through its Sugar Sell for Sales Force Automation (SFA), provides features for setting sales quotas and forecasting sales progress over upcoming months and quarters.  As a SugarCRM partner since 2007, we have implemented various CRM solutions and

Mastering SugarCRM – CRM Personalization, Configuration, and Customization Explained

Mastering SugarCRM – CRM Personalization, Configuration, and Customization Explained

SugarCRM is a robust customer relationship management (CRM) tool known for its flexibility in adapting to an organisation’s sales process and to individual salespersons. As a commercial open-source no-code / low-code platform, SugarCRM offers the flexibility to modify existing features and build new ones, making it a highly versatile tool. As a SugarCRM partner since

Planning for your CRM Implementation

Planning for your CRM Implementation

For an organization, implementing a CRM is like buying a software product and using it. But implementing CRM is a change management initiative that needs to be driven from the top to level 5. Most of the change initiatives have to be planned well, resourced well and the change needs to be trained and marketed

Using SugarCRM for Sales Force Automation (SFA) – CRM Implementation Simplified

Using SugarCRM for Sales Force Automation (SFA) – CRM Implementation Simplified

SugarCRM is a CRM software and can be used extensively for Customer Relationship Management. But Customer Relationship Management for a company may start with Sales Force Automation or Customer Support Automation or Marketing Automation. This article is to make CRM Implementation simplified for any company that is just starting their journey with CRM. So we

What is CRM ? Customer Relationship Management Refreshed !

What is CRM ? Customer Relationship Management Refreshed !

CRM literally expands to Customer Relationship Management. But  for a typical professional who wants to implement CRM, it has more meanings than simple expansion. CRM is constantly changing its definition. A few years back and for few industries, CRM means Customer Support Automation. And sometimes CRM is taken as “Sales Force Automation”. But in today’s world, when

Using SugarCRM for Quotes Management – CRM Implementation Simplified

Using SugarCRM for Quotes Management – CRM Implementation Simplified

In this second part of the “CRM Implementation Simplified” series, we look at using SugarCRM for Quotes or Quotation Management. SugarCRM comes with default module for Quotes and you can generate PDF files of quotes for your customers and send them by email directly.  If you have already used SugarCRM then it will be easy

Refresh Your CRM Implementation Every Year

Refresh Your CRM Implementation Every Year

CRM stands for Customer Relationship Management software. In the last decade, CRM has grown enormously and has helped several businesses of different sizes to performance and processing the data. CRM is easy to learn  and implement with less efforts. It gathers all the customer interaction data under one place for effective management.  To learn in-depth

What is SugarBPM – An Introduction

What is SugarBPM – An Introduction

Introducing SugarBPM: The Advanced Workflow Automation Tool for Streamlined Business Processes SugarBPM is a powerful automation tool also known as Advanced Workflows in SugarCRM available in both Sugar Cloud and On Premise Solutions. This feature, previously known as Sugar’s Advanced Workflow Engine or Sugar Process Author, is now available in all SugarCRM products, including Sugar

Why Implementing CRM is essential to  the manufacturing industry

Why Implementing CRM is essential to  the manufacturing industry

Manufacturing companies can benefit a lot by implementing CRM for their sales and support team. It can help them in improving their productivity.