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
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
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
We have implemented CRM for quite sometime now in multiple industries. As part of these implementations, we have interacted with lots of people, ranging from executive management, IT and Business Users. Generally, it is the executive management or senior executives that initiates the requirement for CRM implementation Some of those needs that usually triggers a
I have been with one of our prospective customers from an SMB, and he has been running the organization for the last 20 years and wants to move ahead with implementing CRM. Earlier too, he tried CRM implementation but did not succeed due to whatever genuine reasons he had. I started talking to him and
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