Tag: Using SugarCRM

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

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