As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes near impossible.
Not only is this type of system time- and energy-consuming to manage, but things also start slipping through the cracks at an alarming rate. This only serves to exhaust your team and disappoint to your customers.
You don’t want this to happen to you, do you? No. That’s why you need a CRM.
Social Relationship Management or Social Customer Relationship Management tools are all the buzz today when it comes to finding leads for your business. Most companies and sales teams invest heavily to find Social tools to generate leads from free online tools like SocialMention.Com to paid services like SproutSocial or Hootsuite. These are often great tools […]
3 Reasons to Automate Social Media Leads with CRM Read More »
Service Push offers the the true open source versions of both the vTiger and SugarCRM solutions. You are free to download the applications on either company’s website and get the open source version for you to install. In this case, you would have to have a server to install the software, knowledge of how to
What is the Difference Between SugarCRM CE & vTiger CRM offered by Service Push? Read More »
How to set contacts in SugarCRM? Contacts are people related to sales accounts. There is a tab Sales -> Contacts which brings you to a list with all the contacts. To add new contacts click on the Create Contact link. You are taken to a page with numerous fields. There you can store quite detailed information for your contact.
How to set contacts in SugarCRM? Read More »
The email functionality in SugarCRM has some sophisticated options. On one hand you can send emails from your account at SugarCRM provided you’ve specified the right settings. If you haven’t done that already proceed to Admin -> Email Settings. In the general case your settings should look like this: Select the checkbox next to Use SMTP Authentication and
How to set up email in SugarCRM Read More »
Introduction to Contacts, Leads, and Targets High-Level Overview Target lists feed into a campaign; leads are targets that responded to a campaign; and contacts are highly qualified leads that are part of a longer-term selling process. Targets A target, sometimes called a suspect or prospect in other CRM systems, represents an individual about whom you
Introduction to Contacts, Leads, and Targets Read More »
Introduction to Importing Overview Sugar recognizes that we may not be your first CRM system and that you may already manage your accounts and contacts using tools like Microsoft Excel or even other CRM systems. One of your first challenges in evaluating or implementing Sugar, then, is to migrate your existing information for use in
Introduction to Importing Read More »