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.
CRM is beneficial because it will make your sales and productivity skyrocket if you use the CRM system correctly. CRM is especially benifietcal for sales and marketing teams because CRM gives them the tools to accurately do their work all in one system. Therefore, both teams don’t have to rely on several software systems to […]
In this video tutorial you will learn how to use ScanBizCards mobile app for Iphone or Android to scan a business card and automatically enter it into SuiteCRM. Once it is entered, you can have an automated email sent to the person you met within SuiteCRM. To get SuiteCRM with this capability of automatically sending
Video Tutorial: How To Scan Business Cards into SuiteCRM Read More »
Step 1) Go to the “Admin” section of your CRM. (You must be an Admin User on your CRM system). Step 2) In the “Admin” section of CRM, scroll down and click “Module Loader”. Step 3) To install the addon, click “Choose File” and upload the file to CRM. Step 4) Once the file is
According to Small Business Trends, over 50% of small businesses fail in the first year, and 95% fail within the first five years. Here are some additional stats that may surprise you: 40% of small businesses are profitable 30% break even 30% are constantly losing money 9% have a chance of surviving 10 years So
Why CRM is one of the secrets to making customers feel special? Read More »
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
Video: Automate Social Media Leads into your CRM System Read More »
Creating project plans in the current versions of Suite or SugarCRM is clunky and is inefficient. To create a project plan, you have to click 3 to 5 times to create 1 project task. This not only takes time, but does not allow a project manager to build large implementation plans and intuitively see the
Video: Using SuiteCRM for Project Management with Gantt Chart Ninja Read More »