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 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
This has been reposted from InfusionSoft CRMs blog by Joseph Manna. There are times when keeping Post-It notes doesn’t cut it for sales tracking. And there are times when using a solution like Salesforce is overkill. To help put things into perspective, here are six signs your business might be ready for a small business-grade
Take a look at this info graphic below. It locates some of the most important solutions in this space on a map and uses publicly available information to explain how they vary in terms of company size, popularity, social media presence, ease of integration, trust factors and mobile applications availability. You can click on the
Info-graphic: The Most Important Online CRM & Social CRM Applications Read More »
At first, getting involved in social media can be a little bit overwhelming and time-consuming. Below is a quick start guide that covers some of the most popular social media platforms for small businesses. J P
Infographic: The Social Media Cheat Sheet for Small Business Read More »