CRM helps your business improve the experience you provide for your customers. CRM helps your sales and service team stay proactive with your customers and ultimately aids to the growth of your company. With this platform, your sales team will be able to anticipate your customers current and future needs. As a result, this will […]
Customer Experience and CRM Read More »
The new Social Collaboration Ninja addon will make it easy for your team to collaborate on any record in CRM. This tool will allow your sales, service, and marketing teams to collaborate on potential and new deals though a conversation tool in the record. This new tool will increase your businesses ability to track communications between
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Customer Relationship Management(CRM) systems are designed to help businesses of all sizes to stay organized and accelerate business growth. However, many small business owners may be hesitant about using technology to drive their business goals due to spending or just feeling unsure about technology all together. Here are some potential benefits for small businesses that
Benefits of CRM For A Small Business Read More »
Gantt Charts are a great tool that can boost your effectiveness in project management and significantly increase your team’s ability to complete tasks. Gantt Charts help to provide your team with a roadmaps to what to complete and what to expect from the current project they are assigned to. Therefore, Gantt Charts improve your team’s
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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
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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
How to Install Timesheet Ninja? Read More »
Whenever you have an issue with SuiteCRM or SugarCRM, and you are not sure what to do; try running a Quick Repair and Rebuild in the Admin section of CRM. Repair and Rebuild is usually the first step to try fixing any common reasons for CRM breaking. So if you notice any inconsistencies with your
How to do a Repair and Rebuild on SuiteCRM Read More »
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 »
In this tutorial you will learn the best practices associated with using targets, leads, and contacts in SuiteCRM. Many small business do not understand why soo many modules for contacts exist in any CRM system. This tutorial reviews in detail how you can use Targets, Leads, and contacts to manage marketing, sales, and customer relationships.
Video: SuiteCRM Sales Best Practices to grow your business Read More »
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