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 »
This tutorial shows you how to send emails in SuiteCRM and do some preliminary troubleshooting if your users are having trouble sending email. Take the pain out of troubleshooting SuiteCRM or SugarCRM issues with our hosting and great customer service. If your interested in our SuiteCRM hosting packages combined with customer support, sign up here
Video Tutorial: Troubleshooting Email Sending in SuiteCRM Read More »
Eliminate redundant results in SuiteCRM’s global search by modifying search to only return modules you select. Take the pain out of troubleshooting and configuring SuiteCRM or SugarCRM issues with our hosting and great customer service. If your interested in our SuiteCRM hosting packages combined with customer support, sign up here today. Get a 30 day
Video Tutorial: Using Global Search in SuiteCRM to quickly find CRM records Read More »
Do you manage all your customers in SuiteCRM but also want your customers to have access to their own portal to communicate with your business? In this video tutorial you will learn how to integrate Zendesk with SuiteCRM so that you can integrate your SuiteCRM cases with Zendesk’s powerful and easy to use customer portal.
Video: Integrate Zendesk and SuiteCRM to power Customer Service in your business 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 »
Great overview of the latest version of version 6.0 of Sugar CRM. It covers the following:
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Sugar CRM 6.0 Overview Read More »
Learn how to manage your customer support services: support, cases, bugs, resolutions, knowledge base, FAQs and the customer portal. All with SugarCRM, the open source CRM solution distributed by Service-Push. J P
Video: Using SugarCRM for Customer Service Read More »
This tutorial demonstrates how you can import data from a CSV or Excel file into SugarCRM. J P
How To Import Data into Sugar CRM Read More »
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