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 »
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 »
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 »
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