CRM Blog

Have you seen how easy and flexible Sugar 6 is? Here are 4 Teasers.

Custom Reports and Dashboards
With a few clicks, users can create a custom report or dashboard chart, display it on their Home Page and even share it with others.

Administrators can build custom fields, custom layouts and even custom modules (i.e. “Billable Hour Tracking”).

Workflow
Sugar 6 also empowers users to design workflow automation that controls the flow of information and action within your business.

Email Alerts
Do you need to be alerted via email each time a Sales Opportunity is created or closed? No worries. This is easily handled within SugarCRM’s workflow.

Microsoft Office Integration
SugarCRM’s open architecture is designed to easily integrate with 3rd party data sources – so that the user stays in control.

Need to integrate SugarCRM 6 with Microsoft Outlook, Word or Excel? No worries! Integrate Sugar with Outlook E-mail and Calendar.

Need to mail-merge to Microsoft Word? Sugar automatically populates form letters, direct mail and other Microsoft documents.

Need to see your reports in Microsoft Excel? No worries. Sugar easily exports into Microsoft Excel so that you can analyze your data as much as you need – including Pivot Tables!

Need more information or a demo/review of Sugar? Do you have questions regarding the pricing and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in upgrading or in need of a download of SugarCRM 6 to install? Not sure which mobile (Android, iPhone, Blackberry) will work the best? No worries! Just give us a call!

Do you need a review of how SugarCRM compares to Zoho CRM or Salesforce.com? Do you have questions regarding the world of online website CRM  and how the CRM cloud (Saleslogix) can work for you in a hosting CRM environment? Do you need clarity regarding CRM lead generation tools or CRM support/help plans? No worries! Just contact us!

Join us for our newest Webinar Series.

We will be examining and evaluating Microsoft’s newest product Dynamics CRM 2011.

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Microsoft Dynamics CRM is very intuitive. Especially for those users who truly require an Account-centric CRM database. In this blog, we hope to provide a few little known tips on how to work with Accounts.

Creating, Editing and Deleting Accounts

1. There are several ways to create an Account. You can select the New button located on the Actions toolbar. You can also select Account on the New Record menu.
2. You can also open the Quick Create and select Go. Enter the name of the Account/Company and select Save. 
3. To share this record with other users, you can double-click the account in the list. Then go to the Actions menu and select “Sharing”.
4. If the company you are dealing with is very large, you can create divisions (aka sub-accounts).
5. To view existing sub-accounts, simply go to the Sub-Accounts option.
6. To edit an existing account, select the Sales icon on the Navigation Bar, then select Accounts.
7. Remember, you might have access to view an Account but you might not have permission to edit the Account.
8. You can deactivate an Account if it is no longer needed. We have discovered that this is a better option to deleting the Account. you are still able to search for inactive Accounts by selecting the Inactive Accounts option within your Account views.

Searching for Accounts

1. To find a specific account, you can manually search. But it might be easier to use the Advanced Find feature on the upper right.
2. You can also select a letter on the Alphabet bar on the bottom of the screen.

For further Microsoft CRM training, please contact us or refer to our Resource Center. If you need more details regarding practical user options within Microsoft Dynamics CRM or in comparison with ACT by Sage, SugarCRM, SalesLogix, or Salesforce.com, please let us know. We would love to help clarify these differences and empower you to choose the proper web CRM software or on-premise CRM system.

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Check out the new features in Sage ACT! 2011. Larry Ritter, SVP in charge of Product Development with ACT!, has put together a fantastic presentation of how ACT! has the new features and benefits you need! Here’s the brief overview below:

1. One step integration with Lead Generation sources such as Hoovers.
2. E-marketing as a Sage Connect Service
3. ACT! Mobile Live for Smartphones – syncing Calendar and Contacts
4. Major enhancements such as Outlook Integration
5. The new workflow module: Smart Tasks

So, what are you waiting for? Need a CRM demo or price information? Just give us a call! We’d love to help you. If you live in Orange County or Los Angeles, we might even be able to work out a live demo of how online CRM can work for you. Our team has been working with ACT! by Sage for over 10 years and can hopefully answer just about any question you can throw at us.

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For workers on the move, Sugar 6 has you covered – when it comes to managing CRM on mobile devices.

Will it work for your iPhone or iPad? YES!

What about the Android (like my HTC EVO 4G)? YES!

At Accent Gold, we “get” your need to run your business on Mobile. This is one of our specialties. We test devices, we test usability. And we’ll give you an honest answer to your questions. Every device and every software eventually runs into its limits. So call us to find out what REALLY works.

Tim Priestley, President of Accent Gold Solutions, has spoken numerous times to hundreds of CRM Consultants from around the world. If he trains CRM Consultants, he might just be able to answer your questions too!

Call us to find out how easy it is to get Sugar 6 running on your mobile device.

Do you simply need advice regarding SugarCRM modules or Sugar hosting? Or do you need clarity regarding Sugar 6 features or upgrading to the latest version? We can help you with this – as well as clarifying SugarCRM pricing. Need to know the difference between the free Sugar CRM (SugarCRM Community Edition) vs the SugarCRM Professional or SugarCRM Enterprise. It’s not really that complex – just give us a brief call and we would be glad to answer your questions or give you a demo of Sugar 6 – as well as a free download.

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You might be wondering if you should upgrade to Sage ACT! 2011. What are the differences and benefits of moving up? Is it worth the investment? We have compiled a list of features for you to review. Sure, you might not need to improve your E-Marketing, Social Media integration and Sales Productivity. But odds are that you probably do. So take a look. And let us know if we can help you with understanding these differences!

Comparison of ACT! Versions 2009, 2010, 2011

Features	ACT! 2009	ACT! 2010	ACT! 2011
Related Contacts
Microsoft Outlook Email Integration
Outlook Rules
Social Media Integration
Sage E-marketing for ACT!
ACT! Mobile Live
Reports View
Simplified Navigation
Welcome Page
Customizable Opportunities
Smart Tasks
E-Mail Templates for Smart Tasks
Sage Business Info Services for ACT!
Outlook Contact Sync
Outlook Calendar Sync
Outlook Sync in ACT! for Web
Direct Import from Excel
Re-designed Welcome Page
Security for Email History

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