CRM Blog

Social Media can be a huge positive within your CRM business!

Since the invention of customer relationship management software and social media, BPO and IT companies have been provided with a number of opportunities. It has become quite popular to use social media as a way to connect to clients and customers. This is also a great way to expand a company’s brand. The truth is that an organization can use CRM in combination with a social media platform to do all of this and much more.

Using social media within CRM can increase your profits!

This combination is called social CRM. Social media is fast becoming another way that organizations do business. With this way of doing business comes a marketing budget which many BPO and IT companies can tap into if they create the right social CRM platform.

Want to reach out to more CRM customers? Social Media might be your answer.

There is an age old saying in business that you have to go where your customers are. Today it seems that customers are in social media platforms and a smart business will go there to connect with their customers. This is just another step in building a positive relationship with the customer. New platforms must be developed for this social CRM and that provides opportunities for BPO and IT companies who are willing to take action.

In today’s CRM business, you have to go where your clients are

The power of social media is available for use and many organizations are taking it to new levels to make more money in their company. There are over 950 million world wide users on Facebook and other social media platforms like Twitter are growing at rapid pace. The best part for many organizations is that social media and social CRM will help organizations to reach these world wide users by offering their products and services.

To be successful, you have to adapt to your surroundings, even in business

Social CRM allows you to build relationships with these users and this platform shows no signs of slowing down. IT and BPO companies who have a nicely priced service are able to get their fair share of this new market by taking action in the social CRM arena.

Get our SugarCRM Review

Click here to access our Free Sugar CRM Evaluation PDF.

What’s the best CRM for Social Media? With this document, you will be able to identify the key enhancements within Sugar CRM – including Social.

Topics addressed include:

1. Calculated Fields
2. Favorites and Favorites Dashlet
3. Twitter and Social Media integration
4. Reporting (filtering, scheduling)
5. User interface improvements (there are many!)
6. Sugar Mobile 1.0 details
7. and much more.

TCO Spreadsheet for CRM Projects

Click here to access our Free CRM TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. and much more.

Spreadsheet for Comparing CRM Systems

Click here to receive our Free Excel CRM Comparison Tool.

With this spreadsheet, you will be able to identify the key similarities and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

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What are vCards anyway – and how do they integrate with SugarCRM and Microsoft Outlook?

They are electronic business cards that can be exchanged through applications such as Microsoft Outlook.

In SugarCRM, you can view and create a vCard file from the Contact Detail screen. You can save it to your local machine in order to import it into other applications.

When you create contacts in SugarCRM, or import them from another application, the system automatically creates a vCard for it. You can also create a vCard file from the record’s Detail View and save it in Outlook, or on your local machine.

Steps for Importing into Sugar 6

Here are the steps for importing a vCard into Sugar:

1. In the Actions list, click Create from vCard.
2. On the Contacts Import VCard page, click Browse to navigate to the vCard location on the local file system. In the Choose File dialog box, select the file and click Open. Sugar displays the file path in the Contacts Import vCard field.
3. Click Import vCard. The information in the vCard displays on a new Contacts detail page. The system displays a vCard button adjacent to the contact name. You can click this button to open the vCard file and edit the information.

To edit or to save a vCard to a different location

1-In the Detail View of a contact, click the vCard button located next to the contact’s name. The CRM system displays a dialog box asking you if you want to open it or save it on your desktop as a .vcf file.

2-To edit the vCard, open it, make the necessary changes and save it; to save it to your local machine, select Save.

Need Screenshots?

To read the entire article, including screenshots, click here.

Free SugarCRM 6 Assessment PDF

Click here to access and download our Free Sugar CRM 6 Evaluation PDF.

With this document, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

1. Sugar Mobile 1.0 details
2. Calculated Fields
3. User interface improvements (there are many!)
4. Twitter and Social Media integration
5. Favorites and Favorites Dashlet
6. Reporting (filtering, scheduling)
7. and much more.

Free Calculator for Total Cost of Ownership in CRM Projects

Click here to access and download our Free Customer Relationship Management TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

1. Implementation
2. Annual License/User price
3. Mobile
4. Hardware (incl. Server and Users)
5. Staff
6. Network
7. Support
8. and much more.

Nationwide CRM Consulting and Training for Customer Relationship Management Systems

With locations throughout the United States, Accent Gold Solutions is able to provide CRM training, consulting and implementation service whereever you are. Please contact us to find out the best way to get your CRM project underway. Remember, step 1 is to figure out what your business requirements are, and step 2 is to select the proper CRM system for your individual needs.

Being certified in various CRM systems such as Microsoft Dynamics CRM, Sage SalesLogix CRM, Sage ACT!, SAP CRM and more, we are confident we can advise you as to the proper CRM software to fit your business.

Whether you are seeking CRM consulting or training in New Mexico or New England, we can get your CRM solution designed, implemented and trained so that your users will love it and use it. We define our success by your CRM adoption rate. So call us to get started!

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CRM can do multiple things for you and your business!

Customer relationship management software or CRM as it is called can be misunderstood by many business people. Perhaps this is because CRM is able to do so much. Some of the business leaders weight the benefits of CRM forever before taking action on using it. Here are a few things that CRM can do: Store and organize data, increase marketing efforts, customer service and sales. CRM can also improve your relationship with your client.

Find the things you need faster with CRM   

When it comes to things like analyzing important data to find what is important to your customer, CRM is an awesome way to work with this information. When you know what your client needs and wants it is much easier to meet or exceed their expectations.

Confused with picking a CRM provider? Call an expert!

When it comes to types of CRM software there are many. The best way to know which system is right for your organizations needs is to talk with your CRM solutions provider and let them help you pick out the right system. Many of the CRM systems on the market seem costly but the truth is you can get a great system at an affordable price when you use a CRM provider.

Find the best CRM for your company with some help!

Depending on your organizations needs, you can find one of the many types of software that will do what you need done. There are software packages just for customer service and others just for sales and marketing. However, if you need a mixture of these software systems there are still many options that work well together as an inclusive program. Your CRM systems provider will help you to get the best system for your organization’s needs. Just talk with them.

Microsoft Dynamics CRM 2011 Evaluation

Click here to be able to download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

SugarCRM 6 Assessment

Click here to access and download our Free Sugar CRM Evaluation .

With this Assessment, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

1. Calculated Fields
2. Favorites and Favorites Dashlet
3. Twitter and Social Media integration
4. Reporting (filtering, scheduling)
5. User interface improvements (there are many!)
6. Sugar Mobile 1.0 details
7. and much more.

ACT! 2012 Evaluation and Review

Click here to access and download our Free ACT! Feature Review.

With this document, you will be able to identify the key improvements within ACT! 2012, 2011 and 2010.

Items addressed include:

1. User interface enhancements
2. Social Media
3. E-Marketing, Mail-Merge and Online Surveys
4. Sales Opportunity redesign
5. Flexible Reporting, Dashboard and OLEDB interface
6. Advanced Outlook Integration and Invitations
7. Advanced Outlook Sync for Contacts and Calendar
8. Simplified Importing design
9. Smart Tasks (Workflow)
10. Advanced Lead Management and Importing
11. Administrative improvements
12. and much more.

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