CRM Blog

What is CRM Software for, and why does everyone keep saying SugarCRM is flexible? To understand how Sugar fulfills the CRM definition question, read on:

Sugar Cloud Connectors
Sugar easily connects with Linked In, Hoovers, InsideView and JigSaw - directly into Sugar 6. 

SugarCRM 6 integration with FaceBook Twitter Linked In Social Media

Social Media
Sugar also integrates easily with Twitter and FaceBook. Need to check out a customer on Twitter before cold-calling? No worries! This is probably the best you’ve seen! 

Quotes and Proposals
Do you need professional quotes? seProposals is a simple to use and customizable proposal software that integrates very well with Sugar 6. The result is a branded PDF document that will help you focus on sales rather than pepping up your MS Word quotes. 

Content Management
With Box.net’s Cloud Content Management, you can access, share, manage and collaborate on your business content with SugarCRM 6 – from product literature all the way to contracts. From demo videos to training presentations. 

Telephony
Do you need to set up your team for easy inbound and outbound phone calls? No worries!  Liz is a full featured Asterisk plug-in for SugarCRM 5 and higher. It will handle both incoming and outgoing calls. Need to manage multiple incoming calls, transfer calls and log histories for your calls? No worries! 

ERP and HR Integration
Need to track expenses, inventory, MPM (multi project management), produts, sequences, resources, Human Resources? With ERP Business Suite, you are empowered to integrate all of these features into SugarCRM.

Do you have questions on how the top online CRM systems compare? Do you need more info on the web based SalesLogix 7 cloud and how the support plan influences the price model?  Do you have questions regarding how Microsoft Dynamics CRM differs from SugarCRM? We would love to clarify the strengths of these two excellent web CRM software systems. If you need a Microsoft CRM 5.0 demo or review regarding CRM costs and the TCO, please don’t hesitate to call us! If you simply need SugarCRM 6 or Microsoft CRM 5 training, we would love to assist you.

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ACT! 2010 Premium has a ton of great features. But there are a few things missing.

Here are the top 3 features we’ve developed for some of our clients (and ourselves) that can add value and simplicity to your CRM life. (Please note that each requires an affordable add-on)

1. Field Calculations – The Snap-In Tool, aptly named: “Field Calculator”, has helped us sum totals automatically for financial companies and calculate coverage ratios for real estate brokers. It can be set up in a few minutes. Pretty simple and can make life a LOT simpler. (Programmer’s Tip: this one doesn’t work with Dates, but “Scripting for ACT!” does)
2. Popup Messages – Snap-In Tool, “Scripting for ACT!” can do just about anything if you write it. This simple function we added is sort of our in ACT! “Post-it”. One user can added a message in our “Special Notes” field. As soon as an ACT! User looks at that contact, they get a pop-up message of the Special Note. Perfect for those VERY important facts to know before dealing with the client: “Get a signed invoice before starting work”, “Ask about the fruit basket we sent”, “Kelly is a man, don’t refer to Him as ‘she’ or ‘her’” (Programmer Tip: MsgBox on SwitchContact Event is all it is)
3. Copying Groups to Opportunities – Not sure why, but ACT! 2010 didn’t make it possible to import from a text file into Opportunities; this makes it hard to mass populate your opportunities without an extra import tool. We made a quick tool to copy information from a Group into an Opportunity, copy all the fields over, name it the same thing and copy the Notes/History/Documents. (This client used Groups to track Opportunity information, now that Opportunities are more full featured, they moved their info over). (Programmer’s Tip: Attached Documents are just another History Type, if you copy histories to the new entity, you get Docs for free)

If you want to learn more about what’s possible or have an idea like “Wouldn’t it be cool if …”, here’s our Contact Us page, or email us at info @ accentgold . com

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We highly recommend Topline Designer!

ACT was revolutionized in version 10.03 with the development of Custom Tables. That means that users can now track just about anything in ACT – and associate it with a contact, group, company or even opportunity. The only problem is that ACT has not created a GUI (User Interface) for creating and managing these new Custom Tables. So a number of developers came up with some great tools to deal with this. And the Topline Designer is by far the best! It is stable! It allows for scripting! And the GUI (User Interface) is identical to the Topline Dashboard! Did we already say it is stable?!

I love this tool! I have been able to provide my clients with the solutions they require, including custom scripting that allows for workflow and automation.

And Accent Gold loves the developer, Dan Boehm! Topline has put out another top notch product for ACT 2010, and we are proud to be their top partner in Los Angeles and Southern California. If you need licenses, contact us for a 5% discount.

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Looking for the best Import tool for ACT 2010? We recommend MergeAdmin by ASDS.

We have been using this “Excel into ACT” import utility for the last 4 years.  It is fast, robust, and it allows you to (a) import into a field only if that ACT field is empty and (b) import into an ACT field only if the Excel field contains data. That way, you’ll never overwrite ACT data with a “blank”.

Lastly, the User Interface is easy to understand. It even lets you save all the import settings so that you can quickly run an update when needed.

The one drawback is that it doesn’t allow for import into custom sub-entities.

For other import recommendations give us a call – we’ve tested just about every tool on the market. For more info check out http://bit.ly/MergeAdmin.

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