Simplified Sales Process and Pipeline Stages with SugarCRM

We often get asked about which simple CRM tool best integrates the sales process for Sales Reps. We can recommend ACT, Microsoft CRM, Salesforce and SugarCRM as the top CRM software products available for Sales departements. This blog will focus on how Sugar excellently handles the Sales Process for users.

SugarCRM Sales Force Automation – Video

We created this video to help our clients understand the value that SugarCRM provides for sales forces.

SugarCRM Account Management

First of all, Sugar empowers Account Management. While ACT is contact-centric, (which might be preferable, depending on the environment), SugarCRM is Account-centric and thus provides and excellent overview of a Key Account. The Account view displays information regarding all involved contacts, leads, influences, opportunities, activities, histories, quotes, projects, and contracts.

SugarCRM Opportunity Management

Secondly, Sugar’s opportunity process is a breeze. Updating the Stage and Status of an Opportunity can be easily customized and more easily implemented by users. Need custom fields? Sugar’s got it.

Sales Workflow and Automation

Need workflow or automation in your sales process? Sugar’s got that built in. Once an event or meeting has occurred, it is now listed as a history item. Updating the status of an opportunity to “Closed Won” automatically updates the probability to 100%. This then affects the pipeline, which in turn simplifies reporting analysis for sales management.

Security within the Sales Process

Need Opportunity security? No worries. Sugar allows for simple or highly complex security models. Need to hide opportunities or accounts from certain users? No worries. Just create your teams and roles at the outset. Then limiting access for each new employee or sales rep is a 5 minute process!

SugarCRM Marketing Automation

Do you need a personal demo for this fantastic Open Source CRM solution? Then please call us for a free presentation. Our goal is to review with you your options. And our hope is that in the end you will feel well advised and look to us for further knowledge, training and services.

Do you need a demo or review of Sugar as an online CRM software (windows CRM application vs web CRM software)? Do you have questions regarding the pricing model (Licenses, Software as a Service SAAS CRM) and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in a SugarCRM upgrade or in need of a download to install SugarCRM 6? No worries! Just give us a call! We’ll help you understand just how powerful this web based online customer management tool can be as a hosted sales CRM software - especially in an Open Source or Call Center software environment.

Do you need a review of how SugarCRM as a web based CRM compares to Sage SalesLogix (Cloud) CRM, vTiger (Open Source CRM) or Salesforce.com (on Demand CRM) - or the differences to hosted MS CRM? Are you concerned with understanding free online CRM Software and your options? Do you have questions regarding how the world of online CRM, website CRM  and cloud CRM in a locally hosted CRM environment? Do you need clarity regarding CRM lead generation tools or CRM maintenance and support (incl. CRM Help) plans? No worries! Just contact us!

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Nonprofits using Customer Relationship Management 

Non-profit organizations are increasingly using Customer Relationship Management software. CRM systems improve fundraising results by allowing organizations keep track and communicate with their constituencies in a more efficient way. CRM systems also allow the management team to focus on their mission rather than to deal with technology infrastructural. Microsoft Dynamics CRM is one of the lead CRM products that are constantly looking to assist nonprofit organizations meet their mission.

Microsoft Dynamics CRM helps Nonprofits succeed 

If you want to install sample data for the Microsoft Dynamics CRM NonProfit Template, you simply need to open the solution from Settings (double-click on Solutions). After that, go to the Configuration page. You will want to hit the “Install Sample Data” link beneath the “Manage Sample Data” section on the right panel.

In order to check if sample data install is all there, just hit the “Check Sample Data Install Status” link. Then check if the “Status Reason” for all imports are Completed. This should populate the desired Sample Data and should be visible by loading your nonprofit dashboard, which should now be visible.

Below is a video that thoroughly explains the CRM benefits for non-profits:

Fundraising and Campaign Management in the MS CRM Nonprofit Template

The Microsoft blog highlights a few details of how this works. We summed up the details below:

• Quick Campaigns. By using Microsoft Dynamics CRM’s Quick Campaigns function, setting up an ad-hoc fundraising effort doesn’t have to be difficult or time-consuming. This will be your non-profit solution to your fundraising challenges. How might this work in a real campaign for a community-based charity raising money in response to, say, a building damaged by a storm? The Quick Campaigns feature can be triggered from several places, but you’ll most likely do this from Marketing Lists.
• Marketing Lists. After selecting Marketing Lists in the Navigation Panel, the Quick Campaigns button appears at the top menu bar. Once clicked, a wizard pops-up, guiding you through a straightforward process. You can choose from several different channel options–email, phone, or fax.
• Phone campaigns. These are very effective so let’s assume you choose the phone channel. In this case, you would enter the agent script in the pre-configured Phone form. The Phone form also includes a Notes area. Leave that blank since this is where your agents will record results of conversations–in terms of commitments or future follow-up plans.
• Progress Monitoring. The progress of Quick Campaigns can be monitored as agents make calls and populate the Phone form. To do this, simply navigate to the Marketing area from the Navigation Pane, and then click on Quick Campaigns to bring up the active campaigns. There’s a Campaign Responses section, which can be viewed by campaign managers when they click on their specific campaign.
• Workflows. Quick Campaigns may not be the answer to a more specialized kind of fundraising project. For that you’ll need to learn how to do form customizations and workflows.

Free 30-Day Trial of Microsoft Dynamics CRM

Are you considering Microsoft Dynamics CRM? You can try it before you purchase!

This no-cost no-obligation 30 day free trial below allows you to kickoff your Dynamics CRM evaluation and test Microsoft’s award winning CRM platform – free for 30 days.

This login includes the complete edition – so feel free to take it for a spin! Dynamics CRM is simple to get started – simply register below.

==>Register for 30 day Trial of Microsoft CRM<==

Microsoft Dynamics CRM Review

Join us for our webinar as we explore the points outlined below. We hope to offer you with beneficial insight regarding this top ranked CRM solution. We truly hope that this comparison with Salesforce.com will help you in your CRM evaluation.

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Crucial reasons why you need CRM in Business 

A CRM system is one of the most valuable assets a company can have. A good Customer Relationship Management product creates an efficient platform to assist you in driving your bussines forward. With CRM ,eliminate missing crucial deadlines and damaging you company’s  reputation. Be organized, effective, and efficient! Keep all of your customer’s information at your finger tips. Be prepared to share reports, emails, contacts and knowledge with your work colleagues and business partners.

There is no reason to be out of the business loop,with a well structured CRM system you can maximize the potential from your exisiting customers, target new ones and avoid loosing them.  Minimize your company’s workload and be one step away of the competition.  Click here to learn more about the business benefits of CRM.

Emerging CRM Trends for Small Business

We’ve seen CRM go beyond sales in the last 24 months. The trend is toward CRM systems becoming the central tool for managing a business. Here are several examples/reasons:

• Reporting. CRMs such as Sugar and Microsoft have excellent Reporting.
• Integration. CRMs are now being used as the hub for integrating data together (accounting, case management, lead management, marketing, helpdesk, web-stores, etc.). The top Integration software for CRM is currently Scribe.
• Central database. We notice that companies are integrating all their databases into the CRM in order
• Email. CRM systems function typically within Outlook or seamlessly with Gmail.
• Document Management. Who needs a full-blown DMS when you can have 90% of your needs covered with a good CRM.
• Marketing. CRMs are now building in marketing features and most professional CRMs such as Microsoft, Salesforce and Sugar allow for this.
• Mobile. Mobile is now mainstream. It is expected, and CRMs typically provide this value.

CRM Integration – Study of SugarCRM and Open Bravo ERP

How to jump start a business with CRM

Hope that this video will enable you to envision a more professional, and profitable business.

Take your CRM business strategy to the next level

Below is an excellent powerpoint – describing some ways to help your business thrive.

SugarCRM Free Trial Account/Access

It can be extremely valuable to experience a free demo of  a CRM product before making your buying decision. Click here to receive this free Trial of SugarCRM in the latest SugarCRM edition :

==>http://bit.ly/SugarCRMfreeTrial<==

What you can expect with your SugarCRM Free Trial Download?

• SugarCRM Security Roles
• Administrator Options
• Mobile/iPad/iPhone Access to Sugar
• Social Media Access (Twitter/Facebook integration)
• Test Data for users to review Admin Reports
• Automation samples within the Sugar Admin

Free 30-Day Trial of Microsoft Dynamics CRM

Are you considering Microsoft Dynamics CRM? You can try it before you purchase!

This no-cost no-obligation 30 day free trial below allows you to kickoff your Dynamics CRM evaluation and trial drive Microsoft’s award winning CRM platform – free for 30 days.

This test account includes the complete edition – so feel free to take it for a spin! Dynamics CRM is easy to get started – simply register below.

==>Register for 30 day Trial of Microsoft CRM<==

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SugarCRM Wins Cloud CRM Comparison « SugarCRM Corporate … – iTnews, Australia’s leading source of enterprise IT and telecoms news, just published Which Clouds Play Nice , a 44-page technical study of the integration and extension options offered by the largest 20 software-as-a-service vendors serving the Australian enterprise market. Brett Winterford, editor of iTnews, writes that this groundbreaking study asks a series of essential questions for any organisation considering adoption of cloud solutions offered by Atlassian, Financial Force, Google, IBM/Lotus, Microsoft, MYOB, NetSuite, Oracle, Paycycle, Quicken, RightNow, Saasu, Salesforce. The Which Clouds Play Nice analysis has a wealth of information and is a must read for any IT decision maker, anywhere in the world, looking at implementing cloud services and more specifically cloud-based CRM services.

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