CRM Blog


How To Install SugarCRM – Instructions and Guide

January 30th, 2012 by

SugarCRM Installation prerequisites

This articles lists the various factors in installing SugarCRM – including prerequisites and installation instructions. We begin with the prerequisites - memory, database, and software requirements for installation. Note: Install the MB String module on your web server to support multi-byte characters.

Memory requirements

Increase the value of the memory_limit parameter in the php.ini file as follows:

  • • MySQL Server: 256M or higher
  • • MS SQL Server: 256M or higher

Database requirements

  • • If you are using MySQL, install version 5.0 or 5.1 to use with Sugar 6.3.0.
  • • If you are using Microsoft SQL Server, you need to download the SQL Server Driver for PHP version 2.0 from Microsoft and extract the contents to the /ext directory of the PHP installation.

Securing your Sugar installation

To ensure that your Sugar installation is secure from unauthorized access, for Apache, it is recommended that you configure the system as described below.

Before you install Sugar, set AllowOverride to All for the Sugar installation directory in the httpd.conf file. After you install Sugar, a .htaccess file is created in your Sugar installation directory. This file contains the following content:

# BEGIN SUGARCRM RESTRICTIONS

  • RedirectMatch 403 (?i)^.*\.log$
  • RedirectMatch 403 (?i)/+not_imported_.*\.txt
  • RedirectMatch 403 (?i)/+(soap|cache|xtemplate|data|examples|include|log4php|metadata|modules)/+.*\.(php|tpl)
  • RedirectMatch 403 (?i)/+emailmandelivery\.php
  • RedirectMatch 403 (?i)/+cache/+upload

# END SUGARCRM RESTRICTIONS

To test the validity of these restrictions, access the sugarcrm.log through the browser to ensure that error #403 is displayed. If not, check your Apache configuration to ensure that htaccess is enabled. For more information, check the Apache documentation.

Download and Install SugarCRM

If you are installing Sugar on your machine for the first time, follow the instructions in this section. If you have an earlier version of Sugar installed on your machine, refer to Upgrading Sugar for instructions on how to upgrade your Sugar instance.
 
Follow the steps listed below to install Sugar:
1.
Install the platform-appropriate (Linux or Windows) version of PHP, web server, and database on your machine.
2.
Download Sugar files.
3.
Copy the Sugar files to your web server. Check for dependencies and requirements, and set them.
4.
Navigate to the php.ini file located in your Sugar root directory and set the global_variables parameter to EGPCS.
5.
Restart the web server.
6.
Install Sugar Professional with the Sugar Setup Wizard.
Note:
Restart the web server before proceeding with the installation if you have modified the php.ini file.
 
To download the latest Sugar files
2.
Navigate to Support & Training/Support Portal or visit
3.
Login using your Sugar username and password.
4.
Click Download Purchased Software.
5.
Populate the Download Key field in the Download Manager page and click Submit.
6.
Click the link for the appropriate zip file to download it.
 
For example, SugarPro-6.3.0.zip.
 
To copy Sugar files to the web server
After you download Sugar, you need to unzip the files and set permissions.
1.
Locate the webroot directory on your web server. This directory stores publicly accessible files. Common locations for webroot are:
/var/www/html/ (Linux/Apache)
C:\Inetpub\wwwroot\ (Windows/IIS)
C:\Program Files\Apache Group\Apache\htdocs\ (Windows/Apache)
/Library/Web server/Documents/ (MacOS X/Apache)
 
2.
Unzip the Sugar zip file into your webroot.
This automatically creates a directory within webroot.
 
3.
Rename this directory.
 
4.
Set permissions on the Sugar files. The following directories, all subdirectories, and files must be writable by your web server user:
¢
cache
¢
custom
¢
modules
¢
config.php
¢
config_override.php
¢
sugarcrm.log
Note:
Typically, there are multiple versions of the log file, such as sugarcrm.log, sugarcrm.log.1, sugarcrm.log.2, and so on.
 
For example:
chgrp ApacheUser.ApacheGroup <SugarInstallRoot> -R recursively sets ownership for root directory to Apache user and group.
chmod 755 <SugarInstallRoot> -R recursively sets permissions to Read/Write, Execute for the owner, and Read/Execute for everyone else.
The system user that your web server uses to access files in your webroot varies depending on your operating system configuration. Common web server users include:
¢
apache (Linux/Apache)
¢
nobody (Linux/Apache)
¢
IUSR_computerName (Windows/IIS)
Consult your system administrator if you are unsure of your web server user.
 
5.
Ensure that file permissions are set for Read/Execute to includes directory and sugar root directory (in addition to the already existing list of directories/files) before you view Sugar on your browser.

How to use the Setup Wizard within SugarCRM

Use the Sugar Setup Wizard after copying the Sugar files into your web root. The Sugar Setup Wizard is located at
http://<yourServer>/<yourSugarDirectory>/install.php.
For example: http://localhost/Sugar-Full_6.3.0/install.php
You can perform a typical installation or a custom installation. Typical installation is recommended, but you can choose custom installation for the following reasons:
•
The same Database Admin User should not be used as the Sugar database administrator
•
Locale settings should be specified during installation instead of after logging into Sugar
To perform a typical installation of Sugar
1.
Launch your browser and enter the URL mentioned above.
This displays the Welcome page.
2.
Click Next.
The Installer displays installation instructions and requirements to help determine successful Sugar installation.
3.
Review the information and click Next.
This displays the Sugar License Agreement.
4.
Review the license, check I Accept, and click Next.
The installer checks the system for compatibility and then displays the Installation Options page.
Note:
You can modify any of your settings at any time prior to clicking Install in the Confirm Setting menu. To modify any settings, click the Back button on your browser to return to the appropriate page.
5.
Select Typical Install. Input the license key information in the Download Key field.You can also enter it after you have installed the application.
6.
Click Next.
This displays the Database Type page.
7.
Select the database that is installed on your system and click Next.
This displays the Database Configuration page.
a.
Enter the database name. The Installer uses sugarcrm as the default name for the database. You can specify a new name.
b.
Enter the Host Name or the Host Instance for My SQL and SQL Server.
The host name is, by default, set to localhost if your database server is running on the same machine as your web server.
c.
Enter the username and password for the Database Administrator and specify the Sugar Database Username.
d.
Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.
For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses Sugar Database User to communicate with the Sugar database. You can create a different Sugar Database user at this time.
To select an existing user, choose Provide existing user from the Sugar Database Username drop-down list. To create a new Sugar Database user, choose Define user. Enter the database username and password in the relevant fields. Re-enter the password to confirm it. The new user information is displayed in System Credentials on the Confirm Settings page at the end of the installation process.
e.
Accept No as the default value if you do not want the Sugar Demo data. Select Yes to populate the database with the Sugar Demo data.
8.
Click Next.
The Installer validates the credentials of the specified administrator. If a database with that name already exists, it displays a dialog box asking you to either accept the database name or choose a new database. If you use an existing database name, the database tables will be dropped.
9.
Click Accept to accept the database name or click Cancel and enter a new name in the Database Name field.
This displays the Site Configuration page.
10.
Enter a name for the Sugar administrator.
The Sugar administrator (default name admin) has administrative privileges in Sugar. You can change the default username.
11.
Enter a password for the Sugar admin, re-enter it to confirm the password, and click Next.
This displays the Confirm Settings page. The Confirm Settings page displays a summary of the specified settings. Click Back on your browser to navigate to previous pages if you want to change the settings.
12.
Click Print Summary for a printout of the settings for your records.
Click Show Passwords and then click Print Summary to include the database user password and the Sugar admin password in the printout. When you click Show Passwords, the system displays the passwords and changes the button name to Hide Passwords. You can click this button to hide the passwords again.
13.
Click Install.
This displays the Perform Setup page with the installation progress.
14.
Click Next when the setup is complete.
This displays the Registration page. Registration is optional.
15.
Enter the necessary information and click Send Registration to register your Sugar instance with SugarCRM; or click No Thanks to skip registration.
This displays the Sugar login page. You can now log into Sugar with the Sugar admin name and password that you specified during installation.
  
To perform a custom installation of Sugar
 
1.
Launch the browser and enter the URL described above.
This displays the Welcome page.
2.
Click Next.
The Installer displays installation instructions and requirements to determine a successful Sugar installation.
3.
Review the information and click Next.
This displays the Sugar License Agreement page.
4.
Review the license, check I Accept, and click Next.
This displays the Installation Options page.
5.
Select Custom Install and click Next.
This displays the Database Type page.
6.
Select the database of your choice and click Next.
7.
Enter the database name.
The Installer displays sugarcrm as default name for the database. You can specify a new name for the database as well.
a.
Enter the Host Name or the Host Instance for My SQL and SQL Server.
The host name is set to localhost by default if your database server is running on the same machine as your web server.
b.
Enter the username and password for the Database Administrator and specify the Sugar Database Username.
Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.
For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses the Sugar Database User to communicate with the Sugar database. You can also create a different Sugar Database user.
Select Provide existing user from the Sugar Database Username drop-down list to select an existing user. Select Define user to create a new Sugar Database user. Enter the database username and password in the relevant fields. Re-enter the password to confirm it. This new user information displays in System Credentials on the Confirm Settings page at the end of the installation process.
c.
Accept No as the default value if you do not want the Sugar Demo data. Select Yes to populate the database with the Sugar Demo data.
8.
Click Next.
The Installer validates the credentials of the specified administrator. If a database with the specified name already exists, it displays a dialog box prompting you to either accept the database name or choose a new database. If you use an existing database name, the database tables will be dropped.
9.
Click Accept to drop current tables or click Cancel and specify a new database name.
10.
Click Next.
This displays the Site Configuration page.
11.
Enter the URL of your Sugar instance.
12.
Enter a name for your system to display on the Sugar application’s browser title bar.
13.
Enter a name for the Sugar administrator. The Sugar administrator (default name admin) has administrative privileges in Sugar. You can change the default name.
14.
Enter a password for the Sugar administrator, re-enter it to confirm the password, and click Next.
This displays the security options on the Site Security page.
15.
Select the desired security options and input information in the relevant fields.
16.
Click Next.
The Installer displays the Confirm Settings with a summary of the specified settings.
17.
Click Show Passwords and Print Summary to include the database user and the Sugar admin passwords in the printout.
18.
Click Install.
This displays the Perform Setup page with the installation progress.
19.
Click Next when the setup is complete.
This displays the Registration page. Registration is optional.
20.
Enter the necessary information and click Send Registration to register your Sugar instance with SugarCRM or click No Thanks to skip registration.
This displays the Sugar login page. You can now log into Sugar with the Admin user name and password specified during installation. You can set up Sugar during the login process, or you can set it up after you have logged in. For more information, see Accessing Sugar and setting your User Preferences.

For full instructions, click here.

Free SugarCRM 6 Assessment PDF

Sugar CRM 6 - Free CRM Assessment PDFClick here to download our Free Sugar CRM 6 Evaluation PDF.

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

Topics 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.

Free Tool for Comparison of various CRM Vendors

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access our Free Comparison Tool.

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

Comparison includes:

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  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
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  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

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Posted in SugarCRM, Training |

ACT Customization Training Video – Part 1: Database Design

February 26th, 2011 by

This is part 1 of our new ACT 2011 Premium Training videos – focused on the topic of Database Design. This video (Part 1) features one of our top consultatnts, Claire Leong, a long-time ACT! Certified Consultant and Premier Trainer. Thus these tips are not merely conventional info that you might find in a Dummies book. Instead, these tips and tricks are based on years of experience with helping our clients customize their CRM.

Items covered in this video are:

  1. Introduction to Field Customization in ACT
  2. What is the purpose of the pre-defined User Fields in ACT?
  3. The “Referred By-Details” field should be standard in everyone’s database.
  4. It’s helpful to add the field “Category” to your database.
  5. “Address Type” will help clarify where you’re sending letters to.

If you need assistance or advanced support with Sage ACT 2011 – or if you simply need a demo or review of ACT by Sage 2011 Premium, please don’t hesitate to contact us.

If you have questions regarding the CRM cloud or online CRM tools, please let us know. Our trained staff of CRM consultants would be glad to assist you.

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Posted in ACT 2010, ACT 2011, ACT by Sage, ACT Training, ACT Upgrade, Training |

Public CRM Training Classes for Microsoft CRM 2011 and SugarCRM 6

February 20th, 2011 by

Accent Gold is now offering public CRM training classes

We are convinced that you will benefit greatly from our CRM training classes, which are full of practical, ready-to-use techniques and time-saving tips. You will achieve much more and see clearer results!

 

6 reasons to choose a Public CRM Class

  1. No distractions Your CRM training will be extremely focused and efficient. Enjoy being away from the distractions of your office.
  2. Hands-on
    3.  

  3. Personal To guarantee optimal learning results each course is limited to 12 students.
  4. Experience
  5. Group Benefit from group discounts: If two sign up from the same company you save $100.
  6. Price

    7.  Get to know other CRM users and exchange your experiences and learnings.The public classes are a great deal: The fee for a full-day class is equivalent to two hours onsite. All classes are interactive and take place in a computer lab. The trainings are hands-on and you will learn a ton more than you could possibly on your own.

Microsoft Dynamics CRM 2011 Training Classes

Below is a list of CRM classes we offer for Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM – Sales Professionals

(February 23, 2011; May 18, 2011; August 10, 2011; November 2, 2011)

  • Overview and navigation within CRM
  • Outlook Integration
  • Working with Leads, Accounts, Contacts
  • Searching and Finding
  • Calendaring
  • Managing and converting Leads
  • Creating and managing Opportunities
  • Effectively working with Quotes and Products
  • Advanced Queries
  • Using CRM’s workflow to automate the Sales Process
  • Analyzing data via Microsoft Excel as well as other tools
  • Tips and tricks for productivity and efficiency

Microsoft Dynamics CRM – Marketing Professionals

(March 23, 2011; June 15, 2011; September 7, 2011; December 7, 2011)

  • Overview and navigation within CRM
  • Outlook Integration
  • Searching and Finding
  • Calendaring
  • Fundamentals of Mail-Merge
  • Understanding Mail Merge to Word
  • Configuring E-mail Templates
  • How to use Quick Campaigns
  • Using Bulk E-mail properly
  • Analyzing data via Microsoft Excel as well as other tools
  • Developing Formalized Campaigns
  • Developing, segmenting and analyzing Targeted Client Lists

Microsoft Dynamics CRM – Customer Service Professionals

(April 20, 2011; July 20, 2011; October 12, 2011)

  • Overview and navigation within CRM
  • Outlook Integration
  • Understanding Leads, Accounts, Contacts
  • Calendaring – scheduling Services
  • Mastering Scheduling within CRM
  • Creating and working with Service Contracts
  • Managing Service Contract Templates
  • Managing Service Queues
  • Working with Cases and Case Routing
  • Understanding and managing the Knowledge Base
  • Understanding Leads, Accounts, Contacts

Microsoft Dynamics CRM – Database Manager

(Date TBD)

  • Overview and navigation within CRM
  • Outlook Integration
  • Searching and Finding
  • Calendaring
  • Understanding User and Role options
  • Understanding basic customization options
  • Understanding workflow options
  • Importing data into CRM
  • Exporting data out of CRM
  • Best Practices for Data Enrichment and Migration

SugarCRM Public Training Classes

Below is a list of our public SugarCRM Training Classes

Sugar CRM – Beginner

(Apr 5, June 28, Aug 23, Oct 19)

  • Overview and navigation within CRM
  • Outlook Integration
  • Working with Leads, Accounts, Contacts
  • Searching and Finding
  • Calendaring
  • Managing and converting Leads
  • Creating and managing Opportunities
  • Managing Notes and Attachments
  • Advanced Queries
  • Using CRM’s workflow to automate the Sales Process
  • Analyzing data within Sugar as well as with Microsoft Excel
  • Tips and tricks for productivity and efficiency

Sugar CRM – Advanced

(Dates TBD)

  • Reporting within CRM (including graphs and charts)
  • Maximizing the Dashboard
  • Strategies for Leads, Accounts, Contacts and Opportunities
  • Creating and using Saved Searches and filters
  • Advanced Calendaring methods
  • Labeling, customizing, and sorting report output
  • Overview of the SugarCRM quotation system
  • Tracking products quoted and sold by customer
  • Advanced sales forecasting with the Forecasting module
  • Customer support management with the Cases module
  • Setting-up and using the Knowledge Base module
  • Managing projects with the Projects module

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Click here to access and 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

Sugar CRM 6 - Free CRM Assessment PDFFree SugarCRM 6 Assessment PDF Document

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. 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.

Nationwide CRM Consulting and Training

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.

Microsoft CRM Training - Online, Onsite, Public Classes

Whether you need CRM training in San Antonio, Texas or Buffalo, New York, 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!

Still not sure we can reach your city? Check out the list below:

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Posted in Microsoft CRM, Microsoft CRM 2011, SugarCRM, Training |

Microsoft CRM 2011 Training Handbook Available Now

January 20th, 2011 by

Microsoft Dynamics CRM 2011 Step-by-Step

It was just announced on January 10th that the Step by Step book for Microsoft Dynamics 2011 has been shipped to the printer and will be available for purchase. Their previous Step by Step book for Microsoft Dynamics 4.0 was excellent, and this promises to be an excellent volume.

Contents for this Microsoft 2011 Training Guide

The book is broken into 5 sections: the Overview of CRM 2011, Sales and Marketing, Service, Reporting and Analysis and finally Data Management. With 18 chapters in this volume, customers should have everything they need to dig in and become power users of CRM 2011.

A) Overview of MS CRM 2011

1 Introduction to Microsoft Dynamics CRM
2 Getting Around in Microsoft Dynamics CRM
3 Working with Accounts and Contacts
4 Working with Activities and Notes
5 Using Microsoft Dynamics CRM for Outlook

B) Microsoft CRM 5.0 Sales and Marketing

6 Working with Leads and Opportunities
7 Using Marketing Lists
8 Managing Campaigns and Quick Campaigns
9 Working with Campaign Activities and Responses

C) MS CRM Service Module

10 Tracking Service Requests
11 Using the Knowledge Base
12 Working with Contracts and Queues

D) CRM 2011 Reporting and Analysis

13 Working with Filters and Charts
14 Using Dashboards
15 Using the Report Wizard
16 Using Advanced Find
17 Reporting with Excel

E) Microsoft CRM 2011 Data Management

18 Bulk Data Importing

Other Content in this Microsoft CRM 5.0 Book

The book also covers topics such as the value sandbox environments in Microsoft 2011 implementations. This is crucial information for IT administrators and CRM 2011 system admins. It is highly recommended to configure a demo environment for users prior to training.

It is also valuable to note that all screenshots and examples are based on the “out of the box” configuration of CRM 5.0. Please note that default roles are also used in this CRM 2011 handbook.

Microsoft Dynamics CRM 2011 - Free Analysis PDFMicrosoft Dynamics CRM 2011 Evaluation

Click here to access and download our Free Microsofty Dynamics CRM 2011 Analysis.

Topics addressed include:

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

Nationwide Microsoft CRM 2011 Training

Accent Gold Solutions is able to provide MS CRM training, consulting and implementation service whereever you are. Please contact us to find out the best way to get your Dynamics CRM rollout underway. Remember, step 1 is to figure out what your business requirements are, and step 2 is to select the proper CRM configuration for your individual needs.

Accent Gold CRM Trainers and Training Partners in Los Angeles California and Nationwide

Whether you need Microsoft CRM 2011 training in Knoxville, Tennessee or St. Louis, Missouri, 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!

Microsoft CRM 2011 Instructional Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation. We will be hosting this series every Wednesday at 11:00 am December – February.


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Posted in Microsoft CRM, Microsoft CRM 2011, Training |

Sugar CRM User Training-Public, Online and Onsite Classes

January 14th, 2011 by

We are excited to announce our Sugar CRM training schedule for 2011. We are offering several types of Sugar CRM training:

Depending on your requirements, time-frame and the number of people that need training, you can choose from the following training options:

Sugar CRM 6 Training-Public, Online and Onsite options

Public CRM Training Classes for Sugar CRM 6

You will benefit a great deal from our Sugar CRM trainings in our Training Lab. They are full of practical techniques and time-saving tips. You will accomplish much more and achieve greater results! Check out our Sugar CRM Class Schedule to find a time that meets your needs.

Online CRM Training Classes for CRM

If you want to consistently grow in your CRM knowledge or if you would like to improve on a few specific issues, you will love these classes. Our online classes are perfect for remote sales forces and those who are constantly “on the go”. They are also a great way to build on the knowledge you gained in one of our public CRM classes.

Whether you require CRM consulting or training in Houston, Texas or Cincinnati, Ohio, 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!

If you need life coaching, please let us know – and we will put you into contact with one of the top life coaches in the country. They have helped us tremendously, and we can highly recommend them.

CRM Training, Consulting and Implemention Partners throughout the United States

Onsite CRM Training Classes for Sugar CRM

Sugar training can be provided at your place of business. Based on your objectives, we will customize course length, content and materials to cover the CRM features pertinent to your organization. We’ll deliver that training content in a manner fitting to the skill level of your users.

To achieve these goals, we provide you a Training Survey to establish what issues you find most relevant. We then present you a training agenda to marke sure that we are all on the same page. Often this also requires a brief discussion to understand your key business processes.

Our onsite training ranges anywhere from one-on-one coaching to instruction sessions for teams of up to 50 participants. However, we typically recommend groups of no more than a dozen for the instruction to be most effective.

Sugar CRM 6 - Free CRM Assessment PDFSugar CRM Free Evaluation

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. 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.

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsFree CRM Comparison Tool (Excel)

Click here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites 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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Posted in SugarCRM, Training |

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