CRM Blog

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.

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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!

Number One Benefit of CRM: Get closer to your customers

CRM or customer relationship management can be used to track results in your sales, marketing and customer service departments. This system can also help you store and organize data and create marketing campaigns. Business people understand that a relationship with their customers will lead to that customer doing more and more business with them. CRM is essential when it comes to building a positive customer relationship.

Organization is a key benefit of CRM

CRM allows you to better organize the important data of your customers. This allows you to understand your client’s wants and needs. Your company no longer has the need to write everything down on paper and try to find it when you need it most. With CRM everything you need is right there waiting for you on the CRM system. Having an effective CRM system has so many benefits and will help you meet your goals in business.

Your everyday tasks made easier with CRM

Things like data entry, employee and customer note taking and more are made super easy with the implementation of CRM. Your CRM provider will make sure that ever person who uses the CRM system is trained. This will add to the over all effectiveness of the systems use. At first these changes might seem like a small truckload of work but, it is well worth the effort.

Be more efficient overall with a CRM system!

After your CRM system is in place you will be able to offer higher quality service and better products. All of these things will make the customer happier and make them do more and more business with your company. Another benefit of CRM is that it will help you to find and maintain your sales figures, customer data and communication in an accurate way. This all happens while saving you some time and when you save time, you also save money.

Improve all areas of your business with CRM

Using customer relationship management will make your company’s profits much higher. CRM will help your sales department, marketing department and improve your customer service too.

Dynamics CRM 2011 Evaluation

Click here 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

Free SugarCRM 6 Evaluation

Click here to access 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.

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.

CRM has actually thrived during this recession!

People often think that during the recession, where the economy is on the decline, that every business will be effected. This is not the case. With the growth of CRM users there is often no sign of a slowdown. In fact CRM use becomes more popular during tough economic times. There are several reasons why this might happen and here are some of them.

With CRM, you can keep your old customers while making new ones!

One thing that many companies should try to do regardless of the economy is retain their current customers. By using modern technology like CRM companies can keep their customers happy and retain them longer – and remove the pain. It is easier and much more cost effective to keep these past and current clients happy. Simply put, it costs more to get a new customer. These customers will also recommend referrals when they know you are looking out for their needs.

 CRM: Affordable and efficient!

A good reason why CRM continues to grow is because it has become very affordable for organizations to use. Every business from small to large can use CRM because the set up costs, maintenance and CRM training have become very affordable.

CRM is one of the most versatile business tools out there!

There are some wonderful CRM products on the market that will help every business organization to make more sales, improve their customer service and even use social media platforms to profit. CRM can help you harness all of these things and make your company more profitable.

 CRM has been growing due to its affordability and its amiazing features.

Modern day executives understand the power of having an effective CRM system. CRM helps organizations to market their product of service to a customer, retain that customer and create a relationship with that client. The views of CRM have changed over the years. Business people who thought it was too costly and that it would never become affordable are now seeing that it is cost effective. With this change of views comes expansive growth in the CRM industry.

Not using CRM? Try it out!

CRM has gone from being a luxury in the business world to a much needed and useful service. Most departments are using CRM to help their business organization grow. IF your organization is not already using CRM, you owe it to yourself to see if CRM is right for your business.

Free SugarCRM 6 Assessment PDF

Click here toreceive 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.

ACT! 2012 Evaluation

Click here to get our Free ACT! 2012 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.

Free Tool to Compare CRM Systems

Click here to receive our 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

CRM for new users – can help you with your everyday needs

Any business organization who wants to offer things like better customer service or keep their customer relations in tip-top shape should be using a customer relationship management system. CRM is able to do so many things for a company that will make their daily work load more organized and help them to get better results.

CRM Training can help your company immediately

A better business mouse trap is only part of the winning team however. You must also have the training that helps you to run the system correctly. Proper use of the CRM system will help your business grow and this is why training about your CRM system is so important. CRM providers will help you by showing you how the system works and by training your staff on everything they need to know about CRM. This will help you get the most out of your system.

CRM can keep your company organized!

There are so many things you can learn about what your CRM system can do and how to make the system function at the highest level. CRM training keeps your organization up and running by allowing you to put useful data in order. When the training is done you will have some great ideas and be on your way to using the data and CRM system effectively.

Working together with CRM can increase sales!

During the training your CRM provider will teach everyone about parts of the CRM system that are essential to sales, marketing and customer service. When every employee works together to use this new system, it will make the overall work load easier. The CRM provider will offer suggestions that will get people excited about the system too.

With CRM training, you can be on your own in no time!

CRM may seem hard to implement at first but, it is well worth the effort. Everyone on the sales, marketing and customer service team will see dramatic results after using the system for a period of time. Continued training is always a good idea because it will allow everyone to focus on new ways to improve the company and the CRM system.

Free Sugar CRM Review

Click here to 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.

ACT! 2012 Evaluation and Review

Click here to access and download our Free Sage ACT! 2012 Feature Evaluation and Review.

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

Items addressed include:

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