Why CRM Implementations Fail & How to Avoid It

This morning I thought I would write a blog about failure.  The reality is that CRM implementations fail over 70% of the time due to a number of reasons which I will be going over today.  As a CRM consultant I’ve come across a number of situations that could be...

Sugar PDF Manager Makes Proposals a Piece of Cake

If you haven’t signed up yet, make sure to register for our upcoming webcast on Thursday.  We’re talking Quotes and Proposals, and this blog is a bit of a teaser. When you write a proposal, do you find yourself re-creating a new Word document each time?...

3 Features You’re Not Using in SugarCRM That You Should be

I’ve been consulting for 15 years with businesses all across a variety of industries.  Much of my consulting has been in relation to CRM and database deployments which meant finding ways to make businesses much more efficient than they are the day before.  When...

Check up reminder! Does your dentist do this?

We recently completed a great webcast on Email Campaigns in where we did a sample email campaign using SugarCRM.  The demonstration we did was of an email campaign that automated an email for a dental check up!  This stuff is simple and it is being used by even my...