What is a marketing funnel?
Customer Relationship Management is one piece of a greater set of technologies used by businesses. I often hear how organizations would like to integrate their marketing funnel into their CRM process. There are so many ways to describe what a marketing funnel is...
The silver bullet to CRM success
What if I told you that there is a silver bullet to succeeding with CRM? It's something that eludes even the most experienced executives and managers of organizations that are adopting CRM in their business. It's not training. It's not a fancy dashboard. It's not...
Some quick tips to pick a CRM
The whole world of customer relationship management software is constantly evolving. Along with that and the Internet is that there are a ton of options to sift through to find the right option. There are a lot of options out there but how do you choose the right one?...
CRM Adoption – it’s an issue
For all of the successes I’ve had with CRM implementations over the years, the one thing that alludes me and many of my colleagues is always adoption. I think many consultants like to talk about how successful their implementations have been in the past, but the...
Headliners: SMB’s on CRM, Privacy, Cannabis and Benioff Salute
This is the first edition of the CRM Headliner. In the world of CRM there is a constant flow of new and exciting things happening. There is so much new innovation happening all of the time that it really is hard to keep an eye on it. What I’ve decided to do it for...
Sugar Dev Tricks: Retrieving JavaScript Bean Models
Thanks for reading my first development entry. If you're new to developing on Sugar 7.x and 8.x, you might be a bit overwhelmed by the differences from previous versions of Sugar. With these new versions we can take advantage of CRUD development directly on the...
The number one reason salespeople hate CRM
The main reason salespeople hate CRM has to be the dehumanization of the whole sales process, which can occur with the implementation of a CRM system. The main challenge you can encounter when implementing a new CRM system is to overuse the customer database you now...
How to tell if your CRM Implementation has failed
A CRM implementation is not an easy thing to execute, which is why it's probably best to have a person dedicated to the implementation and management of your CRM implementation process. While you can take every necessary step as a precaution, you will still need...
Sugar 8 is now available
SugarCRM has released Sugar 8 today for both cloud and on-premise customers. This is a big update, especially for our clients that are on-premise. Data Privacy Enhancements (GDPR) SugarCRM has launched new data privacy and management tools for Sugar. This is...
Why is CRM important for business?
We've already written about why you should get a CRM software for your business. In fact, here are 10 reasons why you need a CRM if you want to refresh your memory. This time, I’d like to explore the real importance of all those benefits your business will gain from...
Why did you get a CRM?
I recently read how over 80% of businesses now have a customer relationship management system in place. Whether this system is Salesforce, SugarCRM, Zoho or any other countless CRM products out there, businesses are getting it that they need a tracking system in their...
Eligeo’s 10th Anniversary
This past Friday, most of our team gathered in Calgary, AB to celebrate 10 years since I started Eligeo. We had over 40 people attend our the event at our head office in Calgary. We have an amazing space at the Crossroads Market and were fortunate enough to show off...
10 Reasons why you need a CRM
Yes, it's another 10 reasons why you need a CRM. This time I wanted to focus on pain points that you are probably experiencing in your business today. As we grow our businesses we'll find that we are constantly trying to plug the leaks as they spring left, right and...
Sales stage setup in SugarCRM
One of the first things that businesses do when they setup their CRM is that they setup their sales process inside of the CRM. Your sales stage setup is a critical first step. This allows managers to manage and build a pipeline for the business while giving tools to...
Why choose SugarCRM?
For over 10+ years, I’ve been happy to use SugarCRM. When I first started using the open source community edition back in 2006, it was revolutionary. As you can imagine these days, you can find a CRM product on just about every google search that you do. There are...
SugarCRM Announces Hint – Relationship Intelligence
SugarCRM has announced a brand new product today called Hint, their new relationship intelligence solution to help Sugar users know their customers better. SugarCRM Hint, the debut product in the new SugarCRM Relationship Intelligence product line, reinvents...
SugarCRM Mobile 5.1.1 Released
Both the iOS and Android versions of Android have been updated for Sugar. You can simply update via your Appstore or Google Play store to get the latest version. More information on this update is available here.
SugarCRM Outlook Plugin Updated
SugarCRM announced last week that version 2.4.0 of the Sugar Outlook plugin is now available. The following features were added along with a number of bug fixes: The side panel has received a variety of updates, including: Key information for synced records is now...
Simple Lead Management Process
Building a lead management process can either be a very complex process or a simple process. If you're a small business, I would venture to guess that you likely have not even considered building a lead process at this point. I've heard from a number of people how...
How is your competition using marketing automation?
One of the things that I find my customers love talking about is possibilities. The possibilities that CRM and marketing can achieve for them. If you’re not thinking about marketing automation, you should be. Small businesses especially need to think about this more...