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All things sales, marketing and software related

Sales stage setup in SugarCRM

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?

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 Mobile 5.1.1 Released

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 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

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?

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...

Establishing selection criteria for your CRM

Establishing selection criteria for your CRM

If you haven't already downloaded it, make sure to download a free copy of the CRM Buyer's Guide that I wrote.  It's a great way to get insight on how to go about purchasing a CRM system for your organization or in some cases utilizing it to better evaluate what you...

The Original Contact Manager for telemarketers

The Original Contact Manager for telemarketers

This is the 1st part in my series of incredible software feats in customer relationship management. In some articles I will be able to share names however in others they may be changed to protect the innocent. I had started Eligeo CRM in January of 2008 as a part-time...

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