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

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...

Marketing Automation and Canada’s Anti-Spam Law

If you're a Canadian based company or if you market to Canadian residents, then you should already be aware of Canada's Anti-Spam Law (CASL).  The law came into force 2 years ago and still many marketers are trying to re-define their marketing strategies to be CASL...

SugarCon 2016 Recap

There were so many awesome headlines from the 2016 SugarCon this year!  The first big announcement was that Sugar is starting to use IBM's cloud.  The release of a new plugin mapping the customer's journey.  And a big jump for the future...

Current Challenges and Trends in CRM Today

SugarCRM CTO Clint Oram discusses the current challenges and trends in CRM today and how it is evolving for the future. CRMBuyer has an exclusive interview with Clint Oram, co-founder of SugarCRM, discussing the current challenges companies are facing with CRM systems...

Why you should switch from Salesforce to Sugar

This past week we had an excellent web cast that discussed the differences between the Other Guys and SugarCRM.  Check out our webcast which discusses why you want to switch from SugarCRM and save money.   Why you should switch from Salesforce to Sugar from Eligeo on...

The CIO’s Role in Fixing a Broken CRM

This is a great article on handling a CRM implementation failure.  This article does mention that over 50% of implementations fail however it is a number that is a moving target overall.  When getting involved with fixing your implementation, the CIO is the key...

Think You’re Too Small for CRM?

Regardless of size and industry, customer relationship management (CRM) software will help you manage leads, contacts, vendors and more. Just because you're a small business doesn't mean that CRM shouldn't be important for you.  This article from business.com, which...

SugarCRM Guide to importing data

Introduction to Importing Once you’ve made the decision to implement a Customer Relationship Management (CRM) system like Sugar, a large hurdle is often the migration of your customer data.  The SugarCRM Import Wizard will accept many file formats but the most common...

Salesforce customer? How to save 50% off your licensing

Cost cutting measure are a very common theme up here for Canadian businesses in the wake of a declining Canadian dollar and plummeting oil prices.  Businesses are doing whatever they can to weather the latest economic storm that is impacting businesses across Canada...

Free Add-On: Activity Stream Notifier for Sugar 7

Recently we had a customer contact us regarding the ability to receive notifications when someone has tagged you in a conversation as part of the Activity Stream inside of SugarCRM.  As part of that we were directed to a conversation over at the SugarCRM Community...