Archives For SugarCRM

Gartner recently named SugarCRM as a Visionary for the second straight year in its Magic Quadrant for Sales Force mobile_combinedAutomation. Sugar’s innovative mobile user experience, and flexible deployment options were cited as reasons for the continued strong ranking.

Also, SugarCRM took home five awards as part of CRM Magazine’s annual Market Leader Awards thanks to the innovative nature of the software, as well as the way it empowers novel CRM deployments – such as Redglaze Group’s CRM Elite winning deployment.

All this recent recognition got me thinking: what does it truly mean to be a visionary when it comes to CRM? I think, in Sugar’s case, it comes down to three key differentiating points:

Innovative User Experience: Sugar has long been focused on user empowerment – making CRM a mission-critical tool for customer-facing employees, and not a simple data capture mechanism. Sugar’s ubiquitous, intuitive experience across all mobile and desktop touch points is a key differentiator.

Flexible Platform: Hands down, no other CRM provider offers such an open, extensible and scalable platform for CRM. The open nature of Sugar allows any user to customize and integrate with nearly any other data source or application.

Value: In a long-term CRM deployment, value comprises far more than just “what the system costs.” So again, when choosing a more open and extensible platform, the total cost over time is far less than a proprietary app or platform. The available talent around open, standards-based platforms is more abundant and less expensive, and the ease of extension given the lack of proprietary limitations generates greater lifetime value.

I believe that today, CRM is a market in transition. We are starting to see concepts like mobile, big data analytics and cross-departmental process automations shift from “nice to have” aspects of a CRM turn into “must haves.” In my opinion, only the most flexible, scalable, highly user-focused platforms, which provide the most value for the investment – will thrive in this new era of CRM.

Want to hear more about our visionary take on CRM? SugarCRM’s CMO Jennifer Stagnaro will be highlighting some great customer success stories aligned with our vision at Gartner’s Symposium IT Expo event in Orlando, Florida on October 7th.

 

 

The following is a guest post from Jeremy Cox, Principal Analyst, CRM, Ovum.  ext Jeremy Cox

It is always reassuring  when a firm takes its own medicine and uses some of the same portfolio of products that it recommends to its customers. I refer of course to IBM’s global deployment of Sugar, integrated with many of IBM’s Smarter Commerce applications, to support a 45,000+ strong sales force. IBM’s Smarter Commerce portfolio, provides  customers with the tools to create a fully integrated all-channel,  informed and joined up customer experience.  Sugar works together with the Smarter Commerce portfolio and provides the user-centered  interface into all relevant customer information to provide what Ovum calls smart, connected interactions.

The Smarter Commerce story is relevant to multiple industries, both B2B and B2C or combinations. Irrespective of industry there are several common attributes that have to be orchestrated in a coherent manner if firms are to gain advantage from the Smarter Commerce portfolio including Sugar. Every industry is under intense competitive pressure in the face of rising customer expectations, globalization and the impact of social and mobile on customer behaviors and preferences.  The ability to be persistently relevant to customers by providing them with rewarding experiences across any and all channels through which they want to interact with a firm is a massive challenge facing all industries. Some like retail are particularly exposed to disruption as Amazon extends its reach and capacity, or lower cost competitors reach out to customers with more compelling offerings.

The old certainties and ways of doing business call for much deeper thinking and a more coherent approach to omni-channel commerce.

Ovum has identified 8 attributes successful firms orchestrate to gain this level of coherence. These are:

  1. Visionary leadership that seeks to put the customer at the center and orchestrates the firm’s capabilities and improvement initiatives in a coherent, connected way in support of a common goal – creating value for customers. Without this silos will flourish and impede the customer experience.
  2. Visionary leadership is also responsible for an engaged workforce, the second attribute. A workforce imbued with a set of values that builds trust with customers as well as internally with colleagues and the ecosystem of suppliers and partners is a powerful force for fostering great customer experiences. It is not just front line employees that provide moments of truth, but back office, finance, supply and distribution personnel, etc. All can have an impact. IBM’s Smarter Commerce helps connect people and Sugar’s user interface that puts the individual at the heart of the design supports greater workforce engagement and as a result a great customer experience.
  3. The ability to collaborate across and beyond the organization  in the pursuit of value creation and delivery, for customers. IBM Connections together with Sugar helps leverage this critical attribute.
  4. Acute sensing capabilities that drive real time insight and predictive foresight helps everyone in touch with the customer to have meaningful and relevant interactions. It also helps customers who prefer to serve themselves to find what they are seeking with minimal fuss and maximum convenience. The combination of IBM Cognos ,IBM Interact which provides realtime recommendations, IBM Tealeaf and Sugar ensures the right contextual information reaches the right people at the right time and in an intuitive consumable form, irrespective of the device used.
  5. A seamless and integrated customer experience across any channel with no loss of information  provides the true 360 degree  contextual view of the customer. SugarCRM has long advocated a deeper integration with the organization to deliver this. This contrasts with the typical triumvirate view of CRM being – sales, marketing and service (often in that order). That ‘typical view’ adds little value and belongs to the old command-and-control industrial era of the 20th century.
  6. The ability to innovate continuously and refresh the value that customers receive is the other essential ingredient for persistent customer relevance . Firms which succeed at this draw on ideas well beyond the traditional product development team; from customers, partners and the entire workforce. But innovation is not just about new products. It is also about developing new ways of engaging with customers that add greater value and magic moments that turn them into raging fans.
  7. Lean, simplified and connected processes across the value chain or network. The omni channel experience absolutely requires deeper thinking and a more horizontal view of how value is created and streamed across the organization and its ecosystem of suppliers and partners. Simply grafting on new digital channels will lead to failure and frustrate customers.
  8. An adaptive enterprise architecture that provides a coherent visualization of how the organization works as a system to deliver its customer centric vision and goals, is also an important attribute. Tweaking existing business models is unlikely to be sufficient and old legacy systems and legacy thinking will impede progress.

IBM’s Smarter Commerce with SugarCRM supports these attributes either directly or indirectly.  IBM’s Interactive Experience practice can help firms design and think through the detail required to deliver positive and memorable customer experiences across any and all channels. SugarCRM’s services team works in partnership with IBM to help firms take advantage of the highly elastic capabilities of Sugar.

About the Author

Jeremy Cox is principal analyst in Ovum’s global Customer Engagement Practice. Jeremy joined Ovum in July 2012, and quickly established the broader customer-adaptive enterprise context identifying 8 core attributes that organizations need if they are to be persistently relevant to their customers: leadership, an engaged workforce, collaborative, sensing capabilities to generate insight and foresight, a superior customer experience, continuous innovation, connected and frictionless processes and an adaptive enterprise architecture.

@jeremycoxcrm

http://uk.linkedin.com/in/jeremycox/

 

CRM_Roundup_Banner_V4

Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will focus on the most important aspect of your business: the customer, and how to create and maintain a culture that puts them at the center of your business. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Businesses are beginning to understand that becoming customer-centric can enable their employees to deliver an exceptional and consistent customer experience. In today’s ever-changing landscape of technology, consumers have nearly an infinite amount of channels they can use to reach you for service and support.

Customers are increasingly frustrated with the level of services they experience: 91% because they have to contact a company multiple times for the same reason, 90% by being put on hold for a long time, and 89% by having to repeat their issue to multiple representatives. (Accenture Global Consumer Pulse Survey)

Do you have a plan in place to make this transformation? The following articles offer a starting point to jumpstart your journey to becoming a customer-centric organization.

Source: Forrester

Source: Forrester

5 Steps To Create And Sustain Customer-Centric Culture
Forrester’s Sam Stern outlines in 5 steps how to create and sustain a customer-centric culture from securing executive buy-in to embedding customer-centric principles throughout the organization. This is an abridged version of Stern’s full report on how companies can transform their cultures to be customer-centric.
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Six Ways to Become Competitively Customer-Centric in 2014
As today’s marketplace continues to evolve, business owners are conscious of the newfound expectations customers have set out for them. “Companies that are able to place the customer at the center of their strategies will undoubtedly beat out the competition.” – Greg Lloyd
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The Evolution of Customer Service: Adapt and Adopt or be Left Behind
Customer service expert and SugarCon Keynote Speaker Shep Hyken takes you through the evolutional journey of customer service and support from his own experience. Catch him at this year’s SugarCon!
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We hope you enjoyed this week’s edition of our Weekly CRM Roundup. You’re equipped to ignite your organization to extraordinary customer experiences.Got ideas for other great articles and topics we should include in future CRM Roundup posts? Let us know in the comments below!

Leading organizations are increasing their use of digital mechanisms for the business processes of buying, marketing, selling, and servicing. To do this, many organizations are turning to IBM’s Smarter Commerce and IBM Enterprise Marketing Management. Marketing automation tools like IBM Campaign and Interact, along with Silverpop, are great for defining multi touch campaigns, cross-channel marketing across digital channels, and real time personalizations for customers on electronic store fronts.

But what happens when a customer – who may have received an offer driven from IBM Campaign – calls into a customer service center? Does the customer service agent who answers the phone – let’s say it’s John –  have a history of that customer’s past interactions, and have the right information to answer that customer’s questions? Even better, can the customer service agent reinforce an offer that may have already been presented to the customer via IBM marketing automation offerings?

What happens if a sales person – let’s say it’s Sally – is about to call on that customer? Sally could be an inside sales rep, or an insurance agent, or a personal shopper in retail. Does Sally know everything about her customer including the fact that that customer might have received an offer through email that was generated by a campaign management tool? To take that a step further – if a campaign management tool generates 1000 leads, does Sally know that seven of those leads are her customers, and does she know exactly what to do with those seven leads?

We know that IBM Campaign can precisely target a specific set of customers. But imagine if Sally, upon signing in for her work day, sees seven specific new leads that are assigned to her from that campaign, along with specific actionable information for those leads. Imagine if John, our customer service agent, was able to pull up a complete view of the customer as he was helping resolve that customer’s issues; and could even upsell the customer based on a real-time offer appearing in his customer service dashboard.

SugarCRM, an IBM Global Alliance partner, can help. Sugar is an innovative CRM system designed for every individual who engages with customers: sellers, marketers, customer support agents, receptionists, and executives.

r4_smarter_commerce.jpgSugar has integrations into IBM Campaign to surface campaign information into sellers’ daily tools, whether that be Sugar itself or IBM Notes or Connections. Sugar also has integrations to IBM Interact to present real-time offers to sellers and customer service agents. Sugar is the first major CRM solution to be validated for the IBM Ready for Smarter Commerce mark. DiGi Telecommunications is one customer using IBM Campaign integrated to SugarCRM to provide consistency across digital marketing programs and human sales and service representatives.

Organizations that integrate SugarCRM and IBM experience faster campaign-to-cash times,  more efficient marketing and sales processes, and higher customer satisfaction and value.

For more information, see sugarcrm.com/ibm, or come visit us at SugarCon, April 28-May 1 in San Francisco, or the IBM Smarter Commerce Global Summit 2014 in Tampa, Florida May 12-15.

In addition to the awe-inspiring sights and sounds of San Francisco, we’re excited to be bringing Sugar University to this year’s SugarCon. Our top training instructors will be delivering quality training directly to you through live, hands-on instruction.

This is the place to start – or continue – learning best practices for end-users and administrators with Sugar through our extensive 2-day Discover track sessions. We’re also offering an additional Customer Training day, purely dedicated to our most-wanted training topics. Here is a glimpse into the training options available at this year’s SugarCon:

Sugar UniversityTuesday, April 29 & Wednesday, April 30
Discover | Becoming a Sugar Power User

Adopting Sugar 7
For those of you thinking of upgrading to Sugar 7, this session is for you. We’ll show you what’s new in the Sugar 7 release to prepare you and your team to make a smooth transition and get the most out of your upgrade.

7 Things You Didn’t Know You Could Do with Sugar 7
Sugar is one of the most used CRM applications on the planet. The application has spawned countless books, web sites, blog posts and tweets about interesting things one can do with the platform. This session will uncover some of the coolest things you didn’t know you could do with Sugar.

Sugar Importing Basics
One of the first challenges in implementing Sugar is migrating your existing information for use in Sugar. This session highlights best practices that you can use to quickly get your existing data where it belongs – in Sugar! Learn how you can quickstart your Sugar implementation by importing data from other CRM applications, Outlook, Google Contacts, or any program that can save data in a CSV (comma-separated values) format. Clean data in Sugar becomes valuable information for your business.

“No Code Required” Configurations
This session showcases some of our favorite configurations for Sugar administrators. You will learn key configurations in Studio and Workflow that can be applied to real world scenarios in your implementation.

Getting Started with Reporting
As a newer Sugar user, one of the most critical features you’ll use everyday is Reports. We will provide you with basic information about the Reports Module, show you how to get started using Reports, and update you on enhancements we’re planning for future releases of Sugar.

Thursday, May 1
Customer Training Day

End User Getting Started
Get started by understanding end user features and functionality. You will learn Sugar best practices and how to enjoy the features most commonly used by SugarCRM end-users.
Audience: End-Users

Creating Reports
Become a reporting expert and learn how to create reports using Sugar. All major report types will be reviewed and you will be given the opportunity to create your own reports in class.
Audience: Adminstrators or End-Users.

Working in Studio
Learn how to create new fields (including calculated and dependent value fields), re-label existing fields, add-to and remove fields from page layouts, and create new module relationships.
Audience: Adminstrators

Building Workflows
Learn how to create workflows that streamline your business processes using on pre-defined triggers to generate automated actions and alerts.
Audience: Adminstrators

Register today for your chance to get live, hands-on training by Sugar experts in the most beautiful city in the world!

See you there,
Kevin Freitas

One of the most popular events at SugarCon is back this year: the App Throwdown presented by SugarOutfitters – Cultivated Add-ons, Unrivaled Support. It’s the one event where you can see the best and brightest solutions out there in the Sugar ecosystem, with a focus on how it can help you as a customer facing professional have more meaningful connections with each of your customers.

This year we broke another record with the high number of entrants, and after spending lots of time going thru each of them we’ve come up with a great lineup of exciting finalists. Without further ado, here they are…

Callinize

Callinize bridges your **existing** phone system and SugarCRM in 5 minutes.  Users will make 30% more calls with click to dial, build better relationships with screen pops, and get more organized with post call action items.  Managers get the call analytics/metrics they’ve always wanted. If you’ve looked at CTI in the past, this is different.  It’s dead simple and affordable.

Endeavor

How can you streamline a distributor and reseller network with an easy tool for them to build quotes for products in an engaging and uniform way? See how Endeavor’s Mobile CPQ fits this bill, while at the same time automatically flowing the data back into your SugarCRM system.

Epicom

Using a portal frontend to your SugarCRM system better enables data flow and increases the value of the data insights gained from your customers. See how Epicom’s new portal solution leverages the data and structure already present in your SugarCRM system to boost customer engagement and revenue.

Riva CRM Integration

Many sales, marketing and support professionals live in their email client – whether it’s on their desktop, phone, or tablet. See how Riva CRM Integration delivers a seamless sales and support experience for Outlook, Mac, and mobile users.  Learn how Riva keeps Sugar and your email system in sync to provide maximum flexibility, increased productivity, and improved Sugar adoption.

SugarChimp

MailChimp is a great solution for easily reaching an audience with little friction. But how can you start to leverage the communication insights MailChimp provides to better communicate with your audience? See how SugarChimp brings the data insights from MailChimp into SugarCRM to enable better customer and prospect insight with ease.

Zapier

Many companies steer away from bringing systems of engagement and record together, as costs and complexity get in the way. But what if you could do simple integration workflows in minutes? See how Zapier can automate an SMB companies lead-to-cash workflow without any need for custom coding.

Come see each of them going head to head in front of a live audience with great lineup of expert commentators on Wednesday, April 30th at the closing general session at SugarCon.

 

The following is a guest post by Ginger Tulley, Senior Director of Marketing, Strategic Alliances at Dun and Bradstreet

Dun and Bradstreet (D&B) has been in the data business for 170 years. And in that time, the market for data hasn’t changed all that much. Until now.d&b_logo - no tagline.jpg

We have entered a whole new age of data. One in which streams of information can be delivered as services over the web, and appear as part of an application’s interface, with no action needed on the user’s part. Where new business models are built around data marketplaces, so anyone can subscribe to content and integrate it into workflows in ways never considered before. The world is opening up, and every day people are looking to do things better.

That’s just what SugarCRM has done, on behalf of its users. It’s taken a wonderful step to make it easier for sales, marketing and customer service teams to be more effective in their work by streaming data directly into their CRM. End users who have struggled to keep the prospect and customer information in their CRMs current and accurate no longer have to manually enter data or buy static lists.

They can just use D&B for Sugar, the service we’ve jointly announced today.

Sugar users can enrich their prospect or customer records with a single click.

Sugar users can enrich their prospect or customer records with a single click.

 

After working in the software industry for longer than I care to admit, one thing has become clear to me: Software needs to be easier to use. It should support the way people want to work, and not force them to plug in values because the software demands it. CRM systems are getting smarter, faster and more intuitive – and SugarCRM is one company leading the way.

Want to read more about today’s announcement? Check out SugarCRM Evangelist Martin Schneider’s guest blog post on our Partner blog, or visit the D&B for Sugar product page.