Archives For SugarCon

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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!

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.

 

Research image courtesy of Gartner, Inc.

Source: Gartner (June 2013) Research image courtesy of Gartner, Inc.

Found in a recent Gartner survey, 77% of American consumers go online looking for incentives relating to a purchase, and nearly one in two of them go online searching for effective problem solving. Meanwhile, as many as four times the number of people see a negative tweet as see a positive one. Wouldn’t it be better to see these people quickly and help them solve their problems, creating a positive brand awareness on social media rather than leave a negative perception of the brand?

By gaining visibility to customers’ social profiles, companies can discover who acts as brand advocates and influencers: who on Twitter posts positive messages (or negative ones) about customer service, who shares a particular buying experience by photographing a shirt or tie they recently bought on Instagram, or even who is connected to whom on LinkedIn to develop better in-roads into winning that all-important contract. The choices are endless.

Both B2B and B2C companies are relying on CRM to organise these insights about what customers are doing and buying, and to help establish predictive ability to know what and where to target next.

CRM gives this complete customer view by providing a single context of what the customer is doing — such as total wallet spend, or spending patterns — with a single entry point to not only analyse it, but to react to the information. Business rules and marketing drip campaigns can be driven off this data, but companies also gain the ability to see which individuals are brand ambassadors and who would be key to any successful loyalty programme integration.

Loyalty is a key theme at the moment, with many businesses seeking to not only maximize what they know about their customers, but to then enhance it with predictive behaviours and analysis that reward loyal customers and evangelists for the brand, and drive customers with similar behaviours to become stellar and vocal brand advocates.

At SugarCon 2014, I’ll be presenting on “Effective Social Media in your CRM” – we’ll be continuing this discussion on the use of social CRM to power effective loyalty programmes, as well as its application in targeted marketing campaigns and real-time customer support. Demonstrations of these systems in action will be showcased, along with customer stories of successful social CRM programmes for both B2B and B2C companies. I encourage you to attend this session to jumpstart your own consideration and integration of social CRM into your business!

Back Camera

If you were at SugarCon 2012 last spring, you’ll remember one of the exciting new events we added to the schedule, the inaugural Sugar App Throwdown. It pitted six of the most interesting and innovative applications in the Sugar ecosystem today against each other in front of the SugarCon audience of customers, partners, and prospects. All of the participants – participants, judges and hosts – are pictured above. It was a huge success and a crowd favorite, so we’re bringing it back with us to the 2013 event in New York in April as well, and we are looking for a new group of apps to be a part of it.

Last year, six partners shared their apps – Alertus, Contactually, Epicom, EasyAsk, NextPrinciples and ActivePrime. They presented their applications in a fast, freewheeling session.

We are looking for that killer application, that beautiful mix of the Sugar platform with an emerging business tool, or even how you took Sugar to the next level to showcase the flexibility of the platform. We want the best of the best again here, all for the chance to get your application in front of the largest CRM-focused conference crowd in history. If you think you have what it takes, submit your idea to us today.

–John Mertic

With SugarCon landing in New York this year, it was only fitting that we landed founder and former CEO of Travelocity.com, Terry Jones, as one of our keynote speakers. Drawing from his experience as chairman of Kayak.com and former CIO at airline tech pioneer Sabre, Jones will explain how leadership, innovation, and an openness to technology were crucial in revolutionizing the travel industry.

A graduate of Denison University in Granville, Ohio, Jones entered the travel industry in 1971 as a travel agent with Vega Travel in Chicago. He later served five years as a vice president of Travel Advisors, a company specializing in business travel to Eastern Europe and the USSR, with offices in Chicago and Moscow.

Currently, Jones is the managing principal and co-founder of Essential Ideas, a consulting firm he co-counded that helps organizations transition to the digital economy. He serves as Chairman of the Board of Kayak.com, and is on the boards of Smart Destinations, Inc., Luxury Link and Rearden Commerce. He is a special venture partner with General Catalyst Partners of Boston. Jones also is Chairman of the Lake Tahoe Shakespeare Festival and serves on the national Information Technology committee of the Boy Scouts of America.

Hear from an innovator with a proven record of business transformation. Register now for big savings on our largest conference to date. Early-bird pricing ends December 31st. We look forward to seeing you in New York City!