Archives For SugarCRM

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will revisit the some of the same social selling topics as our previous post but with more useful tips and tricks. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Selling through social channels (a.k.a. social selling) is not only an art, but a science. New social channels are emerging every week, only increasing the surface area of digital touchpoints a customer or prospect may have. Those who know how to leverage their networks and hone the power of social media are able to excel in the ever changing sales landscape.

Sales 2.0

Sales 2.0 – Source: Forbes

Salespeople are more likely to meet or exceed their quotas if they engage on social media.
(Dynamic Signal)

Studies have been done to prove this point and salespeople are missing the boat ride to sales success. The following articles will teach you how to be a social selling specialist in no time.

5 Steps for Creating a Successful Social Selling Strategy
One of the golden rules in social selling is to identify where your prospective customers are spending time online. Being able to recognize who your customer is, where they spend their time, and what they like to do can be the driving factor in what closes a deal. Seth Price writes a simple 5 step process for developing your own successful social selling strategy.
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How to Use Twitter Hashtags as a Prospecting Tool
Let’s face it, Twitter is a loud party and sometimes it is hard to hear through the noise. Beyond the clamor hides some of your most relevant and valuable prospects. Twitter can provide a certain level of audience targeting through their Hashtag functionality in order to reach and engage with your next customer.
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Social Selling Action Plan: Seek A Warm Relationship
Social media is no longer about what someone had for lunch. Your future customers are waiting for you to contact them in the places they spend the most time. Matt Foulger will teach you how to turn cold calls into warm calls, gain a 360-degree view of your prospect, push intelligence from social media into your CRM, as well as various social engagement methods.
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The 10-60-30 Rule of Social Selling
Social Selling is more about the approach rather than the use of a number of tools. Over the course of time, this has evolved into a daily routine. My experience has demonstrated that the different steps and tools must be interwoven with everything you do during the day.” – Mic Adam
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We hope you enjoyed this week’s edition of our Weekly CRM Roundup. Go to where your customers are. They’re waiting for your targeted, personalized, and meaningful engagement. 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

CRM_Roundup_Banner_V4
Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will dive into the different ways you can leverage CRM from a marketing perspective. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

CRM can be an indispensable tool for marketers that wraps together many solutions, including prospect and customer targeting, multi-channel and multi-touch campaigns, as well as lead tracking and management. Here are some statistics on marketing functions that can be executed through a CRM system:

Companies that automate lead management see a 10% or greater increase in revenue in 6-9 months. (Source: Gartner Research)

89% of marketers said email was their primary channel for lead generation. (Source: Forrester Research)

Relevant emails drive 18 times more revenue than broadcast emails. (Source: Jupiter Research)

And here’s our latest collection of articles on how marketers can leverage CRM and improve their marketing campaigns across the board.

Empowering the Individual CRM User with Intelligent Data
Dun & Bradstreet (D&B) and SugarCRM have teamed up to announce their latest service offering with integrated business data. With D&B for Sugar, you will be able to better profile your prospects before you contact them as well as see growth potential inside new and existing customers. Segmentation and targeting just got a lot easier for your integrated marketing campaigns.
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The State of Marketing Automation Trends 2014 [Infographic]
“More and more companies understand that to remain competitive, marketing automation is necessary.” – Dayna Rothman

What do people search for when surveying the technology landscape for marketing automation vendors? The people over at Marketo and Software Advice have put together an infographic titled The State of Marketing Automation Trends 2014 that highlights what drives organizations to purchase these systems.
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How to Integrate Email Campaigns With the Rest of Your Marketing
This article emphasizes that email as a singular marketing tool will never be as effective as an integrated email campaign. Tying in social media, blogging efforts, mobile, and analytical data into your marketing campaigns can help effectively boost your reach while increasing your click-through and conversion rates.
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What are you waiting for? Work smarter not harder. I hope you enjoyed this week’s roundup with its focus on CRM with a marketing lens. Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will offer valuable insights to help jumpstart your customer loyalty program. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Creating an amazing customer experience can create customer evangelists. Although, how can you measure the value of a satisfied customer who isn’t loyal? Shep Hyken says it best:

There is a big difference between a satisfied customer and a loyal customer.
    ~ Shep Hyken

Did I also mention that Shep will be our keynote at this year’s SugarCon? The following will be a list of articles that can be used as a guide to revitalize your overall loyalty program, or give it a little boost.

Effective Social Media in your CRM: Loyalty
Social CRM can often complete the complete 360-degree customer view that companies rely on to communicate a consistent customer experience. Knowing exactly who your customers are will allow you to help serve them timely, relevant, and engaging content through the right social channel.
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How To Use Technology, Brains, and Service To Build Customer Loyalty
It’s here that you shift your customers’ perception of your company out of the “they’re perfectly fine for now” to “they’re my one and only.”” – Micah Solomon

Technology can’t foster customer relationships alone. However, by combining well-trained employees with the tools needed in order to create an extraordinary customer experience, you’ve created an opportunity demonstrate value to your customers and drive customer loyalty.
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Finding Benefits in SMB Loyalty Programs [Infographic]
How do you view customer loyalty for your SMB? This infographic explores the benefits of a loyalty program and exposes opportunities for you to take advantage of to leverage your customer base and keep them coming back for more.
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4 Sharp Tools for Honing Reseller Loyalty
This article focuses more on managing relationship within your extended sales force: the channel. Providing support through an indirect channel is like playing a lethal game of telephone in customer service.

“It’s repeatedly been said that service is the secret to loyalty. Most of the time, that’s said in reference to direct customers — but it applies even more so to the indirect channel.” – Christopher J. Bucholtz
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And there you have it. I hope you enjoyed this week’s roundup and have a newfound insight on loyalty. Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week, we’ll be showing you the ins-and-outs of customer experience! We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

What is Customer Experience? [Infographic]
The people over at CustVox, now owned by SandSIV, take you through a comprehensive infographic to help you leverage the Voice of Customer (VoC) and demonstrate Customer Experience Management (CEM) best practices. Customer Experience is for everyone, according to Flavio Martins: he explains the top reasons to invest in CEM with statistics to prove his point.
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The Customer Experience Jury Is In
Chris Bucholtz draws lessons from his latest experience attending what most people see as a burden: jury duty. Understanding the value of customer experience, Bucholtz highlights the importance of empathy, courtesy, and simplifying processes for the customer.
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Is Your Customer Focused Language Important?
Bill Hogg delves into the importance of semantics when interacting with customers. Paying attention to detail in the dialogue spoken during any customer interaction can make or break how they may perceive you and your brand.
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Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

SugarCRM is the first CRM provider to be named “Ready for IBM Smarter Commerce,” which means the Sugar platform r4_smarter_commerce.jpgsupports and inter-operates seamlessly with core IBM Smarter Commerce components, including IBM Campaign and Interact, IBM Websphere Commerce, and IBM Sterling Commerce. As the current state of business, fueled by advancements in social, mobile and cloud technologies changes the way companies market and sell, IBM’s Smarter Commerce portfolio combined with Sugar can help enterprises of all sizes better meet these current and future challenges.

IBM Smarter Commerce turns customer insight into action, enabling new business processes that help companies buy, market, sell and service their products and services to today’s modern customer. With deep integrations into key Smart Commerce offerings, SugarCRM puts the “i” in Smarter Commerce.

What does it mean to put the “i” in Smarter Commerce? It means that SugarCRM extends IBM Smarter Commerce to customer-facing individuals such as sales and service representatives. For example, with IBM and SugarCRM, campaign management programs can be driven down to specific, actionable, in-context leads placed in the daily activity stream of individual sellers. Or, individual customer care agents can view the entire history of a given customer’s interactions, and can see targeted real-time recommendations right from within their call center application.

The result: faster campaign-to-cash, more efficient marketing and sales processes, and higher customer satisfaction and value.

For more information on how SugarCRM complements IBM Smarter Commerce and other IBM products and services, see sugarcrm.com/ibm

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup is dedicated to all things data related! We’ll be hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Does Your Company Need a Chief Data Officer?
In the era of big data, the one-title-fits-all technology roles are slowly diminishing. The need for a Chief Data Officer (CDO) is a quickly emerging topic being discussed particularly within the enterprise. A CDO would not own the data in and of itself, although they would be responsible for governing enterprise data and leveraging customer data as an asset. Does your company need a CDO? The answer may be, yes.
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Turn Big Data into Smart Data: You’ll Have Happier Customers
Big data has no value. At least according to predictive analytics expert Ingo Mierswa, “To extract value from it, you have to employ advanced analytics. You can only unlock the true power of big data when you learn how to transform it into smart data, data that helps you understand why the world works as we know it.”
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Completeness Is the New Black
How complete is your data, and are you collecting enough? Perhaps, the correct question to ask is: Are you collecting the right data? Denis Pombriant, managing principal of the Beagle Research Group explains, “We should all be aware that the bar is being raised for this next level of data collection, and we must understand the importance of completeness and relevance. It’s a competitive world, and getting to completeness before your competition might be the new black.”
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Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

CRM_Roundup_Banner_V4
Welcome to our roundup of customer relationship management (CRM) industry news from across the web. We’ll be hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

What Forrester’s Predicted Customer Service Trends Can Teach Your SME This article is specifically targeted toward the SME. Forrester has recently published a report containing their predictions for the top customer service trends in 2014 but it may have been too heavy on the corporate jargon for those in the mid-market. Kelly Atkinson has hand-picked her favorite trends and translated them into more palatable words of advice. tweet_button

Simplicity-Minded Customer Experience “Simple customer experiences. Sounds logical, doesn’t it?” – Michael Hinshaw Michael Hinshaw starts by offering the suggestion to make a “promise” to simplicity to remove the complexities many customers face while dealing with businesses. Even though every business is different, Michael helps you think about what simplification means within the context of your own customers’ journeys as well as the supporting infrastructure and processes involved. tweet_button

Automation And Customer Intimacy It’s not what it sounds like. In this day and age, it’s all about knowing your customers from the inside-out. Customer intimacy is about establishing deep and trusted relationships. Dave Brock offers insight on embracing efficiency through automation while balancing customer intimacy and relationships. tweet_button

Are You Following These 7 Social Customer Care Best Practices? “Social care is the new norm, with 70% of businesses estimated to be using social for customer service by mid-2014.” – Aberdeen Group Learn what the best-in-class companies do to provide truly outstanding customer care. tweet_button

SugarCRM Celebrates Banner Year in 2013 as Company Redefines the Customer Experience According to Gartner Research, CRM will represent the largest segment of enterprise software by 2017. SugarCRM is putting the individual front and center, declaring 2014 “The Year of the Individual.” tweet_button

Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

The SugarCRM alliances team is coming off a very productive few days in Orlando, Florida last week as part of our participation at IBM Connect 2014. Among the highlights of the week, SugarCRM was named as a finalist for IBM’s 2014 Collaboration Solutions Award in the “Best of Show and Chief Technology Officer (CTO)” category during the event.

The combined Best of Show/CTO Award recognizes visionary IBM business partners who use cross-IBM Software Group (SWG) capabilities in innovative, customer-focused ways. SugarCRM was named a top award contender after demonstrating how the Sugar-IBM solution helps customers maximize and improve social business efforts and increase bottom-line results.

The SugarCRM-IBM solution includes SugarCRM’s integrations to IBM SmartCloud for Social Business, IBM Notes and IBM Connections. In addition, SugarCRM’s integrations to IBM Campaign and IBM Interact further extends the IBM Smarter Commerce solution and brings the power of IBM Enterprise Marketing Management to customer-facing sales, support and marketing individuals. SugarCRM also runs on IBM DB2, IBM SmartCloud, IBM SoftLayer, IBM PureSystems and IBM PowerLinux.

The good news is, customers benefit the most from the SugarCRM-IBM connection. For example, SugarCRM customer Tollpost Globe, one of the Nordic region’s leading logistic companies, needed a platform that would increase internal efficiency as well as customer satisfaction. Since implementing SugarCRM and IBM Collaboration, Tollpost Globe has already seen a 70 percent increase in sales, a 40 percent increase boost in sales efficiency and a 30 percent rise in customer satisfaction numbers.

We are in a new era of CRM – one that is more intuitive, personalized and social, and our partnership with IBM underscores SugarCRM’s commitment to delivering solutions that enable our customers to engage in highly innovative social selling.  The SugarCRM and IBM relationship is gaining impressive momentum and underscores our commitment to further extending our social business solutions to new markets, products and customers around the globe. This recognition by IBM is an exciting and telling testament to that fact.

To learn more about how you can harness the power of Sugar and IBM technology visit sugarcrm.com/ibm

SugarCRM is participating in the BoxWorks conference this week in San Francisco, the Imageannual event for collaboration and cloud file storage provider Box. During CEO Aaron Levie’s keynote – he cited some impressive growth numbers for the company. Box now has 180,000 companies using its offerings, with about 20 million individuals in that mix.

20 million. Think about that.

A lot of very successful business software providers, and I mean BIG companies with billions in revenue, only serve about 3-5 million users, tops.

Why is that?

The answer, in my opinion, is that tradition business software providers – the old guard of CRM, ERP, etc. – have typically been either too inflexible, too expensive, or a combination of both, which restricts the amount of employees in a company that can actually use the software.

Think about it. If you really map out a customer-facing process in a CRM usage scenario, for example, there are all kinds of potential touch points internally that get locked out of a typical CRM deployment. Product experts, fulfillment personnel, receptionists…anyone who might either interact with a customer, or have information that can help enhance the customer experience. But instead, CRM deployments are usually limited to quota carrying sales reps, managers, and support agents – in short, a limited set.

I believe Box is painting a picture of how businesses should be looking at technology and how they empower their employees to do their jobs better, and in turn serve customer better. And Box is showing how technology providers should be looking at their business models in fresh new angles. For users, Box’s technology both promotes collaboration and is super simple to use. On the business side, Box used freemium and openness to quickly get entrenched inside the largest and smallest companies – it did not rely only on expensive and inefficient enterprise sales models. Box’s technology quickly and easily proved its value to the USER, and management’s buy-in naturally followed.

We are in a new era of user empowerment in business software in my opinion. Powered by the convergence of consumer technology experiences, evolved distribution and business models, and an overall approach (hopefully) that favors getting the software into the hands of users versus simply “selling the expensive seat license” to decision-makers. The future is bright, and Box is proving that the right technology, with the right approach to distribution, can lead to great things…