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Archive for March, 2010

Top Ten Disastrous Customer Traits-Identify Warning Signs, Make All Clients Profitable With CRM Software

March 30th, 2010 0
More in CRM Software

You can circumvent a disastrous client relationship and turn an unprofitable situation into a great success in many cases if you identify and track critical customer challenges with CRM Software.

If a crisis occurs with a client every business owner or sales manager needs accurate information quickly to ensure the best action is taken. Business relationships can be improved and bad situations avoided by taking a proactive approach utilising comprehensive complaints history gathered in CRM Systems.

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Control Vendor Deal Registrations- CRM Software Answers For Value Added Re-Sellers (VAR)

March 24th, 2010 0
More in CRM Software

Over the years I worked as a senior account manager at three VAR’s partnering with Large US Based Vendors the most difficult decision was to register or not. Our suppliers always had a variety of systems to register deals connected to CRM software.

Most of my sales managers were just as unsure about registering as I was. Almost all of my colleagues had trouble using some of the registration systems and on top of that many vendor reps operated directly and through channel. These guys rarely saw it from the channel point of view and seemed to generally brush aside our channel manager. Read More >>

Sales Automation-Six Practical CRM Software Steps

March 22nd, 2010 0
More in CRM Software

Customers still prefer human communication although a growing number of businesses are utilising self service options integrated with CRM Software.

Fully automated sales systems do exist, usually a combination of integrated technologies such as Website Forms for Self Service, On-line Shopping Carts, CRM Software, Email Marketing Software and Banking Gateway Technology. These systems are often integrated to accommodate processes like payment plans and invoicing. Read More >>

21 Tips – How To Get the Sales Reps to Use Business CRM Software?

March 21st, 2010 0
More in CRM Software

The threshold for change in sales teams can be surprising low. CRM Software represents a change requiring commitment.  Reps are looking to make meaningful sales activity happen quickly and connect functionality to achieving more.

Sales reps often abandon CRM systems because there are limited benefits in aiding the sales process. A common reason is additional administration to enter and maintain data. Client and prospect contact is further hindered by keeping the electronic systems up to date. Read More >>

How I use CRM reporting to help me with my sales management

March 12th, 2010 0
More in CRM Software

Hello. My name is Julian and today I’ll show you how Sugar reporting turns data in actionable information. Managers can monitor business performance across the entire business with reporting tools on marketing analytics, sales trends, case reports, and customer profiles.

The display of the homepage changes based on the role of the user. Managers and reps can take advantage of the strong reporting and charting capabilities to create personalized dashboards that update whenever information changes. Right on my homepage, I can track the opportunities I’m working on as well as my team’s performance. I can add any of the out of the box reports that Sugar provides right on my homepage.

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How I quickly customize my sales management processes with CRM

March 12th, 2010 0
More in CRM Software

Hello. My name is Susie Williams and today I’ll show you how you can customize SugarCRM to fit your existing business processes and needs without touching any code.

I’m going to start by logging in to Sugar as an administrator. The display of the homepage changes based on the role of the user. Each user can easily modify what dashlets appear on the homepage. I can track module usage or display any tracking report as well as see all my open tasks and meetings at a glance.

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How I administer my CRM Business Management system

March 12th, 2010 0
More in CRM Software

Hi. My name is Carolyn and today I will show you some of the administrator functions Sugar offers and how you can use them to manage users and control access rights to modules and fields.

I’m going to start by logging into Sugar as an administrator. The display of the homepage changes based on the role of the user. Each user can easily modify what dashlets appear on his or her homepage. I can track module usage or display any tracker report. I can also see all my open tasks and meetings at a glance.

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How to use sales management tools for improved Customer Support

March 12th, 2010 0
More in CRM Software

Hello. My name is Sadek and today I will show you how Sugar’s customer support tools centralize customer service requests across channels to allow companies to manage cases, diagnose bugs, share knowledge, and resolve customer issues.

The display of the homepage changes based on the role of the user. Right on my homepage I can access my open cases based on priority or status for example. I can also view existing bugs or a list of all cases by user by status or any other report which allows me to measure the responsiveness of the customer support team.

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My story about Marketing Sales Management using CRM

March 12th, 2010 0
More in CRM Software

Hello. My name is Martin Schneider and I am the marketing manager here at SugarCRM.

Today I’m going to share with you how I use Sugar everyday to develop communications with prospects and customers, capture leads and send them to salespeople, and track the return on investment of our marketing program.

Let’s start by logging in to Sugar CRM. Sugar is a web-based application that runs on many different platforms. This is my Sugar homepage. The display of the homepage changes based on the role of the user. Because I am in marketing, I see information about leads and marketing programs. I can change what information I see with a few clicks of my mouse.

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Sugar CRM for your Sales Management

March 11th, 2010 0
More in CRM Software

Hello. My name is Matt Judkins and I’m a Sales Representative here at SugarCRM.

I’m going to share with you why I use Sugar everyday to track and share my contacts and focus my attention on the most profitable deals. Sugar helps me increase my productivity through standardized sales processes.

Like many Sales Representatives, I’ve spent a lot of my time communicating with prospects via email. I often start my day by checking my Outlook email. Here I see a new email alerting me that a prospect has been assigned to me. Sugar routed the lead to me automatically. This routing can be based on territory, team, or specialty. Right from my email I can access this lead and Sugar with one click.

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