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Posts Tagged ‘sugarcrm’

How to create CRM Reports with Sugar CRM

August 27th, 2010 0

Part1 – How to Create a Very Easy CRM Report Read More >>

Web Forms and CRM Web Form Submission modules

July 20th, 2010 0

The CRM Web FORM Submission module tracks all information from web forms.   When a web visitor completes a web form a new CRM web form submission record is created.

The CRM Web Form module includes the following information: Read More >>

CRM Marketing Campaign and Affiliate Tracking

July 20th, 2010 0

A tracking code can be added to your URLs with our integrated CRM campaign tracking solution.

Tracking codes can be added to any WordPress or Joomla URL.  The tracking code can be combined with an affiliate code.    The benefits of tracking codes include: Read More >>

Quick Guide to integrate Sugar CRM to Microsoft Outlook

July 16th, 2010 0

To integrate Sugar CRM with Outlook you must first install the Outlook plug-in.  It can be downloaded by contacting I.T on TAP Read More >>

Training Video for the Kazco86 CRM Mail Delivery System

June 30th, 2010 0

This video is designed as a tutorial for those using Kazco86. This video will show Kazco86 users how to use the Kazco86 CRM  mail delivery system. Read More >>

How to update your Events Calendar with RS forms and Sugar CRM

May 19th, 2010 0

Online event enrollments are a great way to reduce administration, and make it easy for your attendees to enroll.  If you are managing enrollments via phone calls, faxes, and emails than you most likely have the following challenges: 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.

Read More >>

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.

Read More >>

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