CRM Idol and Communicating Our Vision

Posted by on September 15, 2013
The 3rd season of CRM Idol is well underway right now and we are fortunate to be have been one of the few selected for this year’s competition. CRM Idol provides up-and-coming players in the CRM space an opportunity to not just get exposure, but also the mentoring required to continue to grow. There are also auxiliary benefits that we have experienced. The biggest of which is that it really forced us to find how to best communicate our vision. This exercise required deep introspection about who we are, why we are here, and where we are going. Pruned down to its minimum, here is what we came to…

Have Customers or Clients? Having a Portal is a Must.

Posted by on August 19, 2013
One of the best ways to keep customers happy is to make it easy to contact you and provide them with feedback, but the last thing you want to do is give them direct access to your CRM. A drop-in customer-facing solution with a stylish and simple interface that ties directly into your SugarCRM instance.

Enable Your Sales Team With Customer Visualization Tools

Posted by on August 5, 2013
With all the data in your SugarCRM records, how can you visualize it to better connect with contacts or drive sales through smarter lead conversion? Google SalesMap gives you a clean, transparent, and uncomplicated visual representation of your Accounts, Leads, and Contacts using Google’s powerful web browser mapping software right on your local SugarCRM instance.

TOM. The Sale Closer. - App of the Month

Posted by on August 1, 2013
TOM. The Sale Closer. is the SugarOutfitters August 2013 App of the Month. TOM is a personal sales assistant iPad app for each member of your sales team telling you and your team what needs to be done next to win the next sale.

Using SugarLogic to Calculate Subtotal for Quote Line Items

Posted by on July 30, 2013
Learn how to use SugarLogic and Calculated Fields to make Quote Line Items easier to understand for your customers.

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