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There comes a time when managing your client’s databases via thousands of spreadsheets, hopping from one system to another to find leads or customer data, or navigating amongst sales opportunities by checking scribbles on Post-it notes is no longer an option.


In order to effectively handle business operations and to improve the efficiency of your business, you need a robust customer solution where you can capture customer data, track incoming leads, segment customers into meaningful groups and create a structured workflow. Customer Relationship Management (CRM) systems work best for small businesses to maintain strong relationships across the board. In a CRM, all employees can record customer interactions with the company, create personalized messages for a targeted audience group, implement lead nurturing and lead scoring techniques, automate work processes and much more.


Let’s take a look at factors to consider when picking a CRM software:

 1. Define your business needs

  • Do I need to increase lead generation? Look for a CRM that delivers strong and agile lead generation software.
  • Are deals getting stuck in my pipeline? You’ll want a CRM with strong sales reporting, so you can identify the bottleneck.
  • Do I need to better access my contact data? Purchase a CRM that provides easy access to a 360-degree contact view.
  • Do I need to increase efficiency across my teams? Look for a CRM that can automate as many manual processes as possible.
  • Do I want easier access to insight around my results? Your best bet is a CRM that provides customizable dashboards.
  • Is my sales team unable to convert leads? A CRM that provides lead scoring so that you can qualify leads and identify the most sales-ready prospects will help.

2. Price of CRM for small business.

Most CRM software providers offer a free trial and offer per-user pricing. Before making the final selection, it is advisable to take advantage of the free trial and consider the price your organization can afford on such a plan.

3. Ease of use/learning curve

Will your team be able to easily use the system? User-friendly CRM software is what your small business needs, so having to spend money on training might not be a great idea. Research reviews and find out if the CRM is easy to use and novice-friendly

4. Availability of customer support

You might have technical questions that only the software provider can answer-finding one that offers customer support without any delay is the key to success for any business. Your business needs complete and unhindered access to support that doesn’t allow geographical boundaries or time zones to come between you and support.

5. Marketing features

All-in-one CRMs include marketing automation software. The capabilities coming out of such software will let you do things such as:

  • Email marketing
  • Build landing pages and web forms
  • Score and qualify leads
  • Run multichannel marketing campaigns
  • Track the results of your efforts
  • And much more

An all-in-one CRM eliminates the need to spend more money on a stand-alone marketing automation solution, making it a great choice for small businesses.


It’s more than likely that you’re already using other software systems in various departments of your small business. Commercient SYNC, the #1 data integration platform can help you integrate your existing systems, such as your ERP and CRM solutions. A systems integration will ensure the right information is available to your organization.


Your sales team will have access to ERP data directly in CRM, such as customer information, sales history, invoicing, serial numbers, inventory, multi-ship to addresses, and much more. With a two-way sync, new accounts and orders are integrated from CRM to ERP. This gives you a 360-degree view of sales and marketing.


Revolutionize the way your organization does business and expedite all processes by getting an advanced CRM system. Happy New Year! 

CRM implementation can definitely skyrocket growth in your business. This isn’t us claiming it, but what numbers say! According to Capterra, 65% of businesses adopt a CRM platform within their first five years of business. This is also because the CRM platform has a stellar return on investment. According to Nucleus Research, the average ROI on CRM investment is $8.71 for every dollar spent. That’s a lot of money.

However, the question is why some companies aren’t able to fully realize the potential of CRM within their business. The reason: a lack of CRM software training. A lot of companies don't invest in proper CRM training and fall short of transforming their business.


Imagine this: you invest in a top-notch CRM platform that is customized to fit your business needs. It was a huge investment of time and money. Now, you are expecting to drive high profits and see a boost in business growth with the right CRM implementation strategy. However, to your surprise, your team doesn’t feel empowered and is not accustomed to using the CRM platform.


The solution? CRM software training to reap the full benefits of your CRM platform. 


Let’s get started and see how CRM training can help your business. For this article, we’re going to focus on SugarCRM training; one of the best CRM software platforms.

Benefits of SugarCRM Platform Training

Increased User Adoption Rate

If your team isn’t achieving the expected ROI from CRM investment, that’s probably because they don’t know how to use a CRM properly. This calls for training to increase the CRM user adoption rate.


Sugar training will motivate employees to start using the platform and get comfortable using it. Moreover, they will also be able to leverage to optimize business processes and increase user productivity. 


To speed up the process and to make things more interactive, you could add a touch of gamification. Many companies use gamification to push user adoption and improve engagement. This ensures that your team gets accustomed to the software quickly and has some fun along the way as well. 

Get In-Depth Knowledge of CRM Features

Equip your employees with sound knowledge of CRM features, so they know how to navigate the software. Even if your CRM is user-intuitive, you can train the employees to uncover advanced capabilities through CRM software training.


For example, maybe your sales team doesn’t know that CRM software is mobile friendly. Another scenario might be to train your marketing team to do effective campaign management by leveraging the built-in features of CRM. Your team also needs to know about the flexibility of SugarCRM to customize workflows and integrate it with other business software being used in the company. Hence, with proper Sugar training, they can fully unlock these hidden capabilities and boost productivity.

Drive Efficiency in Daily Tasks

What’s the use of a CRM platform when you don’t know how to incorporate it into your daily tasks at work? To ensure smooth operation and maximum business efficiency, your employees should know how SugarCRM will benefit them. 


For example, they can automate workflows and reduce cyclical tasks with Sugar. Another highly useful application of SugarCRM in the day-to-day operations would be to integrate it with other software and streamline the business processes through a unified platform.


Moreover, with all the data available in Sugar, it is important how we use it to make decisions. Your team should be aware of the advanced reporting functions in the CRM. They need to understand how to use the interactive reporting features and dashboards. This makes SugarCRM training imperative so that your team understands the true value of CRM as the best business software and knows how it will boost productivity.

Get Answers to All Your CRM Related Queries

When your team sits down to understand how the CRM platform works, it will soon turn into a discussion full of actionable insights. Sugar training will help you take input from your team and understand how they’re using the software for various business functions. This will help you come up with ways to optimize usage and see how you can further refine processes-it’s possible that your sales and marketing teams are working independently and maintaining separate records, which is a cumbersome task. With the right training, you can pick out these productivity issues and move forward.


The discussions will also give the employees a chance to suggest suitable CRM integrations with other business software being used already by your team. 

Plan Ahead and Identify Issues in Time

After CRM implementation, it is important to figure out the CRM issues hindering the proper usability of the platform. If you invest in SugarCRM training, it is easy to assess the understanding of your team and see what problems they are facing. Hence, bringing the team to one table will result in determining issues before they hinder work progress.   

Better ROI on CRM Investment

Companies that invest in CRM stay ahead of their competitors. However, it is important to use the CRM properly to have the highest ROI. After training, your users will be well-versed with the functionalities of the CRM. As your team will be comfortable, it will result in better reporting, informed decision making, and happy customers.

Increased Efficiency in Business

In this digital age, companies are leveraging the best business software for customer relationship management. It is important to have intelligent customer journeys and leverage data when strategizing. SugarCRM lets you deliver personalized experiences and level up your business by increasing efficiency. However, you first need to have a team that is trained to use Sugar to drive efficiency in your business processes. 

Your Best Bet: a SugarCRM Partner 

Sugar training should be well-thought-out and executed in a seamless way. It requires a clear idea of your business needs and how CRM can be used to streamline processes in your company. Be it the technicalities or application of CRM in your business, a Sugar Certified team will make adoption from your organization much easier. 


Moreover, you need highly-skilled Sugar Developers to cover all your Sugar Customization and integration needs so that your platform mirrors your business processes and not the other way around. With the help of a tailored Sugar training program, your team will find themselves comfortable using the platform and will be eager to leverage it fully to unlock the hidden potential in your business. 


So now that you have a clear idea of how Sugar training can make or break your CRM implementation, it’s time for you to make a decision. SugarCRM training plays a key role in equipping your team with the expertise to properly use the best business software that your company has invested in.

Some things are just better together. Customer relationship management (CRM) and customer support software make a great couple. They complement each other, make the other’s job easier and work together toward a common goal. A powerful CRM platform coupled with intuitive customer support software will take your customer service and your customer satisfaction to the next level.

A good CRM compiles all of your data in one place so that you can keep track of your existing and prospective customers while customer support software keeps track of customer issues, complaints and tickets. To make the most of this combination there are a few strategies you can implement to make things work more smoothly.

Here are a few CRM hacks that can make customer support software more efficient:

Data Sharing

The first thing you should do is to make sure that both platforms have access to the other's data. Set up a bi-directional link between the two so that each platform can pull data from the other. Better yet, integrate the two platforms so that everything is in one place and the entire company is working from one platform.

By combining them, customer support can use the customer profiles and data from your CRM to make their service better and sales can see each customer’s history of issues and service tickets to adjust their sales strategy accordingly.

Clean Data Entry

Make things easier for yourself by emphasizing clean data entry to all of your employees. This will ensure that your data is error-free and duplicate free. It then makes the cross-sharing of data between departments more accurate and efficient.

Make sure that every single team member is responsible for keeping their data clean instead of just handing it off to a lower level employee like an intern. This will help you to keep your data consistent and to reduce the probability of duplication.

For instance, if you have the same company entered in your database three different ways i.e. MasterSolve, MasterSolve Company and MasterSolve Inc, it will confuse. Imagine if your support team is then trying to help a MasterSolve customer and can’t figure out which company name is the correct one. No Bueno! Conversely, if you have the salesperson who has MasterSolve as a customer do all of their data entry, they will consistently enter the company’s name the same way, therefore reducing the possibility of duplicates.

Custom Fields

When making customer fields in your CRM keep your customer support team in mind. Make sure that they are properly labelled so that there is no confusion when helping customers. For example, a label named “Customer Size” may only have the field variables of “National” vs “International.” Then you may have a completely different label named “Employee Count” where you identify the number of employees at the company. You can see how this may become confusing, especially when dealing with customers who want a quick resolution.


Never stop training! Training is essential to keep your team on board with any of your software platforms. It is especially essential if there are always new features being added and new updates to your software. However, when it comes to your CRM make sure that there is always a customer support voice in the room. They will able to vocalize what the support team needs and how each new feature and update will affect the support team to make them more or less efficient. They can advocate for a new feature or raise a red flag when they think it will cause problems for their team.

So, bring your CRM and customer support together today to form a strong partnership. Your CRM can not only ensure that your sales and marketing teams are on track but it will benefit your customer support team as well.

Data is important, but how you leverage it makes all the difference. With businesses having big data, it is imperative to use it efficiently to derive actionable insights. Breaking through the noise and getting the right information at a glance is important for effective strategising.


Companies put in a lot of time and effort to manage data and maintain a well-organized database. However, if you can’t find the right information at the right time, it’s of no use. 


Surely, you wouldn’t want to waste time scrolling through large data files. Moreover, when using CRM to streamline communication with customers, going through a long list of records and applying filters to sort data and tracking leads can be cumbersome and time-consuming. 


The solution: Leverage RT SugarBoards to optimize CRM data with Kanban view for interactive data visualization. It will also let you manage multiple pipelines to drive efficiency in your business processes.   


Without any further ado, let’s dive in to see why RT SugarBoards is a must-have Sugar plugin to make the most of your data with Kanban view and boost productivity. 


Why You Must Leverage RT SugarBoards? 

The RT SugarBoards plugin is compatible with Sugar and helps users in the following ways:

  • Easy access to data with columns and cards
  • Quickly visualize data from your CRM and have all the important fields in the Kanban view
  • Simplified user adoption to keep your team on top of the leads
  • Flexibility to change the status of leads for seamless pipeline management
  • Track the performance of your team during different project stages by leveraging Kanban view to never miss a deadline and achieve business goals

Features and Benefits of RT SugarBoards

Now you know using RT SugarBoards is the best way to optimize CRM data and manage pipelines in Sugar. So, let’s explore the features and see what makes it one of the most popular plugins available. 

Easy to Use with Dynamic Columns and Cards

With RT SugarBoards, you don’t have to spend time going through data; all the required information is available at a glance. This highly demanded Sugar plugin has an intuitive user interface and arranges all your data in cards and columns.

Manage Multiple Pipelines with "Drag and Drop" Functionality

Using RT SugarBoards, data management becomes a breeze. It lets users easily organize data with "drag and drop" functionality so they can move different fields on the cards through different stages of the sales pipeline. Hence, from lead generation to closing a deal, you can keep track of all activities and hit the ground running.

Work Fast with Interactive Action Items

With all your data in the Kanban view, the efficiency of your team with Sugar will go to the next level. The RT SugarBoards plugin allows users to have all the information in a single view. The cards will have interactive action items such as user initials, photo and last modification time.

Moreover, the activity buttons on the cards in your Sugar let you create emails, manage tasks, log calls and schedule meetings from within the Kanban view. Small wonder that RT SugarBoards is the best Plugin for Sugar and will streamline your business processes.

Different Views with Flexible User Interface 

With RT SugarBoards, there is no limitation to the number of ways you can view your records in Sugar. Along with the default Kanban view, it allows users to leverage collapsible view and also go into the detailed view. This will make it easy for you to visualize data and keep track of work in progress.

Personalized User Experience with Card Labels

Remove clutter from Sugar and enjoy a personalized user experience with RT SugarBoards. You can color code the cards to keep your work more organized and minimize confusion. It also lets you mark or unmark favorites to better manage records and boost your productivity.

Easily Retrieve Information with Filtered Search Integration  

Before RT SugarBoards, you had to scroll through large amounts of data to find the relevant information. This is repetitive and takes time. However, RT SugarBoards has made it easier for users with its filtered search integration. Just use the search bar and you get all the required data within the Kanban view. 

How Can I Get RT SugarBoards?

To make the most of your data and have records organized in your Sugar, Rolustech has got you covered. Our Sugar Expert team will put in the time and effort to understand your business needs and suggest a solution that will solve all your data management problems. 


With RT SugarBoards, a glimpse is all you need to make sense of your data. Leverage RT SugarBoards to make your day to day tasks time-efficient and work more efficiently by bringing Kanban view to all your Sugar modules.

In an ideal world, all your company’s software solutions would be able to easily share information. If you needed an important detail about a customer’s purchasing history while working in your customer relationship management (CRM) platform, it would be simple to call it up from your enterprise resource planning (ERP). Within a few clicks, everything you need would be right there.

But in the real world, software integration tends to be a little messy. It can take a lot of work to get two unrelated business programs to talk to one another, much less reliably share their data.

Meanwhile, it’s never been more important for business software to make these essential connections. Overall, the more efficiently these systems work together, the better it is for your company’s bottom line.

In this article, we’re going to take a look at five software integration trends that have become increasingly important for all types of businesses.

Here they are:

1.       Cloud ERP with CRM

Cloud ERP solutions aim at combining the flexibility and cost-savings of self-hosted software with the reliability, security and access of the cloud. This solution can be powerful for the right business.

While a Cloud ERP is typically known as your “back-office,” the trend has shifted toward an integrated ERP platform with CRM. By integrating a CRM solution with a Cloud ERP, your company can gain a 360-degree view of your entire operation.

2.       Social Media and Digital Marketing Integrations

It’s no secret that today’s sales teams increasingly rely on social media and online marketing to effectively do their jobs. Unfortunately, most older CRM solutions weren’t built with social media and digital marketing in mind.

Today, sales professionals rely on external tools. This outcome isn’t ideal, as it tends to make the CRM itself less useful. Unsurprisingly, CRM integrations for both digital marketing platforms and social media are now on the rise.

3.       IoT Integrations

To many people, the Internet of Things (IoT) still seems like a science-fiction dream. But for some industries, it’s reality.

IoT technology has created a world where warehouse shelves can run inventories on their own, and every machine on a factory floor can give instant updates about their own efficiency. This information is useful for integrating ERP with CRM, and it allows managers to gain real-time insights while they improve demand forecasting and other long-term projections.

4.       AI Integration

From a customer-service perspective, so-called “conversational AI” has the potential to be a total game changer.

Most of the support calls your company receives probably don’t require the involvement of a real, live human being. Customers usually have routine problems that could easily be solved through an automated system, or even by looking up the solution on your website. But when something goes wrong, most people prefer to talk to another human being about it. This tendency involves having an expensive human being on the other end of the line, even for the most mundane support issues.

If only there was a way for your customers to talk to an automated system in a more organic way. That’s where conversational AI comes in: using natural language-processing to create virtual assistants that are almost as good at their jobs as real, live people. Customer service integrations are just the beginning for this advanced AI. This technology is just scratching the surface of its usefulness in business.

5.       Gamification

One of the most frustrating things about investing in CRM or other business technology solutions is realizing that your employees just aren’t interested in using it. They don’t see the long-term benefits, such as the boost to efficiency. They just see more work.

But what if there was a way to make this entire learning process more engaging? Or even kind of fun? That’s what gamification is all about. By using game-like mechanics (such as competitions, leaderboards, badges, and prizes), you truly turn your CRM into an employee-motivation engine.

Don’t get behind on software integration trends.To learn more about the ways your company can benefit from the right software integrations, contact FayeBSG for a free consultation.

One of the best things about shopping from a physical store is that you get your purchases right there. No need to wait for them to arrive, and no issues with being home to take the delivery.

But online stores typically offer more discounts, and you do have the luxury of browsing multiple stores without actually having to travel to multiple stores. Moreover, you can do this browsing on your own time as you see fit.

The rise of online commerce has given way to a new industry: the shipping and courier industry. New might be a misnomer, but it has definitely revolutionized it as well as made things cheaper and more accessible. The number of companies in this area has increased and so has the range of the services they provide. Because of that, shipping is not limited to big cities, and deliveries go to the last mile, no matter how remote.  

There is still space in this industry - if you need unique ideas to make the experience of delivering a parcel better, then you should listen up.  

Start with the Basics

The first thing you will need for an IT setup is a Customer Relationship Management system or CRM. While you may just be starting out, you should choose something that will be scalable, and SugarCRM is a perfect choice. A basic CRM is simply not enough since your employees will be out on the field delivering parcels. They cannot come into the office every day just to log in the parcels they delivered. This is why you also need a CRM mobile application as well.  

Your mobile app should have all the features you enjoy in SugarCRM, like adding leads, managing customers and opportunities, but also mobile-specific features like push notifications, offline sync, and email support. 

This leaves us with the unique selling point in the shipping industry: Live Tracking. Imagine if you could track your delivery executives in real time, to know exactly when the parcel will reach a customer.

Pretty amazing, right?

Exploring the Tracking Feature 

Customers want to know where their parcel is and how fast it is getting to them. The more information they have about this, the better they feel about shopping or using a parcel service. 

You can integrate a live tracking feature in the SugarCRM mobile app so that you can track your employees while they are on the field. You can assign each employee certain parcels, and track those by tracking the employees.

Employees can check in and check out of each delivery location right from the CRM mobile application, making it easy for you to keep tabs on the parcels. You can extend this by offering a precise ETA to your customers so they know exactly when their parcel will arrive. 

Benefits of Live Tracking

You can go both ways: be a company that solely provides shipping solutions to individuals or join forces with online stores to provide them with shipping solutions.  

If you go with online stores, your unique selling point will give you an edge over other shipping solutions that they can choose from.

Better Customer Service

Your live tracking feature can help online stores provide better customer service, thus retaining their customers and building a loyal customer base in the long run.  On the other hand, if you decide to operate as a streamlined shipping solutions company for individuals, then real-time tracking can come in handy as you can offer this to your customers. 

Better Parcel Tracking

If someone wants to send a parcel to a place that is remote, then you can track the parcel in-real time and update the tracking information for the sender to keep tabs on. As the tracking happens directly in the SugarCRM mobile app, your employees will have an easy time checking off the parcels they deliver every day. They don’t have to do anything extra; they only need to use one app in the field to check for parcel details, customer details and update the deliveries they complete.  

If they are making deliveries in an area that doesn't get decent internet service, live tracking functions offline as well, with automatic sync when it is back online. 

The other benefits of the SugarCRM mobile app are not simply limited to the fact that you have your CRM in the pockets of your employees. After all, technology is only as good as what you make of it.

A Final Word

Shipping companies are not limited to taking a parcel from one place and delivering it to another. They play a significant part in the supply chain of stores and they are the face that customers actually see for a store that they cannot physically go to. It would not sound far-fetched to say that they are the sole reason why online stores even exist.

With breakthrough technology revolutionizing the industry, it is more than necessary to bring something special to the market. A CRM mobile app with real-time tracking might just be it! 

When it comes to modern CRM technology, there's good and bad news. The good news is that CRM is now the largest software market. The bad news? CRM is now the largest software market. I know. Mind-blowing, right?


Let me break it down for you. Today, we have dozens of CRMs flooding the market, and while that means that users have more choices it also means that there is a lot of noise and confusion. Which CRM has the best price? Which one is more secure? How user-friendly are they? Which one will offer the best ROI?

With those questions in mind, we’ve created the CRM Impact Score survey that will help you discover how your CRM compares to other organizations. The CRM Impact Score calculator will help you see how effectively you are maximizing the use of your platform, and spark actionable ideas on how to improve.

Take the Survey

We base our findings on the 5 core components that we consider every CRM should have: user adoption, security, functionality, automation, and data quality. 

CRM 5 core components


Let’s dive into these components that affect how much value people are getting out of their CRM.

1. Stellar User Adoption

There are always ways to improve user adoption and to increase ROI. When it comes to your CRM, user adoption is one of the biggest challenges. The lack of adequate user adoption results in the failure of most CRM implementations (more than 50% failure according to Forrester). Visual representation of data is critical to get your employees to embrace your CRM and improve their efficiency. An improved visual interface combined with the quality data you migrate into your CRM will improve user adoption and productivity.

Here are a few tips to do so:

  • Access all reports in your CRM instead of spreading them out in separate software and spreadsheets
  • Limit the numbers of required fields
  • Designate a CRM champion to get team buy-in
  • Update all nomenclature to match internal lingo

2. Great Security 

As data privacy (GDPR) and cybersecurity measures are increasing, we found security has become an important factor for return on investment (ROI). Companies need to have appropriate security practices in order to be able to make sure that their CRM can be used correctly. Often, companies are sensitive about adopting CRM due to poor security practices. They’re nervous about storing sensitive data on a system that could expose them to risks. Here are some good starting points to improve security:

  • Set up access permissions based on roles
  • Implement password rules (length or character requirements, expiration dates)
  • Create a standard procedure for revoking access
  • Implement Single Sign On (SSO) or Two-Factor Authentification (2FA)

3. Valuable Functionality

What can your CRM system do? Can you add additional functionality? Can you automate a process, or add a feature that you need and would give you additional value? All of these are valuable questions that, once answered, will help define your CRM’s value to your organization. Improve functionality by:

  • Focusing on core functions of CRM rather than bells and whistles
  • Considering all departments that are using CRM and how functionality fits into their specific use cases
  • Optimizing over time instead of a plug-and-play approach

4. Business Automation

With the right automation, CRM can save businesses a significant amount of time and money. CRM has evolved from being just a big database to a crucial business automation tool. Make sure that your CRM works together perfectly with your marketing automation tool to achieve the automation of business processes that your organization needs so badly:

  • Look at CRM as an automation powerhouse instead of as a business Rolodex
  • Have an overview of the entire customer lifecycle and add automation for marketing, finance, customer, and support (rather than just sales)

5. Amazing Data Quality

A component that truly elevates a CRM from a big database to a customer intelligence platform is the ability to generate actionable insights. Quality data is paramount for any organization. If you don’t bring good data into your system then you won’t have reliable reports and analytics coming out of it. Be sure your CRM can apply artificial intelligence to recognize patterns in customer behavior and recommend actions for the best-predicted outcome.

Here is how you can improve data quality:

  • Look at integrations to boost ROI
  • Give CRM access to all customer-facing teams
  • Provide offline and mobile access to data to improve data accuracy
  • Create reports that check for outdated information

These five core components working together can create the perfect CRM system.

Concluding Thoughts

There are many other factors to take into consideration when measuring your CRM’s value and capabilities. But if these components are in place, your CRM should be working at full capacity.

Not sure if it does? Then don’t hesitate to take our CRM Impact Score survey here. Complete the test, and a member of our team will reach out to you to discuss your results and help you improve your CRM environment.

For any other CRM questions, please feel free to contact us.


This article was originally published on the W-Systems Blog.

Marketing bridges the gap between consumers and the organization. Most businesses focus highly on marketing and look for innovative ways to increase ROI through marketing automation platforms. Additionally, companies with marketing automation see an average of 60% higher lead-to-sale conversion rates. 

With several options available, it can be difficult to find a complete marketing automation solution. SugarCRM offers an all-in-one marketing automation platform - Sugar Market. As a result, many marketing managers are keen to leverage it to stay ahead of their competitors.

Let’s explore what is Sugar Market all about and how it can help your business!


What is Sugar Market?


Sugar Market is an all-in-one marketing automation platform that streamlines your marketing activities. SugarCRM acquired Salesfusion, whose offering was later rebranded as Sugar Market and has since continued to evolve. It can be used on its own and integrated with Sugar or other CRMs. 


Features of Sugar Market


All Marketing Platforms in One Place


Does your team juggle different marketing platforms to identify customer touchpoints and leverage each one of them? With social media, these are changing at a rapid pace. 

However, you can streamline all your interactions with the customers on social media via Sugar Market. Allowing you to schedule posts, manage accounts and track brand performance, Sugar Market will enable you to boost engagement and accelerate customer acquisition.  

Effective Campaign Management


Marketing campaign automation can be done very effectively through Sugar Market. It lets you manage three types of campaigns: single emails, nurture-based campaigns, and trigger campaigns.


Automated email campaigns save time and help in optimizing your sales funnel. In Sugar Market, you can easily and quickly create personalized email campaigns. In addition, Sugar Market lets you streamline your email marketing workflow by scheduling emails. You can also get relevant statistics regarding emails opened, unsubscribed or other specifics.

You can also choose from the built-in email templates or create your own for a responsive email campaign. Moreover, you can also run a nurture-based campaign to convert or optimize trigger campaigns based on a user’s action for great results.

Better Lead Capturing 


Understanding customer engagement is important for digital marketing automation. Impressively, you can transform your customer’s journey by tracking engagement through different stages of the sales funnel in Sugar Market. Moreover, you can also get actionable insights regarding your prospects' interaction with your website and streamline account engagement.


Optimized Lead Nurturing 


Automated lead nurturing is a necessary step for closing more deals and improving conversion rates. According to DemandGen, nurtured leads result in a 20% increase in sales opportunities. Do you want to break through the noise and stay top-of-mind with prospects? Empower your team with Sugar Market, so they can send automated tailored messages to prospective buyers for a more personalized customer experience

In Sugar Market, nurturing campaigns are easy with drag and drop features. Just choose the mailing list from your marketing automation platform or your CRM, and include or exclude people based on various touchpoints. The more you customize the list according to your business needs, the better the results.

Furthermore, you can also renew a campaign by adding a rule or logic related to some action. For example, after sending emails, you can add a rule for follow-up calls if the specified action was taken.

Lead Scoring for Higher Conversions 


It’s disappointing when you can't close a deal after spending a lot of time and energy on a certain lead. Welcome to Sugar Market's native lead scoring mechanism, which allows you to assign a certain score to users based on their web activity, email or campaign engagement, etc. This is important for marketers as they can get the score of a lead and target it accordingly with their marketing efforts.


Launch Google Ads Campaigns


With Sugar Market, you don’t need to worry about managing your Google Ads Campaigns separately. Leverage the platform to see an increase in traffic and drive more qualified leads.


Optimized for Search Engines 


Given that digital marketing is evolving at a rapid pace, it is imperative to have a website with an optimal load time. If you are using a marketing automation platform but your site does not work properly, your business results will be less than optimal. 


Sugar Market brings a complete solution to website and SEO auditing, so you can see how your site is performing and benchmark it as well.  Attract more visitors to your site with smarter marketing.

Easily Create Landing Pages and Lead Forms 

Landing pages help to keep the audience engaged so you can seize new opportunities. In Sugar Market, you can save a lot of time through landing page automation. For this, use the drag-and-drop builders or choose the lead form templates. You can also build custom web pages for quick lead capture.

Measure a Webinar’s Success 

Being an all-in-one marketing automation platform, Sugar Market lets you manage and track your webinars and online events. It can transform your interactions with customers for real-time conversations through webinars. 


Create Custom Surveys - Fast 


Another feature of Sugar Market is that it lets you create custom surveys within the platform. This provides actionable insights about your customers and adds inbound intelligence.

Reporting and Interactive Dashboards

With Sugar Market, you can understand your customers better by tracking critical metrics and determining what drives revenue. With interactive marketing analytics dashboards in Sugar Market, you can create visually appealing reports that are easy to share.


CRM Integration with Sugar Market 


Another great feature of Sugar Market is that it enables seamless CRM integration. You can integrate Sugar Market with Sugar or any other CRM platform, and get real-time synchronization. It will bring your sales and marketing teams together on a unified platform, so you can drive more profits and increase revenue.


How will Sugar Market Benefit my Business?

As Sugar Market is an end-to-end marketing automation platform, it has the potential to transform your business. 

Here’s how.


Increase Your Sales


Marketing automation workflow becomes easy with Sugar Market. It lets you reach out to prospects, attract more leads and optimize your sales funnel. With Sugar Market, you're likely to see a boost in your sales figures. 


Increased Marketing ROI

Sugar Market will give you a clear picture of how your marketing campaigns are performing so you can strategize in a better way. Moreover, 63% of companies leverage marketing automation to gain a competitive advantage over their counterparts. Shouldn't you?

Optimize Resource Allocation


As Sugar Market allows you to track and monitor your campaigns, you can optimize the allocation of resources, time and money. Moreover, you can also customize SugarCRM to better manage your workflows. Not only will this drive profits, but boost your team productivity. 


Improve Customer Experience


Engage with clients at all touchpoints and address their issues for a better customer experience. Via marketing automation, you can retain more customers in an efficient way.


Supercharge Growth with Performance Analysis


It’s important to track performance and look for opportunities to grow your business. You can leverage advanced analytics in Sugar Market to track the performance of your marketing team, and visualize results through the marketing analytics dashboard. This will give you a holistic performance analysis to pinpoint areas of improvement.


What Are You Waiting For?


With its pre-integrated marketing automation solutions, Sugar Market can benefit your business in multiple ways. Leverage it fully with CRM integration and visualize your business revolutionized. 

Lead Generation Campaigns. They can prove a little tricky at times. Unnecessarily so. Let me give you 6 Successful Tips to Creating Enticing Marketing Campaigns to lure in those Leads. There’s nothing here you won’t be able to start working on right away. What’re you waiting for!?


Content is King


There’s nothing quite like the power of word of mouth. If you want your current database to be forwarding on your emails and sharing your messages with the world, you’re going to need to stand out from the crowd. If your emails are entertaining and charming, your audience will always look forward to them and are more likely to engage. Make sure you really put weight behind your content in your next campaign or blog series.


Make your audience feel special, this will encourage current subscribers to share and forward your emails, giving you access to friends and colleagues expanding your outreach and adding to your contact list. Include links in your email campaigns to specific landing pages with form fills. Why not direct them to a page with a pop-up to inspire your audience to give you their email.


The Golden Gates


Get some gated content out there! Gated Content is a great subtle tool when it comes to Lead Generation. Write a new whitepaper or ebook and ask your website visitors to enter their email addresses in order to access the new content. Another bonus of this method is it offers you another level of understanding about your lead, giving you the upper hand.


You can also develop a free tool for people to use, where all they need to sign up is their email address. For example, we’ve created a tool called GatorLeads Freemium. GL Freemium benefits us and its users in multiple ways when it comes to Lead Generation, why not use this kind of tool to your advantage and get new leads signing up, giving you a foot in the door to then show off all your other shiny products.


Keep it Simple


When dealing with the general public, your busy audience has a short attention span. Don’t dive straight in asking for every last detail about them. When using form fills, keep it simple by asking for only their name and email address. You can always ask their biggest pet peeve once you’ve established a connection further down the line. Don’t scare them off in the first 5 seconds!


Be Sociable Online


Having a well-defined social media strategy with a loud voice to catch the attention of the masses can only LEAD to one thing. Use your LinkedIn, Twitter or Facebook to advertise an event you may be hosting. Encourage people to come to your website and sign up using their email address.


Partner Up


I get by with a little help from my friends! Partnering with another company in your industry can be incredibly beneficial and lucrative. We co-host many events with our partners Workbooks and Iconic Digital. Not only does this increase your outreach to a partner’s audience, but also gives your current subscribers a fresh outlook.


Co-hosting and Guest Blogging can help lighten the load, both financially and physically. Ensure to include a tracked link back to your website within any pieces you write for your partner so readers can subscribe to your resources.


And best of all! You can share all the leads at the end!


Testing 1,2…


CommuniGator? Bang on about testing again…? Never! You could be exhausting all avenues when it comes to Lead Generation, social media, gated content and event hosting and if you’re still not fruitful, it’s highly likely your copy or design might be to blame. Split testing to different audiences can give you an insight into what content is getting the most engagement, what design or subject line is catching your audiences’ eye, even when the best time of day to catch your target market is. The smallest alteration can cost you or make you a lot of leads.


A full database of high-quality email addresses is imperative to a high performing business.  Here are just a few pointers to aid its growth. I think the main point to stress, is to test. Get to know your target audience and know who you’re sending to and your Leads will look after themselves.

The technology behind creating content based on your target market has drastically evolved, making the process efficient and easier. According to research conducted by Evergage, many marketers agree that personalization is the most effective strategy for retaining the customer.


To successfully implement personalization strategies, you’ll need sufficient data and insights. Bringing data from different systems remains a challenge for about 55% of marketers – you can create unique content on websites or social media, but personalized content is most effective in email marketing campaigns.


Sending individualized emails is not rocket science; however, using personalized emails to enhance conversion rates requires more than adding “First_Name” to your introduction.


So, how can companies gather the needed data? For starters:


  • Doing business with them
  • Tracking visitors on your website
  • Sign-up forms on your website
  • Sales networks
  • Third-party apps


All this data is usually gathered inside your CRM system. Collecting basic information such as name and address can make your email communication simple, but not as effective. Make a list of data fields you want to acquire from your customers - name, address, and contact numbers are a given, but you also want to be able to track their purchase history, product interest, contact history, etc.


How integrating your CRM and ERP system enhances your campaign.


The 55% of marketers that struggle to bring all the data from their ERP system into their CRM system can utilize third-party integration apps to gather all the data collected from marketing automation systems or accounting tools into their CRM system. The integration between the two systems allows you to create custom fields where necessary and capture all the information. 


It is crucial to make sure this information is up to date and accurate. Addressing a contact with the wrong name won’t do your marketing and sales efforts any good. Make sure you provide a personalized link in each email where the recipient can alter their own contact information; this will help to keep your database error-free.


Finally, always remember to send yourself and your team members a test email to see if everything works. With a test mail, you can confirm whether all conditional content or personalization tags are in proper working order. Good luck!

In a world of business where you have boundless competition, CRM is your treasure box. You can use it to track your customers’ needs, their data, sales details, etc. to achieve your organizational goals.


However, your success depends on the quality of data stored in it. Which means it should be updated and detailed enough to guide you for future actions. For example, following up on old leads and enhancing the checkout process of your eStore, etc.

Surveys are one of the best resources to gather fresh and updated data from your customers. But if the data is not analyzed, it’s of no use.

When you unify your survey tool and CRM, you can overcome these obstacles and deploy a win-win solution to solve thousands of such hurdles in a short span of time. For example, if you have Sugar CRM in place, you can utilize the SugarCRM Survey Module to merge their capabilities.

Want to know how? Read on.


Curated Buyer Personas


These are a representation of what your users are really like. But when it comes to creating a buyer persona for your business, the most important thing is research. When you have an integrated CRM survey in place, it becomes easy to research and collect the following data: 

  • Geographic information
  • Demographic info
  • Behavioral data and patterns
  • Purchasing process 
  • Customer profiles


Once you receive the responses and save the data in your CRM, you can drive this data further to create a specific buyer persona. It helps you create marketing strategies and products as well as provide services to meet customer needs.


Achieve Automation


Sending a survey after a customer activity such as a lead conversion or phone call generates more impact than sending them randomly. It gives you accurate and quick responses. When you integrate the power of CRM with a survey tool, it enables you to automate your campaigns with CRM events as triggers. You no longer need to sit in front of the computer every time you want to send a survey; you simply set a date, time, and condition and it will be sent on your behalf.


With automation, you can make the best use of your CRM data - understanding your customers at a deeper level. And it gives you more transparent responses to lead your marketing in the right direction.


Improved Customer Retention


When you own a business, it is important to listen to your customers. And by sending a survey, you have already shown initiative that you care about their opinion. Of course, you might get negative feedback or bad product reviews - but in a non-threatening manner. Hence, it helps you understand your customer’s problems effectively. 


With a CRM survey integration, you can be sure that you have updated information about your existing customers and their preferences. You can also learn more about their journey and create additional surveys for effective communication.


Customer Service


You believe that you provide the best customer service. But do your customers feel the same way?


When you send surveys regularly, you encourage more loyalty and retention. To test it, utilize an NPS (Net Promoter Score) equipped survey. NPS questions give you more clarity on how your services and products are doing with your customers. Plus, you’ll derive how many of them promote your business to others.


Some other plus points are that you can create a better follow-up flow with triggered survey campaigns. Additionally,  you can get in touch with customers who gave you a negative review. This way, you get a chance to pre-empt any negative response and drive a different outcome.


The Right Time


When you have an integrated CRM survey tool in place, you can trigger your survey campaigns at the right time. Unlike other online tools, here you can easily keep up with your CRM events and decide the best time to send a survey to your customers.


It also becomes easy for you to process received data. For instance, once you get the responses regarding your product, you integrate suggested changes accordingly.


The Final Takeaway


The integration of surveys and CRM helps you grow a deeper relationship with your customers. You can acquire new ones, as well as retaining the existing ones. It’s the best of both worlds!

CRM is one of the most prominent assets for a business. It streamlines operations and reduces human errors with its systematic approach. But with the desktop version, you can only use it in the office. Because nearly every aspect of the product has been digitized, employees are no longer tied to their desks; especially sales, marketing, and customer support teams. They are always on the go with meetings, client visits, product demos, etc. And they will need to access certain information from your CRM while working on the field.


That’s where Mobile CRM comes to the rescue. According to statistics, global internet traffic coming from mobile devices grew from 0.7% in 2009 to 52.99% in 2017. Hence, having a Mobile CRM allows your road warriors to work anywhere because of easy access to data. And of course, their clients also expect real-time information for quicker decisions.


If you are also considering such a solution to increase the efficiency of your team, make sure it has these features:


  1. A Native App with Necessary Features


A recreated version of Desktop CRM functioning in a mobile device might make your business suffer a lot. An ideal CRM phone app could help you capitalize on the strengths such as features offered by a CRM mobile app. Simple things like push notifications, voice notes, and a mobile-optimized interface will make work that much easier. 


  1. Import Call and SMS Records, Contacts, and Call Log


One of the most tedious tasks related to CRM is data entry. Your team members will not want to transfer their daily call logs, records, etc. from the desktop to a mobile version manually. Being able to import call logs, SMS records, contacts, and other data from their mobile to CRM saves major of time. It is effective for maintaining the quality of data as well.


  1. Offline Access, Online Data Sync


Working in the field means sometimes working from areas with no internet. So, if any of your employees want access to CRM records it might be a problematic scenario. The offline access feature is a boon as they can access and make changes to CRM while offline. As soon as they come online, these offline changes get synced with the CRM. 


  1. Access to Maps with Route Planning 


This feature enables your employees to set their route between client locations and get real-time traffic alerts, gas stations, meeting points updates, etc. It can save a lot of their time and help them to manage their schedules according to real-time conditions.



  1. Live Tracking and Check-In / Check Out


One of the most important features for sales managers is to be able to track where sales reps are at any given time. Managers can also get an update of their team members as they can check-in and check out of meetings, tasks, and appointments. It helps you monitor their total time spent for a meeting, task or appointment with necessary details. 


  1. Business Card Scans to Add New Contacts Directly


During meetings, seminars, and conferences, your employees meet new prospects. While networking during these events, they can use the business cards scanner to scan them into the CRM app. The information directly gets added as a new contact into your CRM system, saving time and effort. 


  1. Electronic Signature


When your employees need special additional signatures of other members while closing the deal, the electronic signature feature can save the day. With the help of it, they can close the deals easily as they will have the required signatures available in the CRM app itself.


  1. Interactive Dashboards


With so many tasks running in the background, dashboards provide you with a quick glance of all your important tasks. They give you an overview of what is currently going on and help to prioritize tasks accordingly. 


  1. Support for Custom Modules


We make frequent changes to CRM fields and modules to make the most out of it. And it is important to have those updated fields and modules working in your Mobile CRM system as well. Hence, you can utilize your CRM data at its full potential. 


Does your Mobile CRM App have these Features?


When opting for a solution with a vision to make your business better, it is important to choose a CRM platform which supports the above operations. You’ll be glad you did!

Although there are several factors that affect your overall email campaign performance, the basics start with design. Let's focus on the important design decisions that you need to make for each message to drive maximum results. There are three specific details that make a huge difference; we’ll cover them here:

HTML vs. text emails

HTML is perfect for a formal webinar or an event invite, but when you want to take a more personal approach, try a text version. Don't forget your email must be mobile responsive since so many people open emails while they're on the go.

Reply-to address

Something that is often overlooked is from whom an email is sent, and what the reply-to address is. Unless you're sending an email newsletter, it's best that you use someone's personal email address if you're sending out a standard email rather than a typical generic email or info@ email address.


When you use an individual's actual personal email address, research has shown that people are twice as likely to open the email as opposed to a generic one - and if you're trying to drive meetings with sales, an email that appears as a personal outreach from the representative is definitely the way to go. Don’t forget that the “reply to” address must also be the representative.

Before you jump into sending your next email campaign make sure you’ve chosen the right format. While these tips may sound rudimentary, they’ll go a long way with your customers—remember, sometimes less is more!

For a video version of this blog post, click here.

Technology is revolutionizing the way manufacturers run businesses day-to-day in the digital era. CRM systems can leverage the Internet of Things (IoT; a system of interrelated computing devices, mechanical and digital machines that have the ability to transfer data over a network with no human interaction)  to enhance end-to-end processes by connecting products, devices and equipment. IoT has the ability to drive insights throughout sales, customer service and marketing departments. The intelligent coupling of IoT and CRM have the ability to help manufacturers elevate customer experiences by enhancing efficiency and heightening visibility.


Let's look at the impact of IoT and CRM on manufacturing companies.


Optimized Customer Experiences


Customers always want to save time. Providing efficient services is key to business success. Research has shown that many customers will move to another brand due to a lack of efficiency and a unique experience; IoT and CRM can make it possible to enhance customer experiences in various ways. Manufacturing firms can identify errors and fix them before customers even notice - when issues are solved promptly and accurately, both sales representatives and customers can benefit from this seamless experience. Once the issue is identified, it can be resolved and prevented from happening again. Having all customers’ order history and account information in your CRM system can enhance customer service by speeding up processes. These are some of the improvements manufacturers are already seeing when they connect IoT devices with their CRM systems. 


Smart devices are used to collect data on where and when your product is used by specific customers, which helps manufacturing firms deliver personalized interactions. Having scattered or unstructured data can be challenging for manufacturers. Even smart organizations struggle to make better operational decisions if data is siloed within separate ERP and CRM systems; organized data leads to better decision-making. Experts have developed a solution app called Commercient SYNC, which takes data that is spread on-premise and in siloed data systems, synthesizing it into a system that can help organizations discover, manage and integrate data over its entire lifecycle.


Increased Sales


Customers value unique and efficient experiences more than anything else when engaging with brands. The enhanced capabilities of CRM systems, when connected with IoT, can lead to increased sales. IoT can detect customer dissatisfaction, assisting sales reps to put together a tailor-made strategy for each customer. It can also provide predictive analytics on when to reach out and which channel to use when offering discounts or vouchers to retain their loyalty. Marketers can also leverage these insights to deliver content to the specific target audience at the right time.


Utilizing IoT and CRM enables manufacturing firms to become more connected enterprises, and enables a business to discover innovative ways to engage and connect with customers.

To Grow Your Business, Invest in CRM Software First for a Great Customer Experience 

Your business can grow without Marketing but will die without Customer Relationship Management (CRM) software. Exceptional customer experience is the key to cultivating customers for life and successful business growth.

Let’s Talk Marketing

Digital Marketing is all the rage these days. Inbound marketing, social media marketing, SEO, PPC, the list goes on…

Then there is your website, content, email campaigns, blogs, videos, and much more. Marketing is always evolving so that even the ‘experts’ have a hard time creating and maintaining the best strategy.

I should know - I have spent tens of thousands of dollars with marketing agencies without significant results to show for it.

This year, I spent hundreds of hours learning and testing best practices. I have utilized platforms like LinkedIn, Facebook, Pinterest, YouTube, Medium, and many more.

Closing business with Marketing is Harder than we Think

The investment of time and effort does not guarantee success.  All your hard work, effort, and money can go to waste if the right strategies are not applied.

Marketing, when done right, connects with and engages people who are looking for the products and services you offer.  Success means a steady influx of new leads.

The thing to remember is that these are leads - and converting them to business is a different endeavor.

Customer Relationship Management (CRM) Software

Another tool for sales and marketing teams is Customer Relationship Management (CRM) software.

CRM helps businesses manage and improve lead conversion, customer relationships, and customer service. It is an essential tool for managing leads and closing opportunities. It is also critical in onboarding customers and fulfilling their needs.

Exceptional Customer Experience Delivered via the Best CRM Creates Customers for Life

With the right CRM, excellence in upselling, reselling, and customer service is possible. It helps your users to stay organized, efficient, and effective. Consider:

Customers for life bring revenue and profit growth opportunities for life.

Repeat business is a significant source of growth and profit for any company.

Upselling to current customers bears fruit with less investment of time and effort.

Trust, rapport, and institutional knowledge earned from serving customers makes future sales less work.

It takes 5-6X less effort and expense to sell to a current customer as opposed to a new prospect.

Generating new opportunities does have to not cost thousands of dollars and hundreds of hours of marketing. These opportunities are won by providing exceptional customer experience.

Another benefit of providing exceptional customer experience is referrals, which have a high close rate. Referred leads are warm introductions. They help remove the barrier to entry in meeting decision-makers and assist in gaining vital inside information about the job. CRM helps manage relationships with referred prospects to win opportunities.

Networking is another source of new business that does not cost much; it brings social and intellectual benefits as well. CRM enables management and nurturing of network relationships.

A company can grow and thrive without a significant marketing effort. But it cannot succeed in the long term without a robust CRM.

CRM is a must for every business.

When investing in marketing, your CRM has to be ready to nurture and close the opportunities created.

Any CRM won’t do; it has to be the right CRM for your business.

The best CRM supports well planned and executed business processes enable business growth for life and create organic sources of new business.

Surviving and thriving are hard without investing time, energy, and resources in the right CRM.

Features of the Right CRM

Let’s take a few minutes to review some essential elements of the right CRM for your business:

  1. Collect, secure, and store leads, prospect, opportunities, customer, product, vendor, contracts, and other vital customer data
    Every business is different, and each one has different needs. Any CRM that limits how many contacts, fields, or processes you can create is not scalable, whereas the right CRM serves your business needs without arbitrary limitations.
  2. Provide various integrations to enable automatic data update and entry from different areas of business or online data warehouses
    Data entry is time-consuming. Today, the average salesperson spends one hour a day doing data entry. That’s one hour less time they are spending closing business.  The right CRM allows you to integrate with other business applications and your website to automatically update data. It helps the sales team work efficiently.
  3. Manage and report on lead-to-close sales cycles for an increase in business
    Reporting provides vital information to decision-makers, and Business Process Automation (BPA) helps save time and avoid mistakes in the sales cycle.  The best CRM has robust reporting and extensive options to automate business processes.
  4. Scalable as your business grows and evolves
    Today, businesses evolve at a faster rate than ever. Tools supporting enterprises have to be scalable and adaptable. CRM is no exception.
  5. Readily available and reliable support, training, and service providers
    Support, user training, and other specialized services help keep CRM relevant and useful over time. The right CRM has a healthy amount of options available for support and other services.


All the hype around marketing these days would have some believe that it is the only way to generate good quality leads to grow a business.  In reality, it is a complicated, time-consuming, and expensive exercise.

Investing time, effort, and money into the right CRM for your business will bring better ROI, long-lasting growth, and loyalty of your customers.

Your CRM has to fit your business needs. Choose carefully and then commit to making the culture shift to support it being used. Successful companies often say: ‘If it is not in the CRM, it did not happen.’

Click here to learn more about the CRM solutions we offer.