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2018

Have you ever wanted to send and receive text messages with Sugar? We did too, which is why we built our Sugar Messaging Module: Sugar Messaging powered by Ytel.

Sugar Messaging is an SMS messaging integration for Sugar users that can send personalized text messages to the people in your Sugar database. With Sugar Messaging you can create rich SMS messaging without a single line of code.

Using Sugar Messaging, you can do all kinds of cool stuff, including:

 

  • Send and receive automated, customized SMS messages from the Messages Module.
  • Send customized SMS messages to Leads and Contacts associated with a Campaign.
  • Message one on one with Contacts from their Sugar record page.
  • Send group texts.
  • Send texts via workflows.
  • View texts in the Messages Sub-Panel.

 

SMS is projected to be one of the fastest growing marketing channels by 2020, with 48.7 million consumers receiving SMS business messages and mobile phone users grow to over five billion worldwide.

Our Sugar Messaging module allows Sugar customers to use SMS as a core avenue to engage with prospects and customers. Sugar users can now send one to one SMS messages to a lead or create a contact list “on the fly” and have conversations over text without leaving the CRM. It also will provide marketers the ability to send targeted messages in bulk as a part of campaigns and workflows.

Visit https://fayebsg.com/sugarcrm-sms-messaging/ to see an on-demand demo and view pricing information.

Pictures are worth 1,000 words, we have heard that before. So, should we try to make everything a picture?  Well, it depends on what you are trying to convey. Understanding data sometimes requires filtering or moving fields around to try and make sense of what you have.

 

But ultimately if you can leverage visuals to quickly gain an understanding, assess situations, know where to focus and spend more time selling, it would be valuable. The human brain processes visuals 60,000 times faster than text.1 Let’s look a bit closer at what you might gain from a visual in an opportunity.

 

Picture represents engagement, influence and role of buyers at the table in an opportunity.

 

In the Accent CRM Supercharger visualization of an opportunity, your digital assistant provides a picture of a buying team seated at the table. We can quickly look and see a few things happening with this opportunity:

 

  1. There are 4 buyers associated with this opportunity
  2. Two of them are strongly engaged and two are moderately engaged (green and yellow respectively)
  3. Two of them have a moderate level (2-stars) of influence on this deal, while the other two have a high level (3-star) of influence on this deal.
  4. The individual with the trophy is your champion
  5. The two individuals with the $ are your economic buyers
  6. As you hover over a buyer, you can get additional details. Last outreach, average response time and response rate.

 

As a sales rep, you might say this looks healthy as on opportunity or decide to reach out to the more influential buyer to engage them a bit more.  But ultimately and regardless of the action – a more accurate assessment can be made of this opportunity while planning with a quick decision on how much time to focus on it or move to the next one.

 

Without a sales rep having to do anything, the CRM Supercharger digital assistant painted an information-rich picture of the opportunity.  This is only the beginning.

 

Andy - Accent Technologies, Inc.

1 www.t-sciences.com/news/humans-process-visual-data-better

Whether you’re upgrading from a homegrown customer relationship management (CRM) system or switching from one software provider to another, knowing exactly how to migrate your CRM can be a challenge.

But you can take comfort in knowing that most current CRM systems allow you to export the data from the application. From there, you can import the data, but to make a smooth transition, many steps are still required.

Wondering if it’s time to reboot your system? Find out how to know for sure here. 

While the implementation process can seem overwhelming, it doesn’t have to be. There are helpful tools out there, and there are experts available who can make the transition less chaotic and stressful.

For a detailed walkthough, download our CRM Migration Checklist.

Here are 10 tips for a successful CRM migration.

1. Set Goals and Understand What You Want

This tip seems simple, but it can often be overlooked. Whether you outgrew your old system or need a price change, you’re migrating your system for a reason. Before you dive headfirst into a CRM project, understand what you want your system to do.

Talk to your team about the functionalities your old system was missing, and the improvements they’d like to see. And make sure you aren’t duplicating your problems with the old system in the new one.

2. Prepare Your Team.

Migrating your CRM is a big deal. It will affect multiple departments, including all the people in them. There will be changes, training, and more training. So set realistic expectations for your CRM migration

3. Get Your Team to Buy In

Create a roadmap for the integration, and facilitate buy-ins. Most importantly, make sure everyone involved understands his or her role. If your team isn’t onboard with the migration, then it’s going to be a bumpy road.

4. Manage Customized Fields

One of the best things about CRM systems is that they’re highly customizable. While this perk is extremely helpful for your business, migrating your CRM requires a time commitment.

5. Make a Backup Plan

As you move forward, it’s important to know where you came from. So make a backup plan to ensure that you can always go back if you hit a snag along the way. You don’t want to have to start from scratch.

6. Cleanup Data

Before you start migrating your CRM, make sure your data is ready for transfer. It’s the perfect time to do some housecleaning, and get rid of some legacy data.

7. Understand How to Migrate Additional Content

Migrating additional content (such as attachments, emails, and history records) might not be as simple as entering information into standard fields. If you’re handling the migration yourself, using a migration tool, or working with an outside vendor, make sure you understand how this data transfers over.

8. Double-Check to Make Sure You Didn’t Forget Anything

Did you forget something? Do you need to export a contact list? Are you missing a functionality you were hoping for? Speak now, or forever hold your peace.

9. Perform a Test

This step might be the most important one. Don’t jump too far, too fast. To make the transition as smooth as possible, you should do multiple rounds of testing with your team. Then you can work out the kinks before you go live.

10. Partner with an Expert

Even with the most valuable internal resources, migrating your CRM system can still be a challenge. My best advice is to partner with an expert, who can walk you through the migration process and train your team, especially your technical support.

Are ready to migrate? Or do you just have questions about what your next step is? Either way, contact us today!