Skip navigation
All Places > Partner Corner > Blog > Author: Hussain Nasir
1 2 Previous Next

Partner Corner

30 Posts authored by: Hussain Nasir

Email plays a major role in business communication. As inboxes are flooded with emails, it’s important to stay organized, maintain records and streamline communication with customers. 

 

Wouldn’t it be great to embed your CRM software within G Suite and Office 365 and conduct all your customer-related activities through a single platform? 

 

Now you can. SugarCRM has introduced Sugar Connect to provide critical information about all your customers while you are communicating with them. Sugar Connect lets you work more efficiently, bring key customer activities into Gmail and Office 365 and make customers for life.  

 

Let's get started to learn more about Sugar Connect and how it will benefit your business. 

What is Sugar Connect?

Sugar Connect seamlessly synchronizes G Suite and Microsoft Office 365 with Sugar Enterprise, Sugar Pro, Sugar Sell, and Sugar Serve. This enhances the functionality of Sugar and allows users to incorporate emails, calendars, tasks, and contacts into a unified view and easily access all the data from a single platform. 

Features and Benefits of Sugar Connect

Make the Most of Your Inbox with Sugar

Be it any business function, email plays a crucial role in managing tasks and streamlining communication with employees across the company, the customers and other stakeholders.

 

Sugar Connect lets you do exactly that so you can have all the relevant information about customers in your inbox with just a click. No need to switch apps or leave your inbox to get to know a customer, as Sugar Connect provides a complete context of your interactions with them. 

Remove Clutter by Easily Archiving Emails

For a business to be efficient and drive high profits, it’s important for the employees to stay organized and remove clutter. 

 

As Sugar Connect allows you to connect G Suite and Office 365 to Sugar, this makes it quite easy to archive emails by automatically syncing your inbox with the contacts or accounts in Sugar. This ensures that you have the communication history of different clients readily at hand. 

Sync Events Across Different Calendars and Platforms

Cut down the hassle of maintaining separate calendars in Google, Outlook, and Sugar. With Sugar Connect, you can easily synchronize events across calendars and simplify the scheduling process to save time. Rather than switching between different software, you can schedule meetings and configure fields with your Sugar database. 

Get Contextual Information About Customers 

Streamline the customer management process and expand your customer database with bi-directional synchronization between Sugar and Gmail or Outlook 365. As a result, you can communicate with your customers clearly and with more information. 

Eliminate Data Entry

Sugar Connect allows users to leverage "no-touch" sync which is automatic and easy. As a result, you won’t have to manually enter customer information or update records. This ensures that all records are updated automatically, enabling users to deliver personalized solutions and save time. 

Get a 360-Degree Customer View

To develop meaningful customer relationships, it’s important to gain a 360-degree view of your customers. Sugar Connect gives you a competitive edge by providing accurate customer records and complete visibility in different Sugar modules directly from Office 365 or G Suite. 

Personalized User Experience

Sugar Connect provides actionable insights based on your communication with people from G Suite or Office 365. Hence, you can enjoy a personalized user experience by getting all the information based on whom you are emailing, the content, and when you are sending or receiving an email. 

The Bottom Line

Sugar Connect is your best bet to boost CRM productivity. It allows users to keep accurate and complete customer records by seamlessly syncing your G Suite or Office 365 with Sugar. While you can leverage Sugar integration with Gmail and Office 365, Sugar Connect provides a seamless end-to-end solution to embed your CRM within these commonly used business applications. 

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.

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.

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. 

In case you haven’t already heard, Sugar just received some major upgrades and the company has fully reinvented itself to bring forth key innovations in the CRM industry. At the core of this reinvention lie Sugar’s three new products, Sugar Serve, Sugar Sell, and Sugar Market and we’ve brought details about them straight from SugarConnection San Francisco where all was unveiled. So, what are these products that come with the new Sugar? 

 

To quickly summarize, Sugar Market is a rebranding of Salesfusion for Sugar and Sugar Sell is an enhanced version of Sugar Enterprise minus the customer service features. What is entirely new and warrants a more detailed breakdown however, is Sugar Serve. Staying true to their mantra, “Making Customers For Life,” SugarCRM has made sure to provide a comprehensive set of customer service tools that allow businesses to build meaningful, long-term customer relationships with Sugar Serve. 

Why the Emphasis on Customer Service?

Customer service is often overlooked by businesses and the general perception is that resources spent on customer service are wasted if a given customer is already doing business with the organization. However, in today’s hyper-competitive market environment, customers are spoiled by choices for anything they want to purchase! Given the overwhelming amount of alternate options that are often equally great, it only comes down to one thing that can help push businesses over the edge and break through the noise - quality customer service. 

 

When customers feel valued by you, they are more likely to come back to you for business without you having to redo all of your sales efforts from scratch, and that is exactly why SugarCRM has created an entirely new product. Let’s take a look at what Sugar Serve can do for you.

What Does Sugar Serve Bring to the Table?

Sugar’s philosophy with Sugar Serve is fairly straightforward; to equip business with all the right tools to provide fast, personalized, and informed customer service. To do so, Sugar has identified key areas where customer service suffers and designed key objectives for Sugar Serve accordingly.

Improved Efficiency

One of the primary goals of Sugar Serve is to streamline the support process by improving the overall efficiency of support agents. It achieves this by providing them easy access to information and key customer insights so they can focus their time and effort on delivering informed customer service, all under a single pane of glass. 

Reduced Costs

One of the major arguments against investing in customer service is the cost associated with it and whether the ROI is good enough. Sugar Serve doesn’t just ensure that the relationships it helps build drive business; it also aims to cut down on the costs that accumulate in providing quality customer care by automating key processes and making service simpler, easier and much more cost-effective.

Ability to Build Relationships

As the tag line itself might already have given away, Sugar Serve serves (literally) as a means for businesses to conveniently build relationships with their customers for long-term retention and, consequently, an improved likelihood of recurring business from them. 

 

That covers what Sugar aims to accomplish with Sugar Serve. So, what features does it offer to do so? Let’s find out!

The Features

Case Prioritization

Sugar Serve prioritizes cases by service level agreements and there are a number of dynamic values that go into determining the priority level of any given case. This means service agents don’t have to go through the cumbersome process of identifying which cases they need to pay immediate attention to, because Sugar Serve does that for them! As a result, agents can improve their response times to high priority customers and, therefore, make them feel valued.

Intelligent Case Management

SugarBPM ring a bell? Sugar Serve leverages the automation features provided by SugarBPM to ensure all customer service requests are automatically routed to the right agent. This includes mechanisms to reassign cases that have been left unattended for too long and also escalating cases that require further attention. This has huge implications for the customer service process because it not only ensures that all customer requests are catered to in a timely fashion, but also that service agents save on the effort that goes into manually going through each request and determining who it should be assigned to. 

Knowledge Management

The key to quality customer service is access to previous information and that is exactly what Sugar Serve provides. With quick availability of customer history, activity, and relevant insights, Sugar Serve makes sure your service agents can provide informed and personalized service to each customer. Sugar Serve essentially consolidates all the relevant information for any given case on a single screen so service agents can provide quick solutions.  

All the Reports You Need

Sugar Serve arrives with more than 60 out of the box reports, each of which can be customized according to what kind of insights your service agents require. That’s not all either! You can have entirely new custom SugarCRM reports created too, so your business processes are fully captured by the insights that Sugar Serve generates. This means you will have access to all the data you need to identify and understand problem areas in your customer service process before they escalate.

Intuitive UI

These are all immensely useful features that will undoubtedly facilitate customer service beyond measure, but what good are they if they aren’t easily accessible? That is where the real strength of Sugar Serve comes into play. With a kanban view of cases for supervisors, simple click to view functionality for case details, and the ability to interact with users with multiple correspondence options on the screen, Sugar Serve doesn’t just ensure that you have all the right tools at your disposal but also makes certain that they are available to you at all times without any difficulty!

 

With the convenience that these features are capable of adding to your customer service processes, delivering high quality, personalized service to each of your customers is now easier than ever. As a result, you can truly build customers for life with Sugar Serve.

The Sugar Mobile Software Development Kit just got a sweet new upgrade with wealth of new features. Those familiar with SDKs in general know that it allows developers and organizations to build native, or "responsive" apps for mobile. It connects with the Sugar instance and gives you a framework to create apps with tailored functionality. We’ve broken down all the features of the Sugar SDK in a separate post if you´d like to read that, but what do you get in Sugar Mobile 7.0? A number of performance enhancement functionalities build upon the existing cutting-edge features to pave the way for a more robust and inclusive mobile experience.   

Here´s a look at the features that are present in SugarCRM Mobile 7 that make it a cut above the rest.

Download Quote as PDF

Quotes can be downloaded as PDFs using available PDF templates in the Sugar platform. These PDF templates can be created by the system administrator for end-user; the process is very straightforward. Head on over to the “Options" icon in the top right corner when you’re in the Quotes module and viewing a record. You’ll notice new options for each PDF template available. In this instance, the two available PDF templates are “Quote PDF” and “Invoice PDF”.
Sugar Mobile SDK

Clicking either "Download" button will open the PDF in your system and you can choose to save it from there. The Download Quote PDF functionality is compatible with Sugar versions 8.3 and above and only works on Sugar Mobile.

Filter by Reports with Charts

In Sugar Mobile, you can select and filter the reports with charts. Simply tap the filter button to select the search filter for charts and that’s it. This selection is saved and displayed quickly when you return.

Offline File Attachment

In Sugar Mobile, you can easily attach files to records in a number of formats, provided the record has an option for attachments. If you decide to upload a file, it will be viewable by other Sugar users. However, in the latest Sugar Mobile, Sugar users can attach images and files (.pdf, .txt, .xls) to records in offline mode as well. This is an amazing new functionality that is worth its weight in gold for sales departments. Stable internet connectivity is seldom assured out in the field, but with this new feature, you can attach files and queue them up until the connection is restored.

Attaching files is simple, simply head on over to the “Options" icon and create a Note.

Sugar Mobile SDKThen click on the “Attachment” icon and select the file to attach.

Sugar Mobile SDK

 

While we´re on the topic, here’s a look at what separates Sugar Mobile from the rest of the pack:

Sugar Mobile SDK

 

Rolustech has leveraged the Sugar Mobile SDK to create a number of different features and functionalities for Sugar Mobile to help clients implement mobile processes as needed. These Sugar Mobile SDK customizations have been built directly on top of the Sugar SDK; here’s a look at some of the out-of-the-box features we’ve implemented.

E-Signature Functionality

The E-Signature functionality in Sugar Mobile lets you use your mobile canvas to craft a signature and use it to verify and approve documents on your Sugar platform. The e-signature is legally approved and binds you to a contract, similar to a regular signature, but with the added benefit of knowing when a document was opened and signed. Here’s a look at how it works in Sugar Mobile.

After the SDK customization is implemented, simply head on over to any module. In this example, we’re going to the Leads module.

Sugar SDK Customization

Open the “Options" tab from the top right and click on "Signature".

Sugar SDK Customization

This will take you to a canvas where you can use the native touchscreen functionality to draw a signature, as in the example below:

Sugar SDK CustomizationClick “Save” when you’re done and your e-signature will be on its way.

Sugar SDK Customization

Other Features to Consider

You can have any number of fields auto-populated on Sugar SDK to improve business productivity. With auto-population, you can display multiple versions of an action depending on how the user behaves. In the case of a questionnaire, subsequent questions can be associated with previous questions and a dependency relationship can be implemented; i.e. Option 2 will only appear if the user responds to Option 1 with Option B. This is one example of how Sugar SDK customization can help you auto-populate fields.

Theme-related customization in Sugar Mobile helps businesses truly make software and applications their own. Custom themes help with adoption and adaptability and bring uniqueness to your platform. All of this makes perfect sense from a branding perspective, which is why more and more businesses opt for a custom theme on Sugar Mobile.

Business logic is another aspect that is distinctive to each industry. It encodes practical business rules and replicates them on your platform to ensure that data is created, stored, and changed according to your requirements. Your Sugar SDK Customization can then translate these sets of business logic in Sugar Mobile to improve productivity and efficiency. Rolustech has done a number of business logic implementations for a range of different industries; get in touch if you’re looking for a Sugar SDK Customization or Integration.

Twitter has revolutionized the way brands engage with audiences across the world. It’s inclusive algorithm lets you identify and reach out to numerous customers across the world, thereby increasing brand awareness and engagement in leaps and bounds. According to a recent study, Twitter was one of the most lucrative outlet when it comes to increasing website visits through social media. The fact that tweets appear everywhere irrespective of whether or not a consumer is associated with your brand helps this cause, and the added SEO juice it brings is just the cherry on top.

But the true benefit of Twitter lies in how it helps businesses offer world-class customer service. Customer experience has cemented itself as the number one priority to drive business growth and businesses left, right, and center have hopped onto the bandwagon, making customer service an absolute necessity for companies looking to float. But how do you make the most of Twitter and its capabilities to ensure it makes a positive impact for your business? Well, with a Twitter Integration with SugarCRM.

Social CRM is no secret, and you can take a look at our comprehensive take on Social CRM and its benefits. But for today, we’re going to focus entirely on how a Twitter Integration with SugarCRM can help you revolutionize customer support and consequently improve customer experience. Let’s begin!

Quick Response Time

The constant mainstay in every customer experience strategy is the response time. Integrating Twitter with your SugarCRM will help you churn out all brand mentions and conversations inside your SugarCRM, from there you can automate a number of tasks i.e. initial contacts via direct messaging, replies, and more to improve your response rate. Let’s say someone has a below average experience with your brand, integrating your Twitter with SugarCRM will help the latter track and identify when a user talks about your brand and help improve the customer experience. This information will be fed through SugarCRM to you in real-time and you can then take necessary actions to retain or reward the customer based on the situation. You can also use chatbots to automate this initial process if you’re serving to a range of audiences. In this particular case, the chatbot takes care of the customer by analyzing his problem and giving him the satisfaction of knowing that the brand took the issue under consideration. While the chatbot contains the customer, you can work on finding the right solution to his problem. However, if you go about doing this without integrating it with your SugarCRM, you’d have multiple queries every minute and absolutely no mechanism in place to organize and deal with them.

Monitor Brand Mentions and Engagement

With SugarCRM, you can fetch out brand mentions, keywords that are associated with your brand, as well as phrases and comments. This might not seem so much but when you factor in the fact that these mentions could be in the hundreds of thousands, you begin to see the picture that all this data could be directed into the CRM to find meaningful insights and details about customers and their experience with your brand. Perhaps some customers might be having an issue with your website layout, which is something your web team might not consider as an issue. Monitoring these conversations and mentions of your brand can help you identify issues with your product, services, and support that you might otherwise be oblivious to.

Connect with Influencers and Brand Advocates

You can also use all this customer data to good use by identifying brand advocates in your customer base. These are everyday people who are regular users of your products and services. With meaningful insights into their behaviors, you can up-sell and cross-sell to them in ways that seem natural and convincing. You can also monitor industry experts and leaders and engage with them in real-time when they mention your brand.

Over to You!

Twitter Integration with SugarCRM can help you make considerable strides in your attempt towards a more improved and inclusive customer support and experience. The features of this integration highlighted above make for a compelling case in this regard. As 2/4th of the customer base find their footing on social media, it’s only logical that you put a system in place that lets you gather insights in your customer’s perception of your brand.

Customer relationship is of paramount importance for a business to grow and keep a strong footing. Business 101 tells you that your customers are your biggest asset, and periodic interactions with your clients are a must to keep yourself in their mind. However, if you’re an insurance agency, chances are you seldom manage to interact with a client. Why is that? Because most people buy an insurance policy and literally forget about it. This makes it twice as hard for insurance companies to cultivate and understand their clients or their habits to market their insurance policies. This is where a SugarCRM comes to rescue. Sugar can provide deeper knowledge of clients, strengthen current accounts, resolve issues and basically hold all your bits and pieces of data together.

Here are the key benefits of Sugar for insurance agencies.

CLEAN AUDITING:

Auditing histories can make or break a company. One of the most important factors to compete in the insurance industry is an excellent track record with regulatory bodies. If a client’s putting their money in your organization, they want to know you’re clean. Command the trust of your customers by using a Sugar that handles data and transactions with a build in feature. Analyze any record history, view summaries, track user activity in real-time.

TRACK PROGRESS:

Sugar comes with numerous built-in report features. It covers all basic reports i.e. revenue, client lists and campaigns etc. But certain industries have certain specific needs. Sugar certified developers came up with metrics specific to insurance companies i.e.

  • Policy Status
  • Premiums Status
  • Client Applications
  • Policy based on coverage
  • Agent Progress

All these features present a streamlined view of the day-to-day processes of an insurance company. You can view detailed charts for analysis with a click of a button.

BOOST CUSTOMER SERVICE:

Like we said, insurance agencies seldom manage to keep in touch with clients. With a Sugar, you can close this gap by implementing it on your service team. Find all the data on your clients in one place. Target those midway through their policies with giveaways and rewards, educate them about the value of their insurance policies. Keep track of their life events to maintain cordial relationship with them. Make the most of SugarCRM custom fields to customize the UI with life events, policy status fields and more to keep your organization always a step ahead.

OPTIMIZE AND AUTOMATE WORKFLOWS:

A lot of paperwork, authorizations and attestions go into creating a policy and registering a client. It can be a tiresome affair if you have a big client list. Finding which client is at which stage could seem like finding a needle in a haystack, and the last thing you need are missed deadlines on policy renewals or premiums. Sidestep all of this with Sugar where you can track clients at every step of the decision process. You can also make use of SugarCRM integrations to automate repetitive tasks i.e. follow-up emails and billing procedures; or provide self-service features to help them follow their claims.

OUR TWO BITS!

It’s pretty evident that in today’s age of highly competitive cut-throat competition, Sugar can give you an edge in every aspect of your organizations management. Keep an excellent track record with regulatory bodies, track all your client in one place, automate workflows and keep your clients coming back for more with an improved customer service. What more could you possibly need?

In case you do,

Contact Us at Rolustech, a SugarCRM Certified Developer & Partner Firm. We have helped more than 500 firms with various SugarCRM customizations and integrations. Get your FREE consultation session now!

The first of 4 quarterly releases from SugarCRM is here. Sugar Winter ‘19 is packed with improvements and updates across the board, with a number of new functionalities stacked in the middle. Titled Sugar 8.3, this new release builds upon Sugar 8.2 by introducing new features in core modules as well as some simplistic updates here and there to further intensify the user experience.

Let’s break down all the major features introduced in Sugar 8.3

New Features in Product Catalog

Sugar 8.3

The Product Catalog Dashlet in Sugar has evolved to include a number of new functionalities in Sugar 8.3. Introduced in Sugar Winter ‘18, the Product Catalog Dashlet now has the ability to add Quick Picks, Reports. And Records. Let’s take a look:

Product Catalog Quick Picks Dashlet

The Product Catalog Dashlet can get clustered pretty quickly if you’ve got a number of different variables in play, but that’s all taken care of now in Sugar 8.3 with Quick Picks. The Product Catalog Quick Picks Dashlet quickly lets the user access recently used line items as well as those the users have marked as favorites. This simple new feature can save users valuable time and improve the overall experience.

Quick Picks isn’t the only new update to the Product Catalog. In Sugar 8.3, you can also mark Favorites through the Product Catalog list view.

The Product Catalog Dashlet is one of the best time-savers in the Sugar platform and this new update will surely delight Sugar users.

Product Catalog Reports

The Reports Module now displays your Product Catalog as well. This helps you get a visual representation of all the products in your inventory in the shape of reports.

New Features in Advanced Workflow

Sugar 8.3

Sugar 8.3 includes a number of new updates in Advanced Workflows across the board. Advanced Workflows serve as a core feature in SugarCRM and help organizations automate complex tasks and processes. Here’s a breakdown of what’s new!

Process Validation

In Sugar 8.3, you can validate advanced workflows for their functionality and sublimity before putting them live. The Process Validator imports process definition designs and picks out errors and issues along with sequencing mistakes.

Admin Configuration

New Process Auto Save and Auto Validate options have been added to Sugar’s System Settings with a designated panel called “Advanced Workflow”. The error number of cycles setting has also been relocated in Sugar 8.3.

Module Relationships

New Module Relationships have been created in Sugar 8.3 that let you add related records as well as the ability to relate it to a target record. You can also change the value of one or more fields on the target record.

New Comment Log Field

Sugar 8.3

The Bugs and Cases module has a new entry called the Comment Log Field. Sugar users can access the Comment Log Field to view these snippets to ensure everyone is on the same page. Sugar Administrators can use the Comment Log Field and put it in other modules apart from Bugs and Cases Module. This comment log ensures that customer information is present right in the confines of the Sugar record.

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 600 firms with various SugarCRM integrations and customization.

2018 turned out to be a huge year for CRM as companies realized the full extent of its functionalities and paved the way for Artificial Intelligence, Automation, and Internet of Things. Big data cemented its place as the source of all good things when it comes to customers but things took a turn for the worse when the world caught up with lackluster security protocols in the virtual ecosystem. Things only go uphill from here because CRM is a household name and everyone wants a piece of this cake.

Let’s look at some of the top CRM trends to look out for in 2019

CRM goes Mainstream

The CRM industry is truly evolving beyond its reach and 2018 showed how the mainstream industry has caught on with it. More and more companies these days look for a Customer Relationship Management platform early on in their existence. The multitude of benefits in terms of customer acquisition, retention, and management are hallmarks that make CRM a must-have software. SugarCRM and Salesforce still hold the top spots when it comes to the best but expect more CRM vendors to sprout in 2019, offering basic or mid-scale services at cheaper rates to target the SMBs. However, a word of caution; the rise of GDPR and privacy regulations regarding big data is serious stuff, so opt for a CRM vendor that guarantees data privacy. The big two in the CRM Industry, SugarCRM and Salesforce, are both GDPR ready!

Artificial Intelligence and Marketing Automation take center stage!

2018 paved the way, 2019 will cement their footing! Artificial Intelligence is truly here and the amazing benefits it presents for companies worldwide means it’s not going away any time soon. Artificial Intelligence with CRM makes for an interesting combination that brings order and proactiveness to customer support and management. Expect companies to leverage AI in areas beyond customer support in 2019 to achieve a competitive edge. Voice-to-text functionalities, spam filters, sales forecasting, smart searches, and sentimental analysis are all areas that can do a lot more with Artificial Intelligence.

As for the other half of the sales cycle, expect Marketing Automation to secure a solid footing in a majority of marketing tasks and operations. Companies can grow their marketing to new heights as the bulk of the work gets automated, expect competition and cutting edge solutions heading into 2019.

Mobile CRM takes over!

Mobile CRM presents its users the core CRM functionalities on the go and brings a whole new range of possibilities for your CRM users. 2018 saw Mobile CRM breakthrough for Sales departments. With CRM functionalities on their phone, Sales teams improved their productivity by closing deals and managing clients on the go. By being constantly connected to the CRM, your sales people are always a touch away from your clients. Certain CRM integrations can add to the diverse functionality of Mobile CRM and improved data quality. Mobile CRM ensured new data into the database in real time and increased CRM adoption rates with its multi-device adaptability.

Deep Personalization

2019 will be the year when companies dig into years of customer data to personalize experiences for them. The number 1 rule to retaining customers is making them feel valued. If you as a company can target the customer’s need before the customer itself, you’ve hit gold. Years of data in CRM can be leveraged to do just that. The world is effectively heading into a territory where customer experience will grow to become the key differentiator, and deep personalization is the most popular train to it. Use your customer data to understand your customer, identify their preferences, needs, wants, and then tailor the experience with the help of AI to make them feel appreciated. Read more on how you can use SugarCRM to improve Customer Experience.

Our Two Bits!

Things may take a different route altogether but they will still have strings attached to the key differentiators we mentioned. The world of technology is volatile and it takes very little to change the course of things; who saw GDPR coming in 2018? Nonetheless, the focus on Artificial Intelligence, Automation, and Data is where we see the CRM Industry heading, but then again, who’s to say they’re not already there?

SugarCon is well and truly behind us and its left a lot for us to digest in its wake. The two day extravaganza was full of intuitive thought-provoking keynotes and immersive breakout sessions that brought all things SugarCRM to the heart of Las Vegas. Following the theme of the event, SugarCon focused on the future of CRM in light of Artificial Intelligence and Blockchain. Technical discussions on how to leverage the most out of CRM ran concurrently as SugarCon 18 made good on its promise,  as one of the biggest CRM events of the year!

SugarCon

Rolustech was there in Las Vegas as the Official Sponsors of SugarCon and introduced a number of SugarCRM plugins and industry solutions to the delight of those in attendance. Read on for our highlights from SugarCon 2018.

Keynote Speeches

The keynote speakers all had very insightful things to say. The event was kickstarted by Maribel Lopez (Lopez Research) who emphasized on the importance of customer relationships for successful business model. She highlighted how CRM has made this task considerably easier and leveraging the most out of it is the key to effective business relationships. The highlight of her speech was a metaphor all the way from Anchiano, Italy; she explained how Da Vinci mastered his craft in a number of disciplines and continued to collaborate well after this milestone and the way forward for the world of technology is along the same lines.

The second keynote speech was given by Leonard Brody (Clarity Digital Group), who pulled things from the 15th century to the forefront of today’s day and age. He highlighted how the world has evolved at a more rapid pace in the last century than it has over the past millennium, and that it may all look and seem good but comes with threats and disruptions of its own. Keeping humanity and industry both in view is crucial for innovations and developments that are both sustainable and effective.

Attendees had to wait until Day 2 to hear David Rowan (WIRED) share his two bits on innovation and technology. He took to stage with a round of applause to share his extensive knowledge in the industry. David talked about how innovations are a result of a process and for organizations to tap into that, they need to have an environment that emanates innovation. He emphasized on how constant evolution is the only way forward. The theme of the future resonated in each of the keynote speeches as those in attendance were left in awe.

You can find a detailed account and history on the keynote speakers in our SugarCon 2018 preview.

SugarCon Products

There was a dedicated Sugar Learning area where you could get a sneak-peek into the products and features still under development or due to be released. Safe to assume, we made sure to pay a visit. Multiple SugarCRM products were available at multiple demo booths. Three things particularly caught our eye;

SugarCRM Hint Update

SugarCRM Hint has a fresh new update on its way with an Insights dashlet. This dashlet consolidates news for the Accounts module to streamline processes. With this update, you can also choose to enable alerts i.e. push notifications.

Quotes Customization

When this update rolls out, SugarCRM administrators will be able to add custom fields to the Quotes module (keep your eyes on this one!)

Project Dossier

Project Dossier will leverage AI to improve business relationships. It can optimize day to day processes by providing you insightful details and data on your contacts.

PitchFest!

Enough shindigs, let’s talk about Rolustech. Rolustech took to stage for the inaugural PitchFest by introducing three new amazing plugins and industry solutions. All six of these new products leverage the SugarCRM platform in unprecedented ways and were well received by those in attendance.

sugarcon 2018

RT Stiki Notes

RT StikiNotes is a FREE utility plugin that lets you take sticky notes inside SugarCRM. These StikiNotes can be linked with any record and can also be used to put reminders and priority tasks in order; just like regular sticky notes, but only better.

RT Personalize

RT Personalize adds a touch of personality to your Sugar. This plugin gives the user the ability to choose personalized typography and themes, and is available with all Sugar versions. You can also get SugarCRM custom login screens and more

RT SugarStripe

RT SugarStripe is a payment handling plugin that streamlines and optimizes your payment receiving processes. Simply use this plugin to track, split and secure your payments in a simple and easy way.

Rolustech also introduced 3 new SugarCRM Industry Solutions for Construction, Fitness, and Legal industries.

SugarCRM Industry Solutions

The Rolustech Booth!

As is customary in every SugarCon, Rolustech set up its booth to showcase its new products and provided demos to all those in the queue. The Rolustech booth this year had a number of interesting giveaways and surprises that made it the talk of the Cosmopolitan. During the course of SugarCon, a vast number of people paid visit to the Rolustech booth including Donna Ewart, The Fanatical Labs, Charles Hicks and more, capping off one of our busiest SugarCon in recent history!   

Soon into your CRM adventures, you’ll realize it’s more of a bittersweet ride. There are numerous challenges that you need to overcome to ensure a smooth running of your CRM. But what if I told you there’s a certain CRM that can take care of all the hassle for you? Enter SugarCRM. SugarCRM can take care of all your CRM challenges so you can focus your attention on your sales and service teams.

Let’s take a look at 4 unique ways SugarCRM solves CRM Challenges. (Also take a look at these Common Myths about SugarCRM)

Simplified Third-Party Integrations

Third-Party Integrations are important for businesses because they provide essential functionality crucial for business processes. Sugar stands up to the mark in more ways than one. SugarCRM is that one kid in high school who’s friends with everybody. Sky’s the limit when it comes to what software you can integrate with SugarCRM. From Quickbooks to DocuSign to our very own SugarCRM Plugins, Sugar sits well with all. The simplification of these integrations allows endless customizations that ensure your CRM is capable of handling all your business needs. Whether it’s consolidating all your information and data in one place or bringing a functionality to the front on your SugarCRM, everything can be achieved rather easily.

Data Protection and Security

SugarCRM was one of the first CRM platforms to enforce GDPR compliance and has actively been leading the front for privacy management and data protection. SugarCRM comes with numerous components that help you sort out roles and provide access accordingly. With SugarCRM, you can define privileges and give access to team members and managers differently, depending upon predefined requirements. Organizations tend to grow exponentially with a CRM in place and thus need their security and privacy issues sorted out. SugarCRM employs mechanisms to ensure you never have to worry about security and protection.

Scalability

As previously mentioned, CRM often serves as a platform for rapid growth in organizations. You want a CRM that’s capable of handling an expansion when the time comes. Migration to a large platform is not financially or practically feasible. With SugarCRM, you get a CRM that can be scaled according to the needs of your business. Designed keeping large businesses in mind, SugarCRM works efficiently for both small business and large enterprises alike. Hop onto Sugar as a startup and never worry about your CRM again.

We at Rolustech use the most effective Extraction, Transformation, and Loading (ETL) tools to make migrations easy and seamless. If you’re looking for a SugarCRM Migration, contact us for a free consultation session.

CRM Adoption Issues

Making your organization adopt a CRM and come up to speed can be a daunting task to undertake. It’s also one of the biggest reasons that render organizations incapable of maximizing returns after a CRM implementation. SugarCRM helps with the adoption process with its simple and easy usability features that are readily understandable. With SugarCRM, you don’t have to worry about CRM adoption in your organization.

Be sure to check out the original post and visit the Rolustech Blog for more content like this! 

Selling has always been a struggle and this is truer than ever in today’s highly competitive business landscape. This coupled with the uncertainty, the pressure to meet deadlines and need to always be ‘on’ can take its toll on anyone. Luckily, SugarCRM has got you covered! It comes out-of-the-box with all the essentials salespersons need to take their productivity to the next level without over-complicating the whole affair. Here are 5 ways in particular that SugarCRM is extremely useful for tackling the toughest sales challenges head-on.

Sales Prospecting

If you find prospecting to be the most difficult part of your job, then you’re not alone. More than 40% of salespeople say prospecting is the most challenging part of the sales process (Hubspot). SugarCRM makes managing the whole affair significantly easier with a dedicated Targets module where you can easily keep track of all calls, meetings, emails, notes, and tasks against each record. Segregating prospects from the more sales-ready ‘leads’ also allows SugarCRM to function as an effective lead nurturing tool where sales and marketing department can easily collaborate and play their roles in the overall sales process. Furthermore, with SugarCRM Hint you can cut down on call preparation and prospect research times. With just a name and an email, Sugar Hint provides you with relevant customer contact and social network information so you may engage your prospects in a more informed fashion. This, in turn, will yield more meaningful conversations and hence conversions.

CRM User adoption

According to CSO Reps, less than 37% of sales reps actually use their company’s CRM system. Sales Reps are out on the road all day long, taking calls from leads and managing clients as they drive from one meeting to the next. Given these circumstances, It’s really not that hard to fathom why they might be reluctant to learn and adopt new technologies, especially one that aims to get even more work out of them. For your business to truly reap the benefits of a CRM, it’s important that your sales team actually gets around to using it. To get around this and put your user adoption worries to rest, SugarCRM comes with an award-winning and modern UX. It provides a clean, intuitive, and coherent experience that complements and augments the capabilities of its users instead of overwhelming them. This helps drive user adoption and increase productivity.

Recurring Manual Processes

SugarCRM Advanced Workflow is a robust enterprise-level business process management tool that allows anyone to design and deploy custom workflows in a matter of a few clicks. With its intuitive drag and drop canvas, sales reps can easily automate cumbersome routine processes which would otherwise need to be done manually. This not only ensures increased productivity but also allows them to focus on more important things such as providing value to and forging even stronger connections with their customers.

Monitoring Progress and Performance

Sales managers often struggle with effectively gauging rep performance. However, the robust reporting features in SugarCRM make gaining a holistic view of their performance easier than ever by consolidating and summarizing data from various sources. This allows them to unearth critical business insights and trends and gain a deeper understanding of their team in real-time. This way they can quickly identify and target any weaknesses that might hinder progress towards their targets. Similarly, personalized dashboards make it easy for sales reps to track and monitor their activities and metrics against defined KPIs, and strive towards building better customer relationships.

Sales Forecasting

Many find Sales forecasting to be a tedious task but with the statistical and graphical representations readily available in SugarCRM, you can do it all in the blink of an eye. SugarCRM’s intuitive pipeline management capabilities greatly simplify sales management and team collaboration using real-time sales analytics and insights for every deal and prospect. SugarCRM helps identify critical touchpoints and high-value targets allowing you and your team to focus your time and resources on sales initiatives accordingly. You can make data-driven decisions regarding even your most complex sales by customizing SugarCRM for your unique products, services, and sales cycles.

Mobile Insights

The importance of a mobile CRM for sales cannot be overstated in this day and age. Your sales reps need to be in touch with the right lead at the right time with the right information. This brings about the need for them to have access to critical data at their fingertips at all times. Fortunately, SugarCRM provides a comprehensive mobile CRM solution that enables your sales reps to access, lookup and update customer data on the go, allowing them to stay on top of every deal and ensuring they never miss a moment to engage with the customers.

The Bottom Line!

SugarCRM has everything you need to stay on top of your game and ahead of the competition. It’s perhaps the most complete and well-round CRM for sales that any rep would love to have in their arsenal. Its custom workflows, sales prospecting and forecasting capabilities and the other features mentioned above are only the tip of the iceberg. With the right tweaks and customizations, our certified SugarCRM experts can tailor this platform according to your unique needs and help you get even more out of it. Contact us today to get started!

 

Be sure to check out the original post here and please visit our blog for more content like this.

The technology behind cryptocurrencies like Bitcoin and Etherium may not be a household name just yet but it has been gaining traction fast and although the future of the said cryptocurrencies may still be up in the air, the Blockchain itself is bound to stick around for the long haul. It has opened up a world of possibilities and can potentially revolutionize the way existing technologies and business processes function. With that in mind, we will focus on how blockchain is likely to affect Customer Relationship Management down the road.

 

What is Blockchain?

On the off chance you’ve not hopped onto the Bitcoin bandwagon and are totally unfamiliar with Blockchain, let us help you figure it out. Simply put, a block chain is an ever-growing list of interlinked records or ‘blocks’. These blocks are cryptographically secure and resistant to any external tampering. A blockchain functions as an open, decentralized ledger that effectively keeps track of transaction between two parties in a permanent and verifiable way.

 

How Blockchain will change CRM

With the basics out of the way, I think we are in a slightly better position to discuss how Blockchain can potentially alter CRM in the years to come. Here are five areas that are likely to benefit the most from this technology:

 

1. Enhanced security

A blockchain is literally a chain of blocks, where each block contains transactional records. Each block is connected to blocks before and after it and is cryptographically secured such that participating users are assigned network keys in order to restrict unauthorized access.

Additionally most CRM databases are presently hosted on cloud servers. Although cloud security protocols have come a long ways, Cloud security concerns are not completely unfounded. These are mainly centralized systems and thus, have an inherent single point of failure. Comparatively, blockchains are decentralized and distributed across regularly synchronized peer-to-peer networks. This makes tampering nearly impossible as it would require massive computing power to access the entire blockchain. Consequently, chances of fraud and repudiation are also eliminated.

 

2. Better Transparency

Since it is decentralized, Blockchain can allow your company to securely and transparently deal with your customers without the need for a financial institution such as a bank or a third party broker to facilitate this.  The elimination of these ‘middlemen’ will also bring about greater efficiency and speed in all your dealings.

 

3. Improved User Privacy Control

With concerns about personal data security on the rise, CRM systems will have to address them by adjusting how they handle customer data. Owing to its decentralized and secure nature, blockchain gives way to the idea of a self-sovereign identity. It can store and encrypt personal information and verify this upon inquiry without actually sharing any specifics with the concerned parties, granting users greater control over their identity.

 

4. Data Cleansing

Whether it’s due to inept data import tools or human negligence, CRM users all over the world have to deal with inaccurate or duplicate data at some level.  With blockchain in place, a customer can have their very own personal block that presents companies with a unified and accurate picture of their personal information, past transactions, subscriptions, etc. Hence, blockchain helps these companies circumvent the issue of inaccurate, obsolete and duplicate data records altogether. This consequently yields better insights into customers and helps businesses engage them more effectively.

 

5. Loyalty Programs

Loyalty programs aim to drive profits by adding value to the customer experience. However, due to their variable mileage, volatile value and associated privacy concerns, they prove to be cumbersome for customers and yield a low ROI. However, in a manner very similar to cryptocurrencies, brands can make use of blockchain to reimagine and reinvigorate their loyalty programs.

With blockchain consumers would have a single decentralized wallet, compatible with all brands. They would not be bound by the rules and limitations of individual brands and point redemption would be greatly simplified. The consumer will have far greater control over the whole experience and brands will complete for their wallet by offering them better deals.

 

The Bottom Line!

Blockchain will not only change how we approach CRM but has the potential to fundamentally revamp business operating models in general. With the technology still in its preliminary phase, this seems like a bold claim to make. However keeping in the view all that it’s capable of, we believe it is a justifiable one.

 

Be sure to check out the original post here and please visit our blog for more original content like this.

 

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 500 firms with various SugarCRM integrations and customizations. Contact us today for your FREE consultation session. We will be happy to assist you.

We have extensively covered the top CRM implementation mistakes adopters make that negatively impacts their ROI. It’s good to have a neatly chalked out strategy and some idea of what goals you want to achieve by implementing a CRM. However, this is not all you need to be on the lookout for. Even if you have got your CRM up and running perfectly, it may not be always be smooth sailing from here onwards. There might be some areas where your CRM is being underutilized or some bad decisions or exercises getting in the way of all your efforts. With this in mind, we present the top 5 CRM best practices that will help you get the most out of your CRM.

 

1. Automate Repetitive Tasks

The primary reason you adopted a CRM in the first place was to save time and make your life a little easier. However, having to spend countless hours manually entering data into the CRM, preparing reports, prioritizing leads and writing emails goes totally against that. Tedious, repetitive tasks are a common feature of most jobs and separating these from challenges that really deserve your attention is essential for taking your productivity to the next level.  This is where CRM workflow automations come in to play. They allow you to easily set up business rules, alerts and follow-up triggers, allowing you to streamline common business processes such as managing approvals, lead generations and other sales processes. Moreover, you can set up personalized email templates and send them out automatically in response to a predefined trigger.

 

2. Make data-driven decisions with CRM analytics

Your CRM collects and stores petabytes of valuable customer data. Moreover, most modern day CRMs come equipped with predictive analytics out-of-the-box. Consequently, making data-driven decisions has become both convenient and essential. If you are not using your CRM for analytics and ignoring precious data, you may as well not use the CRM at all. Thus, instead of letting your data gather dust, make use of the tools at your disposal and track the right metrics to gain deeper insights into your customers, make better decisions and boost overall performance.

 

3. Cleanse your CRM data of the clutter

More data doesn’t always equate to more power. Bad or unnecessary data can bog down your ability to make informed decisions by distracting you from intel that really matters. From inaccurate forecasting to wasting resources to chasing dead prospects, the consequences can be dire. Moreover, storing and maintaining this data can be cumbersome and expensive. Thus, it is a good idea to schedule regular data cleansing and deduplication. Ensuring your CRM data is free from obsolete, duplicate or incorrect data entries, helps your data represent your current state of affairs more accurately and the actionable insights you derive from this are more in line with reality.

 

4. Invest in a scalable CRM

Your business might be small right now, but it’s not going to stay that way for long. At least we hope not. Your team size will multiply, your business processes would diversify and become more complex and the rules of the game would change. Not only should your CRM be able to stay on top of these aspects but also grow along with your company. Switching over to a new CRM at a later stage is likely to disrupt all business activities and employee productivity. You can avoid the hassle of data migration and adopting a new CRM altogether by opting for a CRM that is scalable and capable of preemptively accommodating business growth from the very first day.

 

5. Leverage CRM Customizations and Integrations

You probably knew this one was coming. However, it can’t be stressed enough that it is difficult for a common CRM to fully cater to the needs of a unique business such as yours. Moreover, the business landscape is evolving all the time and your vanilla CRM is probably going to have a hard time keeping up with it. Thus, it makes perfect sense to employ CRM integration with the right third party apps and appropriately customize it according to your needs. These will tailor your CRM to your exact business processes and equip it to virtually handle any challenge thrown at it. Our team of CRM experts can help you understand your exact needs and provide you optimal solutions based on best practice. Feel free to Contact us for your FREE consultation session. We will be happy to help!

 

Be sure to check out the original post here and please visit our blog for more content like this.

Filter Blog

By date: By tag: