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25 Posts authored by: Hussain Nasir

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.

Hussain Nasir

CRM for Restaurants

Posted by Hussain Nasir Mar 19, 2018

The restaurant industry heavily relies on human interaction and connection. Although customer relationship management is at the core of any restaurant business, most tend to shy away from adopting a CRM system. Try and imagine a solution that will allow your business to be smarter and help you provide a more personalized experience to your customers while integrating seamlessly into your existing processes and practices. Does all of this sound too good to be true? Well, here are five ways a CRM solution will help you turn this into reality.

1. Integrate existing technologies with your CRM

CRM for restaurants

In this day and age, most restaurants interact with their customers through multiple channels. These may include the restaurant website, social media, emails and other web based content. These channels allow you to obtain valuable feedback and learn more about your clientele. Using a CRM solution puts this treasure trove of data to better use. A CRM is able to effectively gather this information and produce highly personalized reports and analysis, all under one hood.

2. Keep them coming back for more

CRM for restaurants

Personalized reports lead to a more personalized experience for your customers, and that’s bound to be one that they never forget. This is the top priority for any restaurant. With valuable information like contact details, average spending, visit frequency and meal preferences at your disposal, your staff is able to better cater to your customers. Implementing a CRM solution, will also provide you with relevant information so you can better track and handle customer complaints.

3. Optimize your restaurant’s menu

CRM for restaurants

You are bound to have items that are popular than others. Some of these might be well received across the board, some may appeal to a more niche market while the rest may need to be scrapped from the menu altogether. With a CRM, you can monitor and analyze their sales data with great ease and accurately decide what course of action to take. This will not only allow you to boost sales by choosing what stays in your menu but also enable you to innovate more profitable items in the future.

4. Effective marketing campaign management

CRM for restaurants

By integrating marketing and operations data with your CRM system, you will be able to maximize profits by undertaking highly targeted marketing campaigns. With information like visit frequency and average spending, you will be able to approach your clientele with offers and promotions tailored to their needs. For instance, if some customers have not visited recently, you can bring them back using promotional emails. Alternatively, you can target regulars and heavy spenders with personalized discounts and incentives.

5. Integrate your CRM with a payment gateway

CRM for restaurants

To help you better manage your invoices and payments and reduce manual input, you can leverage CRM integration with a payment gateway like Stripe or Authorize.net. This will allow you to focus on more pressing matters like the quality of your menu and service, all the while providing a seamless and secure payment experience to your customers.

The Bottom Line!

A CRM solution provides numerous incentives to restaurant owners. It offers you various valuable insights that can be accessed from anywhere, anytime. It grants you full control over your business processes, lets you build committed relationships with your customers and offer them a personal experience that they are unlikely to forget.

Your customers deserve the best. Click HERE to get in touch with our team of certified SugarCRM experts and get free consultation.

You must be familiar with big data and the endless possibilities that come with it. However, today I would like to bring your attention to Small Data which, contrary to its name, just might be the Next Big Thing.

Lindstrom, the branding expert and bestselling author seems to share our opinion as he breaks away from the marketing herd in his new book titled, “Small Data: The Tiny Clues That Uncover Huge Trends”.

Lindstrom believes that we have become so focused on Big Data that we tend to forget about the basics concepts and creativity. He defines Small Data, “as seemingly insignificant observations you identify in consumers’ homes, is everything from how you place your shoes to how you hang your paintings”. Therefore he believes that in order to mine and find correlations, one should perfectly master the basics, Small Data.

What is small data?

Small data is data that is small enough for human comprehension. It is data in a volume and format that makes it accessible, informative and actionable. [Wikipedia]
According to the small data group – Small data connects people with timely, meaningful insights (derived from big data and/or “local” sources), organized and packaged – often visually – to be accessible, understandable, and actionable for everyday tasks.

Difference between Big Data and Small Data?

Big Data is basically all about finding the correlations, but Small Data is all about finding the causation, the reason why. We can comprehend Big Data by reducing the data into small objects representing various aspects of large data sets (like charts and histograms).

 

Big Data

Small Data

Source

Data is generated from external sources i.e. Social media, device data, images, etc.Data is generated within the enterprise i.e. from CRM system, web transactions, and financial data.

Volume

Terabytes to Zettabytes.Gigabytes to Terabytes.

Speed

Real time.Near real time.

Variety

Structured, Unstructured, Multistructured.Structured, Unstructured.

Value

Complex, advanced, predictive business analysis and insights.Business intelligence, analysis and reporting.

 

Why Integrate Small Data with your CRM?

1. Get more personal

With small data you can get more personal both in terms of your ability to adapt your marketing and sales efforts to need of your customers and also in terms of the data your business CRM captures.
Small data allows you to tailor your marketing campaigns specific to different customer groups like B2B buyers and e-commerce buyers. You can get valuable insights into the visitor’s online behavior which allows you to choose the best channels to reach and engage with them. In short small data integration into your CRM can give a personalized experience at every stage of the customer lifecycle.

2. Get real time insights

With small data all the useful customer data is at your fingertips allowing you to make real time decisions. The information together with CRM helps you to understand the buying decisions of different prospects. Apart from improving the process of lead generation and sales, this also revolutionizes the way you market to your customers.

3. Get immediate Return on Investment

Being simple and manageable small data delivers results more quickly. Small Data together with the CRM allows the collection of daily information about the user behavior and then pushes this information directly to your sales and marketing teams. This reduces the time spent on compiling unnecessary data and also proactively improves your customer relationship.

The Bottom Line!

Experts at Forbes are now of the view – Forget Big Data, Small Data is driving the internet of things”.
Small data is real time, actionable data and can be easily collected within your CRM. Together, Small Data and CRM can revolutionize how you approach sales and marketing for ages to come.

Be part of the revolution. Contact us  for your free consultation session.

Getting paid by customers promptly is essential for businesses as they need cash to manage their daily operations. Delays in payments could put businesses at risk of facing serious cash flow problems. While SugarCRM is a great platform to handle customer interactions to build excellent customer relationships, an out-of-the-box Sugar solution does not suffice when it comes to generating invoices and managing financial transactions.

The reason why SugarCRM has gained widespread recognition in the CRM industry is that it is highly flexible, scalable and extensible. Businesses have faith in SugarCRM since it provides them a centralized and unified platform to manage their complete operations. In order to make the payment handling process hassle free for our clients,  we have integrated Sugar with leading payment gateways such as PayPal, Stripe, SagePay etc.  Moreover, we have done some pretty awesome customizations that enabled them to reap the full benefits of Sugar. I will discuss about the payment gateways integration in detail in another post. Here, I am going to share a few of the customizations that helped our clients automate payment processes.

1. Credit Card Customization

Payment Handling Customizations in SugarCRM

The world is moving towards a cashless economy. With a surge in e-commerce and customers preferring to pay online, businesses cannot afford to lose out on potential customers by not incorporating this feature in Sugar. With this customization, the credit card details of the clients are saved in Sugar when they buy something for the first time. When clients place an order again, payment is automatically deducted from their credit cards. Hence, customers do not have to manually enter their card details every time they make a purchase.

2. Currency Customization

Payment Handling Customizations in SugarCRM

What if your company operates in the global market and has to regularly deal with international clients? Your CRM should be able to handle financial transactions in multiple currencies and this customization achieves just that. It allows you to easily and seamlessly convert financial information from one currency to data. This results in greater efficiency by reducing manual conversions and smoothens international operations.

3. Payment Module Customization

Payment Handling Customizations in SugarCRM

Businesses need to offer a wide range of payment methods to facilitate faster payments and attract more customers. There are statistics that support the fact that your conversion rate will increase if you offer multiple methods of payment.

This customization lets businesses accept credit cards, cash on delivery and cheques on their website. Not only does it make your business look more professional but also empowers you to earn the trust and loyalty of your customers.

Key Takeaway!

Sugar is an amazingly powerful tool but if you do not customize it, you are unlikely to get the desired ROI. Payment handling is an extremely important aspect of any business and therefore, care needs to be taken that the entire process is swift, secure and smooth. Whether you intend to integrate any payment gateway with Sugar or desire to get any module customized, you should get in touch with a firm that specializes in CRM customization. As SugarCRM certified partners, we will be more than happy to give you a FREE consultation session.

“An investment in knowledge pays the best interest”. –Benjamin Franklin

I will cut straight to the chase. There is a long list of reasons why SugarCRM has managed to establish its footprint in the CRM industry in such a short span of time. Loved by SMB’s to large enterprises alike, SugarCRM has always put its customers at the heart of its organization. Regardless of company size or industry vertical, SugarCRM has managed to transform businesses to drive profitability and increase customer satisfaction.

If that still does not answer the fundamental question why SugarCRM? Let me  share with you the top six reasons why SugarCRM is an optimal CRM solution for your business.

 

1. Affordability

SugarCRM has somehow managed to pull off the ‘More for Less’ value proposition in the CRM industry. Although SugarCRM no longer offers its FREE Sugar Community Edition, the other three editions cost way less than their counterparts. With all the core CRM capabilities that require a one time payment and no hidden fees and complexity, SugarCRM is an affordable CRM solution that you can blindly trust.

 

2. Easy to use

Choose SugarCRM for your business

With a simple user interface that is easy to navigate, your employees will not find it difficult to use Sugar at all. Sugar is known to have a high user adoption rate, a must have feature as it is ultimately the end users who determine the success or failure of implementing a CRM system.

 

3. Customizable

Choose SugarCRM for your business

No matter which CRM you purchase, a default solution will not empower you to carry out all your operations. The need for customization would always arise. You would like to get your SugarCRM theme, modules, dashboards, workflows, fields etc. customized to have a complete bespoke system that would serve as an all encompassing platform to manage your business. SugarCRM takes the lead in this area too. As an open source CRM, you can get Sugar configured according to your exact business needs.

 

4. Integratable

Choose SugarCRM for your business

Customizations would only get half the job done. To get 100% results, you need to connect your Sugar with all the departments of your organization through third-party plugins/integrations. SugarCRM allows you to virtually connect with any software that you desire be it marketing automation, sales automation, social media, payment gateways, data analytics, content management systems, ecommerce platforms, etc.

 

5. Reporting

Choose SugarCRM for your business

Sugar is extremely competent in comparison to other CRMs when it comes to handling large amounts of data. It lets you gather data from various modules to generate reports that give you an excellent handle on your analytics. In addition to the four basic reports, Sugar lets you create advanced reports. And even if that does not suffice, you can get custom reports built to analyze the wealth of information stored inside the database.

 

6. Deployment

Choose SugarCRM for your business

One of the most distinctive features of SugarCRM is the deployment options it offers. SugarCRM supports four deployment methods: On-Demand, Private Cloud, Public Cloud and On-Premise. You get complete freedom to choose from any of the four options and can always make a switch as your customer base grows and business evolves.

 

We are here to help

With Sugar by your side, meaningful customer relationships and excellent customer service are just a click away. So what are you waiting for?. Contact us to schedule a FREE business analysis session

“An investment in knowledge pays the best interest”. –Benjamin Franklin

I will cut straight to the chase. There is a long list of reasons why SugarCRM has managed to establish its footprint in the CRM industry in such a short span of time. Loved by SMB’s to large enterprises alike, SugarCRM has always put its customers at the heart of its organization. Regardless of company size or industry vertical, SugarCRM has managed to transform businesses to drive profitability and increase customer satisfaction.

If that still does not answer the fundamental question why SugarCRM? Let me  share with you the top six reasons why SugarCRM is an optimal CRM solution for your business.

 

1. Affordability

SugarCRM has somehow managed to pull off the ‘More for Less’ value proposition in the CRM industry. Although SugarCRM no longer offers its FREE Sugar Community Edition, the other three editions cost way less than their counterparts. With all the core CRM capabilities that require a one time payment and no hidden fees and complexity, SugarCRM is an affordable CRM solution that you can blindly trust.

 

2. Easy to use

Choose SugarCRM for your business

With a simple user interface that is easy to navigate, your employees will not find it difficult to use Sugar at all. Sugar is known to have a high user adoption rate, a must have feature as it is ultimately the end users who determine the success or failure of implementing a CRM system.

 

3. Customizable

Choose SugarCRM for your business

No matter which CRM you purchase, a default solution will not empower you to carry out all your operations. The need for customization would always arise. You would like to get your SugarCRM theme, modules, dashboards, workflows, fields etc. customized to have a complete bespoke system that would serve as an all encompassing platform to manage your business. SugarCRM takes the lead in this area too. As an open source CRM, you can get Sugar configured according to your exact business needs.

 

4. Integratable

Choose SugarCRM for your business

Customizations would only get half the job done. To get 100% results, you need to connect your Sugar with all the departments of your organization through third-party plugins/integrations. SugarCRM allows you to virtually connect with any software that you desire be it marketing automation, sales automation, social media, payment gateways, data analytics, content management systems, ecommerce platforms, etc.

 

5. Reporting

Choose SugarCRM for your business

Sugar is extremely competent in comparison to other CRMs when it comes to handling large amounts of data. It lets you gather data from various modules to generate reports that give you an excellent handle on your analytics. In addition to the four basic reports, Sugar lets you create advanced reports. And even if that does not suffice, you can get custom reports built to analyze the wealth of information stored inside the database.

 

6. Deployment

Choose SugarCRM for your business

One of the most distinctive features of SugarCRM is the deployment options it offers. SugarCRM supports four deployment methods: On-Demand, Private Cloud, Public Cloud and On-Premise. You get complete freedom to choose from any of the four options and can always make a switch as your customer base grows and business evolves.

 

We are here to help

With Sugar by your side, meaningful customer relationships and excellent customer service are just a click away. So what are you waiting for?. Contact us to schedule a FREE business analysis session