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25 Posts authored by: Hussain Nasir

What is CRM analytics?

CRM analytics refers to the processing of data that resides in your CRM database to uncover useful insights about customers that businesses can act upon. Integrating analytics makes CRM systems more intelligent in comprehending customers and empowers you to make data-driven decisions.

(This is the age of data analytics. Read our post CRM & Big Data Analytics)

Why should businesses use an Analytical CRM?

CRM analytics

Most businesses rely on a Customer Relationship Management (CRM) software to form lifelong relationships with their customers. However, in the recent years, understanding customers has become a convoluted process since a wealth of information is being generated every single day on the internet that needs to be harnessed and analyzed. Customers have become unpredictable in the ever changing business landscape. Businesses need to adapt faster to respond to customer needs or else they will be driven out of the market. Hence, having a CRM that is integrated with analytical tools cannot be stressed enough.

What can CRM Analytics accomplish for your business?

1. Marketing

Learn which customers are interested in purchasing your products and design your marketing campaigns keeping their tastes and preferences in mind. This will increase the efficiency and result in the desired ROI since you won’t be targeting customers who show little to no interest in your product.

2. Sales

Get detailed insights about your customers regarding their demographics, tastes and preferences,buying behaviour etc. This will help accelerate the sales process by allowing you to identify the leads that have the highest probability of being converted into deals.

3. Customer Service

Improve customer retention and enrich customer experience by tracking customer behaviour and knowing how your product or brand is being perceived by the audience. Reach out to customers to determine any dissatisfaction on their part before they switch over to your competitor.

(An interesting read: Internet of Things & The Future of CRM)

SugarCRM as Your Analytical CRM

With Sugar, your analysts will gain the ability to predict how customers will respond to certain stimuli (products & services) based on their behavioral history and past preferences.  This will enable your analysts to more successfully judge and answer the most pertinent questions that exists in corporations; how, when and where to allocate resources for future investments and products.


Your sales representatives and marketing executives would be able to thoroughly analyze and examine all the customer touch points. These include social media, web click stream, internet, email and inquiries made via telephone calls. Just imagine how valuable this information can be to business analysts. Your team of marketing analysts will be able to better forecast consumer preferences, envision subsequent requirements and resolve other issues that incorporate various business decisions.

Sugar gives you the ability to manage forecasts of each member of the team through a single worksheet. Assigning quotas, adjusting individual forecasts and analyzing the performance of individuals are no longer considered a tedious task. Sugar also allows your enterprise to keep track of customer activities.

Key Takeaway

Regardless of your company size or industry vertical, having a CRM integrated with data analytics capabilities has become a necessity to spot developing trends and identify new opportunities. The traditional functionalities of a CRM no longer enable businesses to provide excellent customer service due to the ever evolving market dynamics. Data needs to be extracted and analyzed to gain deeper customer insights. The fundamental reason why we recommend Sugar is that it is one CRM which offers great flexibility to businesses since it can be seamlessly integrated with third party data analytics apps.

We are here to help

Our experts can integrate your SugarCRM with any data analytics platform that you desire. Contact us to schedule a FREE business analysis session

We are all avid users of social media. Everyone today is using at least one social media platform be it Facebook, Twitter or LinkedIn, etc to stay connected. With the sharp increase in ecommerce and online shopping, customers tend to do their own online research about brands that they are interested in. They are part of online forums or communities where they give reviews and discuss the pros and cons of each new product that is launched in the market. A wealth of information is being generated every second on these social media platforms that calls for businesses to harness this information to gain detailed insights about customers. But how exactly can businesses leverage this ‘sea of information’? The answer lies in Social CRM. Don’t panic… We will explore the concept in detail today.

What is Social CRM?

Everyone is familiar with the concept of Customer Relationship Management (CRM) software. Simply put, it is a business strategy aimed at delivering excellent customer relationships. After all, customers are the reason why all businesses exist. If you do not place your customers right at the heart of your organization, your business does not stand a chance of succeeding.

There are dozens of definitions that you will come across when searching about social CRM but the one that best describes it in a clear and concise manner is as follows:

“Social CRM is a phrase used to describe the addition of a social element in traditional CRM processes. Social CRM builds upon CRM by leveraging a social element that enables a business to connect customer conversations and relationships from social networking sites into the CRM process. “ (Webopedia)

CRM and Role of Social Media

Listening to your customers is the best way to know them better and form meaningful relationships with them. It is for this reason that businesses cannot afford to ignore the recent advancements in social media and miss out on the opportunities to hear what the customers are saying about their product on the social platforms.

Social CRM

The need to connect your CRM with social media has become more important than ever. Since customers now live online, it has become the best medium to connect and interact with them no matter where they are located in the world. Just like customers prefer to communicate with their friends and relatives online, they are also eager to interact with brands. Almost every business has diverse social media channels to make its presence felt online. All they need to do is integrate their CRM system with these channels to reach out to more customers in less time and start building extraordinary customer relationships.

What can Social CRM do for your business?

A list of the key benefits that will result once you adopt social CRM:

1. Accelerate the sales cycle

With Social CRM, you can get detailed insights about your customers regarding their demographics, tastes and preferences, buying behaviour etc. This will help accelerate the sales process by allowing you to identify the leads that have the highest probability of being converted into deals.

2. Maximize marketing ROI

Social CRM will aid the marketing team in exploring new market segments and design personalized marketing campaigns and promotion offers.

This will result in enhanced productivity, optimal allocation of company’s resources and bring the desired ROI.

3. Work as a team

Social CRM

With Social CRM, every team be it marketing, sales or customer support can now stay updated by having access to real-time data related to a customer’s profile.

4. Get real-time updates

Social CRM will give your customer support team data about customers’ feelings and sentiments in real-time. Now it is up-to to you to use that feedback to make strategic adjustments and take the necessary action that enriches the customer experience.

5. Social Media Analytics

The sea of information generated on social media platforms will ultimately be treated as noise if there are no means to analyze it. Social CRM when integrated with the right tools will give you useful insights about the effectiveness of your social media strategy and empower you to unearth useful patterns in customer behavior that will assist you in serving your customers in an outstanding fashion.

6. Brand monitoring

A positive word of mouth can do wonders for your business whereas a single negative comment can do more damage than one can imagine. With social CRM, you can continuously monitor what is being said about your product. If there are any flaws, they can be rectified immediately before negative comments from the customers start tarnishing your brand image. Similarly, customer complaints can be resolved instantly as soon as they arise. This will ensure high levels of customer satisfaction.

7. Gather competitive intelligence

Equally important is to monitor how your competitors are faring. Social CRM enables you to track not only what is being said about your business but also your competitors. This will aid you in developing effective marketing strategies to counter the efforts of your competitors.

8. Predict the future

Social CRM

Today, customers having access to vast amounts of data know what kind of product they would like to buy in the future and that is reflected in their online activity. Social CRM will give you the ability to look into the future and develop products that customers wouldn’t expect to be in the market anytime soon.

Best CRM with Social Media Integration- The Options

There are a number of CRMs out there which integrate seamlessly with social media channels. Nimble, Insightly, batchbook are a few that you should definitely check out. However, I am going to recommend Sugar not because we are official SugarCRM partners but simply for the reason that it is highly scalable, flexible and extensible. It is due to these characteristics that Sugar is loved by companies worldwide.

SugarCRM as your Social CRM

Integrate leading social media services to help your organization learn from and engage with your customers at a more holistic level. Improve online collaboration and leverage social business application to increase productivity of your customer facing users.

Access different Social CRM solutions directly within Sugar. The Twitter dashlet allows users to view and access various feeds for specific twitter accounts via the record’s Dashboard and list view’s Dashboard. In addition, users can also view and access twitter feeds via Sugar’s Activity Streams as well as the Twitter dashlet on Sugar Dashboard.

You can also choose from a variety of SugarExchange Extensions for online collaboration, cloud storage and social CRM built by SugarCRM partners. Use Sugar Studio, Cloud Connectors and Module Builder to easily add additional Social CRM capabilities.

That’s not all-  SugarCRM has more to offer!

social CRM

Sugar has come up with a revolutionary product called ‘Hint’. Hint, the debut product from the company’s new Relationship Intelligence product line, automatically searches the web for personal and company information, delivering a wealth of information so customer-facing employees will quickly learn more about their contacts.

SugarCRM Hint enables users to provide only a few contact details (e.g. email, name, company) of an individual and then automatically searches, tunes, and inputs the rest of the personal and corporate profile details for that contact. Hint does the work for Sugar users by gathering and analyzing customer intelligence from a broad range of social data sources so users can quickly and efficiently learn more about their prospects to establish a productive relationship. Here’s a screenshot of what you get when you enter the name and the email address of a contact:

social CRM

You can import the information of your interest by clicking on the cloud button. It’s that simple and effective.

Bottom Line:

CRM software has evolved over the years. Businesses need to adapt faster to respond to the changing market dynamics.  Having a CRM integrated with social media has become a necessity. Your business can gain a lot of mileage by harnessing the wealth of information being generated everyday on social media platforms. Don’t be skeptical about it; adopting a social CRM will help you stay one step ahead of the competition. The best approach is to get in touch with a CRM consultant who can adequately define your business needs and chalk out the right strategy for you.

We are here to help

Still confused? Our experts can integrate your SugarCRM with any social media platform that you desire. Contact us to schedule a FREE business analysis session!

How much time can a click to call feature save you in Sugar?

Time and again, we hear from our clients that adding a click to call feature in Sugar enhances the productivity of their users. This holds remarkably true for the users who regularly make calls to their leads, contacts or accounts. Our plugin RT Telephony a Sugar and Twilio integration-allows you to make calls and send text messages from within Sugar’s record view.

For some time now, we had been curious. We wanted to calculate the exact time it saved for each Sugar user when making calls. Using the saved time data, we then calculated the return on investment for our clients who use the plugin.

…So we decided to run a little experiment

The experiment would be pretty simple. We were interested in calculating the time it takes for an ordinary Sugar user to make a call without the embedded click to call feature. We would then go on to calculate the time it takes for a call from within Sugar’s record view. The difference would clearly show how much time the user saves on each call.

With a stopwatch, we sat down and carried out the experiment.

This is what we found!

The steps involved in making a call to a contact in Sugar were the following:

  1. Going to the Contacts module
  2. Searching for the contact name (if it’s not on the immediate list view)
  3. Clicking on the contact to see the contact details
  4. Picking up the phone and dialing

The time it took to make a call?

30 seconds.

On average, completing all of the 4 steps to make the call took around 30 seconds, provided the users followed the exact steps and the phone system to dial from was readily available to them. Otherwise, the call would take much longer.

On the other hand, making a call with a click to call feature from within Sugar was pretty simple. It is just simply going into the record view of any lead, contact or account and clicking on the calling icon. This is shown in the screenshot below.

The whole process took around 15 seconds which meant on every single call, we were cutting the time down in half.Using this data, we now proceeded to calculate the ROI for our plugin.

Calculation of the return on investment

To calculate the ROI of this plugin, we first calculated the annual savings from the plugin and then used a simple formula to calculate the ROI. Calculating the annual savings involved these steps:

Step 1: Calculating the cost per minute of the Sugar user

Step 2: Calculating how long the operation takes

Step 3: Determining the repetitions

Step 4: Determining the operational costs

The calculation is shown in this Infographic:

A key part of ensuring an ROI is that the add-on you leverage with Sugar provide value. The integration with Twilio provides the necessary capability to help develop the 360 degree view of the customer as well as drive adoption within your organization. For example, the add-on has:

  • Instant pop up screen notifications when a lead or a contact calls you
  • Call recording inside Sugar and call forwarding
  • SMS functionality to leads, contacts or accounts (bulk SMS campaigning is also possible)
  • Interactive Voice Response including call routing and assigning extensions
  • Ability to take notes during a call and save them in the notes subpanel

The best thing about RT Telephony is that the price of the plugin is per instance which means there is no cap on the number of users who can use this plugin to make calls. The more users you have, the higher the ROI gets.


Bottom line:
If all the functionalities of the plugin are taken into account, then the ROI comes out to be much higher. According to our estimate, for the same variables, it would reach above $5,000. Apart from all the math, it improves the proficiency of the Sugar users, enhances their daily productivity and provides them with the CRM UX they love to work with.


We're Here to Help!

If you want to start your 30 day free trial of RT Telephony, you can contact us for a free consultation session.


A lot of businesses struggle when it comes to getting the best ROI from their CRM implementations. The usual complaints include phrases like

  • We implemented ‘XYZ’ CRM and our Sales haven’t shot up”

  • “My users are spending a lot of time in manual data entry”

  • “Our users are still using the old methods/tools of Sales”

  • “I am spending a lot on CRM subscription and not sure why”

  • “Our CRM doesn’t seem to show exactly what’s happening”

Sounds familiar?

It is exactly why we have gathered these useful tips from industry experts including CRM Search’s Karen D. Schwartz and Christopher Bucholtz from CRM Buyer. Using these, you can not only pinpoint what is going wrong in your CRM strategy but also see what can make your CRM ROI shoot up exponentially

So first let’s see why you fail in getting the optimal ROI from your CRM investment. You should ideally avoid these practices when working to maximize your CRM ROI:

1. Infighting between Sales & Marketing CRM

Industry experts agree on one thing: data is going to be the decisive factor between successful and unsuccessful businesses in 2017. Data is valuable when it is used to qualify leads for the sales department and in showing which marketing campaigns lead to closed sales.

But these insights can be missed due to the age old infighting between the marketing and sales departments. If sales and marketing don’t work together the insights from the data become useless. So the first thing to do is to get both departments in a room to map out common goals, and to discuss how to use the data to achieve their individual goals. And it is always useful to have mutual goals for both the departments to encourage them working together.

2. Acting on your Data

One of the foremost features of any CRM application is to create reports from your business data. The right CRM application can present data in an almost effortless pre-formatted report. But this analysis will do you no good if it is ignored. What should you be doing then?

Take the time to not only read the reports, but also to understand and ‘ACT’ on them when needed. If your data could speak to you in your language it would tell you one thing for sure “Act on what I’m showing you”. Most companies don’t, the ones that do succeed.  

3. Building “Relationships” with Customers

CRMs are excellent tools to connect with your customers and build long-lasting relationships. The experts warn you against assuming that everything is fine and well just because you’re connecting with your customer with a CRM. Building relationships with your customers is an evolutionary process. Be aware that customers evolve and change and your business may need to evolve and adapt to their ever changing needs.

So then the question arises: what are you supposed to do in order to maximize the ROI from your CRM?

1.Choose a Cloud-Based CRM Solution

All major CRM companies offer cloud versions of their software. Why should you choose this software as a service (SaaS) model? This simply means that you no longer need to deal with things like servers, software issues, and new version upgrades.

Not only do you save expenditure on having an in house system and IT expert (which cost much more than the subscription cost) at your business but also get great efficiency on your CRM system.

2. Integrate with Applications that Provide Value

Integrating your CRM with other useful business and social applications cannot be stressed more.

Such applications can include Marketing Automation, Accounting Software, Email tools (Like Gmail) plus key social tools, which allow your company to follow people, information, and groups on social networks, and capture real-time data.  

3. Allow for Mobile Integration

It is not possible to have a business without someone handling the Sales. You need to make everything accessible on mobile devices for your salespeople so they can work on the go. They can review correspondence, manage contacts, and accounts even when outside the workplace.

These integrations should also ideally work with back-office systems, social networks, and web conferencing. This makes you fully covered to tackle any Sales and customer experience challenges that you may confront.


Key takeaway!

Time and again we all read about the importance of becoming customer-centric? Is that the key to becoming successful?

Yes! Just look at Apple. Despite its size it welcomes customer criticism with humility and ‘ACTS’ on it. On the other hand the businesses that struggle are the ones that either do not listen to what the customer is trying to tell them or if they listen they fail to act on it. This is where a good CRM comes. It lets you achieve these goals quickly, efficiently and seamlessly. But this happens only when you take notice of the best practices that I have outlined earlier. Focus on them and you are sure to see your Sales pipeline overloaded with happy customers; after all this is exactly how industry experts help companies get the best ROI from their CRMs.


We're Here to Help!

Our experts can help you implement the optimal CRM solution that will result in the best ROI? Contact us for a free consultation session and find out how you can get the full value out of your CRM!


Business Analytics seeks to revolutionize the way in which business ventures are streamlined and operated. The motive behind Business Analytics is to analyze, develop and manage technical solutions to business problems that a venture might be facing. Apart from that, Business Analysts seek to augment the sales of a company by scrutinizing certain patterns that the company has pertained in the past.


Incorporation of in-house Business Analysts is becoming a norm in today’s industries. Companies are now following the latest trends of hiring more and more analysts. Sugar has always been ahead of the game. Sugar has assimilated and integrated a lot of tools and plugins that can be used that would enhance the performance of a business analytics within a business. Let’s look at a few of them:


Business Intelligence

Sugar lets you create reports and generate analytics that will aid in evaluating the performance of your company and productivity of your employees. These reports are based on the activities that have been logged into the CRM system. BI tools provide valuable insights that can help improve product quality and operation processes over time. Thus, the management can make well informed decisions and stay one step ahead of the curve in today’s ultra competitive environment.


Predictive Analysis

Sugar is extremely competent in comparison to other CRMs when it comes to handling large amounts of data. With Sugar, your analysts will gain the ability to predict how customers will respond to certain stimuli (products & services) based on their behavioral history and past preferences.  This will enable your analysts to more successfully judge and answer the most pertaining questions that exists in corporations; how, when and where to allocate resources for future investments and products?


Upgraded Customer Analysis

Whilst using Sugar, your Sales representatives and marketing executives would be able to thoroughly analyze and examine all the customer touch points. These include social media, web click stream, internet, email and inquiries made via telephone calls. Just imagine how valuable this information can be to business analysts. Your team of analysts will be able to better forecast consumer preferences, envision subsequent requirements and resolve other issues that incorporate various business decisions.


Business Forecasting

Every venture dreams to make forecasting as smooth as possible. Sugar allows you to review and manage forecasts of your entire team. Don’t forget, Sugar allows you to intelligently identify factors that affect various aspects of your company’s sales, marketing and productivity. Also, Sugar gives you the ability to manage forecasts of each member of the team through a single worksheet. Assigning quotas, adjusting individual forecasts and analyzing the performance of individuals are no longer considered a tedious task. Sugar also allows your enterprise to keep track of customer activities. If you’re at a managerial level in your company, Sugar will intelligently shift your focus to more paramount issues. Hence, it saves the day at not only the sales level, but at the managerial level as well. Thus, it allows your business to observe patterns without overriding complications and provides your company with some brilliant insights into factors affecting sales and marketing.


We're Here to Help!

Are you ready to integrate business analytics with Sugar ? Contact us to get a free consultation session and find out how we can provide you with the optimal CRM solution.


You have deployed a CRM system but are not getting the desired Return on Investment? Or you initially thought that CRM system was easy to implement and administer and would require little to no maintenance after installation but that is not the case.  Majority of businesses do not utilize their CRM to their full potential which leads to decrease in productivity, efficiency and customer satisfaction. To reap the full benefits of your CRM system, you either need IT experts in your business or get help from an external service provider. Here we list four reasons why a business needs to get in touch with a CRM consultant who can help you meet your business goals.

 Low Customer Satisfaction

A successful business wants to invest in its customers but sometimes they cannot figure out how. If customers report dissatisfaction, it is a clear signal that you need a CRM with analytics. The need to collect data about customers and turn it into useful information has become more important than ever.  With CRM analytics, you can target individual customers, know which customers lead to most profits over time; compare various product development strategies in terms of success etc.  CRM analytics leads to improved customer relations and customer retention. But the main challenge is integrating CRM analytics with your existing system. Here you need the services of a professional CRM consultant who will guide you step by step how to integrate this powerful and dynamic tool with your existing CRM.

 Insufficient IT Resources

Your company might not have the people who have the right combination of skills and knowledge required to handle a CRM project. To implement a CRM project successfully, you need experts who know how analytical data needs to be organized and used to drive the customer experience. The IT department might choose a CRM that does not cater to the needs of the business. It might lack some attributes or have misaligned workflows. Moreover, internal resources will probably take more time to implement a CRM package than outside consultant. Until and unless a business realizes that a CRM project has different requirements from an IT project, it will struggle to achieve optimal results.

Operational Issues

Senior management is preoccupied with the day to day affairs of the business and cannot pay attention to the strategic issues the company is facing.  A business might lack clear executive strategy for supporting CRM software and tracking its use throughout the company or a CRM project might go over budget due to unexpected implementation costs, hidden licensing fees, or unanticipated operating expenses.

Third-party Software Knowledge

A CRM consultant is better informed and has a great deal of knowledge about available third-party add-ons & plugins. There are many CRM systems that come with an app ecosystem which has hundreds of different apps that a company can use to operate more efficiently. Tapping the expertise of an outside consultant is a great way to find apps that companies can use to make their CRM systems better.

A CRM consultant can help you provide better service to your customers and close more deals by bringing objectivity, strategic planning, technical mastery and effective use of CRM technology.

We're Here to Help!

If you feel you are not leveraging your CRM, contact us for a free consultation session and find out how we can optimize it for you.


Manufacturing industry has witnessed a dramatic transformation over the years. Previously, a manufacturing company responded to whatever a customer required.   It has now evolved and become more customer centric. Instead of waiting for the customers to tell them what they need, companies are now forecasting what will be in demand in the coming months and making use of techniques like lean production and automation to meet that demand. In these dynamic times, the role of Customer Relationship Management (CRM) has never been more important. Here we list five reasons how a CRM with the quintessential manufacturing features can add value by creating a leaner organization that anticipates customer demand and meets it quickly and efficiently.


1-Accurate Demand Forecasting
This feature is extremely useful for firms operating in fast-changing industries such as high-tech, electronics, retail etc. CRM Solution can help manufacturers cut the time required to develop a product from the concept phase to market delivery by enabling more accurate demand forecasting along with improved production information. By adapting faster and acting smarter, companies can get products to market before their competitors and gain competitive edge.


2- Improve Product Quality

To stay in business, a manufacturing company has to keep producing high quality products consistently and efficiently. Faulty or defective products will not only tarnish the brand image but also result in unhappy and unsatisfied customers, leading to reduction in sales and revenue. With a CRM in place, a company can gather and analyze data from multiple sources and figure out process errors in real-time that contribute to product defects.


3- Intelligent Supply Chain
Failing to simplify and optimize business operations can result in overly-complex and costly implementations which can have a detrimental effect on the company’s desired ROI. Deploying a CRM can give manufacturers detailed and useful insights about operations, inventory management, order processing, warehousing and distribution chains. Having an intelligent supply chain can deliver phenomenal results as it empowers firms to manage production schedules, maintain materials supply and move products quickly from site of production to the market.


4- Enrich Customer Relationships
Safe delivery of a product and after sales service are as important for a manufacturing company as closing a new deal. A CRM system will help keep track of any warranty, repair, or service issues and manage day to day questions, inquiries and service calls. This will result in fewer delays and penalties and more follow on sales.


5-Win More Business
CRM software is a valuable marketing tool to gain followers and customers.  It enables marketing and selling departments to make detailed reports taking into consideration customers' behavior. It lets the customer support staff help the customer immediately and provides valuable insights that help improve product quality and operation processes over time. This streamlines business operations, lowers costs and increases profits.

We're Here to Help!

Still not sure whether your manufacturing firm needs a CRM? Contact us to get a free consultation session and find out how we can provide you with the optimal CRM solution.


Marketing has evolved significantly over the years and has become more complex and perplexing than ever. Consumers are now using multiple media platforms to gather data and stay up-to-date, making life difficult for marketers. However, with marketing automation in CRM, a business can streamline and optimize a variety of marketing tasks. This will increase the effectiveness and efficiency of the sales and marketing team by saving time on administrative tasks, delivering messages with the right content to the right audience, closing deals faster through increased automation and increasing revenue and profits. Marketing automation is an amazing technology but if it is not customized according to the needs and requirements of the business, it can prove counterproductive. For your convenience, we have prepared a list of the key features that you need to look out for in a marketing automation platform.

 Email marketing

Emails are the principal communication channels with potential leads. With an automation tool, you can test your email content, create beautiful email templates that match your product specifications, preview your emails across platforms and devices and do advanced email reporting. Marketing automation in CRM incorporates email marketing functionality and then expands on it by customizing content interactions through logic workflows e.g. you can send a happy birthday message to a loyal customer and offer him discount or send a thank you message when someone makes a purchase. This can make the difference between a happy customer and a lost prospect.

 CRM Integration

Marketing automation platforms that integrate seamlessly with customer relationship management platforms can be a very powerful weapon. Tight integration with your CRM system will allow you to transfer lead information seamlessly between marketing and sales. Better alignment between marketing and sales will improve the effectiveness of campaigns. Your CRM system should talk to your marketing automation platform and your marketing automation platform should talk to your CRM system.

 Lead Nurturing

Send the right information to the right prospects at the right time. Lead nurturing is the process of sending a series of automated emails that will trigger based on a person’s behavior. Being able to nurture leads based on a variety of attributes (behavior, demographics, buying stage) is a highly sought after tool by marketers.

 Campaign Management

Campaigns are the workflows you use to nurture leads along the sales cycle. Campaigns have both timed and triggered events. To run successful campaigns you need to send direct and personalized emails to a large number of people. Make sure campaign management within your platform supports both inbound marketing and outbound campaigns as well.

 Lead Management & Scoring

This is another fundamental feature of marketing automation software. Lead scoring enables marketers to concentrate on the most promising leads. Every customer receives a score, based on his activities. When a lead matures i-e reaches a threshold value, it is sent to a sales representative so that appropriate action could be taken.   Being able to move leads through the entire marketing funnel is a challenging task and should be handled effectively by your Marketing Automation Platform.

 Landing Pages

Also known as a call to action page, a landing page is any page on a website where traffic is sent specifically to prompt a certain action. Landing pages help increase conversion rates through targeted promotion. You can market multiple products to audiences using highly customized landing pages with specifically targeted content. Many marketing automation systems have excellent landing page builders. Make sure you select a landing page builder that is flexible and easy to use.

 Social Marketing

Know what the customers and prospects have to say about your company’s products and services, how they respond to email messages and website content and incorporate that data into your marketing automation platform.  The marketing automation platform you select should have built-in social media marketing and management tools.

 Visitor Tracking

Monitor every person who visits your website by tracking their behavior, including which pages they click, from where they access the website, what keywords they typed on Google that directed them to your website etc. Many applications deliver real-time alerts to sales representatives when a lead, prospect or customer visits the website. Visitor tracking should also be able to segment your database upon those tracked activities.

We're Here to Help!

Are you ready to automate your marketing and sales processes with a Marketing Automation Solution? Contact us to get a free consultation session and find out how we can provide you with the optimal CRM solution.


More and more higher education institutions (HEIs) are now adopting Customer Relationship Management systems to attract, retain and serve its students. Viewing students as customers and implementing a CRM can help an institute gain edge in a highly competitive higher education marketplace. Surprisingly, many higher education institutions still do not use CRM software because they lack adequate knowledge about such systems. CRM is an amazingly powerful tool which if properly leveraged can provide valuable insights about your customers, allowing you to develop stronger and more personal relationships not just with prospective and current students but also the alumni. For your better understanding, we have compiled a list of some of the benefits of CRM for higher education institutions that empower you to stay one step ahead of your competitors.

Manage Admissions

Manage the complete student admissions life-cycle from one single platform: the course & program the student is admitted, complete details of student’s batch & roll no, academic documents and all other tasks that are required in completing the admission process. Streamline your admissions operations by identifying and recruiting the best candidates, engaging them more successfully and improving enrollment results.

Track Potential Leads

Students nowadays rely on digital channels to gather information about their dream universities. CRM systems come with integrated tracking tools that let you track leads through multiple engagement programs including print, email, and invitations to both online and physical events and evaluate their feasibility. It enables institutions to track which website a certain student used to find their institution. This allows for smarter marketing budget planning, & allocating resources to the most effective marketing campaigns.

Handle Student Enquiries

Deliver high quality service by making follow ups for every enquiry. Keep a record of every interaction with the student during the counseling process. Maintain the follow up & enhance the communication process between your academic institution and the student.

Streamline Teacher Evaluations

Eliminate paper process, and help increase consistency and efficiency for the teacher certification process and other career-related processes. Streamline tasks so that you can devote resources to finding and placing the best and brightest teachers.

Monitor Fee Payments & Reminders

Every education institute needs an efficacious fee management tool to run their finance operations smoothly. Automate the fee payment process to avoid discrepancies and human errors for hassle free operation.

Build Long Lasting Alumni Relations

Alumni can help students define their career goals and provide key networking contacts to assist the transition from graduation to employment. They can also aid in raising funds. CRM equips you with the tools that your institution needs to manage personal connections and networks with the alumni community. You can gain useful insights about your donors that will help you target campaigns effectively and build long-lasting relationships.

Enrich Student Life-cycle Management

Student Life-cycle Management or SLM begins with recruitment. Once a student gets enrolled, then comes the retention phase which revolves around monitoring student progress. The last step is when a student graduates and becomes an alumnus. Take advantage of this opportunity to reach out and engage with them across all touch points in the student experience. Enrich their interactions by establishing personalized communication channels that provide measurable results back to you so that you can make informed decisions.

MIS Reports

Generate real time reports related to students, teachers and staff and assess the performance of your organization.

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Still not sure whether to adopt CRM for your higher education institute? Contact us to get a free consultation session and find out how we can provide you with the optimal CRM solution.


If you are looking to integrate a secure and flexible payment solution for your business transactions, you are probably having a hard time narrowing down on the available options. More and more payment solution providers are now offering robust, scalable, flexible and affordable integration services, which is why digital payments are on the rise each year. However, every business has unique needs, and every business needs tailored payment solutions. If your business model means making or receiving variable payments based on customer data, we recommend doing some basic research to select a payment gateway that caters to your unique needs. The good news is, whichever solution works for your business, also works with Sugar. Sugar allows for seamless integration of third-party apps, and you can either opt for payment integration plugins on SugarExchange or hire developers for the integration service. In this blog post, we will explore the benefits of integrating a payment gateway with Sugar.


Why Integrate a Payment Gateway with Sugar

Payment gateways are as important for internet commerce as Sugar is for your business. By integrating Sugar with a payment gateway like, PayPal or Stripe, you can streamline your business payments, invoicing and billing processes efficiently within Sugar. Some of the key benefits of integrating Sugar with a payment gateway include:


Automated Recurring Billing (ARB)

ARB allows you to automatically generate subscription billing plans based on the criteria you select. Using ARB features, you can efficiently manage contracts, subscriptions and regular billing right within your Sugar.


Transaction History

Transaction history is maintained against records in Contacts, Leads and Opportunities. Sugar users can view successful and failed payments, payment dates, upcoming payments and so on.


Payment Notifications

Depending on your notification settings, you can receive all payment-related notifications in your Sugar. This feature gives you real-time reporting and saves you from the hassle of going through unorganized payment data.


Secure Data Storage

Payment integration solutions ensure complete protection of your clients’ billing information. With secure tokenization of user’s payment info, all data is stored securely.


Less Manual Work

With the right payment integration service, you do not have to re-enter billing information for returning clients. All customer information is automatically populated in required fields, significantly reducing manpower efforts of your team.


Order Management & Tracking

Once your Sugar is integrated with a payment gateway, you get complete order management support on a single platform.


Popular Payment Gateway Integrations with Sugar

Some of the most popular integration services we have implemented include Stripe, PayPal,, SecurePay, Braintree, and a host of others. Other popular services include Sugar integration with GoToBilling, InstaBill, USAePay, Veripay, eWay, Barclaycard, ChronoPay, Paynove, AvidiaPay and American Payment Solutions.


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Still not sure whether to go ahead and automate your payment processing? Contact us to get a free consultation session and find out which payment gateway best fits your requirements. We're here to help!