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3 Posts authored by: Eva Narunovska

Every SugarCon is an event of the year for us, and this one was the best so far! So many truly exciting things at the same time. Exchanging new ideas, listening to keynotes from experienced field professionals- gurus in Sales, CRM and IT. Networking opportunities with customers and partners, new friends and direct feedback. All this is priceless especially when handled in a fun way! Our team got really busy with all of the follow-ups these weeks, and I just love it!



I’d like to share some of the key things learned:

  1. While having lots of focus on disruptive technology and innovation, Sugar team is also reminding us about the importance of existing relationships and recurring customers. Quoting Larry Augustine: “Did you know it costs five times as much to attract a new customer as it does to keep an existing one? Statistics tell us that you are 14 times more likely to sell to an existing customer than a new prospect.” It is natural to pursue new customers but retaining existing customers and building long-lasting relationships is invaluable as in most cases new customers will value the feedback of your existing ones.
  2. I am a big fan of Sugar Hint, which searches the web for additional information on users and pulls it into Sugar and thus saving you a lot of manual work. New additions to Hint will deliver proactive and configurable customer alerts for signals and interesting moments, including funding, personnel changes, general company announcements and M&A activity.
  3. New awesome functionality available in the latest Sugar release for:
    • Quotes Configuration
    • New Data Visualizations
    • Advanced Workflows
      Video overview
  4. It was great to hear live feedback on highly requested IT Sapiens Analytic Reporting Tool features by customers, which extend the Sugar core functionality:

    • Common filters are often required, in order to be able to easily see results by team, region, user or a product group across several charts at the same time.
      With our new dashboard solution this is available along with fancy chart types like gauge, funnel, geographic charts and 3-axes chart (where you can add different scales together like count and amount of opportunities and see how they correlate together over the time).
    • It often takes a lot of effort to put reports together to be printed and look good. With IT Sapiens Analytic Reporting Tool you can get a really nice PDF report output containing several summary tables in your own preferred style using Excel for templates. Once a template is created, you can forget about it, as it can be easily scheduled regularly via e-mail as PDF or Excel, saving you a lot of time.
    • Snapshots and Historical Data – business trends over the time:
    • Calls, Meetings, Tasks and Emails available in the same report: both detailed list and summary.
    • Our customers are happy as they have a lot of power creating various reports without a need to be a programmer. With our easy to use interface you can create summaries, charts and report layouts, even add your own calculations.
  5. Cooperation & networking
    Most of all I actually learn and get inspired by those informal talks to experienced, wise people – so many of them are all gathered together at the same place, I want to catch every minute of it! Cooperation is one of the key success factors in every business, and seeing success in helping each other brings joy to your soul.
    “Eventually it is all about people” SugarCRM people say,– it is something, what the worlds smartest and most successful and independent people usually say as well. No matter how smart, strong, wealthy or independent you are, it is always important to have good people around you. SugarCRM and SugarCon is is definitely the place to find them! Happy to be at the right place.


We are happy to announce the latest upgrade of Analytic Reporting Tool PRO version with the following new features added:

  • You can add your own formated Excel templates
  • New chart type: Area chart
  • Additional filters: team, # of passed weeks, months, quarters
  • Permissions to edit selected filters for read-only users
  • Calculated function impovements

In case you have missed previous upgrade this summer, this upgrade also contains:

  • Functionality for adding data from CRM system history audit to your report
  • Additional module adding option to already created reports

Please read detailed visualized instruction for more detailed information.

Adding your own formatted Excel template Area Chart

Eva Narunovska

Let's keep it easy!

Posted by Eva Narunovska Jun 1, 2016

Only very rarely one can build something good without a hard work and without aiming for excellence at every step. That is the way it should be. Feeling of purpose and achievement, growing as a professional and as a human being is priceless.

It is important to find the right balance by keeping things simple and easy. Unnecessary complexity and drama is wasting your time and energy. It should rather be saved for the things that really matter for your business.

There are many examples: unnecessary bureaucracy, playing it cool, formal authority, unreasonable standards or rules, fear of every little possible failure, worrying too much of what impression you make, trying to sound smart by putting things in a very complex format or wording, hiding and faking. Such games sometimes remind me of the fairy-tale The Emperor’s New Clothes by Hans Christian Andersen. Games should be played for fun or education, no other.

Everyone has already a burden to carry during the life, so why should we complicate things for no reason?

Easy.jpg

 

Things should be kept as easy as possible.

Easy business communication and cooperation with your partners will enable a trusted environment to be enjoyed. Easy, open and trustful communication within a team is a ground for seeds of inspiration and innovation. It is a prerequisite for building a strong team and enabling productive teamwork. If you create an easy work environment for your people, they will make it easy for your customers.

 

My friends are laughing: “You work in the complex area of Business Analytics and you want things to be easy?” – Well, yes, exactly! That is the reason why we, IT Sapiens are here with the Analytic Reporting Tool, to make it easy for our customers!

 

Excellence is much about perfection in the details. Still, keeping things easy is not an opposite of excellence, a smart and good work and a powerful solution. In fact, they all complement each other.