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4 Posts authored by: Nevena Miric

Data quality in CRM is a big concern for every organisation and for good reason. Bad data or duplicate data can happen to anyone and usually does at some point in the span of a business life. It can cause issues with accounting and create sales conflicts when leads may be routed incorrectly. It may also lead to a lack of confidence or even mistrust from customers who may think of it as your normal practice.

But when you are unintentionally making decisions based on bad or duplicate data, it will inevitably end in poor results!

That is why it’s important to help your sales and marketing teams so they can help you by keeping customers happy and providing correct information.

It’s not just the front line that will be suffering from bad data but the management as well. If you have duplicate sales and marketing data you won’t be able to appropriately report on it, make informative decisions and measure success of your team.

All these things combined together greatly impact your company performance and efficiency while reducing customer satisfaction. The difference comes in knowing how to spot and correct bad data so that these particular issues never happen again. Sugar provides multiple ways to combat duplicate data but there are still many good reasons to extend the functionality to address the various ways people utilize the Sugar platform.

At Eontek, we've been working with Sugar for over five years and have been creating different software solutions to help companies resolve their data issues. In fact, we have created DeDupit as a solution for Sugar that enables you to find duplicate records following the rules that you’ve set, and to merge found duplicates manually or automatically, which will work on any module within Sugar. 

We would like to hear your thoughts on our post, so please add a comment below. If you have any other questions, please drop us an email or direct message in the SugarCommunity.

In the first episode of SugarCast we introduced you to basic operations in Sugar. There are many things that we want to present and topics that we are going to talk about but one of the most important things in any CRM especially Sugar is our today's topic. Today we are going to talk about Relationships between data.

 

In this video we are going to explain what are relationships, types of relationships that exist, which type of relationship should you be creating and many more things related to relationships between data in Sugar.

 

We hope that you will enjoy the video and learn some new things while working with Sugar every day.

 

We can not wait to hear how you liked the episode and provide us with feedback. Post a comment on this blog to help us understand what you would like to learn more about or what are you struggling with and we'll cover it in one of the next episodes and explain how Sugar can help you solve it.

There are a lot of blogs and articles with informations about Sugar and SugarCRM, but from our experiences no matter how particular topic is interesting when you see a lot of text on the page many people will just give up and skip reading.

 

That is because many people don’t like to read text that is complicated and hard to understand, especially if it has a lot of technical terms. It is always easier to explain something when you have chance to talk about it then writing something on the paper. Your audience has better understanding of it as well, when they get a chance to listen and see for themselves.

 

That’s why Eontek team has decided to start talking and showing than writing about Sugar!

 

Sugar itself is great but, like any platform, some of the more advanced features can be complex, and if you want to fully understand how it works there are a lot of things to explain. There is technical side of Sugar and then there is end user that needs to understand how to fully utilize Sugar in it’s daily activities. We will try to cover some of the technical aspects of Sugar but primarily we want to focus on end user and how Sugar should help him stay productive and successful.

 

Here is our first episode of SugarCast with introduction to Sugar concepts and how to get around in Sugar itself.

 

 

We can not wait to hear how you like the episode and provide us with feedback. We are more than happy to hear what are you struggling with so that we can cover it in one of the next episodes and explain how Sugar can help you solve it.

 

Expect each week new episode of SugarCast!

When we talk about business today we find that many companies would like to be better organized, to make better use of their time and that people need more collaborative approach. A common problem that many companies experience is not knowing who is in charge for specific pieces of a project or when a particular project needs to be completed. All these things affect business quality and service that you provide.

 

Project Manager is a solution for SugarCRM  that Eontek came up with after extensive research of these different challenges which number of companies faces today. For some time now, we wanted to find out what are some of the problems that companies didn’t managed to resolve and it began to affect the quality of their business. Let’s examine following example. You have accepted a project to work on with your client but the deadline for when the project needs to be finished has already been set.

 

Next thing that usually happens is find out that people you have planned to work on this engagement with your client are still busy finishing up an earlier project they have been working on. There can be multiple reasons for this but most of time they will be waiting for someone else to complete his job so they can finish theirs.

 

Very quickly things get out of hand, you don’t know who is doing what and why. All of this usually leads to pushing back or calling of the project with your client, just because you didn’t have right information available when making commitments. Your client now becomes very disappointed with you and your unprofessional behavior. Do you have that luxury to have your clients leave your business?

 

An effective project management tool can help you resolve all these issues that we talked about and keep your clients happy. Best thing is we built our solution to work completely in SugarCRM which means you don’t need to leave your existing working environment to get things done. With Project Manager you can:

  • Identify tasks that are lingering around and not being done
  • Look at your ongoing projects with greater insight
  • Achieve better performance and team flexibility

If you recognize our Project Manager as solution for your problems, feel free to contact us to learn more.