Important CRM Metrics for Small and Medium Sized Businesses

CRM MetricsWith the right CRM system you will have access to more information about your customers and your business than you ever imagined possible, but which information matters most? The answer to that question depends on your specific CRM strategy and goals but there are some common CRM metrics that small and medium sized businesses find very helpful to make sure all departments are hitting their goals while contributing to the overall success of the organization:

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4 Ways to Calculate CRM Software ROI

CRM software ROIHow do you know if your CRM software is providing you with the benefits you hoped it would? Specifically how do you know if you are seeing the ROI you hoped for? For other investments ROI is more obvious, CRM makes things a bit more difficult but it’s not impossible to do. Seeing your CRM software ROI requires looking at more than just the numbers, you have to look at the non-financial aspects too. Below are four considerations to get you started: Continue reading

Sugar in a Nutshell: A Quick Rundown of the Features and Functions in SugarCRM

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A Part of our LunchBytes series: 15 minute technology updates.

Sugar is an affordable and easy to use customer relationship management (CRM) system. the features and functions in sugarcrm  help your business communicate with prospects, track them through your sales cycle, close deals, and keep your customers happy. Continue reading

CRM Workflow: Managing Workflow in SugarCRM

There is an old Zen proverb that says, “Sitting quietly, doing nothing, spring comes, and the grass grows by itself.” Although this philosophy can’t be applied to all areas of your work, wouldn’t it be great to not have to do some of the small, menial tasks and have them grow into succulent fruits of non-labor? This can be achieved with CRM workflow. This article will talk about managing workflow in SugarCRM. Continue reading

Sales Software: CRM for Sales Management

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Find out the how and the why behind sales teams who use sugar CRM in their daily activities.  Find out how sugar can help you gain greater visibility into your sales performance while boosting productivity.
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The Future of CRM Software

 #6 of a 6 part seriesThe Future of CRM

The CRM market looked very different just 10 or 15 years ago. The leading providers included Pivotal, Onyx, Seibel, and Sullivan’s fledgling SalesLogix product. For the midmarket, you really had two options – ACT! or Goldmine. And that was about it. CRM has changed more than perhaps any other business application in the past 10 to 15 years. Consider that was founded in 1999 and really didn’t gain traction in the market until the early 2000s. Microsoft didn’t introduce Microsoft CRM until 2003, a year before SugarCRM was founded. These are arguably three of the top CRM options for businesses today. Continue reading

Contatta CRM- a new era in Contact Management

Article #4 of a 6 part series

Contatta CRM- a new era in Contact Management

Any article discussing ACT! and SalesLogix would be dismissed without a mention of their founder, Pat Sullivan. A new website is available at promising a brand new CRM solution from the CRM legend. As of February 18, 2013 the site only has a single page featuring a scene from what appears to be a Mediterranean village with a short description: Continue reading

What Sage’s Disposal of SalesLogix & ACT! Really Means (And How It Impacts Existing & Prospective Customers)

Article #1 of a 6 part series

Sage Group announced Friday, February 15 that the company has reached an agreement to divest itself of arguably two of the most well known CRM brands in the history of CRM itself – ACT! and SalesLogix. So what does this mean to the market and for the future of these two storied products? This 6 part article series will take a look at the history of ACT! and SalesLogix and will provide an overview of the changing CRM landscape with some insights into the future of these products with insights for companies utilizing them in their businesses today – or those considering these and other CRM products for the future. Continue reading