Sales forecasting is important for all organizations, but it is especially critical for manufacturing companies. Not only does a sales forecast give your sales team a goal and a sense of direction, it gives the rest of your company a basis for planning, scheduling, ordering, purchasing, and other activities vital for a successful manufacturing operation. The proble is that many companies do not have a system in place to give sales reps and managers the information and tools they need for more accurate forecasts.The good news? CRM for manufacturing can change that. Here’s how.
SugarCRM, one of the market’s fastest growing and most innovative CRM companies, continues to gain industry recognition with honors in 5 different categories of the 2014 CRM Market Awards. Additionally, one of the company’s customers earned the 2014 CRM Elite award for their use of SugarCRM and the impressive ROI they’ve gained since implementation.
Excel is a great tool, but it can’t do everything- No matter how many different excel equations you know! Managing sales leads is critical to the profitability of your company. If you don’t manage those leads properly, they won’t convert and you will have wasted significant time, money, and resources marketing and bringing in those leads, only to lose them due to unsophisticated software. Here are 8 reasons it’s time to ditch the spreadsheets and implement CRM for sales management. Continue reading
How 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
For a long time, Salesforce has been a leader in the CRM industry, but since coming onto the scene about 10 years ago, SugarCRM has been taking the industry by storm and chipping away at the Salesforce.com’s market share. So how are these two CRM systems different and why is Sugar the fastest growing CRM system on the market? Among other small differences, there are three key differences between Sugar and Salesforce: Continue reading
Proper Utilization and Setup of SugarCRM Workflows
You run a business, and your success relies on a series of processes. You have several processes that manage your marketing, your sales, and more. The more automation you can bring to these processes, the more proficient and consistent your business will be. SugarCRM’s strong workflows allow you to define triggers off any field in any module, and then automatically send alerts or run actions based on these triggers. Continue reading
In a recent press release, SugarCRM, providers of the industry leading customer relationship management solution, announced the company’s integration with Marketo marketing automation software. The collaboration of these two innovative companies provides users with a powerful tool to optimize their lead-to-cash process by linking CRM and marketing automation. Of the integration SugarCRM Co-founder and CTO said, “With our Marketo integration, we’re now providing a unique closed-loop, deeply integrated lead-to-cash process that businesses of all sizes will find invaluable.”
Creating a Hidden ‘Lead Source’ in SugarCRM Web-To-Lead Forms & Building a Report off of Lead Source
SugarCRM has several powerful inbound marketing capabilities, but it’s a matter of knowing how to use them. One such capability is the ability to track a ‘lead source’ in the SugarCRM web-to-lead form. The idea is that when you link to a landing page, you have a hidden ‘lead source’ field embedded in your form to track where the lead came from. You can then build a report off of this field to see which sources are generating the most leads. This article will cover adding a hidden ‘lead source’ field to a SugarCRM web-to-lead form, and then reporting off of this field. Continue reading
SugarCRM Features and Edition Comparison
SugarCRM is a full CRM suite, with features that cover as many capabilities as enterprise scale solutions like SalesForce, but it comes with a smaller price-tag comparable to solutions like Zoho. Sugar has all of the tools needed for sales, marketing, support, social CRM, mobile CRM, email integration, reporting, project & activity management, and more. Click this link for the full SugarCRM features list. Continue reading
Sugar Mobile: The SugarCRM App for iPhone and Android Phones
CRM solutions are ideal for the sales rep. They automate sales processes and allow reps to log their notes and pull up account records. That’s why, if your sales reps are mobile, your CRM solution needs to be mobile too. The SugarCRM app for iPhone and Android phones, Sugar Mobile, is the perfect answer to an actively mobile sales force. Continue reading
Providing Customer Support from Sugar’s Built in Modules
SugarCRM comes out-of-the-box with support modules to help your support staff better serve your customers. Whether you’re providing customer support from a help desk, call center, or social media, Sugar provides the tools you need to respond to customer issues quickly and efficiently. Continue reading
Embedding Google Maps into Your SugarCRM Records
Embedding Google Maps into your SugarCRM system will allow you to easily pull up mapped locations of the accounts in your system. This tool performs a search on the address fields in your accounts module and sends a query to Google – so that their location is populated on a map right in the record. This allows you to not only pull up a quick map of your customers and accounts, but getting directions is just one click from your CRM. Continue reading
Export Your Data Out Of SugarCRM
Unlike many other CRM systems, Sugar doesn’t lock your data into its system. Getting your data out of Sugar is even easier than getting it in. This article will show you how to export your data out of SugarCRM version 7 (exports on Sugar’s previous versions are done very similarly).
Sugar’s data is housed in modules. Out-of-the-box, users can export data out of the individual modules and push it into a CSV spreadsheet. To export out of Sugar, click on the name of the module you’d like to export on the module ribbon. For this example, we’re going to use contacts. Continue reading
A How-To Guide for Creating Sugar Lead Forms
SugarCRM web-to-lead forms are an incredibly powerful tool for inbound marketing. Forms can be used to promote content, like white papers and ebooks, or they can be used as general contact forms. For an example of how Sugar’s lead forms can be utilized, click the button at the bottom of this article (and perhaps sign up for a free 7-day trial of Sugar… eh, eh).
This article will cover how to set up lead forms and landing pages in Sugar. Sugar’s lead forms are fine out-of-the-box, but there are ways to optimize them for higher conversion. For your landing pages and lead forms to be the most effective and convert the most leads, it’s best to imbed your forms into your website. Here is a step-by-step on how to do this.
SugarCRM pricing comes in three different editions. Whether you’re hosted on the cloud, or if you go with an on-premise installation, you can count on Sugar’s pricing to be the same. Unlike other CRM solutions, Sugar has no hidden fees and no forced upsells to more expensive editions. Below is a chart of how the SugarCRM pricing is broken out. For a full comparison of editions, check out the edition comparison chart.
In addition to licenses of Sugar, e2b also provides a full range of services for your CRM, including implementation, customization, support, training and consulting. Contact us to get a quote on our SugarCRM services.