Five Tips and Tricks for CRM in Small Business When it comes to customer relationship management there are many things that the big companies know and the little guy might not. Relax, because it is going to be easy to get your company up to speed quickly. When you start to use CRM in your [...]
Sage ACT 2013 – Smart Tasks provide Automation & Workflow Sage ACT 2013 includes workflow automation via a module called Smart Tasks. These Smart Tasks allow users to create automated tasks that are triggered on specific fields or events. For example, if you want your customer to receive a birthday email, just set up (a) [...]
SugarCRM Tips and Tricks for the List View Sometimes CRM users get used to their workarounds. Then get excited when we explain that they can skip their workarounds because the features are already built in. Wow, I didn’t think that was possible! That tip will save me two hours each day! That advice made the [...]
This ACT training video details how to customize Sage ACT 2011. The topics covered here also apply to ACT 2012, 2011, 2010, 20009, 2008, 2007, 2006 and 2005.
This is the first of several ACT 2011 Premium Training videos on the topic of Database Design. This video features Claire Leong, a long-time ACT! Certified Consultant and Premier Trainer. So these tips are conventional info that you might find in a Dummies book. Instead, these tips are based on years of experience with helping our clients customize their CRM.
While a few CRM systems such as Sage ACT! are contact centric, most business CRM systems are better designed for working with Accounts rather than Contacts. Some CRM systems are stronger at E-mail integration, while others still are better at dealing with Activities and Histories.
Below are several tips for managing Accounts and Contacts within SugarCRM 6: