Prepared for Santa by Gary and the Elves. “Santa”, the “Santa Brand” and the “Magic of Christmas” are trademarks of Santa and associated enterprises. BACKGROUND As the world’s population of Children grows, Santa’s current Sleigh and Reindeer Fleet is becoming increasingly inadequate for Christmas present delivery requirements. After watching Back to the Future, Santa is considering upgrading to a DeLorean vehicle to perform present deliveries. COMMERCIAL IN CONFIDENCE As a prospective … read more
Contracting – Stacking the Odds of Success
I'm here today applying to Toptal.com because a great contractor who I respect told me that I'm a great contractor (thanks JL ;). He told me to stop mucking around with those "other agencies and web sites" and to get myself on Toptal. So here I go.... If I get in I'll know I'll be joining the best. It's obvious from the screening process and the questions I've been asked so far. I've had to put some effort in (hey, I always do!), but compared to the generic broad spectrum questions I get from … read more
Cloud Strategy & App Development
Accrivia provides tailored accounting and operations management solutions for multiple sized organisations including large chains such as KFC franchise. The client wanted to 'mobilise' their product in response to competitors’ solutions and client requirements. Solution & Implementation: Developed a mobile app as well as a cloud integration strategy to allow access the existing legacy accounting package. Project management and roll out of developer training. Developed beta … read more
SLA Support with SugarCRM
Easyweb Digital creates simple yet sophisticated public information systems utilising digital displays, touchscreen interaction and Wi-Fi environments for business, government and communities. My client was seeking a single integrated CRM system to manage clients, agreements, cases and sales processes. After investigating popular off-the-shelf Case Management and Ticketing Solutions, it was clear that nothing suited Easyweb's end-to-end requirements. The solution was to take the … read more
Residential Aged Care with SuiteCRM
a non-medical approach to aged care Developed in association with the aged care industry JellyBean is a specialised CRM/App designed to track the lifestyle data of aged care residents. putting residents front & centre We believe JellyBean is the first-of-a-kind care solution in that it focuses on the individual as an individual, not as a patient requiring medical care. JellyBean's core function is to provide carers easy access to resident’s relevant lifestyle, personality and relationship … read more
7 CRM Software Benefits for SMEs
[slideshare id=69395888&doc=7crmsoftwarebenefitsforsmes-161122083830] 1 - organised lead management leads to more conversions A basic feature of all CRMs is lead capture and management. And the more effectively you manage leads, the more frequently and more effective you become at converting those leads. Capture leads from all sources – website, phone calls, events, campaigns, etc. Capturing leads into a CRM is fast and easy. Report and analyse lead sources and the … read more
WordPress to SugarCRM Lead Integration
alternative methods of integration There are a handful ways you can capture leads from a WordPress form and add them to a SuiteCRM or SugarCRM deployment. method 1 - email a form This is the fastest and easiest method. It's also the least desirable since it's a very loose method of integration and bypasses all the benefits the CRM's structured data and automation. method 2 - use the SugarCRM or SuiteCRM create web form feature This method is the most complex and requires web development … read more
SugarCRM GMail Connection Problems
Here are some tips if you are having trouble getting GMail to work with SugarCRM. This was tested against SugarCRM 7.7.0.0, but will also apply to earlier versions and SuiteCRM. 1 IMAP Account Access Make sure you have IMAP enabled for the GMail account. This settings is within GMail. 3 Allow Less Secure Clients SugarCRM will not be able to connect unless you lower security requirements in your Google Account. This setting is in Google "My Account" Settings under Sign-in & … read more
OSTicket Automatic Scheduled Tickets
I've been a user of OSTicket for years and deployed it to several clients. One feature I'd like is to be able to automatically schedule reminder tickets for tasks like preventative maintenance. I experimented with a few solutions using web based schedulers to inject emails into OSTicket with limited success. While they worked, maintaining them was difficult. One plausible approach that did work was using a Google Calendar with recurring events that emailed event … read more
Cost Considerations of Cloud Hosting
Those cloud-hosting rates that vendors promote look great! For a few dollars a month, why would any business want to maintain their own equipment? But it should be no surprise that those attractive rates are all marketing, and all for bare-bone services. Are you concerned about the costs of cloud hosting? You should be. Lack of information and understanding of cloud operation costs is perhaps the most expensive factor that can affect a company’s bottom line. While the actual migration to … read more