[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
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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
A Business Approach to Social Networking
In this article I'm going to focus on social networking for business, and although I'll talk about the likes of Facebook and Twitter the same general ideas will apply to other social networks. My motivation for this article comes from the approach I find many businesses taking with their journey on Facebook. I'm not going to detail how to get on to social networking sites, but I will cover how you should approach social networking and what you should be thinking about. Going Beyond the … read more
Report Techniques using PHP using Jasper
I have a PHP web application which needed a new reporting engine. The old engine did nothing more than create html page reports. Yes, it was functional and easy to maintain, but for stylish printable reports that my clients can give to their customers or management, I needed something more. Enter Jasper Reports (www.jasperforge.org)! I first used Jasper Reports and iReports about 5 years ago in a Java app. My, how it has matured, especially iReports!. I played around with Jasper for … read more
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