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