Archive for May 2017

Successful Sales and Marketing Alignment, Part 3: Designing the Lead Process

by Act-On Content Team on May 3, 2017

With this post, you’ll find out how to design a successful lead process.

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Email Improvements in wMobile

by Lynn Catterson on May 4, 2017

We have had some changes in email processing over the last few releases, which should make wMobile even easier to use.

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SugarCRM Support Site Updates

by Ellen True on May 4, 2017

SugarCRM has announced some recent updates to their Support Site. In addition to updating the look and feel, they have improved the site

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Three Common CRM User Adoption Pitfalls and how to Avoid Them

by Linus Rinke on May 4, 2017

You can have the best CRM platform on the market, but that means very little if your users refuse to adopt the system.

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Get a SmartStart: You Fought For Your Customers. How Will You Keep Them?

by Sarah Friedlander Garcia on May 5, 2017

This webinar showed our best practices on how to use CRM software to help your sales team effectively service existing accounts.

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Banking Business Development: Don’t Just Flirt. Build Lasting Relationships

by Sarah Friedlander Garcia on May 10, 2017

In this webinar, we presented a new approach for developing new banking relationships, as well capitalizing on every sales opportunity.

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Help Users Enter Clean Data in GoldMine

by Matthew Cooke on May 10, 2017

Learn how to set up pre-populated lookup values in GoldMine and utilize the LOOKUP.INI file, to have one field value fill in another field

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GoldMine Implementation Made Easy

by Bob Francis on May 10, 2017

Find out what should be done when setting up a new instance of GoldMine. We’ll answer basic questions and walk through the steps needed.

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W-Systems Launches Affordable Online SugarCRM Training Courses

by Katie Liesmann on May 12, 2017

W-Systems today announced it will offer new SugarCRM training courses called Micro Courses.

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Beyond Core Banking

by Christopher Teague on May 16, 2017

Learn how a well-planned CRM system can overcome core banking systems.

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New Features and Enhancements in Sugar 7.9

by Paul Scondac on May 17, 2017

Sugar 7.9 was released on May 15th. It is a major update that brings many new features and enhancements, detailed in this blog post.

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New wMobile Desktop Instructional Videos

by Lynn Catterson on May 18, 2017

We updated some of the videos on our wMobile Resources page. These should be useful for new employees, or if you want to brush up on a specific wMobile area.

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