Archive for June 2017

Using CRM to Manage Law Firm Referral Relationships

by Sarah Friedlander Garcia on Jun 7, 2017

Today’s law firms rely heavily on CRM systems which capture customer information and make it easier to provide great customer service.

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Get a SmartStart: Software to Grow Your Business

by Sarah Friedlander Garcia on Jun 7, 2017

This webinar explained how your organization can gain immediate value and results with CRM.

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Relationship Tree in wMobile Desktop

by Lynn Catterson on Jun 9, 2017

Support for the Relationship Tree has been included in wMobile since version 2.1. We had an inquiry about it recently, so it seemed a good time for a refresher!

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Successful Sales and Marketing Alignment, Part 4: When to Pass a Lead to Sales

by Act-On Content Team on Jun 9, 2017

In part four of this series of posts, we’ll outline what defines a qualified lead.

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Is Your Sales Lead Process Half-Baked? 6 Questions to Consider

by Sarah Friedlander Garcia on Jun 13, 2017

In this post, we’ll cover six questions to consider, determining whether your sales lead process is both efficient and effective.

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How To Continuously Improve Your CRM (Part One - Data)

by Bill Harrison on Jun 16, 2017

The process of getting the maximum value from your CRM investment is a process of continuous improvement.

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Collabspot - Sugar in Office 365

by Paul Scondac on Jun 20, 2017

The Office 365 version of Collabspot offers the same core features as its Gmail counterpart, and lets you access Sugar right from inside Microsoft Office.

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5 SugarCRM Support Resources

by Katie Liesmann on Jun 23, 2017

At some point or another every Sugar user requires outside support to solve a Sugar issue. Read this post to learn about your resources.

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SugarCRM Hint: A Relationship Intelligence Service

by Paul Scondac on Jun 27, 2017

Introducing SugarCRM Hint, the debut product in the new SugarCRM Relationship Intelligence product line, which automates gathering of vast customer information.

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Hint: The New SugarCRM Plug-In For Relationship Intelligence

by Katie Liesmann on Jun 27, 2017

Many sales reps spend time on these types of activities, which is why SugarCRM has been creating a lot of buzz about their newest product, Hint.

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Sugar Showcase: Magic xpi Integration Platform

by Sarah Friedlander Garcia on Jun 28, 2017

In this webinar, we discussed how Magic Software's integration platform makes it easy to integrate Sugar with any ERP, email, social media, and other apps.

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It Keeps Getting Sweeter: SugarCRM Wins Again in 2017 Business Choice Awards

by Sarah Friedlander Garcia on Jun 29, 2017

SugarCRM was named the winner for best CRM service in the 2017 Business Choice Awards, which blew away the competition for the third year in a row.

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