CRM Blog http://www.accentgold.com/blog Just another WordPress weblog Mon, 30 Jan 2012 14:00:25 +0000 en hourly 1 http://wordpress.org/?v=3.3 How To Install SugarCRM – Instructions and Guide http://feedproxy.google.com/~r/AccentGold/~3/ZqGzANERLzA/ http://www.accentgold.com/blog/how-to-install-sugarcrm-instructions-and-guide/#comments Mon, 30 Jan 2012 14:00:25 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4229 How To Install SugarCRM – Instructions and Guide is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM Installation prerequisites

This articles lists the various factors in installing SugarCRM – including prerequisites and installation instructions. We begin with the prerequisites - memory, database, and software requirements for installation. Note: Install the MB String module on your web server to support multi-byte characters.

Memory requirements

Increase the value of the memory_limit parameter in the php.ini file as follows:

  • • MySQL Server: 256M or higher
  • • MS SQL Server: 256M or higher

Database requirements

  • • If you are using MySQL, install version 5.0 or 5.1 to use with Sugar 6.3.0.
  • • If you are using Microsoft SQL Server, you need to download the SQL Server Driver for PHP version 2.0 from Microsoft and extract the contents to the /ext directory of the PHP installation.

Securing your Sugar installation

To ensure that your Sugar installation is secure from unauthorized access, for Apache, it is recommended that you configure the system as described below.

Before you install Sugar, set AllowOverride to All for the Sugar installation directory in the httpd.conf file. After you install Sugar, a .htaccess file is created in your Sugar installation directory. This file contains the following content:

# BEGIN SUGARCRM RESTRICTIONS

  • RedirectMatch 403 (?i)^.*\.log$
  • RedirectMatch 403 (?i)/+not_imported_.*\.txt
  • RedirectMatch 403 (?i)/+(soap|cache|xtemplate|data|examples|include|log4php|metadata|modules)/+.*\.(php|tpl)
  • RedirectMatch 403 (?i)/+emailmandelivery\.php
  • RedirectMatch 403 (?i)/+cache/+upload

# END SUGARCRM RESTRICTIONS

To test the validity of these restrictions, access the sugarcrm.log through the browser to ensure that error #403 is displayed. If not, check your Apache configuration to ensure that htaccess is enabled. For more information, check the Apache documentation.

Download and Install SugarCRM

If you are installing Sugar on your machine for the first time, follow the instructions in this section. If you have an earlier version of Sugar installed on your machine, refer to Upgrading Sugar for instructions on how to upgrade your Sugar instance.
 
Follow the steps listed below to install Sugar:
1.
Install the platform-appropriate (Linux or Windows) version of PHP, web server, and database on your machine.
2.
Download Sugar files.
3.
Copy the Sugar files to your web server. Check for dependencies and requirements, and set them.
4.
Navigate to the php.ini file located in your Sugar root directory and set the global_variables parameter to EGPCS.
5.
Restart the web server.
6.
Install Sugar Professional with the Sugar Setup Wizard.
Note:
Restart the web server before proceeding with the installation if you have modified the php.ini file.
 
To download the latest Sugar files
2.
Navigate to Support & Training/Support Portal or visit
3.
Login using your Sugar username and password.
4.
Click Download Purchased Software.
5.
Populate the Download Key field in the Download Manager page and click Submit.
6.
Click the link for the appropriate zip file to download it.
 
For example, SugarPro-6.3.0.zip.
 
To copy Sugar files to the web server
After you download Sugar, you need to unzip the files and set permissions.
1.
Locate the webroot directory on your web server. This directory stores publicly accessible files. Common locations for webroot are:
/var/www/html/ (Linux/Apache)
C:\Inetpub\wwwroot\ (Windows/IIS)
C:\Program Files\Apache Group\Apache\htdocs\ (Windows/Apache)
/Library/Web server/Documents/ (MacOS X/Apache)
 
2.
Unzip the Sugar zip file into your webroot.
This automatically creates a directory within webroot.
 
3.
Rename this directory.
 
4.
Set permissions on the Sugar files. The following directories, all subdirectories, and files must be writable by your web server user:
¢
cache
¢
custom
¢
modules
¢
config.php
¢
config_override.php
¢
sugarcrm.log
Note:
Typically, there are multiple versions of the log file, such as sugarcrm.log, sugarcrm.log.1, sugarcrm.log.2, and so on.
 
For example:
chgrp ApacheUser.ApacheGroup <SugarInstallRoot> -R recursively sets ownership for root directory to Apache user and group.
chmod 755 <SugarInstallRoot> -R recursively sets permissions to Read/Write, Execute for the owner, and Read/Execute for everyone else.
The system user that your web server uses to access files in your webroot varies depending on your operating system configuration. Common web server users include:
¢
apache (Linux/Apache)
¢
nobody (Linux/Apache)
¢
IUSR_computerName (Windows/IIS)
Consult your system administrator if you are unsure of your web server user.
 
5.
Ensure that file permissions are set for Read/Execute to includes directory and sugar root directory (in addition to the already existing list of directories/files) before you view Sugar on your browser.

How to use the Setup Wizard within SugarCRM

Use the Sugar Setup Wizard after copying the Sugar files into your web root. The Sugar Setup Wizard is located at
http://<yourServer>/<yourSugarDirectory>/install.php.
For example: http://localhost/Sugar-Full_6.3.0/install.php
You can perform a typical installation or a custom installation. Typical installation is recommended, but you can choose custom installation for the following reasons:
•
The same Database Admin User should not be used as the Sugar database administrator
•
Locale settings should be specified during installation instead of after logging into Sugar
To perform a typical installation of Sugar
1.
Launch your browser and enter the URL mentioned above.
This displays the Welcome page.
2.
Click Next.
The Installer displays installation instructions and requirements to help determine successful Sugar installation.
3.
Review the information and click Next.
This displays the Sugar License Agreement.
4.
Review the license, check I Accept, and click Next.
The installer checks the system for compatibility and then displays the Installation Options page.
Note:
You can modify any of your settings at any time prior to clicking Install in the Confirm Setting menu. To modify any settings, click the Back button on your browser to return to the appropriate page.
5.
Select Typical Install. Input the license key information in the Download Key field.You can also enter it after you have installed the application.
6.
Click Next.
This displays the Database Type page.
7.
Select the database that is installed on your system and click Next.
This displays the Database Configuration page.
a.
Enter the database name. The Installer uses sugarcrm as the default name for the database. You can specify a new name.
b.
Enter the Host Name or the Host Instance for My SQL and SQL Server.
The host name is, by default, set to localhost if your database server is running on the same machine as your web server.
c.
Enter the username and password for the Database Administrator and specify the Sugar Database Username.
d.
Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.
For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses Sugar Database User to communicate with the Sugar database. You can create a different Sugar Database user at this time.
To select an existing user, choose Provide existing user from the Sugar Database Username drop-down list. To create a new Sugar Database user, choose Define user. Enter the database username and password in the relevant fields. Re-enter the password to confirm it. The new user information is displayed in System Credentials on the Confirm Settings page at the end of the installation process.
e.
Accept No as the default value if you do not want the Sugar Demo data. Select Yes to populate the database with the Sugar Demo data.
8.
Click Next.
The Installer validates the credentials of the specified administrator. If a database with that name already exists, it displays a dialog box asking you to either accept the database name or choose a new database. If you use an existing database name, the database tables will be dropped.
9.
Click Accept to accept the database name or click Cancel and enter a new name in the Database Name field.
This displays the Site Configuration page.
10.
Enter a name for the Sugar administrator.
The Sugar administrator (default name admin) has administrative privileges in Sugar. You can change the default username.
11.
Enter a password for the Sugar admin, re-enter it to confirm the password, and click Next.
This displays the Confirm Settings page. The Confirm Settings page displays a summary of the specified settings. Click Back on your browser to navigate to previous pages if you want to change the settings.
12.
Click Print Summary for a printout of the settings for your records.
Click Show Passwords and then click Print Summary to include the database user password and the Sugar admin password in the printout. When you click Show Passwords, the system displays the passwords and changes the button name to Hide Passwords. You can click this button to hide the passwords again.
13.
Click Install.
This displays the Perform Setup page with the installation progress.
14.
Click Next when the setup is complete.
This displays the Registration page. Registration is optional.
15.
Enter the necessary information and click Send Registration to register your Sugar instance with SugarCRM; or click No Thanks to skip registration.
This displays the Sugar login page. You can now log into Sugar with the Sugar admin name and password that you specified during installation.
  
To perform a custom installation of Sugar
 
1.
Launch the browser and enter the URL described above.
This displays the Welcome page.
2.
Click Next.
The Installer displays installation instructions and requirements to determine a successful Sugar installation.
3.
Review the information and click Next.
This displays the Sugar License Agreement page.
4.
Review the license, check I Accept, and click Next.
This displays the Installation Options page.
5.
Select Custom Install and click Next.
This displays the Database Type page.
6.
Select the database of your choice and click Next.
7.
Enter the database name.
The Installer displays sugarcrm as default name for the database. You can specify a new name for the database as well.
a.
Enter the Host Name or the Host Instance for My SQL and SQL Server.
The host name is set to localhost by default if your database server is running on the same machine as your web server.
b.
Enter the username and password for the Database Administrator and specify the Sugar Database Username.
Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.
For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses the Sugar Database User to communicate with the Sugar database. You can also create a different Sugar Database user.
Select Provide existing user from the Sugar Database Username drop-down list to select an existing user. Select Define user to create a new Sugar Database user. Enter the database username and password in the relevant fields. Re-enter the password to confirm it. This new user information displays in System Credentials on the Confirm Settings page at the end of the installation process.
c.
Accept No as the default value if you do not want the Sugar Demo data. Select Yes to populate the database with the Sugar Demo data.
8.
Click Next.
The Installer validates the credentials of the specified administrator. If a database with the specified name already exists, it displays a dialog box prompting you to either accept the database name or choose a new database. If you use an existing database name, the database tables will be dropped.
9.
Click Accept to drop current tables or click Cancel and specify a new database name.
10.
Click Next.
This displays the Site Configuration page.
11.
Enter the URL of your Sugar instance.
12.
Enter a name for your system to display on the Sugar application’s browser title bar.
13.
Enter a name for the Sugar administrator. The Sugar administrator (default name admin) has administrative privileges in Sugar. You can change the default name.
14.
Enter a password for the Sugar administrator, re-enter it to confirm the password, and click Next.
This displays the security options on the Site Security page.
15.
Select the desired security options and input information in the relevant fields.
16.
Click Next.
The Installer displays the Confirm Settings with a summary of the specified settings.
17.
Click Show Passwords and Print Summary to include the database user and the Sugar admin passwords in the printout.
18.
Click Install.
This displays the Perform Setup page with the installation progress.
19.
Click Next when the setup is complete.
This displays the Registration page. Registration is optional.
20.
Enter the necessary information and click Send Registration to register your Sugar instance with SugarCRM or click No Thanks to skip registration.
This displays the Sugar login page. You can now log into Sugar with the Admin user name and password specified during installation. You can set up Sugar during the login process, or you can set it up after you have logged in. For more information, see Accessing Sugar and setting your User Preferences.

For full instructions, click here.

Free SugarCRM 6 Assessment PDF

Sugar CRM 6 - Free CRM Assessment PDFClick here to download our Free Sugar CRM 6 Evaluation PDF.

With this, you will be able to identify the key enhancements within Sugar CRM.

Topics include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more.

Free Tool for Comparison of various CRM Vendors

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access our Free Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison includes:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

How To Install SugarCRM – Instructions and Guide is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

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]]> http://www.accentgold.com/blog/how-to-install-sugarcrm-instructions-and-guide/feed/ 0 http://www.accentgold.com/blog/how-to-install-sugarcrm-instructions-and-guide/ Top Reasons to Avoid SugarCRM http://feedproxy.google.com/~r/AccentGold/~3/beM9x_F0n9A/ http://www.accentgold.com/blog/top-reasons-to-avoid-sugarcrm/#comments Mon, 23 Jan 2012 14:00:23 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4210 Top Reasons to Avoid SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM - Buyer BewareWhy You Should NOT subscribe to SugarCRM

In this article, we will be showing you several reasons to avoid switching to SugarCRM. We hope this helps you clarify your CRM purchasing decision.

Reason #1: You are not looking for the best bang for your buck

SugarCRM Professional offers the most value per dollar – of just about every CRM available. Their “built in” feature set includes items such as:

  • free access from any computer, be it MAC, PC or Linux
  • free Workflow automation
  • free Mobile access from any mobile device
  • free Support to address any technical bug that you might encounter
  • free ability to add your own Custom Module
  • free Outlook Email integration
  • free Outlook Task and Contact synchronization
  • free and simple Reporting
  • free Email sending of Reports
  • free ability to place my Reports on my Dashboard
  • free attaching of Documents
  • free Field Calculations
  • free ability to “conditionally” show and hide fields
  • free Social Integration
  • free access to “Inside View” data
  • and a lot more

Reason #2: User Adoption is unimportant to your organization

When comparing the various CRM systems on the market, Sugar has the most simple User Interface. The screens are clean and simple. There is no extra clutter along the right and left side of the screen. There are no extra, unnecessary items along the top or the bottom of the screen. And once your users understand the Detail View and the List View for one entity, they will understand that logic for all the other views. Sugar’s simple, logical structure permeates the entire database. And this allows users to feel comfortable with the system after one hour of training.

Reason #3: You don’t care if your CRM vendor goes out of business in a year

SugarCRM is among the top 3 CRM providers for a reason – they have proven themselves! Even IBM has bought into their strategy – and named them their strategic alliance partner for Cloud CRM solutions. Sugar’s cashflow and financial reports show a strong, healthy, and stable company that is going to be around for a long, long time! They have the money to keep investing in product development. Bottom line – I am reducing my risks by partnering with Sugar. 

Free SugarCRM 6 Evaluation Tool

Sugar CRM 6 - Free CRM Assessment PDFClick here to download our Free Sugar CRM 6 Evaluation.

With this Tool, readers will be able to identify the key enhancements within Sugar CRM.

Evaluation Topics addressed:

  1. Sugar Mobile 1.0 details
  2. Calculated Fields
  3. Favorites and Favorites Dashlet
  4. Twitter and Social Media integration
  5. Reporting (filtering, scheduling)
  6. User interface improvements (there are many!)
  7. and much more.

Free – TCO Calculation Tool for implementing CRM

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to download our Free CRM TCO Calculator.

By using this tool, readers will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year Total Cost of Ownership for both Subscription (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items:

  1. Implementation
  2. Annual License/User price
  3. Support
  4. Hardware (incl. Server and Users)
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free Excel Spreadsheet to Compare multiple CRM Packages

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to download our CRM Package Comparison Tool.

With this spreadsheet, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics :

  1. Hardware and Network support (Microsoft, Linux, etc…)
  2. Key CRM Features
  3. Pricing (Licensing, etc..)
  4. Available Modules (e.g. SFA, Marketing, Service, etc)
  5. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  6. Industry/NAICS

Top Reasons to Avoid SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

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]]> http://www.accentgold.com/blog/top-reasons-to-avoid-sugarcrm/feed/ 0 http://www.accentgold.com/blog/top-reasons-to-avoid-sugarcrm/ SugarCRM 6.4 Features and Review http://feedproxy.google.com/~r/AccentGold/~3/3W5r7FMcLe8/ http://www.accentgold.com/blog/sugarcrm-6-4-features-and-review/#comments Mon, 16 Jan 2012 14:00:26 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4295 SugarCRM 6.4 Features and Review is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> Why Upgrading to Sugar 6.4 makes sense

I will try to list off a few reasons for upgrading to SugarCRM 6.4.

Click here to check out a detailed Feature List.

#1: Calendar Improvements

• Users have the Ability to drag-and-drop items — Drag and drop items in Calendar for better ease of use

• Improvement to Quick create and edit forms — Click on any time slot within Calendar to create Meetings and Calls; also click on any Calendar item to modify information in Quick Edit forms

• Long meetings are now displayed in a solid continuous piece — Calendar items that are longer than 30 minutes in duration are displayed as a solid continuous item ie, they do not have lines demarcating the 30 minute time boundaries

• Users now have access to a Calendar dashlet — Calendar has been added as one of the Sugar Dashlet items in 6.4.0

• Individual color-codes for Meetings, Tasks and Calls — Meetings are displayed in blue, Calls in red, and Tasks in green. This will help  to distinguish and identify them easily in Calendar

• Now have the ability to change the first day of the week in month-views — Select any day as your preferred first day of the week from your User pages and display the modifications in month-view of Calendar

• Users can now navigate within Calendar by using the calendar view — Navigate to any date with lesser clicks of the mouse using the calendar view, instead of using the Next button

#2: Platform Improvements

• Database layer refactoring — In this update SugarCRM is planning a 3 phase, multi-release Database Layer refactoring to improve database independence and increase performance and stability.

Release 6.4.0 includes the first of these phases which mainly focuses on moving database specific code and queries into a clean class hierarchy, eliminating the DB helper classes. These changes may affect customizations and custom modules which were built against older Sugar versions. It is imperative to test the upgrade process in a staging environment before proceeding with the production upgrade, especially if the system includes customizations or custom modules.

• Cache upload enhancements — Upload directory moved out of cache directory and is now a separate directory; generated files (like javascript grouping files) moved to cache directory; encrypted data files and other persistent configuration files moved from cache to custom directory; unified APIs for upload and cache directory added. Note that you need to place the cache directory in any location within the file system after editing the config settings.

• CSS Sprites for better performance — Images of multiple icons combined into single images resulting in fewer images for the browser to download and fewer requests to the server. This results in reduced download time, less bandwidth consumption, and better performance of the application, and is beneficial especially for users with slower internet connections.

SugarCRM – Free Evaluation Document

Sugar CRM 6 - Free CRM Assessment PDFClick here to receive our Free Sugar 6 Document.

With this free document, you will be empowered to identify the key enhancements within Sugar.

Topics include:

  1. Twitter and Social Media integration
  2. Calculated Fields
  3. Favorites and Favorites Dashlet
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more.

TCO Spreadsheet for Budgeting CRM Costs

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here for our Free CRM TCO Spreadsheet.

With this free spreadsheet, users will be able to see the chief TCO line items that are key for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Spreadsheet Tool for Comparison of CRM Software

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to receive our Excel CRM Comparison Tool.

With this tool, you will be able to view the key similarilites and differences between a number of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

SugarCRM 6.4 Features and Review is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

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]]> http://www.accentgold.com/blog/sugarcrm-6-4-features-and-review/feed/ 0 http://www.accentgold.com/blog/sugarcrm-6-4-features-and-review/ CRM Tip: Why You should NOT upgrade from Sugar CE to Sugar Pro http://feedproxy.google.com/~r/AccentGold/~3/K8quN7abEMU/ http://www.accentgold.com/blog/crm-tip-why-you-should-not-upgrade-from-sugar-ce-to-sugar-pro/#comments Mon, 09 Jan 2012 14:00:05 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4198 CRM Tip: Why You should NOT upgrade from Sugar CE to Sugar Pro is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM RisksCRM Tips

In this blog, I will try to show you several more reasons for sticking with SugarCRM CE (Community Edition) and not upgrading to SugarCRM Professional Edition.  Click here to view a detailed Feature Comparison Chart.

Reason A: Workflow would not help your User Adoption

The Workflow Module in SugarCRM Professional is absolutely powerful. It allows you to automatically send Email alerts and create automated tasks. It allows you to even create and update records and thus update your dashboards automatically.

Reason B: Microsoft Integration is meaningless to you

The Microsoft Plugins for SugarCRM Pro are extremely powerful. They allow for merging record data into documents. But the most powerful plugin is the Outlook plugin. This amazing and simple tool allows users to synchronize their contacts and tasks between Sugar and Outlook. This can be done automatically or manually. Users are also able to archive outbound as well as inbound email to contact records.

Reason C: Free Mobile Integration means nothing to you

SugarCRM Professional provides the best Mobile CRM options on the market. Regardless of the mobile device, users are able to access SugarCRM! If this isn’t important for your sales staff, then you are an exception.

SugarCRM – Free Assessment PDF

Sugar CRM 6 - Free CRM Assessment PDFClick here to access our Free Sugar 6 Document.

With this document, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

  1. Twitter and Social Media integration
  2. Calculated Fields
  3. Favorites and Favorites Dashlet
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more.

Free TCO Tool for Calculating CRM Project Costs

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here for our Free CRM TCO Tool.

With this free tool, readers will be able to see the chief TCO line items that are crucial for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free Spreadsheet to Compare CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to download our Excel CRM Comparison Tool.

With this spreadsheet, you will be able to view the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

CRM Tip: Why You should NOT upgrade from Sugar CE to Sugar Pro is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

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]]> http://www.accentgold.com/blog/crm-tip-why-you-should-not-upgrade-from-sugar-ce-to-sugar-pro/feed/ 0 http://www.accentgold.com/blog/crm-tip-why-you-should-not-upgrade-from-sugar-ce-to-sugar-pro/ 3 Reasons to NOT upgrade from SugarCRM Community to Professional http://feedproxy.google.com/~r/AccentGold/~3/McostY3ahd4/ http://www.accentgold.com/blog/3-reasons-to-not-upgrade-from-sugarcrm-community-to-professional/#comments Mon, 02 Jan 2012 14:00:10 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4190 3 Reasons to NOT upgrade from SugarCRM Community to Professional is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> Beware - SugarCRMHere’s why you should NOT upgrade from SugarCRM Community Edition

You might be asking yourself if it is valuable to upgrade from SugarCRM Community to SugarCRM Pro.  Click here to view a detailed Feature Comparison Chart.

Here are several reasons for avoiding the upgrade:

Reason 1: Reporting is not important to you

Upgrading from Sugar CE to Sugar Pro allows you to create reports across several modules. You can even group by multiple attributes. Sugar Pro provides more than 50 reports out of the box. These can all be auto-sent via email. Need to schedule the sending? No problem – Sugar will send these reports on  scheduled basis. Do you need run-time parameters? No problem – that’s built right in to every report if you need it. Do you need to see those reports on your Dashboard? No problem – just add that report to your Dashboard via drag-n-drop.

Reason 2: Sales Forecasting is not valuable for you

The Sales Forecasting module in SugarCRM Pro allows managers to create quotas for each sales rep. Then each sales rep can commit to a specific $ amount for any desired period of time. The reporting module has some excellent reports that show a comparison between (a) forecasted, (b) committed, and (c) actual $ amounts.

Reason 3. Marketing Analytics is irrelevant for your organization 

Not only can you use the Campain Module with Sugar Professional, but you can also measure the effectiveness of these – all the way from the first offer to the sucessful closing of an sales opportunity. Comparing the budget of a campaign to the resulting actual sales is the essence of an ROI study – and this might just be relevant for your firm.

Free SugarCRM Assessment Tool

Sugar CRM 6 - Free CRM Assessment PDFClick here to access and download our Free Sugar CRM 6 Evaluation PDF.

With this document, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more.

Free Cost and  TCO Calculation Tool for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to download our CRM TCO Calculator.

With this, you will be empowered to track the key TCO line items that are important for any CRM implementation. We have included data for comparing CRM systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 5 Year Total Cost of Ownership for both Subscription (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Mobile
  2. Annual License/User price
  3. Support
  4. Hardware (incl. Server and Users)
  5. Implementation
  6. Staff
  7. Network
  8. and much more.

3 Reasons to NOT upgrade from SugarCRM Community to Professional is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

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]]> http://www.accentgold.com/blog/3-reasons-to-not-upgrade-from-sugarcrm-community-to-professional/feed/ 0 http://www.accentgold.com/blog/3-reasons-to-not-upgrade-from-sugarcrm-community-to-professional/ SugarCRM 6.3 New Features and Review http://feedproxy.google.com/~r/AccentGold/~3/6YyRj1IGaK0/ http://www.accentgold.com/blog/sugarcrm-6-3-new-features-and-review/#comments Tue, 06 Dec 2011 19:25:08 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4148 SugarCRM 6.3 New Features and Review is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> New Features in SugarCRM 6.3

Sugar continues to develop amazing new features. Sugar supports up to 20 languages, and Sugar Administrators can select as many languages as needed to support their global workforce. Our staff has recently tested and reviewed the latest features of this new version.

Auto-Archiving Email in SugarCRM 6.3

Sugar 6.3 adds the ability to easily archive any email by CC’ing or BCC’ing the database’s unique email address. Simply add that email to the CC or the BCC line, and watch your email get archived into the database!! This makes keeping track of your email conversations with your customers even easier.

Document Sharing in SugarCRM

You can share documents with your team, customers or partners easily – using Google Docs or Lotus Live.

Social Marketing in SugarCRM

Sugar now integrates with Linked In, Facebook and Twitter. Users are able to even view Twitter or Facebook streams from within their Dashboards.

Social Sales Intelligence in SugarCRM

SugarCRM comes with Social Sales Intelligence. The built in (and free!) tool, InsideView, enables users to easily view demographic data on each contact or account (such as Revenue, # of Employees, and much more!). InsideView is the worldwide leader in Sales Intelligence.

Activity Streams in SugarCRM

Users are able to view internal communication (aka Activity Streams) for all leads, cases, contacts and opportunities that they have subscribed to. This functionality provides a “chatter”-like experience. Specific Activity Stream items can be replied to or deleted.

Online Collaboration in SugarCRM

You can start and schedule meetings using Webex, GoToMeeting or Lotus Live – with the built in Sugar Activity Type.

Simplified Data Import Options in SugarCRM

Users can now download an Import File Template. This template enables users to easily see the field names and formats – and thus be optimally prepared for their import. On top of that, the Import Wizard has been very much optimized.

Importing Contacts from Google into SugarCRM

Importing contacts into SugarCRM from Google Contacts is now as easy as 1-2-3! When running the contact import, simply select “My data is in an external application or service. Then select Google Contacts! It’s that easy. Fields are already mapped and ready to go!

Public Cloud Options in SugarCRM

Not only can Sugar be hosted in the Sugar On-Demand environment (hosted by SugarCRM in their own environment), but also in one of the following 3 environments.

  • Customer Network – Users are able to host the database themselves behind their own firewall.
  • SugarCRM Partner Cloud – Partners are able to host Sugar in their environments
  • Public Cloud – Sugar can be hosted within Windows Azure, Rackspace or even Amazon Web Services
  • IBM Smart Cloud – IBM even recently named SugarCRM its Cloud CRM Alliance Partner!

Customization and Workflow in SugarCRM

Users are now able to configure Calculated Fields without paying for a programmer! This functionality is built right into the field design module of Sugar. Each field can be calculated. An example of a calculated field is “Days until Close”. This would be a date field. Currency fields are also popular for this purpose – examples would include “Commission Amount”.

Fields can also be set to visible or invisible – based on the content of other fields. Lastly, SugarCRM comes with the ability to create “Related Fields”. Thus a user can easily relate any record to other entities.

There are unlimited possibilities with these new customization options available in SugarCRM!

SugarCRM 6 – Free Assessment Document

Sugar CRM 6 - Free CRM Assessment PDFClick here to download our Sugar 6 Evaluation PDF.

With this PDF, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more

TCO Calculator – Free Tool for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to access our Free CRM TCO Calculator Tool.

With this new spreadsheet, you will be able to clearly identify the important TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more

Free Spreadsheet Tool to Compare Multiple CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to download our Free Excel CRM Comparison Tool.

With this excel tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Nationwide Training and Consulting for CRM

With locations throughout the United States, Accent Gold Solutions is able to provide excellent CRM training, consulting and implementation service whereever you are. Please contact us to find out the best way to get your CRM project underway. Remember, step 1 is to figure out what your business requirements are, and step 2 is to select the proper CRM system for your individual needs.

Being certified in various CRM systems such as Microsoft Dynamics CRM, Sage SalesLogix CRM, Sage ACT!, SAP CRM and more, we are confident we can advise you as to the proper CRM software to fit your business. 

CRM Training - Microsoft Dynamics 2011, ACT, Sugar, Saleslogix, Salesforce, Goldmine

Whether you are in San Diego, California or Phoenix, Arizona, we can get your CRM solution designed, implemented and trained so that your users will love it and use it. We define our success by your CRM adoption rate. So call us to get started!

SugarCRM 6.3 New Features and Review is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

  • sugarcrm 6 3 release notes
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  • sugarcrm 6 3 add built in name field to custom module
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  • email module in sugarcrm 6 3
]]> http://www.accentgold.com/blog/sugarcrm-6-3-new-features-and-review/feed/ 0 http://www.accentgold.com/blog/sugarcrm-6-3-new-features-and-review/ #SugarCRM Live Webinar-Reaching and Keeping Clients with #CloudCRM http://feedproxy.google.com/~r/AccentGold/~3/y7oUV70QZxE/ http://www.accentgold.com/blog/sugarcrm-live-webinar-reaching-and-keeping-clients-with-cloudcrm/#comments Tue, 15 Nov 2011 14:00:37 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4141 #SugarCRM Live Webinar-Reaching and Keeping Clients with #CloudCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM WebinarJoin our LIVE SugarCRM Webcast – 11/16/2011

Make the time to join SugarCRM and Accent Gold Solutions for a 30 minute webcast. This webcast will help you discover how to REACH valuable customers KEEP them.

>>REGISTER NOW FOR THIS LIVE WEBCAST<<

Understand why more and more companies are looking to SugarCRM to help them reach and keep customers in today’s complex selling environment.

How to Reach & Keep Clients using SugarCRM

Please join us for our free, live 30-minute webcast, sponsored by Accent Gold Solutions–the CRM Experts–and SugarCRM, to see how we can help you profitably attract new customers, keep your existing customers happy and gain instant visibility into your company’s vital sales and marketing operations.

SugarCRM is CRM Made Simple, and with release 6.3, it’s even faster, easier and more powerful than before.

Sign up for our FREE SugarCRM 6 Evaluation PDF

Sugar CRM 6 - Free CRM Assessment PDFDownload our Free Sugar CRM 6 Evaluation

With this Review, you will be able to identify the key enhancements within Sugar CRM.

Factors include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more

Sign up for our FREE TCO SPREADSHEET for CRM

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to download this Free CRM TCO Calculator Tool.

With this spreadsheet, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO keys include:

  1. Support
  2. Annual License/User price
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more…

EXCEL Spreadsheet Tool for Comparing CRM Systems – 100% FREE

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to receive this Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Evaluation includes:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

 

#SugarCRM Live Webinar-Reaching and Keeping Clients with #CloudCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

  • sugarcrm blog
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  • blog on sugarcrm
  • cloud crm top 10
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  • CRM total cost of ownership spreadsheet
  • sugarcrm 6 3 dependent dopdows
  • sugarcrm subscribers
]]> http://www.accentgold.com/blog/sugarcrm-live-webinar-reaching-and-keeping-clients-with-cloudcrm/feed/ 0 http://www.accentgold.com/blog/sugarcrm-live-webinar-reaching-and-keeping-clients-with-cloudcrm/ Join our Live Webcast: How to Find & Retain Customers using #SugarCRM http://feedproxy.google.com/~r/AccentGold/~3/oXOLybG_6Co/ http://www.accentgold.com/blog/join-our-live-webcast-how-to-find-retain-customers-using-sugarcrm/#comments Tue, 15 Nov 2011 14:00:36 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4132 Join our Live Webcast: How to Find & Retain Customers using #SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM WebinarJoin our LIVE Webcast – 11/16/2011

Make sure to join SugarCRM and Accent Gold Solutions for a 30 minute webcast. This webcast will discuss how you can FIND valuable customers KEEP them.

>>REGISTER HERE FOR THE LIVE WEBCAST<<

Discover why more companies are looking to SugarCRM to help them attract and retain customers in today’s complex selling environment.

How to Find & Retain Customers using SugarCRM

Join this free 30-minute webcast, sponsored by Accent Gold Solutions–the CRM Experts–and SugarCRM, to see how we can help you profitably attract new customers, keep your existing customers happy and gain instant visibility into your company’s vital sales and marketing operations.

SugarCRM is CRM Made Simple, and with release 6.3, it’s even faster, easier and more powerful than before.

Receive our SugarCRM 6 Evaluation PDF – 100% FREE

Sugar CRM 6 - Free CRM Assessment PDFDownload our Free Sugar CRM 6 Review

With this Review, you will be able to identify the key enhancements within Sugar CRM.

Issues include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more

Free TCO Calculator SPREADSHEET for CRM Implementations

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to get our Free CRM TCO Calculator Tool.

With this spreadsheet, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO topics include:

  1. Support
  2. Annual License/User price
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more…

EXCEL Tool to Compare CRM Systems – 100% FREE

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to get our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Evaluation includes:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

 

Join our Live Webcast: How to Find & Retain Customers using #SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

  • are sugar crm webcast free?
  • sugar crm webcast
]]> http://www.accentgold.com/blog/join-our-live-webcast-how-to-find-retain-customers-using-sugarcrm/feed/ 0 http://www.accentgold.com/blog/join-our-live-webcast-how-to-find-retain-customers-using-sugarcrm/ Free Live Webinar-Gaining & Retaining Clients with #SugarCRM http://feedproxy.google.com/~r/AccentGold/~3/MOhBVS6TaYg/ http://www.accentgold.com/blog/free-live-webinar-gaining-retaining-clients-with-sugarcrm/#comments Sun, 13 Nov 2011 14:00:19 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4121 Free Live Webinar-Gaining & Retaining Clients with #SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM WebinarLive Webinar – November 16, 2011

Please join SugarCRM and Accent Gold Solutions for a 30 minute webinar -  focused on how your company can acquire valuable clients and retain them.

>>REGISTER HERE<<

Find out why more companies are looking to SugarCRM to help them attract and retain customers in today’s complex selling environment.

Use SugarCRM for Gaining and Retaining Clients

Attend this free 30-minute webcast, sponsored by Accent Gold Solutions–the CRM Experts–and SugarCRM, to see how we can help you profitably attract new customers, keep your existing customers happy and gain instant visibility into your company’s vital sales and marketing operations.

SugarCRM is CRM Made Simple, and with release 6.3, it’s even faster, easier and more powerful than before.

Free SugarCRM 6 Evaluation PDF

Sugar CRM 6 - Free CRM Assessment PDFClick here to get our Free Sugar CRM 6 Review PDF.

With this document, you will be able to identify the key enhancements within Sugar CRM.

Issues include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more

Free TCO Calculator for CRM Implementations

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to receive our Free CRM TCO Calculator Tool.

With this spreadsheet, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO topics include:

  1. Support
  2. Annual License/User price
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more…

Spreadsheet Tool to Compare CRM Systems – FREE

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to receive our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Evaluation includes:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

 

Free Live Webinar-Gaining & Retaining Clients with #SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

  • scott taback crm
]]> http://www.accentgold.com/blog/free-live-webinar-gaining-retaining-clients-with-sugarcrm/feed/ 0 http://www.accentgold.com/blog/free-live-webinar-gaining-retaining-clients-with-sugarcrm/ Live Webinar-Acquiring & Retaining Customers with SugarCRM http://feedproxy.google.com/~r/AccentGold/~3/NaVoJCkpG6Y/ http://www.accentgold.com/blog/live-webinar-acquiring-retaining-customers-with-sugarcrm/#comments Sat, 12 Nov 2011 17:27:28 +0000 Mark Shaw http://www.accentgold.com/blog/?p=4117 Live Webinar-Acquiring & Retaining Customers with SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

]]> SugarCRM WebinarFree Webinar – November 16

Join Accent Gold Solutions and SugarCRM for an amazing 30 minute event – focused on how your organization can acquire valuable customers and retain them.

>>REGISTER HERE for SugarCRM Webinar<<

Find out why more companies are looking to SugarCRM to help them attract and retain customers in today’s complex selling environment.

Use SugarCRM for Gaining and Retaining Clients

Attend this free 30-minute webcast, sponsored by Accent Gold Solutions–the CRM Experts–and SugarCRM, to see how we can help you profitably attract new customers, keep your existing customers happy and gain instant visibility into your company’s vital sales and marketing operations.

SugarCRM is CRM Made Simple, and with release 6.3, it’s even faster, easier and more powerful than before.

 

Free SugarCRM 6 Review PDF

Sugar CRM 6 - Free CRM Assessment PDFClick here to download our Free Sugar CRM 6 Evaluation PDF.

With this PDF, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more

Free TCO Calculator for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to access our Free CRM TCO Calculator Tool.

With this spreadsheet, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO topics include:

  1. Support
  2. Annual License/User price
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more…

New Excel Tool to Compare CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison includes:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

 

Live Webinar-Acquiring & Retaining Customers with SugarCRM is a post from: Microsoft Dynamics CRM 2011 Online Gold Consulting Partners and Trainers in Los Angeles SanDiego and Irvine California

Search terms for Compare CRM:

  • customer retain webinar december 2011
  • crm as a tool to retain customers
  • retaining customers and crm
]]> http://www.accentgold.com/blog/live-webinar-acquiring-retaining-customers-with-sugarcrm/feed/ 0 http://www.accentgold.com/blog/live-webinar-acquiring-retaining-customers-with-sugarcrm/