Business Thoughts by Allegro

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Subscribe to this list via RSS Blog posts tagged in SugarCRM v7.0

One of the most important factors in the success of your CRM implementation is employee buy-in. The bottom line is that no matter how much time it took to plan your CRM, or how much money you spent implementing it, it isn't worth a dime if you can't get your staff to use it. It is easy as a manager to see the benefit, but how do you translate that to the masses.

Here are 4 easy steps to adoption:

1. Roll out your deployment from the top down. Let your managers and senior staff lead the way. Show that they are 100% committed to the success of the CRM. Allow them to experience some of the benefits and be able to share that before moving forward.

2. Use peer pressure. Prior to the big staff announcement of the new system, choose the most respected person on the team to be an evangelist. That person can set a great example for the rest of the team showing enthusiasm for the project.

3. Be sure to offer adequate training. Your least tech savvy user needs to be just as proficient as your IT manager. Begin with the basics. Have the team truly grasp how to perform the essential tasks for a bit before moving on to additional functionality.

4. Calm the fears. Many sales people can be slow to adopt due to transparency of their activities. It is true that managers may hold sales people more accountable for their duties, but be sure to let everyone know that the system is for the good of the company as a whole. Accounting can pay out commissions more accurately based on closed opportunities, managers can monitor quotas to determine bonuses, and sales leads can be distributed more accurately and appropriately to just name a few benefits.

Download this useful guide to increasing CRM adoption rates within your sales staff.

Increase-CRM-Adoption-Rates.pdf

There are many offerings nowadays when it comes to how you want your CRM data delivered. Whether or not you choose on-demand or on-site will depend entirely on your business requirements. Some things to consider are:

  • Is the up front investment an issue?
  • How quickly do you need to be up and running?
  • Will you require extensive customizations?
  • Will you need to address business compliance issues?
  • Do you require source code access?
  • Do you favor vendor management of your instance?

There is a CRM solution that gives you more choice and more control when it comes to deployment options than any other.  Download this FREE whitepaper to discover how SugarCRM can offer you the flexibility to make the best decision for your business.

SugarCRM Deployment Options - Get More Choice and Control with Sugar

 

Posted by on in Customer Relations

Keeping customers isn't easy. In today's business environment, it is imperative that you create a customer experience worthy of repeat business. Customer experience can be the single defining factor in differentiating you and your competitors. A CRM can be a key component to your business success.

The thought of implementing a CRM can be daunting. People, in general, are resistant to change. It creates fear and doubt. When it comes to the discovery process and eventual adoption of a CRM, things are no different. There are many decisions to make. Which CRM product best suits your needs? What type of deployment works best for your organization? How do you get staff to get on board with a new way of doing things? Over the next few weeks, I will be highlighting these issues and offering a way of working through the process; from discovery to adoption of a CRM. I want to help eliminate your fears and create a well thought out path to CRM success. Stay tuned...  In the meantime, check out this great whitepaper on achieving early success with your CRM deployment. CRM_Time_To_Value_wp.pdf

Video shared by on in Customer Relations

The new SugarCRM v7 (out in late 2013) has a greatly improved forecasting module.  Just a few of the new features include:

  • Real-time reporting on distance to quota
  • Inline editing on worksheet
  • Make and save forecast drafts before committing a specific scenario to the sales manager
  • Aggregated in-forecast revenue and break up across quarters/months with selected time periods

Catch a preview of from the v7 beta hosted on our SugarCRM Youtube channel.

As part of their process in overhauling much of the user interface for version 7 of SugarCRM, the home page's dashlets were one obvious target for upgrade.  Take a look at this video where Allegro shows you a pre-beta impression of the new look and feel.

To learn more about the OneSource ERP extensions available, select them below.

  • Advanced Search +

    Increase Magento’s normal search capabilities by providing advanced search. Customers will be able to easily and quickly search based on category, product attributes, terms in the product descriptions, and more.  
  • Amazon Integration +

    This extension integrates your e-commerce information with the leading Amazon storefront and allows for simple management of product listings with automated synchronization of stock levels, pricing, and item details. 
  • Assortments +

    OneSource supports the normal ERP pricing functionality that gives you the ability to provide quantity-based price breaks. The assortments extension expands upon this by allowing you to define groups in your ERP where the combined quantity of all items in any assortment group is used to provide quantity price breaks for all the items in that group.
  • Complicated Shipping, Splits, Extra Warehouses +

    The complex shipping customization adds shipping rules to support multiple warehouses and charge delivery rates from each warehouse origin. Break customer orders down by product group. The extension supports scenarios such as placing an order that has products shipping separately or from different locations. This type of order can become two separate orders in the ERP yet allow the customer to pay for them together.
  • Configurable Products +

    If you sell multiple products that only differ in size, color or some other characteristic, you need the Configurable Products extension. This module will allow you to display a single product to the customer and then let them select the particular attributes that differentiate between variations to get exactly what they need.
  • Coupons +

    Set up coupons to support promotions, encourage new customers, reward repeat customers, and more. This module allows the setup of a variety of coupons and discounts for your customers.
  • Data Feed to POS System +

    The POS data feed extension allows for order entry outside of your e-commerce website. For OneSource clients that have brick and mortar stores, you can have your catalog and inventory information available in your POS system and upload orders back to your ERP through your e-commerce storefront.
  • Featured Products +

    The Featured Products extension allows you to highlight items on your homepage and grab the attention of your customers.  Whether you choose best sellers or clearance items, help move more product by placing them front and center of your website.
  • Google Analytics Tuning +

    Google Analytics is a powerful tool for managing your web presence. This service can help you keep your site tuned for optimal reporting. A few of the features we will optimize are eCommerce tracking, ghost spam filters, and custom views.
  • Password Writeback +

    Normally, the OneSource end user either manages their password completely on their own or it is managed for them through the ERP. With this customization, gain the best of both worlds. Update your ERP each time a user changes their login password.
  • Purchase History with Reorder +

    Go beyond the ability to review past orders and invoices with Purchase History. This customization provides your customers with the ability to see all items purchased in the past month, year, or more; along with details. The customer can then easily add desired items to their current shopping cart.
  • Quick Order +

    For B2B customers or those that know your part numbers, Quick Order provides an easy method to rapidly enter a new order. Customers can easily enter part numbers with a helpful auto-fill capability to ensure accuracy, review the price, and indicated the desired quantity. Taking new orders in seconds will help turn good customers into great customers.
  • Salesman/Manager Module (Basic and Advanced) +

    This extension allows salesmen or managers to log in and place orders as any given customer. Whether needed for regional managers to watch over their sales teams or for sales people to assist clients in their territory, this customization will give managers oversite into the orders of those under their responsibility. The advanced version offers even more oversight features such as the ability for reports across customers.
  • Store Locator +

    The Store Locator extension allows customers to easily find the nearest retail location or dealer right from your website. Whether they are your own brick-and-mortar stores or the locations of retailers that carry your products, help your customers find you quickly and easily.
  • Ultimate Marketing Page Sliders +

    This extension takes your e-commerce marketing beyond the typical slider. Have even more impact with multiple sliders and sidebars with promotional images. Using spreadsheets, you can manage your own product lists to include in specific promotions.
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