One of the quickest ways to make your CRM a more powerful tool is to configure and set up dashboards and dashlets. In the past this was easier said than done, every user was responsible for setting up their own dashboards which were a labor-intensive exercise and if we are truly honest, except for a few super-users, most users had no dashboards set up at all!
With the latest releases of SugarCRM you can now configure dashboards and share them across all of your teams making it far easier to put relevant information where your users need it most. In addition to making dashboards easier to share, Sugar now supports drill down dashboards allowing users to interrogate the underlying data which a chart is built on making dashboards far more functional than a static chart. For more information on these new features check out these quick how-to instructional videos.
With dozens of CRM and marketing automation platforms available, how do you choose the right one? This guide compares the four leading platforms we implement for New Zealand businesses and explains why having the right implementation partner matters more than the software itself.
Full article...Digital transformation is the process of using technology to fundamentally improve how your business operates and delivers value to customers. For New Zealand SMEs, this typically means moving from disconnected, manual processes to integrated digital systems that work together.
Full article...Whether you're an Auckland distributor looking to streamline sales, a Christchurch manufacturer wanting better customer visibility, or a Wellington services firm ready to scale - we'll explain exactly what CRM and marketing automation do, how they differ, and how to choose the right solution for your business.
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