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.
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.
Full article...What if a product return could become your next sale - automatically? In our recent webinar "AI that Delivers: Transforming CX in Retail" we outlined where AI is delivering measurable CX impact today, from service automation to revenue recovery. We include a practical high-impact workflow demonstrating how AI can resolve a return and drive a new purchase in seconds. Review the insights, watch the workflow in action, and then unlock the full webinar for the deeper strategic and technical walkthrough. If AI is on your roadmap this year, this is required viewing.
Full article...For many businesses, a traditional ERP system has long kept operations running. It successfully manages orders, inventory, finance, and other core functions, but alone it doesn't support growth. For companies ready to move beyond just “running the business”, ERP + CRM integration becomes the foundation for growth, not just efficiency. In this article Optimate.me shares our experiences, partner reviews and takes a look at some of the custom features we have available for our customers.
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