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How to Drive Revenue from Your CRM

8/3/2017

Last week, a survey by a company out of the UK came back with an interesting headline, “Only 17% of customer relationship managers believe their CRM is generating revenue.”
crm
Hmmm…really? Though those results surprise me, the data is based on a poll of 500 CRM managers. As they say, “you can’t argue with the people.” So, for the 83% who are struggling to understand how to generate revenue from their CRM. Here are five ways a sound CRM investment drives revenue:

CRM increases sales rep productivity – Some industry data suggests salespeople spend only one-third of their time actually selling. The rest is spent on administrative work like qualifying leads, and data entry. CRM will streamline and cut down that time, so reps can spend more time selling. The more time selling, the faster deals can close.

CRM help reps prioritize – If configured correctly, CRM helps reps prioritize their time by focusing on the deals that are more likely to close so they don’t chase low percentage opportunities.
Read more here!

Tips for Choosing the Right CRM Software

21/11/2016

CRM applications has many advantages to small businesses. It can offer communications that are personalized to your best customers. And it makes it possible for you to enhance marketing efforts and you sales.
But that if you select the appropriate CRM applications for your specific company. Below are some suggestions to allow you to decide the CRM supplier that is finest meet your own needs.

crm-strategy
When Selecting the Appropriate CRM:

  • Discover the Issue You’re Attempting to Solve
  • Every company has its own motives for looking for CRM applications. Since there are lots of different methods to use CRM, you must ascertain the precise advantage that you just expect it’ll have for your specific business before you even start looking at suppliers.
    So the best thing a business may do is have an extremely in-depth comprehension of what their primary challenge is and what it’d require to make sure they are able to answer that challenge in a way which allows them to remain true to the manner they would like to participate with customers
    You need your CRM applications make sure you keep that in mind during your complete search and assessment procedure and to solve – whenever choosing the appropriate CRM, you should concentrate on the issue.

  • Create a Checklist of Required Attributes
  • Leary also proposed that companies make checklist of all the significant attributes that may allow you to solve your challenge. By way of example, if your company is focused on enhancing advertising attempts, you ought to look for characteristics that can enable you to enhance lead generation and first contact with prospective customers.

  • Locate An Application That’ll Save You Time
  • So ensure your selection is one that’s going to really achieve that aim.

  • Locate An Application that Works Fast
  • The time of your communication can make a significant difference in sales conversions and your lead nurturing. So you need a software that’s capable to qualify leads and establish the communication strategy that is appropriate very fast.

  • Look Into Analytic Characteristics
  • But you also need to locate a software that’s smart.

  • Ensure You’re Capable to Browse the Applications
  • If it’s hard or too complex to browse some of the time saving advantages will be negated.

  • Take Into Consideration Cooperation Characteristics
  • If that’s something that’s significant to you, include it in your list of characteristics that are fundamental.
    Whenever choosing the appropriate CRM, it’s also advisable to look at other integrations, programs and any partners that distinct CRM suppliers offer. There may be some useful methods to incorporate your CRM with options or other applications.

  • Incorporate with the Software You Use
  • And if there are any applications you use to save information or handle communications which you definitely have to have the ability to integrate with your CRM supplier, make those ventures a top priority.

  • Take Into Consideration Your General Company Targets
  • You also have to consider the goals you’ve got for company increase and where you find your company going over the next several years when picking the appropriate CRM supplier. Ensure your CRM will have the ability to get you there.
    Another factor that is significant is each supplier’s customer service. As Leary points out, purchasing CRM applications isn’t an one time purchase, but an on-going relationship. So you should make sure the firm can offer quality customer service to you.
    Part of ensuring your supplier will have the capacity to provide great service to you will be to contemplate how you like to receive that service. Locate a supplier that offers that, if you need representative to be accessible via e-mail. But if you’d preferably have someone available via live chat, telephone, or other processes, consider that in your hunt also.

  • Select a Cost Model that Meets Your Needs
  • Cost is an important factor for any company purchase. Some suppliers only have monthly fees while some need more upfront.

  • Try to find Hidden Prices
  • Some suppliers may also have pricing models which make it seem like you’d be paying less complete, while actually billing fees that are other on the side.

danmarcrm.com

4/11/2016

danmar-logo-big-297x300SugarCRM partner with lot of developed modules since year 2000

Website https://danmarcrm.com

YOUR CRM SOLUTION

23/8/2016

Complete – Customizable – Cost Effective

Looking for a new CRM? Well, look no further! Delivering enterprise functionality at a small business price, 1CRM is the ultimate CRM system. Including all the tools you need to run and grow your business, 1CRM is highly customizable and open source. Create a personalized experience for your customers and yourself with 1CRM.

ORGANIZE YOUR DATA

Gone are the days of having your data scattered across different apps and devices. 1CRM enables you to access it all from a single integrated online platform. Simply pull in all of your customer & business data from the systems and services you use, and 1CRM will begin tracking your progress immediately.
CRM-Integrations
Work Smarter – Not Harder

Integrations save time and promote collaboration, by providing access to every tool and every piece of information from a single platform. 1CRM helps you increase customer satisfaction while reducing support costs!
AUTOMATE YOUR PROCESSES

Close more deals in less time by automating your sales & marketing processes! 1CRM enables you to generate lead forms, capture leads, and follow up with them – automatically! Create, distribute and track newsletters & email campaigns for multiple target lists. Make informed decisions by tracking your sales pipeline & forecasts with automatically generated reports & charts
AUTOMATE YOUR PROCESSES

Close more deals in less time by automating your sales & marketing processes! 1CRM enables you to generate lead forms, capture leads, and follow up with them – automatically! Create, distribute and track newsletters & email campaigns for multiple target lists. Make informed decisions by tracking your sales pipeline & forecasts with automatically generated reports & charts.
1CRM-Marketing-Automation-Process
PERSONALIZE YOUR EXPERIENCE

Stop wasting time searching for the data you need. Display your key metrics on custom and beautifully designed real-time dashboards, and simply drag-and-drop your data into place. Personalize your 1CRM by creating custom fields, reorganizing menus and screen layouts, editing dropdown options, and designing new print layouts or all-new modules.
Customizable-CRM-Solution
COLLABORATE EFFECTIVELY
Access your CRM anywhere, anytime, and from any device. New project? Assign tasks, track progress, and collaborate via private forums & the built-in email system. Create new quotes on-the-spot or create expense reports while still on the road.

SHARE INFORMATION
1CRM keeps everyone in the know by instantly sharing data across all departments. This reduces mix-ups, saves time, and empowers every employee with the data they need to provide exceptional customer service.
START YOUR FREE TRIAL TODAY

1CRM FEATURES Everything You Need to Run Your Business

23/8/2016

CRM-Collaboration11CRM-Customer-Service7CRM-Customizations5CRM-Integration12CRM-Mobile-Access6CRM-Sales-Opportunities2

CRM-Scheduling10CRM-Security18CRM-Self-Service-Portal9CRM-with-Marketing-Automation3CRM-with-Order-Management1CRM-with-Project-Management4

Order Management
Complete More Orders in Less Time

PRODUCT CATALOG
Create your own product catalog to easily reference for quotes & invoices. The 1CRM Product Catalog supports both products and product assemblies or kits. You can also use this 1CRM Xtension to sync it up with your Magento store. Or use the 1CRM Self-Service Portal & eStore and sync with that!

QUOTES & INVOICES
1CRM enables you to create custom quotes & invoices on-the-spot. The system supports multiple layouts, multiple tax rates, group and line item discounts, price tuning using margin or markup, plus a quote approval workflow if required. The PDF Form Designer (Enterprise) can also be used to make custom layout
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SALES & PURCHASE ORDERS
Sales Orders may be created as an intermediate step between Quotes and Invoices. Packing Slips and Order Confirmations may be produced and emailed as PDFs. Each Sales Order can generate one or more Invoices. Purchase Orders may be created from Sales Orders and automatically emailed to suppliers. The Purchase Orders list view highlights any overdue items, and an Open Purchase Orders Report lets you track all outstanding POs.

PRICE BOOKS
Define multiple price books, and assign a default price to each client. Now you can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing channel or level.CRM-Purchase-Orders
SHIPPING & RECEIVING
1CRM has the ability to track inventory movements and levels at multiple warehouse locations. It does this through the use of the Shipping and Receiving modules, which record stock movements from Suppliers to the business, and from the business out to Customers. You can even print off packing slips!
CRM-Shipping-and-Receiving3
BILLS & PAYMENTS
1CRM ensures that your finances stay in order by managing and tracking bills through their life-cycle. Overdue bills are highlighted for quick attention, and you can simply click to record outgoing payments. Each Bill shows the original amount, as well as the current balance payable after any outgoing payments have been applied.

DISCOUNTS & CREDIT NOTES
Keep your clients happy with discounts and credit notes! Simply apply credit notes to reduce the Amount Due on the invoice, or if the invoice has already been paid in full, outgoing payments can be made. Create discounts for quotes or invoices of fixed amounts or percentages to hold special promotions, or treat your VIP & high volume customers!
CRM-Bills-and-Payments4
Ready to Start your 1CRM Journey?
FREE TRIAL
Ready to try out 1CRM? Let’s get you started with a 30-day free trial of 1CRM Enterprise Cloud Service. No credit card required.
START FREE TRIAL
EDITIONS & PRICING
1CRM features CRM solutions for all budgets. Discover which edition fits your unique business goals.
SEE PRICING
CRM TRAINING CENTRE
Want to learn some CRM skills? Visit the CRM Training Centre to learn through videos, eBooks, or work one-on-one with experts!
START LEARNING

Predictive Dialer

18/3/2015

The Predictive Dialer module from Danmar Computers brings together three pieces of software: SugarCRM, a Dialer and a phone. With the option to send Leads, Opportunities, Accounts or Contacts to a dialer server, your agents will save call time and information travels faster from and to the SugarCRM instance. The number of clients contacted in a given amount of time will increase, as will closed deals. Once everything is loaded in the Dialer, the manager will have spent only a couple of minutes setting it up, instead of a couple of hours distributing clients to agents.

more… .

New Sync Between SugarCRM and osCommerce Released

9/5/2013

Danmar Computers has released a sync the open source customer relationship management software SugarCRM and osCommerce, an online store management software program.

Open source Commerce or osCommerce is a free online shop program that features shopping carts, order history, secured transactions, product reviews and lists of bestsellers. Because of its large support community, this program is very easy to use and highly suitable for all kinds of stores. It enables products catalogs to be searched and browsed, proving to be very effective when it comes to selling.

Danmar Computers creates this new application wherein information introduced on store sites could be transferred to SugarCRM. It means that customers can now be synced with SugarCRM as a new lead through this module. All leads created in SugarCRM are converted into an account and a contact once customers check out in the store.
All customers registered in the online store sites are now able to make an account for either purchasing items or just subscription to newsletter offerings.

This new application created by Danmar Computers allows easy access from osCommerce to the in-demand SugarCRM software, which has been used by a wide range of businesses all over the world. This also allows all users to maximize the benefits of the online store management program and the open source CRM with regards to convenient, efficient and effective customer service.

Sync Connects Magento to SugarCRM

29/4/2013

Open-source customer relationship management software SugarCRM has proven to be more powerful as it can now incorporated Magento into its services and offerings.

Launched on March 31, 2008 as an open source e-commerce web application, Magento is widely used by online retailers with over 150,000 websites using it. Such sites range from smaller e-commerce sites to multinational businesses such as Samsung.

A sync has been created between SugarCRM and the open source e-commerce system Magento where in information on online store websites could be transferred into SugarCRM. The new application allows Magento-registered customer to be synced with SugarCRM as a new lead. The lead created in SugarCRM following the completion of the customer’s checkout in the online store will be converted into an account and a contact with information on address and phone numbers from the form filled up in the checkout.

In addition, a lead will be automatically created for each customer and that will be converted into which all products being ordered will be added.

An account can be created by a new customer on the online store website for purchasing items or for subscription to newsletters. All data entered in the registration from will be transferred to the SugarCRM which will then create a lead.

All leads created will be updated with the new information from Magento, leading to the creation of an Account, Contact and Opportunity.

Magento uses object-oriented programming (OOP) and EAV model, allowing it to be much more versatile compared with other e-commerce platforms when it comes to storage of large range of data.
Magento is also made by its features adaptable that allows multiple themes to run on one set of layout commands and even similar database.

SugarCRM Magento Sync Connector

4/4/2013

If you have an on-line store you probably wondered how you could create a link between Magento and SugarCRM where the information introduced on your website could be transferred into SugarCRM. The new application released by Danmar Computers creates a sync between Magento, the open source ecommerce system and SugarCRM. In short, with the new module, when a customer registers in Magento, that customer will be synced with Sugar CRM as a new lead, and when the customer completes the checkout in the store the lead created in Sugar CRM will be converted into an account and a contact, adding the address and the phone numbers from the checkout form.
In addition, the module will automatically create a lead for each client which will be converted into an opportunity* and in which all the ordered products will be added.

SugarCRM Magento Sync

A new customer on the store`s site can create an account to purchase some items or just to subscribe to the newsletter, offers. After finishing the registration form and hitting the “Submit” button, creating an account, the entered data will be sent to the SugarCRM instance and a Lead will be created.

If the customer continues with a purchase of some items form the store, on the last step of the Checkout form, upon submitting the order in the store, all the data will be sent to the SugarCRM instance. The created lead, mentioned earlier, will be updated with the new data from Magento (addresses, phones etc.) and will be converted creating an Account, Contact and Opportunity.

If the customer does not create an account prior to an order or doesn’t want to create one, submitting the order as a guest, in the SugarCRM instance a lead will be created and afterwards it will be converted.

The ordered products will be added in the Opportunity, in the tab “Magento Products”. All the products will be added also in the “Magento Product Catalog”, in SugarCRM , if they do not already exist, in order to keep track of them and to create reports and graphs.

* Only PRO version available here:
SugarCRM Magento Connector PRO

SugarCRM E-conomic Connector

21/1/2013

The SugarCRM – E-conomic connector is a software which executes a synchronization between SugarCRM and E-conomic, more precisely between the SugarCRM modules of Accounts, Contacts, Products and Quotes, and the E-conomic modules of Companies, Contacts, Products and Quotations / Orders / Invoices.

The SugarCRM – E-conomic Connector does not execute a fully bidirectional synchronization between the two programs.

Instead, from SugarCRM to E-conomic it synchronizes Sugar’s Accounts, Products, Contacts and Quotes into E-conomic’s Companies, Contacts, Products and Quotations / Orders / Invoices, while from E-conomic to SugarCRM it only synchronizes E-conomic’s Companies and Contacts with Sugar’s Accounts and Contacts.

Install procedure:

Step 1. Download the Sugar to E-conomic Sync Connector zip files.

Step 2. Upload the files in SugarCRM Module Loader  and install it.

Step 3. Check the Administration module, in the bottom of the page you will find a new group titled “E-conomic”.

In the “E-conomic Connector Settings” section  you will have to insert the E-conomic Agreement Number, Username and Password. The E-conomic URL  is the default URL to the API, and  it can be edited if the URL of the API changes.

The other two groups “SugarCRM to E-conomic Sync Settings” and “E-conomic to SugarCRM Sync Settings” allow you to select precisely the elements that you what to sync.

 

When creating a new Account notice the extra E-conomic Panel and the E-conomic Debtor Group in it, which contains all the possible groups in which a debtor can be placed.

 

At sync, the connector will check whether the SugarCRM Account has a debtor from

E-conomic associated with it. If an associated debtor is found in E-conomic, then that debtor will be checked against the corresponding Account from SugarCRM, and any differences found will be correctly updated in the debtor. If there is no debtor associate, one will be created and marked in the SugarCRM Account.

Also, the Account’s contact/s in SugarCRM will be checked against the corresponding Debtor’s contact/s in E-conomic, and any differences found will be correctly updated in the debtor contacts.

In Product Catalog , a new panel was defined: Economic Panel, it contains all the possible groups in which a product can be placed in E-conomic (Product Groups).

When creating a Quote, the field “E-conomic Stage” shows the state in which the quote is in E-conomic (it can be  Quotation, Order, or an Invoice). Every product inserted in the Quote, must be first added in the Product Catalog.

When the sync procedure is triggered the quotes will be first checked with the E-conomic records by the value from the “E-conomic Stage”. If no record was found as associate to the quote , a new one will be created. After creating the record and updating the fields regarding the debtor, addresses etc. the products will be inserted in it. The products are added also in the

E-conomic Product Catalog and checked for modifications at every quote sync.

If a record is associated to the quote, the record data and the products data will be updated if necessary .

 

 

YOUR CRM SOLUTION

YOUR CRM SOLUTION

Complete – Customizable – Cost Effective Looking for a new CRM? Well, look
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