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Using CRM to Improve Customer Onboarding

SugarCRM

While many businesses fall short with a lackluster onboarding program, many more are using technology solutions like CRM to help them both implement and monitor the initiatives. When put to work as an extension of CRM’s core functionality, a workflow or campaign centered around the new customer experience is a true game changer.

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A Blueprint for CRM Success: Additional Insights and Replay Available

SugarCRM

Yesterday I hosted a webinar titled “A Blue Print for CRM Success,” where I outlined some of the key elements of planning and rolling out an effective CRM strategy. We outlined the key characteristics you will want to look for in a CRM partner and vendor. How do they fit in into CRM solution and SugarCRM?

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Unlocking Business Growth with a Robust CRM: Insights from the SugarCRM’s Connected Conference

SugarCRM

And we certainly are familiar with how different industries or niches have specific automation and business process needs. This is why robust CRM is mandatory, regardless of your niche or industry. They help you streamline standard business processes by managing approvals, sales processes, call triaging, and more.

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4 Reasons Why You Need to Integrate CRM and ERP Systems

SugarCRM

How aligned are your CRM and ERP systems? Ensuring your front and back offices are aligned and flawlessly working together is a solid way to eliminate some of the biggest headaches companies today have, such as a lack of transparency, up-to-date information and data, and operational bottlenecks. We have some news for you.

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