Running Marketing Campaigns in SugarCRM – An Overview

Introduction SugarCRM provides a range of useful features to assist with marketing efforts, right out-of-the-box, all as part of your standard SugarCRM subscription. So, while it is certainly possible to link SugarCRM to a range of other third party mailing solutions (such as Pardot, Marketo, Pure360, MailChimp etc) it’s probably worth taking the time to have a detailed look at what you can achieve, free of any third party charges, with the application itself. I’m going to divide the features up into the following key areas: Email blasts Newsletters Web-to-Lead capture Marketing Automation Email Blasts SugarCRM will enable you to send rich, HTML based, email content to a large collection of people. It will let you define that target audience based on any segmentation criteria that you wish to use. The email content itself can contain: Fully styled HTML based content Personalised content Images Attachments Tracked links The system will not only dispatch the emails for you, but will also track how recipients engage – recording who views the email (and how many times), which links they click, whether they opt-out of further communication and so on. SugarCRM will automatically manage “opt-outs” for you, marking the email address as “opted out” and automatically supressing that email address in any further mailings, even if accidentally included in the target list. Finally, SugarCRM will monitor the return your campaign provides – not only in terms of “clicks and views” but in a far more tangible way – did it earn any money? Build rich HTML emails and track the outcome of your campaigns Because, as standard, every Lead, every Contact and...[Read in Full]

SugarCRM vs SalesForce.com – The Facts – Part 3 – Customisation

Introduction As SugarCRM celebrates its 10th birthday, over a decade of innovation has lead to the product becoming a major player in the Customer Relationship Management (CRM) space. Indeed, Gartner now ranks the product in the “Visionary” quadrant (details here). As someone who has kept a close eye on the product over that time, and who runs a company dedicated to supplying and servicing SugarCRM, I have watched the product mature and gain huge ground on its closest competitor – SalesForce.com. So what exactly are the differences between Sugar and SalesForce? Well, funnily enough, the main differentiators are the same now as they’ve always been – price, control andflexibility. But with the release towards the end of 2013 of Sugar 7, we can now add one more item to that list –usability. I’ve already covered the differences in how the two platforms manage your data in my previous post (SugarCRM vs SalesForce.com – The Facts – Part 1 – Data) and I’ve covered the difference in cost in part 2 of this series (SugarCRM vs SalesForce.com – The Facts – Part 2 – Cost) This post deals with how easily you can tailor each system to your own needs. Why Customise? Your business is unique. So, it stands to reason that you’ll want your own CRM to hold different information to another business. At the very least you’ll define your sales stages differently, or the sectors into which you segment your customers. It is highly likely that when you first start up your shiny new CRM system you’re going to want to rename a few labels, change some drop-down...[Read in Full]

SugarCRM vs SalesForce.com – The Facts – Part 2 – Cost

Introduction As SugarCRM celebrates its 10th birthday, over a decade of innovation has lead to the product becoming a major player in the Customer Relationship Management (CRM) space. Indeed, Gartner now ranks the product in the “Visionary” quadrant (details here). As someone who has kept a close eye on the product over that time, and who runs a company dedicated to supplying and servicing SugarCRM, I have watched the product mature and gain huge ground on its closest competitor – SalesForce.com. So what exactly are the differences between Sugar and SalesForce? Well, funnily enough, the main differentiators are the same now as they’ve always been – price, control andflexibility. But with the release towards the end of 2013 of Sugar 7, we can now add one more item to that list –usability. I’ve already covered the differences in how the two platforms manage your data in my previous post (SugarCRM vs SalesForce.com – The Facts – Part 1 – Data) – this post deals with the impact the two systems are going to have on your wallet. Part 2 – How much does it cost? When comparing costs between the two solutions, there is one important fact to bear in mind. You need three separate SalesForce (SF) products to make jut one SugarCRM product. SugarCRM, right out of the box, provides you with features to manage sales, marketing and customer service. With SF, however, you’ll need to buy your team a subscription to at least three (and perhaps more) products. Fortunately, both product websites list some prices – so you can check what I’m going to say here for...[Read in Full]

SugarCRM vs SalesForce.com – The Facts – Part 1 – Data

Introduction As SugarCRM celebrates its 10th birthday, over a decade of innovation has lead to the product becoming a major player in the Customer Relationship Management (CRM) space. Indeed, Gartner now ranks the product in the “Visionary” quadrant (details here). As someone who has kept a close eye on the product over that time, and who runs a company dedicated to supplying and servicing SugarCRM, I have watched the product mature and gain huge ground on its closest competitor – SalesForce.com. So what exactly are the differences between Sugar and SalesForce? Well, funnily enough, the main differentiators are the same now as they’ve always been – price, control andflexibility. But with the release towards the end of 2013 of Sugar 7, we can now add one more item to that list –usability. So here’s a full run-down of the things you should consider if you’ve narrowed your CRM selection down to SugarCRM or SalesForce.com. Part 1 – Where is your data? SalesForce (SF) was certainly a pioneer in the concepts of “software as a service” and “cloud” – long before the terms had gained popular usage. These days, it is common to entrust major organisations to find a home for your data somewhere on the Internet and not to worry too much about where it is physically located. That’s all fine unless… Your industry has regulatory controls over where your data can live You ever want your data back With SF your data is going to be hosted in the US. Not a problem if your a US based company but if you’re located outside of the US that...[Read in Full]