It’s been about two weeks since SugarCon 2012 wrapped-up in San Francisco. This year’s conference sent me back to Austin with an overwhelming amount of optimism and motivation. With more than 1,000 attendees, inspiring keynotes, informative breakout sessions, and tons of networking opportunities, Epicom can officially chalk this one up as a success! From my perspective, SugarCon was more than just a two-day users conference. It began with our customers’ participation and advocacy, our partners’ support, our engineers’ creativity, and
Read moreChoose your PDF output based on quote type. From Sugar, users can create and export quotes to a PDF. A common customization that Epicom does is customizing PDF outputs. This customization gives clients free-range on how fields from Sugar will look on the PDF. This look, however, can sometime vary based on the product or service being quoted. For some of our clients, the CRM fields, data, and design of a quote need to be completely different PDF outputs based
Read moreEpicom participated in the SXSW Startup crawl this past Thursday. We hosted a Skeeball Tournament at our office during the event and used our SugarCRM system to record scores and display the top scorers on a leader board. Towards the end of the tournament, we notified the top ten scorers that they had made it to the playoffs. We notified them via text message which was sent from our SugarCRM system using our Twilio SMS integration. Here’s how we did
Read moreSugar User Group discusses how to keep emails out of the spam folder and gives tips to troubleshoot sending emails in SugarCRM. This past Tuesday Epicom hosted the first of a three part series webcast on email campaigns in SugarCRM. Epicom CEO and Founder Bill Harrison set the stage for the series by explaining how email is technically delivered. He also discussed the areas where an email can get tripped up and what that means for marketers. Since the CAN-SPAM
Read moreOrganize projects in SugarCRM as you would on your conference room whiteboard, but with greater ease and accuracy. How can you live out of your CRM system if your business planning and project management is still done on the conference room whiteboard? One of our clients wanted to move their entire business process into their SugarCRM system. This included time tracking of employee hours/wages and project scheduling. The company is in the construction industry and has several active work sites
Read moreModify and add legal language to documents through a custom catalog in SugarCRM. Epicom recently went through the process of updating our legal language for professional services and hosting. I wasn’t directly involved, but I know that it was a large project. Each contract and quote for products and services has to include some kind of legal language. This is the case for most companies and when an exception occurs for certain products, it can get a little messy. The
Read moreIs your CRM system up-to-speed for 2012? It’s finally 2012 and most companies are finalizing plans for the rest of the year. Before the new year gets too far ahead of you, take a second to do a CRM check-up. Below are the TOP FIVE things to ask yourself now, so that you can focus on your business the rest of the year. Has your CRM system’s storage space reached its limit? – This can cause your CRM system to
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