This week I got a chance to sit down with one of Epicom’s Engineers, Jeremiah Goyette, and ask him about some of his most recent projects. I was extremely intrigued by his portal project because of its impact on our client’s customer service and its compatibility with mobile devices. In my interview below, you can learn more about the portal project, common use cases for building them, and how it affected Epicom’s base portal framework. Q: So Jeremiah, can you
Read moreEvery salesperson has been there; that paramount period between converting a lead and closing the deal. For some companies, the sales cycle can be weeks, for others it’s months to even years. While the final decision is in the hands of the buyer, there are things your sales team can do to motivate your client and help speed up the decision process. Through outbound research and tips from Epicom’s sales team, we generated a list of best practices to help
Read moreMeet Software Engineer Danny Mulvihill, and Learn About His Project of the Month. Every Friday afternoon Epicom’s engineers take a moment out of their day to meet for an engineer peer review session. During this meeting they exchange ideas, information, and get feedback on projects they are currently working on. This gives them a chance to collaborate and share helpful tips and information. I sat down with Danny Mulvihill to get an inside look on the engineers’ latest meeting. Danny
Read moreEach year SugarCRM hosts its infamous and extravagant event, known as SugarCon. The event creates an atmosphere filled with innovation, allowing individuals from different industries to unite and share their knowledge of open CRM. Hosting over 1,000 SugarCRM users, partners, and vendors, SugarCon creates an inspiring and collaborative environment for any avid CRM user. SugarCon will be held at the Waldorf Astoria in New York City from April 8th through April 11th. This event will include numerous presentations from leading
Read moreIn February, Epicom Marketing Manager, Amanda Anderson and Epicom Software Engineer, Tommy Wiebell hosted a webcast on Epicom’s QuickBooks Integration for SugarCRM. The webcast covered the syncing of accounts, products, invoices, outstanding balance, days aging, and payment terms between SugarCRM and QuickBooks. Amanda and Tommy wrapped up the session with a Q & A discussion. Below are some of the questions and answers from the event. Q: Do we need to purchase another user license for the integration? A: You
Read moreIn January, Epicom Marketing Manager, Amanda Anderson, and Software Engineer, Andy Hidalgo, hosted a free training webcast on building reports in SugarCRM. They covered the creation of reports, the different types of reports, and how to manage changes within them. The webcast ended with an open Q & A discussion with engineers Andy Hidalgo and Aaron Wine. Below are some of the questions and answers from the session. Q & A Q: Can every module be reported on? A: Yes,
Read moreIn September, some of Epicom’s engineers and CEO and Founder Bill Harrison hosted a SugarCRM training session and user group on Roles, Teams, and Portal in Sugar. The webcast wrapped up with open discussion and Q&A with Epicom engineers Eric Wikman and Jim Rybarski. Below are some of the questions received and answers from the session. Q: If you set access to none (roles), will that automatically disable all the functions for that module or will they be able to
Read moreIn this blog series Epicom engineers share experiences and stories related to projects, assignments and anything else they enjoyed working on. We love what we do and thought we’d share it with you. In this post, Jim Rybarski talks about the custom self-service portal built for an Epicom client and the benefits of invoicing without ever leaving Sugar. Recently a client of Epicom, who uses FreshBooks for their invoicing and SugarCRM for their client management, requested a custom self-service portal where
Read moreRecently Epicom software engineer Danny Mulvihill and Marketing Manager Amanda Anderson hosted a SugarCRM training session that covered topics such as: the functions and uses of the Calls, Meeting, and Calendar modules in Sugar, the best methods for reporting and storing calls, and how to start and join WebEx, GoToMeeting, or Lotuslive Meetings from Sugar. The session wrapped up with user Q&A. Here are some of the questions received and answers from the session. Q: Is there a difference between GoToMeeting/Webex and
Read moreWe asked our engineering intern, Jim Rybarski, to contribute to our blog and give some insight to the internal projects he’s been working on while at Epicom. In this last update of the mini-series update, Jim discusses the work he did on the client interface linked to Sugar’s portal. We asked Jim to update the client view and make it more user friendly. Here is what Jim had to say. Recently I was asked to update a client interface that
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