Category Archives: Customer Relationship Management
Internal SugarCRM Project: Secure Password Emailer

We asked our engineering intern, Jim Rybarski, to contribute to our blog and give some insight to the internal projects he’s been working on here at Epicom. In this week’s mini-series update, Jim goes over the new browser-side password encryption program (or Secure Password Emailer for short). Handling client passwords is a delicate task but we trusted Jim to do the job well and he did. Here is what Jim had to say. Epicom is very serious about protecting client credentials, and

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Customizing Dashlets and Tabs in SugarCRM

In this short training session, Epicom’s software engineer Tommy Wiebell discusses dashlets and dashlet tabs in SugarCRM. Because dashlets are the first visual users are exposed to when logging into the system, it is important that they are customized accordingly. Layout is the first step in customizing your dashlet tabs. You are given three layout options, which Tommy goes over in detail. “Everything is customizable per user, so whatever you select here will not be pushed out to any other

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SugarCRM User Group: Email Campaigns Part III Q&A

Recently, Epicom’s Engineering Manager, Eric Wikman, hosted the third and final part of a III part online training series. This portion of the series focused on how to schedule emails to build your own nurturing campaign in Sugar. Additionally, Eric went through the process of integrating solutions to extend your email marketing. The session wrapped up with user Q&A. Here are some of the most common questions we received and answers from the session. Q. I have an error message that

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Module Menu Page in SugarCRM

Quickly navigate to a specific module in a categorized, list view module page. Earlier this week I watched one of Epicom’s engineers demo some of the projects he completed for a client. The client’s system was very sophisticated and it involved several custom modules, workflows, and integrations that were necessary for the company to run its business. With the customization came the addition of several custom modules. It became difficult for the client to navigate through the large drop down

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Export Wizard for Campaign Lists

Managing more than the email campaign. Campaigns are the theme and big picture of a marketer’s tactical efforts. It’s what email messages, blog posts, promotions, webcasts, conferences, advertising, and lead source are all tied to. One reason for a campaign is to have synergy among different marketing tactics so that each support one another in order to have a greater impact. Another reason for a campaign is to better report ROI. SugarCRM has a Campaigns module for reporting, tracking email

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Automatically Create a Contract from a Quote in SugarCRM

Imagine that you’ve just finished drafting up a quote for a potential customer. You’ve done the math, written-up the correct language, and set pricing and quantities for products. You send the quote and it’s approved. Great. But now you have to create another very similar document. The Contract. To get around the tediousness of creating quotes then contracts with similar data and fields, Epicom designed a more efficient process. With this customization, Sugar will auto-create the contract based on data

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Surviving Today to Better Forecast Tomorrow

In mid-2010, prior to becoming an Epicom customer, USA FACT was struggling with operational, technology, and sales/financial issues. They had low user adoption of Sugar, its sales team did not have a quote structure in place, and managers were unable to track accountability, activities or profit. When they took the helm at USA FACT, CEO Matt Davidson and COO Matthew Taylor were faced with a demoralized staff, high customer attrition, and an income statement that was covered in red ink.

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Epicom Honored as One of the Best Places to Work in Central Texas

Epicom Honored as Finalist for Best Places to Work in Central Texas Award Epicom was notified today that we will be honored as one of this year’s Best Places to Work in Central Texas in the small business category. The Austin Business Journal received more than 170 nominations from companies with 10 to more than 250 employees. Nominees were ranked based on best climate, atmosphere and, most importantly, engaged employees. Epicom will be recognized as a finalist on Wednesday, May

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Epicom Welcomes New Software Engineer, Greg Bueno!

A lot of exciting things are happening at Epicom as we continue to expand and grow our customer base. One is the addition of a new software engineer. The newest addition to the team, Greg Bueno, brings a diverse skill-set and background to the engineering staff. With a degree in music and journalism, Greg started out working at the Austin American-Statesman in 1997 as a content producer. After developing an interest in scripting in late 1999, he retrained to be

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