Organize 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 moreEpicom Engineers reveal their favorite customer projects of the year. We’ve completed dozens of customer projects including CRM customizations, integrations, and product development over the past year. Here are some of the most rewarding, challenging, and fun projects of the year: Tommy Wiebell 1. Appointment Scheduler – Companies can search stores by zipcode and hours open to schedule in-store appointments for customers. The user can specify the search radius and only the available appointment slots and stores will display. 2. Master Dashlet
Read moreOne of the more common requests from our clients is to enable them to run a single report on all activities in SugarCRM. Activities include emails, tasks, meetings, notes, and calls. Sugar out-of-the-box, only allows users to report on a single activity. For example, you can report on how many calls your sales reps made last month, but you can’t see the number of calls made and meetings scheduled from the same report. The Solution: Epicom built a module in
Read moreGive users a jumpstart to using SugarCRM by managing their dashlet pages. When a company first implements SugarCRM, default dashlet pages are displayed for each user. Dashlet pages are the subtabs underneath the home page in SugarCRM. These dashlets are a quick view into several components of Sugar right from the home screen. Users can setup dashlets to display any number of reports, new leads, open tasks, and so much more. It may take some time for a new user
Read morePlot and route directions to all of your leads and customers using Google Maps in SugarCRM. One of Epicom’s customers wanted to use Google Maps in their SugarCRM system to plot out all of the leads that are within a certain radius of an existing client. The company often traveled to visit their clients and wanted to visit certain leads that may be along the way. The company has several home bases and also needed to plot driving directions from
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