- January 2012
Epicom Monthly Newsletter
Top 5 ‘Must Have’ CRM Checkups and Free Training on Email Campaigns | January 2012

CRM ChecklistTop 5 Things to Check Your CRM for in the New Year

1) Has your CRM system’s storage space reached its limit? – This can cause your CRM system to run slow.

2) Is your CRM system being backed up daily? – Off-site backup is highly recommended to prevent loss of data.

3) Do you have a support package in place? – This gives you priority response time from engineers regarding system issues or general support questions.

4) Are you going to need a license renewal this year? – Find out how to get discounts on multi-year agreements.

5) Have all of your users been trained on using the CRM system? – We have free training videos online and offer training classes.

Click below to learn more about getting a CRM system check-up.

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SugarCRM User Group ONLINE

Reserve Your Spot For The Next Online SugarCRM User Group

Three part series on email campaigns in SugarCRM.

When: Tuesday, February 28th
11:30 AM – 12:30 PM (CST) 

What you’ll gain:

  • FREE training on configuring email and notifications in SugarCRM.
  • Best practices and tips for avoiding the spam folder when sending email campaigns.
  • An environment to share experiences and implementation techniques with other SugarCRM users.
  • Access to Epicom engineers during the open discussion and Q&A.
Click below to register and to see the dates and agenda for each session. You will automatically be registered for the entire three part series on email campaigns. 

Register Now
Forrester Research Webcast on Mobile CRM Featuring Epicom CustomerForrester ArticleTopic: Cut Costs, Save Time Using Mobile CRM

When: Tuesday, February 21st at 12PM (CST)

Join Epicom, USA-FACT, and renowned Forrester Analyst William Band for this hour-long webcast to learn how using a Mobile CRM solution can help to maximize your productivity. USA-FACT CEO Matt Davidson will discuss how implementing a mobile solution with Sugar and Epicom revolutionized the way his company does business.

Register Now

New Training Sessions for Pardot Users

Pardot Marketing Automation offers SugarCRM users free training sessions on product features and the integration with SugarCRM.

If you are already using Pardot with SugarCRM, or are considering using a robust automated marketing tool, we encourage you to sit in on Pardot’s webinars. Click below to view the event calendar and choose a topic of interest.

Register Now

Tech Talk

Master Dashlet Manager

In the video below, Epicom’s Software Engineer Tommy Wiebell discusses how Epicom’s master dashlet customization helps admins manage user’s dashlet pages.

Watch the video

Tech Talk_Master Dashlet Manager


New Training Videos Posted

Learn how to create workflow rules in SugarCRM to automate alerts and actions.

Watch the video


Featured Blog Posts

bulletAssess your fears and regrets going into 2012.
- Read more on Bill’s Blog

 

bulletA hundred little things that make up extraordinary.
 - Read on Seth Godin’s Blog

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