SugarCRM

SugarCRM Leads or Contacts Search by Email Is Slow or Time Outs

admin — Wed, 22 May 2013 23:16:11 +0000

because of a MySQL bug still active in almost all servers the search from SugarCRM becomes very slow or even times out for big databases/tables when “Any email” field is involved.
Solving this bug improves the speed of search considerably , allowing users to use this search for databases with a big number of records too , and decreasing server load considerably.
Part that needs fixed

leads.id IN (SELECT eabr.bean_id FROM email_addr_bean_rel eabr
  JOIN email_addresses ea ON (ea.id = eabr.email_address_id) WHERE eabr.deleted=0 AND ea.email_address LIKE

Please contact us for more information.

New Sync Between SugarCRM and osCommerce Released

ed — Thu, 09 May 2013 15:09:43 +0000

Danmar Computers has released a sync the open source customer relationship management software SugarCRM and osCommerce, an online store management software program.

Open source Commerce or osCommerce is a free online shop program that features shopping carts, order history, secured transactions, product reviews and lists of bestsellers. Because of its large support community, this program is very easy to use and highly suitable for all kinds of stores. It enables products catalogs to be searched and browsed, proving to be very effective when it comes to selling.

Danmar Computers creates this new application wherein information introduced on store sites could be transferred to SugarCRM. It means that customers can now be synced with SugarCRM as a new lead through this module. All leads created in SugarCRM are converted into an account and a contact once customers check out in the store. All customers registered in the online store sites are now able to make an account for either purchasing items or just subscription to newsletter offerings.

This new application created by Danmar Computers allows easy access from osCommerce to the in-demand SugarCRM software, which has been used by a wide range of businesses all over the world. This also allows all users to maximize the benefits of the online store management program and the open source CRM with regards to convenient, efficient and effective customer service.

Sync Connects Magento to SugarCRM

ed — Mon, 29 Apr 2013 06:59:43 +0000

Open-source customer relationship management software SugarCRM has proven to be more powerful as it can now incorporated Magento into its services and offerings.

Launched on March 31, 2008 as an open source e-commerce web application, Magento is widely used by online retailers with over 150,000 websites using it. Such sites range from smaller e-commerce sites to multinational businesses such as Samsung.

A sync has been created between SugarCRM and the open source e-commerce system Magento wherein information on online store websites could be transferred into SugarCRM. The new application allows Magento-registered customer to be synced with SugarCRm as a new lead. The lead created in SugarCRM following the completion of the customer’s checkout in the online store will be converted into an account and a contact with information on address and phone numbers from the form filled up in the checkout.

In addition, a lead will be automatically created for each customer and that will be converted into which all products being ordered will be added.

An account can be created by a new customer on the online store website for purchasing items or for subscription to newsletters. All data entered in the registration from will be transferred to the SugarCRM which will then create a lead.

All leads created will be updated with the new information from Magento, leading to the creation of an Account, Contact and Opportunity.

Magento uses object-oriented programming (OOP) and EAV model, allowing it to be much more versatile compared with other e-commerce platforms when it comes to storage of large range of data. Magento is also made by its features adaptable that allows multiple themes to run on one set of layout commands and even similar database.

SugarCRM Magento Sync Connector

admin — Thu, 04 Apr 2013 13:49:05 +0000

    If you have an on-line store you probably wondered how you could create a link between Magento and SugarCRM where the information introduced on your website could be transferred into SugarCRM. The new application released by Danmar Computers creates a sync between Magento, the open source ecommerce system and SugarCRM. In short, with the new module, when a customer registers in Magento, that customer will be synced with Sugar CRM as a new lead, and when the customer completes the checkout in the store the lead created in Sugar CRM will be converted into an account and a contact, adding the address and the phone numbers from the checkout form. In addition, the module will automatically create a lead for each client which will be converted into an opportunity* and in which all the ordered products will be added.

    A new customer on the store`s site can create an account to purchase some items or just to subscribe to the newsletter, offers. After finishing the registration form and hitting the “Submit” button, creating an account, the entered data will be sent to the SugarCRM instance and a Lead will be created.

    If the customer continues with a purchase of some items form the store, on the last step of the Checkout form, upon submitting the order in the store, all the data will be sent to the SugarCRM instance. The created lead, mentioned earlier, will be updated with the new data from Magento (addresses, phones etc.) and will be converted creating an Account, Contact and Opportunity.

    If the customer does not create an account prior to an order or doesn’t want to create one, submitting the order as a guest, in the SugarCRM instance a lead will be created and afterwards it will be converted.

    The ordered products will be added in the Opportunity, in the tab “Magento Products”. All the products will be added also in the “Magento Product Catalog”, in SugarCRM , if they do not already exist, in order to keep track of them and to create reports and graphs.

* Only PRO version available here: SugarCRM Magento Connector PRO

SugarCRM Google Plus Connector – Google API Key is missing

admin — Wed, 06 Feb 2013 21:29:43 +0000

Please make sure you have inserted Google API key in connector settings. Full details of how to do this are available in product manual .

SugarCRM E-conomic Connector

admin — Mon, 21 Jan 2013 15:54:22 +0000

SugarCRM – E-conomic Connector
The SugarCRM – E-conomic connector is a software which executes a synchronization between SugarCRM and
E-conomic, more precisely between the SugarCRM modules of Accounts, Contacts, Products and Quotes, and the
E-conomic modules of Companies, Contacts, Products and Quotations / Orders / Invoices.

The SugarCRM – E-conomic Connector does not execute a fully bidirectional synchronization between the two programs.

Instead, from SugarCRM to E-conomic it synchronizes Sugar’s Accounts, Products, Contacts and Quotes into E-conomic’s Companies, Contacts, Products and Quotations / Orders / Invoices, while from E-conomic to SugarCRM it only synchronizes E-conomic’s Companies and Contacts with Sugar’s Accounts and Contacts.

Install procedure:
Step 1. Download the Sugar to E-conomic Sync Connector zip files.
Step 2. Upload the files in SugarCRM Module Loader and install it.
Step 3. Check the Administration module, in the bottom of the page you will find a new group titled “E-conomic”.

In the “E-conomic Connector Settings” section you will have to insert the E-conomic Agreement Number, Username and Password. The E-conomic URL is the default URL to the API, and it can be edited if the URL of the API changes.

The other two groups “SugarCRM to E-conomic Sync Settings” and “E-conomic to SugarCRM Sync Settings” allow you to select precisely the elements that you what to sync.

When creating a new Account notice the extra E-conomic Panel and the E-conomic Debtor Group in it, which contains all the possible groups in which a debtor can be placed.

At sync, the connector will check whether the SugarCRM Account has a debtor from E-conomic associated with it. If an associated debtor is found in E-conomic, then that debtor will be checked against the corresponding Account from SugarCRM, and any differences found will be correctly updated in the debtor. If there is no debtor associate, one will be created and marked in the SugarCRM Account.
Also, the Account’s contact/s in SugarCRM will be checked against the corresponding Debtor’s contact/s in E-conomic, and any differences found will be correctly updated in the debtor contacts.

In Product Catalog , a new panel was defined: Economic Panel, it contains all the possible groups in which a product can be placed in E-conomic (Product Groups).

When creating a Quote, the field “E-conomic Stage” shows the state in which the quote is in E-conomic (it can be Quotation, Order, or an Invoice). Every product inserted in the Quote, must be first added in the Product Catalog.

When the sync procedure is triggered the quotes will be first checked with the E-conomic records by the value from the “E-conomic Stage”. If no record was found as associate to the quote , a new one will be created. After creating the record and updating the fields regarding the debtor, addresses etc. the products will be inserted in it. The products are added also in the E-conomic Product Catalog and checked for modifications at every quote sync. If a record is associated to the quote, the record data and the products data will be updated if necessary .

SugarCRM Google+ Integration

admin — Tue, 04 Dec 2012 12:39:34 +0000

SugarCRM Google+ Integration

SugarCRM is an accesible open source Customer Relationship Management software, being used by over 5000 customers around the world. SugarCRM is well known for its very useful Web Services Framework, framework which allows a very large number of applications to access the instance and work with data on it. The Google+ Connector application developed by Danmar Computers is one of the applications that can access the SugarCRM instance and work with the data on it.

The Google+ Connector allows users of SugarCRM (versions 6.0 and up) to search for the Google+ pages of clients directly on the Sugar page. This application will search the client automatically, listing all the pages with the same name as the client you are searching. In addition when searching for the client you can see the posts on his or her page by clicking the “View Posts” button which helps you make sure that you found the right page. Once you are sure that’s the correct page the client’s Google+ page is saved in the database and you will be able to see the client’s posts directly on the related Sugar page.

SugarCRM Google+ Connector released. Download it here:
http://www.sugarforge.org/projects/googleplus/

You can also see updates on SugarCRM and new modules on our Facebook page.

Things to Do and Avoid When Dealing With CRM

ed — Wed, 07 Nov 2012 23:41:15 +0000

CRM or Customer Relation Management is a globally enforced model for handling and managing a company’s transactions with its clients, costumers and for prospecting sales. It basically uses technology to make things easier. It prepares, automates and synchronizes some business processes.

Costumer Relation Management aims to find, allure and get new clients, as well as to make current client stay and win back old clients. And success in this is not that simple. You need some strategies and the right information in order to excel.

These are some Do’s that you can follow for a successful CRM:

You should Allocate

You should try to apportion internal resources. Make time for your CRM Project. Also, see to it that you do it with your partner. He can advise you on the time that is required by the certain project.

Review the system regularly

You will need to check on your system on a regular basis. As everything changes, so does your business and your CRM system. So be sure to review its functionality. A good CRM system is SugarCRM, which has been used by businesses of all sizes. Its features cover a wide range of aspects, making it to be one of the leading CRM providers around the globe. Choose the perfect business partner Take a huge amount of time to decide on a partner. See to it that they are good at what they do. You can try to research their references, technical accreditation and some of their case studies. Lastly, you should make sure that you are compatible with each other.

Here are some of the things that you should avoid your way to CRM success:

Do not barge in

You should not pick a CRM software solution with just one look. You will need to study it real hard. You will need to know the things that you really need and the feature of that particular software solution. Measure its pros and cons and decide if it is right for you.

Never forget to update

Do not forget to modify or update all your documentations, processes and procedure to let your clients and customers know the alterations, updates and changes. Do not stop communicating

Communicate! Communicate! Wherever you go, communication is very important, especially in the business field. Without communication, small problems can turn into chaos. This is the most common stumbling block in the success of CRM. People forget to communicate. A simple conversation between the IT, end users and project manager is of great help when aiming for success.

The world of CRM or Costumer Relation Management is very simple. But these simple things are oftentimes taken for granted, which apparently leads into greater problems. So to avoid conflicts and down falls in your CRM Business, follow these simple steps above and you will be on your way to a bright and successful world of CRM.

TIB 2012 Danmar Computers / SugarCRM

admin — Wed, 24 Oct 2012 23:06:19 +0000

CRM and BPO Industry

ed — Sun, 07 Oct 2012 16:16:33 +0000

The BPO industry has undoubtedly gained one of the spots for the most improved industries in the world. With a variety of processes being outsourced, business functions and job responsibilities, the use of CRM solutions has proven useful to these booming companies. Leading CRM systems like SugarCRM never fail to impress how capable they are of making a big change in wide aspects. This is transparent in the area of sales where businesses start to grow and expand.

Many and many have gained jobs and continued to benefit from the increasing employment rate boosted by the BPO industry, and this growth is backed by the unrecognized help from CRM systems with which BPO companies use to strengthen their stand against the challenges that the economy may bring in. Few may seem to wonder why CRM systems play a big role in this trend but for experts, they make a big impact on business financial side.

One of the proven powerful CRM systems across the world is SugarCRM. With its increasing number of partners, SugarCRM has helped businesses regardless of size and industry. The features and capabilities that it showcases established solidarity in the way SugarCRM is viewed by corporate and medium-sized companies. The SugarCRM company knows what businesses need nowadays amidst the shaking economy from region to region and it continues to change the mindset of corporate individuals that financial woes can be resolved through marketing and sales processes.

From traditional marketing to social media aspects, SugarCRM has successfully incorporated these features into a powerful tool to improve the financial background of a company to achieve one aim: to help its clients and customers boost sales and marketing strategies.

Recent reports showed the booming stand of BPO industry worldwide. Not only does the industry assist many aspiring individuals to get the job they want to have, it also helps CRM systems get recognition from the international community. There is no wonder why business leaders continue to rely on the capabilities and features that CRM systems can offer to them.

Sales and marketing strategies are the main focus in using CRM systems like SugarCRM towards drawing potential clients and retaining existing customers. And because business is all about money, CRM solutions concentrate on getting businesses into the area where they can benefit from CRM features to get more sales and clients. What is more is that CRM solutions not only offer greater sales but also solid teamwork among employees.