CRMStage - SugarCRM Articles

Review of iZeno SMS for SugarCRM
by:Josh Sweeney of ATCORE Systems

In a world were email is on almost every device and each person could be getting hundreds of thousands of emails per day, businesses need a different option to connect and send messages quickly. SMS provides a medium that stands out…MORE...

CRMState.com Launches to Monitor SugarCRM
by:Josh Sweeney of ATCORE Systems

When it comes to server and website monitoring there is a wide variety of options ranging from Saas solutions to customizable software solutions that get installed in house. In order to leverage these systems to monitor specific software solutions you must…MORE...

A Premature Take on Visao Reporting
by:Josh Sweeney of ATCORE Systems

Visao Reporting is scheduled for release in early February of 2011 and although we haven’t been able to get our hands on it just yet we wanted to provide a premature assessment. The first thing that we noticed was while other…MORE...

SugarCRM Documentation and Resources
by:Josh Sweeney of ATCORE Systems

SugarCRM users can find a wealth of SugarCRM documentation across the web. The official SugarCRM documentation as well as third party documentation covers items as detailed as developer code for integration or as broad as general user training. Sometimes finding the…MORE...

SugarCRM 6 Dashlet Changes
by:Josh Sweeney of ATCORE Systems

The Home page that holds the SugarCRM Dashlets is likely one of the most important pages in SugarCRM. Customizing this page to display information that is important to the user can significantly impact user adoption. This page gives the user the…MORE...

SugarCRM 6 User Preferences Changes
by:Josh Sweeney of ATCORE Systems

SugarCRM 6 includes many changes including the much heralded 6.0 theme. In this article I am going to look past the theme and take a look at the User Preferences area in order highlight changes that have been applied.

SugarCRM Reporting Options
by:Josh Sweeney of ATCORE Systems

When it comes to reporting on SugarCRM records there are many options. They range from the high powered SugarCRM Enterprise SQL Reports for technical resources to the SugarCRM Pro reporting engine which keeps usability for all team members in mind.

Deciding When to Store Data in SugarCRM
by:Josh Sweeney of ATCORE Systems

When discussing SugarCRM data integrations with clients I always receive one common question. Should the data reside in SugarCRM or should we just link to the data so that it can be visualized in Sugar? By answering three questions you can…MORE...

SugarCRM Manifest Development Guide
by:Josh Sweeney of ATCORE Systems

One of the great features of SugarCRM is its extensibility and one way to utilize that extensibility is by creating modules. Modules are generally developed to meet a business need such as the functionality provided by forums, teams or social media…MORE...

A Proposal for SugarCRM Module Standardization
by:Josh Sweeney of ATCORE Systems

Whether you are building a SugarCRM module, searching to find a module or researching the construction of a module you will find one thing to be consistent, they are all different. This is a proposal to standardize two different facets of…MORE...

Importing SugarCRM Records with Multi Select Fields
by:Josh Sweeney of ATCORE Systems

In our SugarCRM Import Wizard Tips article we provided details around importing records into SugarCRM so that your imports would go more smoothly. One thing that was left out of the original article was details around importing multi select field data.…MORE...

Keeping in Touch with Customers using Contact Indicator for SugarCRM
by:Josh Sweeney of ATCORE Systems

Being in touch with customers on a regular basis is paramount. The Contact Indicator module enables SugarCRM users to quickly assess if a customer has been contacted in the last 30, 60 or 90 days. With a quick look at the…MORE...

8 eHow Resources for Choosing and Utilizing CRM
by:Josh Sweeney of ATCORE Systems

While researching social marketing today I found that eHow, a purveyor of how to articles, provides some helpful information to assist potential CRM users in various CRM topics. The topics range from How to short list CRM vendors to How to…MORE...

Top CRM Solutions by Google Search Popularity
by:Josh Sweeney of ATCORE Systems

Over the past few weeks CRMStage has been doing a good bit of analysis of all CRM solutions on the market. In doing this we have downloaded a number of whitepapers which were created to tell us the top CRM solutions…MORE...

July 2009 Atlanta SugarCRM Meetup Recap
by:Josh Sweeney of ATCORE Systems

July's Atlanta SugarCRM Meetup marked the 11th Meetup for the group. Mathew Sweezey from Pardot was the guest speaker and presented Marketing Automation and Open Source CRM. Using the Pardot Saas application Mathew provided an unbiased view of how marketing automation…MORE...