What is a SugarCRM system?
This CRM system is a worldwide contact management solution. SugarСRM is used in many channels of the interaction of sales services, phone calls, e-mail, events, meetings, registration forms on websites, advertising links, chats, social networks. There is a huge number of CRM systems, among which we can allocate perspective and modern Sugar one, built on the LAMP architecture. This solution is used by lots of companies. According to the manufacturer, there are more than 50 000 organizations that use SugarCRM. Most of them are medium and small organizations, but large and world-famous corporations are also among them. For example Coca-Cola Enterprise, Starbucks, NASA Ames Research, AXA Rosenberg, Yahoo. And this is not a complete list. SugarCRM can be installed both in your office and in any hoster. In another case, the hosting of the server is implemented on resources in the Netherlands and Ecuador to prevent the withdrawal of equipment by intruders and others… All sections are interconnected and easily configured without the call of an expensive programmer. For example, by opening a counterparty card we will see sub-panels (other CRM modules) with information about this customer. Also on this menu, we will see all the info about workers of this company and all planned events for them. The system administrator has the ability to edit modules, starting with the field names and ending with the creation of completely new sections that are required exclusively by your organization. SugarCRM has lots of opportunities and we assure you in this. Here are 2 apps, which are the most useful. These are Business Card Reader for SugarCRM and Call Tracker for SugarCRM. Let’s look at how it can be helpful for you and your business. For SugarCRM-system allowed:- CRM helps sales because you can revise the information and do the analysis about contact, and devise how to sell your product;
- CRM quickly adapts to your business, designing the system based on your specific situation.
Business Card Reader For SugarCRM
This application used to recognize business cards and save the information into your CRM-system. Here is a short and complete guide on how to move all your contacts from a paper card to a CRM:#1. Install Card Reader App.
First, you must install your new MagneticOne Mobile Business card reader app. Download application from Google play. Read a small instruction on how it works and tap -> “Next.”
#2. Set up your Sugar CRM account.
Before you actually start to work with the app it needs to know where would you like to store the info from a business card within a SugarCRM. For this reason, you will have to log in to your SugarCRM account. Simply add the following info to start with: CRM URL, Username, Password and press “Connect”. You can also set up SugarCRM connection later in Preferences. Please note, your business card data won’t be transferred to CRM without a connection to SugarCRM.
#3. Snap a photo of a business card.
The application recognizes a card automatically. However, for better accuracy avoid glares that are produced by some types of illumination, take control of focusing your camera, try a different angle to hold your smartphone while it is snapping a photo. Make sure all the data have been transcribed correctly before saving them.
#4. Select a language.
Card Reader recognizes any language at a business card by default. At the same time app can simultaneously read up to three languages at one card.
#5. Get more data about person and company.
You can enrich your leads with Facebook, LinkedIn, Skype, Gtalk, and other info. Also, the current version of the Business Card Reader has the possibility to search the Web for a person at any of mentioned above social networks. Moreover, you are provided with an opportunity to save social media info within your SugarCRM. After that, a new contact is automatically stored into your CRM account after you tap the “Save” button.
#1. Install Card Reader App.
First, you must install your new MagneticOne Mobile Business card reader app. Download application from Google play. Read a small instruction on how it works and tap -> “Next.”
#2. Set up your SugarCRM account and save Calls
Before you actually start to work with the app it needs to know where would you like to store the info from a business card within a SugarCRM. For this reason, you will have to log in to your SugarCRM account. Simply add the following info to start with: CRM URL, Username, Password and press “Connect”. You can also set up the SugarCRM connection later in the Preferences. Save your Calls into SugarCRM system. Tracking SMS – can use only corporate plans.
Sugar CRM – it’s a modern solution for you!
The modern world needs modern technologies and solutions. Today, technologies are working for people, they are opening up new data to all kinds of data. You will say that it is important. I will give you the answer that today everything is possible. You are left with the same applications and features that you need to do for your work and life. CRM is one of the systems that are available in workflows. All the necessary information will be saved and used for you. Having tried it once, you continue to work further, so this is a really easy life for business. For example, if you have a large number of calls a day, your partners, collectors, friends, and all the questions, they should be easy to edit their files and add notes to text or voice companies MagneticOne Mobile has developed the Call Tracker For SugarCRM application. An optional CRM supplement is also available to you before adding security information to more users. Try, enjoy and develop with Modern technologies.Share it
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