Blog tagged as Integration

The Future of Sales and Service for Manufacturing

29/01/20 03:28 PM By Donna - Comment(s)

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The age of the connected customer is here – and their expectations are firmly rooted around experiences. In fact, 80% of UK consumers say experience is as important as products and services.

 

To keep your customers loyal – and to stand out against the competition – manufacturers must now...

Stay on Top of Important Dates with the Reminder and Notification Extension

24/09/19 09:19 AM By Tin - Comment(s)
Get reminded within SuiteCRM of any important dates on any module and also send external notifications via email to your contacts. Great for birthdays, upcoming deadlines, etc.


Highlevel Overview


The Reminder and Notification extension for SuiteCRM from Variance InfoTech helps to automate reminders fo...

Have Specific Form Needs? Use Dynamic Forms to Create It.

13/08/19 05:49 PM By Tin - Comment(s)


Many businesses have different form requirements based on the customer's needs. Buying life insurance? That's a different form than car insurance.


The trouble comes when you try to use the traditional, all-field form of a contact. Every field for every purpose is on the customer record in SuiteCRM. T...

Take Good Care of Personal Data by Anonymizing It

03/07/19 10:08 AM By Tin - Comment(s)
With GDPR and the potential penalties that come from being out of compliance, it is more important than ever to take good care of the personal data in your CRM. Data Anonymizer helps by scrambling the personal identifying data while maintain record integrity within the system. Absolutely a must for ...

Lock Down Logins to Specific IP Addresses

25/06/19 02:47 PM By Tin - Comment(s)

Need to restrict logins for certain users or groups of users to just specific IP addresses? Then check out IP Preventive:


Highlevel Overview


Further secure SuiteCRM by locking out login attempts from unapproved IP addresses. Define specific IP addresses that users can connect from and manage on a per-...

An Android and iOS Support Portal App for Your Contacts

10/06/19 03:31 PM By Tin - Comment(s)
Available on both Google Play and the App Store, Practice Business Solutions' SuitePortalApp provides your contacts a mobile support portal app.


Highlevel Overview


SuitePortalApp provides your customers with an external SuiteCRM mobile support portal for Android and iOS. Customers can create and manag...

Auto Populate Fields Whenever a Relate Field Changes

19/03/19 03:40 PM By Tin - Comment(s)
Auto Populate Fields Whenever a Relate Field Changes
The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.


High level Overview


Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanc...

Integration—the bridge between your marketing automation tool and truly automated marketing

28/01/19 07:14 PM By Nico - Comment(s)
Integration—the bridge between your marketing automation tool and truly automated marketing

Marketing automation tools aid you by delivering smart content and earning valuable information in return. But can this information afford to stay buried in your tool? And is your content still smart if it does? No and no.


Your other apps need the information your marketing automation tool gathers, t...

Integrate SuiteCRM With Mautic

28/01/19 07:11 PM By Nico - Comment(s)
Integrate SuiteCRM With Mautic

You already keep much of your most important data in your CRM. It is a no-brainer to make that data available to your marketing platform in order to create more effective, automated campaigns. If you are using Mautic then using this integration is another no-brainer.


Highlevel Overview


One of the worl...

The Advantages of Having a Utility Billing Software

18/12/18 02:01 PM By Nico - Comment(s)
The Advantages of Having a Utility Billing Software

Nowadays some of the small, medium and large-scale enterprises have already signed on to the latest automated billing programs - with some choosing to automate their billing functions for the first time, while others opt to upgrade their systems.

Utilities want to operate more efficiently, especially...

Enterprise Outlook, Exchange, and Office 365 integrations for SuiteCRM

11/12/18 03:39 PM By Nico - Comment(s)
Enterprise Outlook, Exchange, and Office 365 integrations for SuiteCRM

Implicit Inc. specializes in Outlook integrations and, quite frankly, they are really good at it. The newest member of their family of products is the recently launched Outlook Plugin for iOS, Android & OWA. This release coincides with major new releases of their other three fantastic products b...

Bring in EventBrite attendees for timely follow-up marketing

11/12/18 03:23 PM By Nico - Comment(s)
Bring in EventBrite attendees for timely follow-up marketing

Conferences, meet-ups, etc can be a powerful marketing tool, but it takes more than just showing up to get a full return on investment. By using EventBrite for your events and syncing it to SuiteCRM you can better market to your attendees in a timely manner and get more out of these opportunities.

Hi...

How Misaligned Integrations Hurt Customer Experience – ZohoCX

27/11/18 09:28 AM By Nico - Comment(s)
How Misaligned Integrations Hurt Customer Experience – ZohoCX

Today, technology is cheap and accessible, and starting a business has never been easier–which is good, of course. But, this also led to a crowded, competitive market, where every brand advertises the same features, prices, and services as the others. How can your business create an identity that hi...

Hold real time meetings from Zoho CRM with the new Zoho Meeting integration

20/11/18 01:22 PM By Nico - Comment(s)
Hold real time meetings from Zoho CRM with the new Zoho Meeting integration

Developing effective sales pitches and closing deals require clear communication with your leads, contacts, and team. However, switching between your CRM and third-party apps to make phone calls and conduct meetings can get tiresome. The new Zoho Meeting integration lets you conduct online meetings ...

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