Mississauga Digital Agency Blog

A Guide To Implementing CASL In Your CRM With the economy cooling and people looking for new ways to generate business, I’m getting a lot of inquiries from clients wanting to send out emails to a list of people they either got from a directory or some other source. Sending business emails out to people you don’t know or haven’t consented is the very definition of spam. Not only can this affect your domain name by getting black listed on various spam directories, but in Canada, it can also be illegal with huge fines (millions $$$) for non compliance. If…

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SuiteCRM

How to Integrate SuiteCRM and Gravity Forms

Easily Integrate SuiteCRM and Gravity Forms I came across a great plugin the other day while trying to integrate SuiteCRM and Gravity Forms for a client. The normal SuiteCRM Web to Lead form is great for simple lead capture. However, if you want something a little more advanced or custom, you’ll need something different. Gravity Forms is a great contact form builder for WordPress that’s been around for years. While there’s a bit of a learning curve with it, it does the job very well and has many add on features, including using invisible Google Recaptcha to prevent spam from…

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Adwords, Best Practice, SEO

Google Analytics is Being Retired

Google Analytics (Universal Analytics) is coming to an end. Google has just announced that as of July 1st, 2023, it will stop working (won’t receive any more data from your website). This is unfortunate because it had a lot to offer over its replacement – GA4. Previously, I had been advising clients to stick with Google Analytics as long as possible. However, with the imminent shutdown of Google Analytics, I’m now advising clients to switch to GA4 as soon as possible. The reason being that if you switch to GA as soon as possible you will be able to have…

suitecrm mail follow up calls automation

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Marketing Automation, SuiteCRM

SuiteCRM Create Follow Up Calls from Campaigns via Workflow

A common request I get from clients is to create follow up calls from either an email campaign or regular snail mail mailing campaign. This can be done fairly easily in SuiteCRM and save time on coordinating and tracking follow up calls. However, the sales manager in me says “Why are you calling to follow up on a mailing?”. How does this call go… “I sent you something, did you get it?”. Not only do you spend a substantial amount of time trying to get a hold of the person, for what is the purpose? What if they say no,…

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email Marketing, SuiteCRM

SuiteCRM Email Marketing Deep Dive

SuiteCRM Email Marketing Overview SuiteCRM email marketing offers many different options and features for sending and managing email campaigns. They are fairly well documented individually in the SuiteCRM documentation. However, they are not all together in one comprehensive document that a marketer can use to plan a SuiteCRM email marking campaign. Since SuiteCRM is such a large software package with many facets, it’s often hard to see the big picture and all the relevant details on a specific feature like email marketing in a way that an email marketer would want to see it. The purpose of this blog article…

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Best Practice, SEO

Free Recruiting Opportunities for Trucking Companies

Many trucking companies are missing out on free recruiting opportunities. Finding and recruiting drivers is a key strategic direction for any trucking company right now and for the foreseeable future. Google is one of first places many people go to find a job, or anything else for that matter. I see many companies have job postings on their website as well. However, unless they are properly formatted so Google can “read” them, your jobs won’t have a prominent position on Google Search. What is Google Job Search According to Google, “Google brings together job postings from across…

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Best Practice, Leadership & Success, Sales Management, SuiteCRM

SuiteCRM Activity Management – Best Practices

Many sales managers often implement Activity Management in SuiteCRM. Can SuiteCRM do it? Yes. However, in my experience, this is not a good idea for a number of reasons. I can also offer some alternatives to Activity Management that drive sales rather than activity. Does Activity Drive Sales? In my experience with over 20 years of selling and sales management, no it does not (and trust me I’ve learned this the hard way!). I’m not immune from having pushed sales activity as a remedy to grow sales. I learned quickly activity alone does not drive sales. The right kind of…

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Best Practice, Marketing Automation, Mautic, SuiteCRM

DRIP Campaigns with Mautic & SuiteCRM

I get clients asking all the time about building DRIP type campaigns in SuiteCRM. While SuiteCRM is great for certain types of email marketing, DRIP campaigns are not one of them. I usually recommend Mautic, which synchs contacts pretty seamlessly with SuiteCRM as a great marketing platform to achieve DRIP campaigns with SuiteCRM. What is a DRIP Campaign The key to a drip campaign is that it sends a timed series of emails at a relative date to when the person was added to the campaign. SuiteCRM is great at sending campaigns to a campaign list on a specific date. …

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SuiteCRM

SuiteCRM Lead Follow Up Calls Workflow – Tutorial

In this tutorial we’ll walk through how to setup a basic workflow in SuiteCRM and automate scheduling a follow up call for new leads. This is a real time saver and prevents leads from falling through the cracks. Every new lead gets a follow up call! Plus, you won’t forget, the call is added to your dashboard. Watch the Video for a Complete SuiteCRM Walkthrough Tutorial SuiteCRM Workflow Tutorial Configuration Summary: If you need help setting up this workflow or others, I do this for a living. Please reach out to me. I provide SuiteCRM Consulting…

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Best Practice, Website Security

How to Get Your WordPress Website Hacked: Guaranteed!

I help clients with hacked WordPress Websites all the time. I hear clients that have their WordPress website hacked frequently say that WordPress is so insecure and they got hacked and blame WordPress. However, in 8 years I’ve yet to have a properly maintained website that I manage get hacked. I have a service to clean hacked WordPress websites for clients (not my support clients). Here are a few common denominators that I see every time that lead to their site getting hacked. Themes and Plugins Not Updated Regularly WordPress uses external Plugins and themes to provide for functionality and…

Best Practice, email Marketing, Marketing Automation, SuiteCRM

How to Implement CASL in your CRM

SuiteCRM

How to Integrate SuiteCRM and Gravity Forms

Adwords, Best Practice, SEO

Google Analytics is Being Retired

Marketing Automation, SuiteCRM

SuiteCRM Create Follow Up Calls from Campaigns via Workflow

email Marketing, SuiteCRM

SuiteCRM Email Marketing Deep Dive

Best Practice, SEO

Free Recruiting Opportunities for Trucking Companies

Best Practice, Leadership & Success, Sales Management, SuiteCRM

SuiteCRM Activity Management – Best Practices

Best Practice, Marketing Automation, Mautic, SuiteCRM

DRIP Campaigns with Mautic & SuiteCRM

SuiteCRM

SuiteCRM Lead Follow Up Calls Workflow – Tutorial

Best Practice, Website Security

How to Get Your WordPress Website Hacked: Guaranteed!

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Mississauga Digital Agency Blog

Best Practice, email Marketing, Marketing Automation, SuiteCRM

Adwords, Best Practice, SEO

Marketing Automation, SuiteCRM

email Marketing, SuiteCRM

Best Practice, SEO

Best Practice, Leadership & Success, Sales Management, SuiteCRM

Best Practice, Marketing Automation, Mautic, SuiteCRM

Best Practice, Website Security

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