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SuiteCRM 8 Quote Follow Up Automation
Read more: SuiteCRM 8 Quote Follow Up AutomationSetting up workflows in SuiteCRM 8 is easy if you know how. Plus they save so much time and make sure nothing falls through the cracks. This is complete walk-through tutorial on how to create your own quote follow up automation in SuiteCRM 8 using the workflow module. Below is the workflow we are going…
How to Install SuiteCRM 8 Walkthrough Tutorial
Read more: How to Install SuiteCRM 8 Walkthrough TutorialRecommended Hosting Environment for SuiteCRM 8 I have the best luck installing SuiteCRM 8 on a WHM/Cpanel hosting environment. I have installed it on shared hosting environments with decent results, but really recommend installing it on a VPS host. Prerequisites Some things not covered in this tutorial, but should be done before proceeding with this…
WordPress Twenty Twenty Two Block Theme Project
Read more: WordPress Twenty Twenty Two Block Theme ProjectWith the release of Twenty Twenty Two theme, I challenged myself to build a 100% block theme for my website. If you’ve built a website even a year or two ago, it’s time to realize that Twenty Twenty Two has changed the game. It’s very difficult to get a site built with a page builder…
How to Implement CASL in Your CRM
Read more: How to Implement CASL in Your CRMA 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…
How to Integrate SuiteCRM and Gravity Forms
Read more: How to Integrate SuiteCRM and Gravity FormsEasily 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…
Google Analytics is Being Retired
Read more: Google Analytics is Being RetiredGoogle 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…
SuiteCRM Create Follow Up Calls from Campaigns via Workflow
Read more: SuiteCRM Create Follow Up Calls from Campaigns via WorkflowA 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…
SuiteCRM Email Marketing Deep Dive
Read more: SuiteCRM Email Marketing Deep DiveSuiteCRM 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…
Free Recruiting Opportunities for Trucking Companies
Read more: Free Recruiting Opportunities for Trucking CompaniesMany 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…
SuiteCRM Activity Management – Best Practices
Read more: SuiteCRM Activity Management – Best PracticesMany 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…
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