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WordPress Twenty Twenty Two Block Theme Project
With 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…
October 5, 2022
Read more: WordPress Twenty Twenty Two Block Theme Project
How to Implement CASL in Your CRM
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…
October 5, 2022
Read more: How to Implement CASL in Your CRM
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…
June 9, 2022
Read more: How to Integrate SuiteCRM and Gravity Forms
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…
June 6, 2022
Read more: Google Analytics is Being Retired
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…
May 12, 2022
Read more: SuiteCRM Create Follow Up Calls from Campaigns via Workflow
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…
April 28, 2022
Read more: SuiteCRM Email Marketing Deep Dive
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…
March 30, 2022
Read more: Free Recruiting Opportunities for Trucking Companies
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…
March 24, 2022
Read more: SuiteCRM Activity Management – Best Practices
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…
March 9, 2022
Read more: DRIP Campaigns with Mautic & 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…
October 5, 2021
Read more: SuiteCRM Lead Follow Up Calls Workflow – Tutorial