Mastering the SuiteCRM Dashboard: A Guide for Sales Efficiency
Read more: Mastering the SuiteCRM Dashboard: A Guide for Sales EfficiencyThe dashboard is your central hub for managing daily tasks, tracking progress, and staying organized. Whether you’re a sales rep or manager, knowing how to customize it to fit your workflow can significantly enhance your productivity. Why the Dashboard Matters The SuiteCRM dashboard is designed to adapt to your specific needs. Unlike other platforms, SuiteCRM…
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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