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…
Read MoreMarketing 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,…
Read Moreemail 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…
Read MoreBest 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…
Read MoreBest 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 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…
Read MoreMarketing Automation, SuiteCRM, Uncategorized
30 Time Saving SuiteCRM Workflow Automation Ideas
SuiteCRM Workflow automation is the real power of a CRM. Automating your workflow and follow up ensures consistency and reduces workload. So many clients see a CRM as a database. It definitely is a database, but if you’re only using a CRM store information you’re missing out on the real power of a CRM. I’ve put together a list of 30 Time Saving SuiteCRM Workflow Automation ideas that will help you leverage the power of a CRM, reduce costs, improve close rates and ensure consistency in your processes. Introductory Email After you add a lead to SuiteCRM automatically send an…
Read MoreMarketing Automation, Mautic, SuiteCRM
SuiteCRM Web Activities Integration with Mautic
SuiteCRM Web Activities Integration with Mautic should work out of the box, but you keep getting the error: mautic.ERROR: INTEGRATION ERROR: Sugarcrm – Module Does Not Exist mtc_WebActivities set_entries POST [] [] I think what’s going on here is that this module probably existed in SugarCRM CE at one point and did not end up in SuiteCRM. So the solution is pretty simple, you need to create a module for it. This article is going to be a quick tutorial on how to create the module and get it work in SuiteCRM. Pre-requisites This is not a beginners tutorial. I’m…
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How to Integrate SuiteCRM and Contact Form 7
Easily Integrate SuiteCRM and Contact Form 7 I came across a great plugin the other day while trying to integrate SuiteCRM and Contact Form 7 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. Contact Form 7 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. Here’s how to integrate Contact Form 7 with SuiteCRM. Step 1: Install the Plugins….
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How to Save $40,000 in CRM Fees
CRM Software can be expensive. Many commercial CRM’s bill by the user and have large add on fees for additional features. I helped my client save $40,000 in fees to their CRM software provider by migrating their CRM from Salesforce to a free Open Source CRM called SuiteCRM. Background My client has about a dozen or so users, plus they use quite a number of custom fields and workflows. The problem is that every time they wanted an additional field added it bumped them to a higher cost tier. Their monthly fees grew to the point of $40,000 per year!…
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