Category: SuiteCRM

  • SuiteCRM 8 Quote Follow Up Automation

    SuiteCRM 8 Quote Follow Up Automation

    Setting 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 […]

    Read more
  • How to Install SuiteCRM 8 Walkthrough Tutorial

    How to Install SuiteCRM 8 Walkthrough Tutorial

    Recommended 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 […]

    Read more
  • How to Integrate SuiteCRM and Gravity Forms

    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 […]

    Read more
  • SuiteCRM Create Follow Up Calls from Campaigns via Workflow

    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 […]

    Read more
  • SuiteCRM Email Marketing Deep Dive

    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 […]

    Read more
  • SuiteCRM Activity Management – Best Practices

    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 […]

    Read more
  • DRIP Campaigns with 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 […]

    Read more
  • SuiteCRM Lead Follow Up Calls Workflow – Tutorial

    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 […]

    Read more
  • 30 Time Saving SuiteCRM Workflow Automation Ideas

    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 […]

    Read more
  • SuiteCRM Web Activities Integration with Mautic

    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 […]

    Read more