SuiteCRM Nextcloud Integration
Read moreGetting the SuiteCRM and Nextcloud integration to work together can be challenging. I spent a whole weekend trying to get it to work. So, thought I’d share and add the procedure I went through to get the SuiteCRM and Nextcloud integration to work. This only works for SuiteCRM version 7. Version 8 is not compatible […]
SuiteCRM 8 Quote Follow Up Automation
Read moreSetting 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 moreRecommended 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 […]
How to Integrate SuiteCRM and Gravity Forms
Read moreEasily 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 […]
SuiteCRM Create Follow Up Calls from Campaigns via Workflow
Read moreA 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 moreSuiteCRM 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 […]
SuiteCRM Activity Management – Best Practices
Read moreMany 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 […]
DRIP Campaigns with Mautic & SuiteCRM
Read moreI 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 […]
SuiteCRM Lead Follow Up Calls Workflow – Tutorial
Read moreIn 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 […]
30 Time Saving SuiteCRM Workflow Automation Ideas
Read moreSuiteCRM 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 […]
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