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We’re hiring!

DataSync is hiring a full time CRM developer to help us deliver great solution to customers around the world. Here’s a quick excerpt from our job description:

DataSync is looking for an intelligent and flexible SugarCRM Developer to become part of our CRM Professional Services team. You will play a contributing role in development and delivery of CRM solutions for our clients. A suitable candidate for this position will be highly motivated and driven, have solid, web application and database management skills. The candidate must possess exceptional communication skills and bring a high level of energy and passion to the job.

Go to our Careers page for more information and how to apply!

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What we’ve learned about Quickbooks integration for SugarCRM.

Over the past year, we’ve spent a lot of time building an arsenal of solutions for integrating SugarCRM with Quickbooks. We’ve learned a few things in the process.

  1. You’re unique! – Each organization that purchases our products has unique processes for transitioning from sales to billing. That means each time we set up a solution we as a few questions upfront about your processes before recommending a product. We currently offer 3 distinct Quickbooks integration products, each configured differently to accomodate unique business processes.

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Enabling SugarCRM Automatic Email Archiving

SugarCRM released a great new feature in 6.3 – automatic email archiving! The new feature is also referred to as “snip”. Here’s how it works.

  1. Your SugarCRM install is linked to SugarCRM On-Demand, and a new email address is created for doing archiving (for example 29481901@datasyncorp.com). You’ll need to contact Sugar or DataSync to get this set up.
  2. Blind carbon copy (BCC) this address when you send emails to customers.
  3. All messages that you BCC will be linked to the contact in SugarCRM. Sugar will look like this:

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What’s new in SugarCRM 6.3? Top 5 most useful upgrades.

SugarCRM 6.3 is generally available (GA) and we’ve begun upgrading our customers. Overall, it’s a solid release with some useful new features. We’ve talked to Sugar developers, performed our own testing, and scoured Sugar blogs for the juicy details. Here are the most important new features in SugarCRM 6.3:

  1. Faster performance. In version 6, Sugar released a really nice looking user interface. The down side is it was slower, in some cases a lot slower. SugarCRM 6.3 improves performance, sometimes a lot. We’re still running our benchmarks on this, but early results are very promising on speed improvements.

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CRM Best Practices: Questions to ask before buying CRM software.

The conversation usually starts out as “we need better software to manage our operation.” Then the ominous process starts, usually with a google search for a new software package, usually industry specific, that will magically improve your processes and improve efficiency.

The problem is that this rarely happens. In fact, in my line of work involving Customer Relationship Management (CRM) software, between 50% and 80% of installations fail to meet business objectives. After over two decades of use in business organizations, this is a stunningly high number.

What causes failure, how to prevent it.

The number one reason software fails to produce the desired result is that businesses fail to understand their processes and determine if these processes can be mapped to software. Software is actually very inflexible, even the most robust modern software. That means once you set and automate a process, it takes a lot of effort to change it. Organizations that are used to inventing and modifying processes on the fly generally find automating them difficult or impossible.

It takes a disciplined management approach to successfully use software to improve efficiency. Many find process definition to be a dull and less interesting endeavor. However in today’s business environment, streamlining operations is becoming a requirement for staying competitive.

Here are a few questions to ask before selecting software to improve efficiency:

  • What is the goal this process is accomplishing?

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Top 10 Mistakes That Will Kill Your CRM Implementation

Studies have shown that about half of all CRM implementations fail. They fail for a lot of reasons, many of them unrelated to software. At DataSync we’ve helped save a number of nearly-failed implementations, and we have noticed some consistency of why they fail. Here is the list:

10. “It has to be perfect”

This is the “if you don’t do it right, don’t do it at all” belief system. With this viewpoint, the CRM person believes that the CRM must perfectly fit existing or new business processes. The result is becomes a massive overly complicated implementation that is extremely expensive. By the time it’s all done, the business environment has changed and the massive investment is wasted. Lesson: Value does not mean perfection. Make sure the CRM implementation delivers value early and often, and let perfection happen as it may.

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Tip: Using SugarCRM Report Filters

Filters enable you to specify the information that you want to view in a report.

To view records assigned to a specific user, you can run a report using the “User Name” field. To create one report for multiple users, you can use a dynamic filter called “Current User”. The Current User is any user who is currently logged in and running the report. The Current User filter enables you to create one report for multiple users. For example, you can create one report on all opportunities assigned to the Current User. When a member of your team runs this report, the report results automatically reflect the member’s assigned opportunities because the Current User is the user who is running the report.

When you save a report, Sugar saves the report definition, which includes the filters that you set. Only the assigned user or a member of the assigned team has the permission to change the report definition. If the report definition is modified, the system displays an alert when you try to run the report.

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