A Better Way to Manage and Maintain Your Target Lists

Posted by on July 11, 2019
Target Lists are a critical necessity for many businesses. They hold your most important customers, leads, and prospects. But it can be painful to manage those lists and often they end up out-of-date and missing key data. With Target List Wizard you can reduce and even eliminate those mistakes along with the time consuming management process. By utilizing reports and workflows you can keep your lists up-to-date automatically, resulting in more effective campaigns.

Give Your Team a Complete View of All WooCommerce Customers and Orders

Posted by on July 10, 2019
Run a store? Use WooCommerce for it? Pull all of your products, customers, and orders into SuiteCRM so that your team has a complete view. With the ability to send quotes for your products directly from your CRM there are some really cool possibilities for additional automation based on your unique business needs.

In-App Notifications for CRM Record Assignments

Posted by on July 7, 2019
Need to make sure that folks know whenever a record has been assigned to them? Notify them within SuiteCRM with MTS Notification. It will add an unread notification alert in the menu bar along with a message of what was assigned to them.

Step into the Future of Operations with SuiteCRM Mobile App

Posted by on July 3, 2019
Imagine you are visiting a client in LA. Would you rather carry bulky paper presentations or rather just have online PowerPoint presentations which you can access from anywhere? It is the same with customer data. You don’t have to stick to your computer to be able to understand your customers. There are mobile CRM apps which give you the flexibility to work from anywhere.

Use DocuSign For Signing Contracts, NDAs, Agreements

Posted by on July 3, 2019
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SuiteCRM and map fields between your docs and SuiteCRM fields.