Best Practices to Maintain CRM Data Confidentiality

Posted by on May 10, 2019
CRM software is the foundation for any streamlined business process. Yes, it takes some time to establish any thorough business process, be it with or without CRM. But having a CRM sure is an added advantage. A CRM system which is capable to handle and organize a huge amount of customer data helps your business to carry out necessary activities on a daily base. And let’s admit that we spend thousands of dollars and time to develop/buy a CRM system with expectations of getting high ROI and fruitful results.

Send and Receive SMS With Twilio SMS Extension

Posted by on May 7, 2019
Leveraging the very popular Twilio telephony platform, Twilio SMS Extension brings SMS capabilities to SuiteCRM. Send, log, and receive SMS messages from various records using one-off conversations for a specific record, to multiple recipients on a list view, or automatically within your Workflows.

TechVibrant Theme for SuiteCRM

Posted by on May 2, 2019
Looking to change things up? TechEsperto Solutions has just released a brand new theme for SuiteCRM. Read on to learn more.

Define and Execute Your Service Level Agreements With Ease

Posted by on April 29, 2019
Make missing your Service Level Agreements (SLAs) a thing of the past with this new add-on. Based on your needs, assign SLAs to various modules and records such as case tickets, defined by your parameters. Create alerts, escalations, and even multi-level escalations if records do not move along in certain time frames. With these abilities and more you can be sure that every record is dealt with in a timely manner.

Immediately See All Activity on a Record With the New History Time Line View

Posted by on April 10, 2019
It is challenging to go to an opportunity or a lead and see what activity recently happened and in what order. For example, was an email sent last or was a call just scheduled? It is hard to determine at first look. You have to go through each subpanel and figure it out yourself. All of that hassle is solved with the new History Time Line View. You can see all of that information immediately. Saves time and gets you important information right away.