Merge EBSuite data into a .PDF - Story From: The Suite Advantage
Merge EBSuite data into a PDF form [...]
Categories: EBSuite, Tips Tags: CRM, CRM Software, EBSuite
Google Plus Pages: The Why & What for Small Business - Story From: The Official Infusionsoft Blog
Many business owners are curious if Google Plus is worth the time, “I’m already feeling maxed with Twitter and Facebook I don’t think I have time for another social network” they say. Can it really make a dent in the social media landscape for businesses? These questions from businesses of all shapes and sizes are [...]
Categories: Email Marketing, Infusionsoft, Tips, small business, social media Tags: Infusionsoft CRM
Risks of Financing A Small Business on Credit Cards - Story From: The Official Infusionsoft Blog
Financing a new business can require some careful planning and creative thinking, and the choices you make at this stage are likely to have major financial implications down the road. With banks approving fewer loans to small businesses, many entrepreneurs are turning to small business credit cards to help fund their growing businesses. Whipping out [...]
Categories: Email Marketing, Infusionsoft, Tips, small business Tags: Infusionsoft CRM
Finding Hidden Treasures in the Help Center - Story From: The Official Infusionsoft Blog
You’ve probably heard the commercials telling you to gather all your gold jewelry (you know, the stuff you keep in the bottom of your sock drawer) and sell it to 1-800-Gold-Mongers, gold-is-so-fun-to-sell.com or the corner ‘We’ll Buy Gold and/or Used Lawn Equipment’ convenience store. But this post isn’t about gold…it’s about another hidden treasure. You [...]
Categories: Customer Service, Email Marketing, Infusionsoft, Strategy, Tips, small business Tags: Infusionsoft CRM
7 Email Marketing Campaigns to Generate More Leads - Story From: The Official Infusionsoft Blog
Many businesses have an email newsletter, but we hear they often want to do more. To help you get started with segmented email marketing campaigns, here are seven email marketing campaigns you can do right now to attract and capture more leads, which will turn into more sales. As a marketer, it’s your job to [...]
Categories: Email Marketing, Infusionsoft, Marketing, Tips, lead generation, small business Tags: Infusionsoft CRM
25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog
Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and pleasing their recipients, and they are curious about how they can improve the response rates of their email campaigns. With these 25 email tips, you [...]
Categories: Email Marketing, Infusionsoft, Tips, email marketing 2.0, small business Tags: Infusionsoft CRM
SugarCRM Useful Tip – Summary View - Story From: CRM Outsiders
Have you ever wanted to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc. without having to click into each call, email, meeting? Go to the relevant record and at the top of the History panel you will find [...]
Categories: CRM, On-Demand CRM, Social CRM, SugarCRM, Tips Tags: CRM Reviews, SugarCRM
For Outlook and Google Calendar users: send meeting vCal with calendar invitation - Story From: The Suite Advantage
In EBSuite, when you create an appointment and invite an attendee, he/she will receive an appointment invitation email. The content of the email can be configured at
Account -> Setup -> Email Templates -> Appointment -> Appointment Invitation
In the bottom of the page, you will see a checkbox: Send MS Outlook Meeting vCal
If checked, the email invitation [...]
Form Builder: Submit To a Second Database? - Story From: The Suite Advantage
A customer recently asks:
“Can I do this: A webform from the EBSuite CRM is placed in a website, a visitor fills out the webform information, and when it is submitted, that information populates into the EBSuite CRM database, as well an additional database that only compiles the data for backup, reports, etc.”.
When you use Tools -> [...]
Personalized Emails Earn Huge Results - Story From: The Official Infusionsoft Blog
Last month, Scott Martineau introduced the Perfect Customer Lifecycle marketing framework. I’m excited to be working with the marketing department to develop a fantastic new report that will give you an overview of the Perfect Customer Lifecycle’s seven steps and how they can help dramatically improve your marketing approach, and thus your sales. As I [...]
Categories: Email Marketing, Infusionsoft, Tips Tags: Infusionsoft CRM
Dig into Multi-Channel Marketing with Voice Broadcasts - Story From: The Official Infusionsoft Blog
Multi-channel marketing is awesome because it works. It’s what separates the men from the boys when it comes to marketing automation. With Infusionsoft, one of the many channels you can use in your marketing is the voice broadcast. Adding phone calls is another way to personalize communications with customers and prospects that complements email, the [...]
Categories: Email Marketing, Infusionsoft, Marketing, Tips, features, small business Tags: Infusionsoft CRM
Optimizing Performance for CRM Online 2011 - Story From: Microsoft Dynamics CRM Online Team Blog
CRM 2011 Online was released January 17th, 2011. The new release delivers a number of new features and has changed the way much of the application data is displayed. In some cases, the new user interface customization capabilities can lead to an increase in the time it takes to load screens while the data is retrieved from the system.
Microsoft continues to listen to our customers and partners and we are committed to deliver the the best in performance and experience with our products. As a result of the feedback we’ve heard and other internal testing we’ve done, we recenty deployed the first Update Release for CRM 2011 Online which resulted in faster data load into the user interface and faster overall performance.
Internet Connectivity Bandwidth and Latency
Depending on how you configure CRM Online 2011, the application may need to make a number of round trips to the server to retrieve forms and data. This can have a real effect on performance especially when you consider the internet connectivity for a user or location. Even a high bandwidth connection can appear slow if the connection has a high degree of latency. Satellite links are an excellent example of this. A typical broadband Internet connection has latency of less than 100 ms, and 25 ms is desirable. A satellite Internet connection normally suffers from latency above 500 ms. When you have a lot of latency in your connections, you rarely “fill the pipe” with the amount of data it could theoretically handle. We have designed CRM Online to work best on networks with latency under 150 ms. There are a number of simple tools out there to measure bandwidth and latency. A common tool used is the ping command, but pinging the URLs used for CRM Online 2011 will not respond because we have disabled this for security reasons. You may also want to consider Visual Round Trip Analyzer , Fiddler, and httpwatch as alternative tools to measure network latency.
Internet Browser
The latest Internet Explorer 9 is available from Microsoft. With the enhancements to the browser, the performance can be enhanced when using CRM 2011 with this browser. IE 9 is not a requirement to run CRM 2011 however. It is recommended to run the “Fix It” after install, for more details: http://support.microsoft.com/kb/282402
System Customization and Design
1. Consider your use of Javascript. A few lines of Javascript can greatly enhance the user experience by automatically updating data as a form loads or as data is changed. This can also cause a performance issue if there is a lot of javascript code running on a form. If you are using any jscript on your forms, make sure that code is optimized. It really can affect form load times, for example. There are a few good posts about this at http://blogs.msdn.com/b/jscript/archive/tags/javascript+performance+ie/default.aspx.
Note: To test if Javascript is an issue with performance, we recommend removing all Javascript from a form to test the performance with and without Javascript to determine the extent to which the javascript customization may be affecting things.
2. Consider your use of iFrames. More iFrames on a form will result in slightly longer form load times. If your iFrame is not on the form’s primary tab, use onClick Jscript for the tab on which the iFrame resides. This way the iFrame isn’t loading every time a record is opened, only when a user clicks that tab.
3. Consider the number of Sub-Grids added to the form. Each sub-grids used in a form is querying the CRM Online system in the background for a set of data to load into the grid. While the query executes in the background, each sub-grid control adds more HTML to the page and will take slightly longer to load as a result. With the recent update sub-grids are now loaded asychronously for better performance, however still keep in mind the more you have can still effect load time.
4. Consider using Role Based forms, CRM 2011 allows personal forms to display fields necessary pertaining to a user’s security role. This will auto hide certain fields that may not be necessary for all users.
5. Consider adjusting security roles to only allow users the functionality they need for specific records. The ribbon will update displaying the allowed functionality for the user for the specific records they are currently viewing. The less options displayed, may allow the ribbon to load faster.
6. Remove extraneous fields. Configure the form to only display fields needed for that record.
7. Check your machine. Be sure that your computer is suitable meeting the system requirements for CRM 2011. Note that the system requirements are minimal requirements needed to run CRM 2011 successfully (CRM 2011 Implementation Guide). However, increasing performance of a user’s machine based on hardware specs can increase performance as well.
Optimizing and Maintaining Client Performance for Microsoft Dynamics CRM 2011 White Paper
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=37c5488f-e09d-4adf-8033-eae6137c1c89
Optimizing Performance in CRM Online Blog
http://blogs.msdn.com/b/dynamicscrmonline/archive/2010/05/24/optimizing-performance-in-crm-online.aspx (this has been directed towards CRM 4.0, however many of the tips are related to the latest release CRM 2011).
CRM Online Update Release 1 Information
http://support.microsoft.com/default.aspx?kbid=2466084
Categories: Tips, microsoft dynamics crm Tags: CRM, dynamics, Microsoft Dynamics, microsoft dynamics crm
Create the Perfect Customer Lifecycle for Your Business
Unfortunately, most entrepreneurs don’t come out of the womb knowing how to build an effective marketing plan. It’s something I and my team see every day when working with small business owners. I have a hunch why, and I’d like to offer a simple solution to improve your marketing this year. It’s the Perfect Customer [...]
Categories: Email Marketing, Infusionsoft, Marketing, Marketing and Sales Strategies, Strategy, Tips Tags: Infusionsoft CRM
Evernote – The Salesforce Admin and Developer’s Other Brain - Story From: CRMFYI
Being a great Salesforce.com administrator or developer doesn't take having all the answers, but rather having access to the answers. Our brains can only handle so much before they need help from the outside. That's where Evernote comes in. Learn how Evernote will make you a better administrator or developer. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Tips, Tools, productivity Tags: AppExchange, Chatter, Dreamforce
FAQ: All About KB articles. - Story From: The Suite Advantage
Expand All Collapse All What is a Knowledge A Knowledge ( also referred as KnowledgeBase, Solution, KB Article, or just KB ), is a detailed description of A) a resolution to a Case, or B) an explanation of a business product/issue, or C) an answer to a frequently asked question. [...]Three rules of campaign email [From Address]. - Story From: The Suite Advantage
A customer recently asks: “we are having some issues with sending out a campaign and the email address which it comes from… I want to send a campaign from an email which is entirely separate. ”
After reviewing our logic, here are the three rules of how EBSuite determine which [email from address] to use when sending out [...]
Don’t Get Burned by the CRM “Buy Now” Button - Story From: Commence CRM Blog
As a leading CRM software provider I can appreciate the competitive nature of the industry and how hungry for business all CRM vendors are. But I continue to see something on many of the CRM vendor’s sites that I find disturbing, and that is the “Buy Now” button. The reason I feel this way and [...]
Categories: CEO Corner, CRM Best Practices, Commence News, Tips, process management, sales force automation Tags: Commence CRM
Marketing Monday: Permission Expires in 3, 2, 1… - Story From: The Official Infusionsoft Blog
A great question came in last week from Mario. He quoted some email marketing advice we give in our Internet Marketing Guidebook. Question: From an excerpt found in the Internet Marketing Guidebook: Old email lists (namely those that are older than 6 months) are full of people who used to be interested in your stuff, but may have [...]
Categories: Email Marketing, Entrepreneur, Infusionsoft, Marketing and Sales Strategies, Tips, small business Tags: Infusionsoft CRM
How to Handle Negative Reviews - Story From: The Official Infusionsoft Blog
Many businesses will eventually realize that their online reputation is at stake when a disgruntled customer takes their complaints to the web. Choosing the best response for your critics is just as important as listening to them. I want to share a few examples that you can use to deflect criticism made against your business. [...]
Categories: Customer Service, Email Marketing, Infusionsoft, Tips, help, small business, social media Tags: Infusionsoft CRM
Scheduling email for a later date - Story From: The Suite Advantage
A customer recently asked: In opportunity management, how do I schedule an email to be sent out on a later date? Or more specifically, send out an email X days before the Opportunity close date?
There are two ways to do this:
Manually schedule an email for a later date:
In Organization, Contact, and Opportunity detail page, you [...]
