With Christmas almost upon us it’s more important than ever to be on top of things. December presents a number of organisational challenges. There keeping tracking of who you need to buy presents for, dinners to plan, family to visit and so on. A calendar can only do so much. It’s inevitable that the number 25 with that bit red circle around it will come around and when it does, will you be ready. Yes, you will and here’s how to save your sanity and your money when giving gifts.
It’s here! After months of writing I am extremely happy to announce that Wunderbook: Life Organized with Wunderkit is now available!
When Wunderkit was launched at the beginning of 2012 I noticed there was a lot of confusion about how to use it and when. I put this down to the fact that people were expecting Wunderkit to be “Wunderlist 2.0″. Wunderkit is actually a very different tool and when used correctly, it will definitely help you organise all areas of your life!
Previously, upgrades for SugarCRM were relatively small in size. However, with the pace at which the industry is evolving, the changes being made to the application to streamline processes, provide the best possible user experience and knowing how users actually interact with application have made the size of the upgrade file and time it takes to process much longer (but still not unbearable).
If you’re managing a SugarCRM system on your own (the system is being hosted by Sugar or by a hosting partner), then you may run into problems when upgrading such as configuration issues – it may just seem like nothing is happening at all during the upgrade.
We’ll now look at what happens if the default installation of Sugar has trouble being upgraded. This is particularly the case when using HostMonster, or any other hosting provider (apart from Sugar themselves, or a SugarCRM hosting partner).
In my years working for the SugarCRM Partner, InsightfulCRM, I continually got the impression that customers and prospects were in the market for a Customer Relationship Management (CRM) system because they’d heard the term CRM thrown around and believed a CRM system would help their business. Also, people believed that CRM was a piece of software that was managed by IT and was a burden to use. This is not the case.
What is CRM?
CRM is best understood by looking at the full expanded version of the term. Customer Relationship Management. As a business, we care about customers, prospects and partners, so let’s remove the term ‘Customer’. CRM now becomes simply Relationship Management. Nowhere do we mention “software”, “system” or even “technology”. Relationship Management is about effectively engaging, and tracking the relationships you have with you customers, prospects and partners. What does this mean? In it’s most basic form, you do not need technology to perform effective Relationship Management. Sure, there is technology around that helps make it a bit easier to keep track of and manage these people, but such technology is not essential.
Do ERM, not CRM
Effective Relationship Management (hmm… ERM…. that’s got a nice ring to it) is the way in which an individual tracks and manages their relationships. This can easily translate beyond the realm of business and into our personal lives. And it already has! Your email, address book, social media such as facebook and LinkedIn, are all different methods of ERM. While these systems are indeed technology, I want to stress three points:
- None of them are labelled as a “CRM system”
- They each serve a separate and unique purpose, but we all use more than one
- We would be able to perform ERM without them!