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Getting the most out of your CRM

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This post written and contributed by, Bill Harrison, President of Epicom, a Rackspace Cloud customer.

Epicom builds and supports high-performance web-based Customer Relationship Management (CRM) systems and through our partnership with the Rackspace Cloud, we also host CRM systems for a wide variety of industries.

Although we’ve worked with lots of CRM systems over the years, we love SugarCRM because of its flexibility, ease of use, and value.  Epicom has been a SugarCRM partner since 2006 and last year we stepped-up to Sugar’s elite Gold Partner status.

Incorporating the use of a CRM system into the daily routine of your company is the key to realizing the value of CRM.  Great system design is critical so that user’s can get their jobs done with minimal effort.  Training is also high on the list of critical success factors.  Epicom offers a wide variety of SugarCRM training programs designed to get you up and running quickly.

Here are a few quick and easy tips for CRM success:

  • CUSTOMIZE. Modern CRM systems like SugarCRM are easy to customize using simple drag-and-drop features.  Screens can be reorganized, custom fields added and workflow automation rules constructed all without the need of a programmer.  Individuals can tailor reports and dashboards to their individual needs, making their CRM experience more personalized and efficient.  Take advantage of these features to increase system value and user acceptance.
  • ORGANIZE. Make sure the data in your CRM system is accurate and up to date.  Starting a new system deployment with high quality data makes users happy and productive.
  • MANAGE. Have users manage all aspects of their day through the CRM system, regardless of the roles.  SugarCRM has awesome tools for managing tasks and appointments, tracking notes and calls, as well as more sophisticated sales pipeline and customer support tools.  Managing daily activities through CRM increases system value and helps users “live in the system.”
  • MOBILIZE. SugarCRM works great with mobile devices like iPhones and iPads.  Take advantage of great mobility to take your CRM experience on the road.

SugarCRM Hosting

We love SugarCRM for its flexible deployment options. By hosting SugarCRM with Epicom, customers can tailor a hosting environment with the speed and security ideally suited to their business. In conjunction with the release of SugarCRM Version 6 Epicom is rolling out improved hosting packages designed specifically for SugarCRM users. Sugar 6 is the easiest-to-use enterprise-grade CRM on the market.  Taking advantage of its cool new features requires a hosting platform with all the power and performance that the Rackspace Cloud provides.

We use the Rackspace Cloud Servers platform so that every SugarCRM customer has its own virtual server. In addition, we have upgraded to Rackspace’s new state-of-the-art data center in Chicago with an off-site backup center in Texas. This yields far better performance and security compared to shared hosting environments.

Using redundant Rackspace Cloud Servers as the foundation, Epicom now offers a high availability service, which eliminates any server downtime. We also provide a four method back-up policy that includes application snapshots throughout the data to protect against data loss.

With the Rackspace Cloud providing the infrastructure, and Epicom providing application management, customers get carefree CRM performance at an awesome price.

For more information about Epicom’s new hosting platform, please visit http://www.epicom.com/sugarcrm-hosting/

To learn more about SugarCRM and the cool new features of SugarCRM 6, visit http://www.epicom.com/sugarcrminfo/

In this video, Senior Software Engineer for Epicom, Eric Wikman, discusses the advantages of Epicom’s hosting platform and the technical upgrades included in the expanded hosting packages.

About the Author

This is a post written and contributed by Angela Bartels.

Angela runs integrated marketing campaigns for Rackspace. She started at Rackspace in 2003 and has done everything from Linux support, account management, sales, product marketing and now lives in marketing. She left Rackspace in 2005 to work for PEER 1 Hosting but returned in 2009 because she was interested in the cloud computing movement (and has always been a Racker at heart). Angela is a strong believer in the power of storytelling.


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