SugarCRM Customization: An Overview

SugarCRM – the popular open-source and social CRM – empowers organizations to win and keep happy customers. SugarCRM is modern and flexible by design and allows for a great deal of customization. Basic customizations can be done through its Admin interface without touching its code base. Advanced business needs entail custom SugarCRM development requiring code changes to powerfully customize and extend SugarCRM to fit the exact way you do business.

Basic SugarCRM Customization (No Coding)

You can carry out common customizations of SugarCRM to fit your existing business processes without touching any underlying code. To make basic SugarCRM customization, you don't need a separate application or developer's tools either. Common SugarCRM customizations can be done from the Admin screens with an intuitive drag-and-drop interface. SugarCRM provides the most common CRM functionality that everybody uses and offers a set of easy tools that make it simple to configure the application. The Admin interface provides some great components for you to customize your SugarCRM instance such as the following:


SYSTEM: These tools you configure the system-wide settings specific to your organizational context, e.g. System Settings, Locale, Currencies, Languages, Global Search, Connectors, Scheduler, Import Wizard, Upgrade Wizard, Backups, Repair, Diagnostic Tool, Themes, and Activity Streams. Some of the default locale setting can be overridden by users within their user settings page.


DEVELOPER TOOLS: These let you build and customize modules, manage fields and configure tabs with some powerful yet intuitive tools such as Studio, Module Builder, Module Loader, Dropdown Editor, Rename Modules, Display Modules and Subpanels, and Configure Module Menu Filters.


EMAIL: Email tools – Email Settings, Campaign Email Settings, Inbound Email, and Email Queue – enable you to manage outbound and inbound emails. Configuration of email settings is a mandatory for users to be able to send out email and newsletter campaigns.


SUGAR CONNECT: These tools – Sugar Support Portal, Sugar Updates, Online Documentation – let you connect to various SugarCRM services whereby one can access forums / wiki / FAQs / latest Sugar downloads, file and study bugs, request new features, etc.


USERS: Tools for user management, role management, and password management. For example, these let the Admin add, edit, activate, and deactivate Sugar users.


BUG TRACKER: Lets you manage releases and versions for your product.

Advanced SugarCRM Customization (Code Level)

In addition to the above basic no-code customizations, SugarCRM can be much more powerfully customized and extended to fit any advanced business need your organization may have. You may visit Sugar developer guide documentation for details about the structure of SugarCRM code and how to best customize it. Or you may outsource SugarCRM customization and extension needs of yours to a reliable onshore or offshore custom SugarCRM development company. A good custom SugarCRM development company can not only ease and accelerate the customization process, but also add significant value by bringing their years of diverse SugarCRM customization experience to the table.

Mindfire – Custom SugarCRM Development Company

Mindfire Solutions, backed by its investments in building SugarCRM expertise and successful project execution experience over the years, provides a wide range of trusted SugarCRM development services including SugarCRM configuration, customization, extension, integration, migration, support and maintenance. If you want to customize and/or extend SugarCRM development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions.com – to leverage the experience of Mindfire’s expert SugarCRM developer.

SugarCRM Enables Complete Control Over Your Sales Pipeline

SugarCRM is an open-source and social customer relationship management (CRM) platform. It is the fastest growing customer relationship management company in the world today. SugarCRM provides a great deal of efficiency and control over your organization’s sales pipeline and, in doing so, it empowers organizations to win and keep happy customers. SugarCRM is modern and flexible by design and enables you to better communicate with prospects, share sales data, close deals small and big, and keep customers happy. Thousands of successful organizations around the world use SugarCRM every day for Sales Force Automation, Marketing Automation, Customer Support, and Call Center.

You can run SugarCRM in the cloud or on-premise depending on your business needs. Sugar is equally suited to small and mid-sized companies and large enterprises – starting from ones with less than fifty employees to ones with thousands. Keeping different needs in mind, SugarCRM is available in different editions, e.g. Sugar Community, Sugar Professional, Sugar Corporate, Sugar Enterprise, and Sugar Ultimate.

SugarCRM Editions
Sugar Community, the free edition, contains basic features such as sales management, pipeline management, user management, marketing, customization, etc. Sugar Professional (paid) offers additional features such as reporting, dashboards, workflow, team management, quote management, product management, calculated fields, roll-ups, dependent drop-downs, show/hide fields, project management, mobile access, hosting, tech support, storage, etc. Sugar Enterprise (paid), in addition to all the features offered by Sugar Community and Sugar Professional, offers features like customer portal, Sugar offline client sync, Sugar offline mobile, Sugar SQL reporting, etc.

SugarCRM across Industries
SugarCRM is being extensively used by organizations across many different industries such as Healthcare, Education, Financial Services, Insurance, Government and Public Sector, Non-Profit, Services, Retail and Consumer, Shipping and Transport, Manufacturing, High-Tech Manufacturing, Media, Real Estate, Technology, Telecommunications, and Utilities.

SugarCRM Development Services
SugarCRM has a thriving ecosystem with more than a million users, 30000 developers, 1000 apps, and 350 partners. SugarCRM can be a bit confusing for new users; so organizations may want to hire the services of SugarCRM service providers to optimize the system for them. SugarCRM is also powerfully customized and extended to suit unique and complex business needs of organizations around the world.

Expert SugarCRM service providers – with their accumulated experience of working with diverse SugarCRM development needs across different industries – can accelerate your SugarCRM success. For example, Mindfire Solutions, backed by its investments in building SugarCRM expertise and successful project execution experience over the years, provides a wide range of trusted SugarCRM development services including the following:

• SugarCRM installation and configuration
• SugarCRM Upgrade to the latest version
• SugarCRM Customization of modules and layouts
• Implementation of new features in SugarCRM
• SugarCRM Migration from custom solutions, Goldmine, ACT, Microsoft Excel, and Salesforce.
• SugarCRM integration with other applications
• SugarCRM custom module development
• SugarCRM custom reports development
• SugarCRM support & maintenance

If you want to know about Quickbooks sugarcrm integration, customize and/or extend SugarCRM and need some development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales at mindfiresolutions dot com – to leverage the strong track record and solid experience of Mindfire’s SugarCRM developers trusted by clients.

Salesforce.com: Top Dreamforce 2012 Takeaways

Dreamforce 2012 – Salesforce.com’s 10th annual user conference – was held in San Francisco from Sep 18-21, 2012. Referred to as “The Cloud Computing Industry Event of the Year”, this spectacle of a conference had around 750 informative sessions with more than 350 partner companies and 90,000 attendees. Bigger than ever before and possibly the largest user conference organized by any IT company in history!

Going by the response of participants sampled from across the web, many of the attendees came away feeling very satisfied and positive about Salesforce.com innovations and its future direction. Some of the key takeaways to have grabbed the most attention include the following:
1) Work.com: Salesforce.com’s re-branding of Rypple as Work.com and making it a key investment area signals the transformative effect it will have on how work is organized and managed in organizations of the future. Work.com, already adopted by Salesforce.com itself among its 7000+ workforce, will result in more flexible, network-based (and less hierarchical) organizations that sell, service, and market better.
2) Community: A new Chatter-based product called Community is going to be launched in the summer of 2013 for Salesforce.com customers and partners. Chatter, initially targeting internal collaboration, is being broad-based in significant ways to eventually become the bedrock of external facing customer and partner communities. Community will entirely replace old customer/partner portal products, make the CRM experience more social for all stakeholders, and unlock possibilities of new revenue streams for businesses.
3) Marketing Cloud: Salesforce.com’s marketing cloud – a unified social marketing suite covering social listening, social content, engagement, social ads, measurement, workflow and automation – is getting immensely powerful and becoming a well-differentiated product. This comprehensive end-to-end solution – with Buddy Media, Radian6, and CRM platform integration – will enable organizations to listen, connect, and align better.
4) Salesforce Touch: Salesforce Touch – in keeping with Salesforce’s early recognition of a multi-device and multi-context future – uses HTML5 to make its mobile strategy cross-platform. Salesforce Data.com Social Key, which unites enterprise and external contact data into a more meaningful global, is set to usher in a brand new paradigm.
5) Service Cloud Adoption: Salesforce.com’s Service Cloud is maturing into a great product (through multi-channel integration, third party app integration flexibility, social & mobile dimensions). With Service Cloud adoption steadily rising, it is well placed to gather further momentum and develop into a mega business.

In addition to the above, enhancements like Salesforce Chatterbox, Salesforce Identity, etc. seem to set the stage for great new possibilities.

We at Mindfire Solutions – a top Salesforce development services provider with a fully-certified Salesforce development team and a strong track record of serving Salesforce customers across diverse industries and business needs – are excited about the way Salesforce.com is transforming customer relationship management landscape to become the “enterprise nerve center”. If you want to customize and/or extend Salesforce Customization Services help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions.com – to leverage the solid experience of Mindfire’s trusted Salesforce Application development team to personalize and extend capabilities and build cloud apps.

How Important WCF Concept In Microsoft Dynamics CRM?

Microsoft Dynamics CRM is one of the important member in MS Dynamics family. It is one of best CRM platform among all other tools available in the software market. CRM Software Development is very popular in the customer relationship management world not because of, it is the Microsoft product, but of its development flexibility, out-of box functionality and for the compatibility with all technologies and tools. The other beauty of this product is, it can interact with any non-dotnet platform. Now Microsoft Inc. is planning to integrate its online version with SharePoint online version. This would be the hottest news in recent past. Being a Business lead and a technocrat, I have observed/ observing this technology since past couple of years and see very positive changes in it. Like, how Microsoft Dynamics CRM help Small to Mid-size companies, Mid to large companies and large companies to do their business effectively. Like I said above, it is the best customer relationship management platform available in this market because of its flexibility. One example is, it is supports WCF concept. WCF it stands for ‘Windows Communication Foundation’. It is used to build distributed applications. There are lots of approach in building distribute application such as .NET remorting, Message Queuing (MSMQ) and COM+ Service. WCF unifies these into a single framework for building and consuming services. WCF is based on SOA (Software Oriented Architecture). The beauty of this concept is It can be hosted on IIS, WAS, Self-hosting, windows services and has AJAX Integration and Json support. It can maintain transaction like COM+, also Provides Multiple Message Patterns along with more security.

An USA origin Renewable Energy company use CRM across various departments for various purposes. Be it Sales, Marketing, Finance or Customer Service department a good and efficient CRM in place would definitely help a company to grow not only in terms of revenue generated but also maintaining healthy relationship with clients. He understood the importance of it and was keen at improving the overall efficiency of their existing CRM system in order to manage their data, better understand and serve their existing and future customers. He wants to enhance his existing Microsoft Dynamics system to fit his requirements. To do the enhancement, it needs WCF knowledge to implement/ develop solution for his business. This guy searched many Dynamics CRM software development services company to build partnership who will help him is time to time manner to develop his system and maintain his Renewable Energy CRM system. After many search he finds Mindfire Solutions, an MS CRM Customization and Implementation company in India. It has one of best solution and development provider having 20+ MSD CRM developers. With more than 6 years it is consider as leading company on Dynamics CRM application services in India. Several of its experts are Microsoft .Net and dynamics CRM 4.0, Dynamics 2011 certified. The exports team has deep knowledge on all version/ category of customer relationship management. The team has executed many offshore projects successfully across the domain and of different complexity. All her developers are updates their knowledge regularly with every bit of release of Microsoft and they interact with all gurus in the market to share and gain knowledge across globe.

To hire Dynamics Development vendor or CRM Software Development team Who would customize and maintain your system who would customize and maintain your system, you can call at 1-248-686-1424 or email sales at mindfiresolutions.com. We will be glad to help you.

How to Sell Your App on Salesforce AppExchange?

What is Salesforce AppExchange?
AppExchange is a marketplace for cloud computing applications and consulting partners. Launched in 2005, Salesforce-AppExchange is credited to be the world’s first and largest online cloud computing applications and services marketplace. Applications sold or distributed on the exchange have been built by Salesforce.com partners or third-party developers for the community. Users can browse, test drive, and install (from over a thousand apps) to add to their Salesforce.com environment including apps for sales, customer service, marketing, IT & administration, human resources, finance, enterprise resource planning, and collaboration.

Advantages
Whether you are a Salesforce.com user or an independent software vendor (ISV), Salesforce-AppExchange can be immensely useful to you.

If you fall into the first category - users, AppExchange can let you extend Force.com to more departments and functions easily. Through AppExchange you can leverage the power of the Salesforce community to find best solutions to your business needs. You can instantly choose from a large pool of well-thought-out apps for common needs (without having to reinvent the wheel investing a lot of time and effort). Moreover, Salesforce-AppExchange lets you test drive your chosen app by letting you interact with it to your satisfaction in a sample instance or your production environment sandbox.

If you are an independent software vendor (ISV) into cloud apps development, AppExchange listing can be your gateway to millions of potential customers. By letting you make your app publicly available on AppExchange to 100,000+ customers, AppExchange listing dramatically improves the odds of your app’s success. The listing provides app providers with one of the fastest ways to take their applications to market, showcase those to a world-wide target audience of millions of users, and helps build rapport with potential customers.

How to List Your App on it?
Selling on AppExchange is easy: become a Salesforce.com partner & publish your app. For becoming a partner, first select the Program Model (ISVforce or Force.com Embedded) that best suits your business. ISVforce lets you build, market, and sell your app to Salesforce.com customers. Force.com Embedded lets you build, market, and sell your app to any customer. After choosing the best AppExchange Partner Program Model for your context, you can submit your registration and accept terms of agreement. For publishing your app, set up your Salesforce-Partner Portal, create and list your app, pass a security review, and go public to millions of potential customers. For a step-by-step summary of listing your app on the exchange, you can refer Mindfire's "Sell Your App on AppExchange" guide.

Need Some Help?
Expert development service providers like Mindfire Solutions, backed by years of experience in Salesforce customization and Force.com development for global clients across industry domains, can help you create engaging cloud apps and get those listed on the exchange. The fully-certified Offshore Salesforce development team of Mindfire's can also powerfully customize and/or extend your Salesforce.com CRM to help you leverage its true power for your business. If you want to customize or Hire AppExchange product developer and need some development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions[.]com – to leverage the strong track record and solid experience of Mindfire’s Salesforce Application development to personalize and extend capabilities and build cloud apps.

Interesting Dynamics CRM Plugin – Global Search

Are you facing the same problem as many others are doing? Do you run into issues with the data in your Dynamics CRM application? Have you encountered a situation when you needed the application to look up something for you and it crashed or when you wanted to put up your projections, the system failed & corrupted the data?

This sure does happen at times, if not frequently, with many administrators. Due to a highly interactive user interface and high volume of data storing and crunching ability, this is very obvious that administrators face data redundancy situations and find it difficult to search and find exact data they need. Although Dynamics provides its own ‘out of box’ functionalities which helps administrators in specific searches to some extent but it still does not fulfill all search options/criteria.

There are many offshore Dynamics CRM development companies who developed third party CRM plug-ins. One among them developed ‘Dynamics-CRM-2011-Global-Search’ which addressed the searching issue. To develop third party plug-ins or to customize any “out of box” features or to develop CRM Utilities, one should have right skillset for it. And since the skillset is rare, there is huge inrush of interest for finding development companies with very robust teams, adept in CRM Version-4 and Version-2011 certifications to handle customizations. Like, I said about ‘Global-Search’ which is compatible with Dynamics CRM 2011 Customization and helps administrators immensely. Let us understand more about the plugin.

When there is too much congestion in terms of data in your customer relationship management system, it takes long time to search a simple data/ entity. Then it is very essential to have an additional solution which will help you to search data quickly and ability to click and open records directly from the results page. Mindfire Solutions’s offshore Dynamics CRM team developed a CRM 2011 plug-in, name as “Global Search’”, which will help you to search data quickly in your CRM-system. ‘Global Search’ solution allows CRM users for a quick and easy search across several entities and multiple fields. For example, users can search record(s) across entities by giving its required searching value of fields. If you want to customize an application or want to develop any application in the Microsoft product, then it is not a difficult task any more.

Mindfire Solutions, a software development and testing company has extensive experience and deep expertise in Microsoft Dynamics CRM Development and Customization, having worked in the technology for over 6 years. They are counted as one of the leading software services companies in Dynamics CRM application services in India. Several of its experts are Microsoft .Net and CRM-4.0, Dynamics-CRM 2011 certified. The expert CRM team has deep knowledge on CRM-4.0, CRM-2011 and Online CRM. The team has executed many offshore projects in various versions of Dynamics CRM including version-4 and version-2011 successfully across the domain and of different complexity.

The range of services provided on Dynamics CRM version 4 & version 2011 development services are customization services, Custom workflow development, Plugin development and integration, Third-Party integrations, Custom SSRS Report Development on CRM, Remote Support to maintain applications, implementation, Upgradation, Utilities development and development of lines business on xRM services.

To Hire Dynamics CRM developers India or CRM Software Development India team, you can call at 1-248-686-1424 or email sales[@]mindfiresolutions[.]com. We will be glad to help you.

Top Reasons Why You Salesforce CRM Customization Is Easy

Each business has certain things unique about the way it does business. Your business may be different from your competitors in terms of your business model, business processes, product or service differentiators, etc. Customizing your CRM to embrace this uniqueness is essential to your success.

You will of course want your CRM solution to adapt to this uniqueness inherent in the way you do business (and not the other way round). A good CRM is designed with the above in mind. Salesforce CRM is hence immensely flexible by design and can be made to perfectly fit the contours of your unique business needs. You can powerfully customize and extend Salesforce development India the way you like depending on your evolving business needs.

If there is anything worse than an un-customized CRM, it is a CRM incorrectly customized for your business. Limited customization options offered by some CRMs can prove to be a severe handicap. One may have to settle for mismatched functionality leading to confusion and impaired productivity. Thankfully, with Salesforce, an ill-customized system is a thing of the past. Powered by Force.com platform, it offers you virtually limitless ways to customize and extend your Salesforce-CRM to suit your current and evolving needs.

The Force.com platform provides the option of point-and-click configuration for basic customization needs and a full developer toolkit for more powerful custom application development and integration needs.

Salesforce Customization: Point-and-Click Configuration
If you are an administrator or power user with an understanding of CRM and the Salesforce system, you can make a wide range of preliminary customizations yourself using the point-and-click interface. You can configure the attributes or metadata associated with the application’s objects without programming. Since users cannot change core code and work within Salesforce CRM’s metadata framework, customization done this way doesn’t affect application integrity. Here are some samples of what you can do with point-and-click customization:

Add your organization logo.

• Customize your personal information; add, remove, or reorder application tabs.
• Customize CRM’s tabs and page layouts for everyone in your organization.
• Create custom fields to track information you deem necessary (e.g. a contact’s nickname, preferred mode of contact, etc.).
• Create custom web tabs to view web pages you use frequently without leaving Salesforce CRM (e.g. your company’s intranet or a wiki).
• Create custom object tabs to manage information that is important for your business (e.g. ad price records for an advertising business).
  

Salesforce Custom Development: Customization at Coding Level
If you want to take your CRM customization beyond adjusting layouts and creating fields, you can use Force.com, Apex, Visualforce, triggers, advanced workflows, etc. to powerfully customize and extend Salesforce CRM. You can customize and/or extend almost every aspect of your CRM to make it fit your way of doing business. Here expert development service providers can help you customize CRM for your unique business needs in the most optimal and powerful ways.

Salesforce Development Service Providers
Expert development service providers like Mindfire Solutions, backed by years of experience in Salesforce customization and Force.com development, can help you leverage CRM's true power for your business.

If you want to customize or Hire Salesforce developers and need some development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions[.]com – to leverage the strong track record and solid experience of Mindfire’s Salesforce Application development to personalize and extend capabilities and build cloud apps.