Tag Archives: SugarCRM

Manage your Marketing before it Manages You

22 Feb

Finishing up my third week here at Epicom, I can honestly say I have learned a lot. While getting up to speed with our SugarCRM system, custom integrations and partners’ products, I have also started to dive into the strategic marketing efforts behind them.

And while I was extremely excited to begin strategizing and collaborating with my team, there was a part of me that was extremely nervous. It has been awhile since I’ve had the wide range of responsibilities this internship allots me, so I didn’t even know where to begin. And even before starting I had to brush up on my social media skills and marketing software knowledge. So as you can imagine, I felt like I was juggling swords while simultaneously balancing on a tightrope. Trying to learn all the recent updates in twitter, linkedin and every other social media avenue, as well as learn the characteristics of all the current softwares and integrations at the same time seemed almost impossible.

But with determination and motivation comes hard work and progress. I began immediately and everything else seemed to fall into place. In the field of marketing, managing your time appropriately is extremely essential in the flow and function of your company. Not only because it helps to navigate your efforts, but also because it creates the atmosphere you subject to your clients and your staff.

Below, I have created a list of the 5 most essential tips I found helped me manage my time and my marketing efforts. These factors played an instrumental role in organizing my work ethic, my thought process, and how I attacked and accomplished each goal.

1. Prioritize and Organize

Nothing is more essential than prioritizing. Everything cannot get done immediately. But it is important to organize and outline which tasks must be done first. Then you can create a list of other tasks that need to be accomplished by level of importance. Organizing your thoughts as well as your tasks is the first step. Once this is done, now you have something tangible you can look at as a reference, rather than running around with a million thoughts and not a single record of any of them.

2. Find a Source/ Outlet for Scheduling

The wonderful world of the interweb offers you a way to simplify almost anything. There are numerous outlets and programs out there to help make your day more efficient and useful. Find these and use them! For instance, I use Hootsuite to help schedule my social media announcements, as well as Basecampto organize my to-do lists. While I also have written to-do lists on my desk, everyone knows these can vanish just as easily as they were created. It is helpful to have something tangible, online and available at any time. There are also many other programs out there to help you manage some of your marketing efforts, and to consolidate your thoughts as well as your materials.

3. Motivate Your Team/ Your Office to be Involved

There is nothing more helpful and resourceful as group effort. Your co-workers are there to help you, so use their input and their advice. By involving your co-workers you get a wider range of support and intel. Don’t expect them to create your marketing campaigns, or write your press releases, but during your weekly meetings, mention your progress or some of your ideas, and ask if they have any suggestions. Everyone’s efforts only works toward benefiting the entire company. People are also always willing to give their opinion on a subject or matter, so use this to your benefit! Having other people’s recommendations and opinions may save you time consistently altering your material.

4. Create Quality Material

Everyone knows quality always wins over quantity. When it comes to marketing, the same applies. People would rather have quality materials exposed to them, than a million different useless and annoying marketing efforts thrown their way. So when it comes to drafting your strategy and your actual materials, make it count! Put purpose and effort into what you’re creating. Don’t just create a newsletter to have one. If your marketing efforts are lacking quality, they will feel as though your products and services are as well. So whether you are writing for your blog, creating a brochure, or organizing a drip campaign, make sure your work has quality and substance behind it.

5. Keep Measuring Your Efforts

Lastly, measuring your efforts can pinpoint exactly what is working, and what needs improvement. The essence of marketing is to engage your customers, and to consistently acquire and retain them. But if your approach is not working, or your targets are misplaced, how will you know unless you gauge your efforts? Paying attention to what is not working, can help steer you into the direction of what is working! There are numerous websites that can help you monitor these efforts. Google Analytics, Alexa.com, and Compete.com are just a few out there that can help you know how your websites are doing and what content visitors are focusing on. Besides these, there are many other useful resources out there that can help you improve your marketing efforts and become a more successful marketer!

Overall, closing up my third week, these 5 tips have helped me to manage my work as well as organize my efforts. It is hard to sit back and collect your thoughts, but it is necessary. Staying organized and creative are all extremely important facets to marketing. Regardless of your workload, it is important to stay focused and remember your goals. These 5 tips definitely have worked for me these past few weeks. While it may still be hard at times to maintain a balance, having a key strategy and organizing your efforts can definitely help you effectively manage your marketing!

Start-Ups that Help You Start Smart

8 Feb

Upon moving to Austin this past August, I was introduced to the wonderful world of start-up companies. I never quite understood how much these companies actually move mountains until I had the great opportunity of joining one this month. Seeing as though I’m from Virginia, where what we lack in high rises we make up for in national parks, I could not come to imagine how much start-ups help mold Austin into the great city it has become.

I had the wonderful opportunity of joining Epicom this February. Since my arrival, I have been able to see how much better this company is to any corporate chain. Being a leader and partner in providing numerous industries with CRM products, Epicom not only develops and customizes its products, they provide each customer with an efficient and effective team of engineers to help train, educate, and assist you throughout the way.

So I know some people may be wondering what CRM may stand for, because at first it may seem like a doozie! But it stands for Customer Relations Management. Essentially we use CRM in nearly every aspect of doing business. However, the key to CRM is staying organized and updated, and this is where Epicom comes in! They provide you with a program named SugarCRM, that can be customized to meet the needs of any specific field or industry you work in, or with. They can design your software to assure your reports, calendars, campaigns, and accounts work together swiftly and smoothly. They also provide you with training for your program in order to get you ramped up and ready!

So as you can imagine, I was extremely excited to join a team who works so hard to provide such an innovative and important software to their clients. But that was not the only upside of joining the team. I was also greeted with one of the nicest staffs I have ever encountered! While friendly faces are not hard to find in Austin, the Epicom staff goes above and beyond to make sure I feel right at home. The office is filled with a charming spirit, that allows everyone to look forward to their day, and one that I find motivating.

I am extremely excited to become an Epicomer, and cannot wait to see what the future holds! I know SugarCon is just around the corner, and I am excited to see what the company has to present. I am continuously learning CRM and all the magic that happens within it, but with Epicom as my guide, and Sugar as my new found friend, I am sure everything will be great!

Tips and Tricks, Take 1

12 Oct

Who doesn’t love training videos? I am grateful to be a member of the Internet generation where study is made quick and easy. Especially when dealing with software, it’s really nice to be able to watch a short tutorial to get unstuck. For the sake of reaffirming Epicom’s consulting capabilities – simplifying life for its clients, and essentially freeing up time so that there is more room to focus on their primary business needs – we have decided to create a series of easily accessible “Tips and Tricks” videos that demonstrate how to best take advantage of the system. They are meant to be short and sweet, quickly giving viewers the tools they seek. Today, Anthony came in early to lay down the first take of the training series, which explores the components of the Studio function within SugarCRM. Needless to say, watching him navigate through Sugar while voicing his actions proved to be educational for me as well. So far in Studio, I know how to create and customize fields and how to manage layouts. We are shooting the second take tomorrow bright and early, and my goal is to have the videos edited and posted before the end of the week. I’ll be proficient with Studio in no time.

1st Tech Talk

6 Oct

It has been one week since we shot the Quickbooks Tech Talk and the final edit has already been finished. It will be uploaded to YouTube later today. The experience of this first video alone has been incredibly valuable.

The interview in itself was a success, mostly. Nerves prevented me from conducting in the organized manner I had hoped, but Amanda was there to fill in the gaps. The important thing is that I broke the ice. I will only get better. With admirable articulation, Tommy willingly gave an awesome performance and in response to the questions, helped me to understand the technical processes behind the integration between Quickbooks and SugarCRM. An open-source PHP web connector was used, which runs a scheduled job every 5 minutes to ping a queue within Sugar so that the information on either end of the integration is synced. Tommy and the engineers can build customized triggers that place Quickbooks actions into the queue. In this case, an invoice checkbox was built in Sugar’s records. All the user has to do is check it – one mouse click – and within five minutes the invoice record will be processed on the Quickbooks side. I love the user interface simplicity. After hearing this description in the interview, then reading the transcription a few times over, then hearing it again while reviewing the footage, I finally got the picture. A family member brought to my attention the fact that people process information differently. Some need to hear it, others need to read it or watch it, but for people like me it really drives home when it is presented audibly, visually, and in text. Amanda and I tried to incorporate this theory into the final edit, which employs screencasts and engaging graphics that paint a picture to what is being said.

I am astounded at how much I have learned in just this past week. I felt like I could have done a better job in composing the shot to get rid of a few glitches, but I decided to dismiss the blunders and carry on with the project. In hindsight, I am grateful that these shenanigans occurred on the first video, rather than the fifth. Now I have a higher standard and an improved strategy. My editing confidence has received a definite boost and I am excited for further experimentation with all the enhancement effects Final Cut has to offer. I can’t tell you how much I have already learned by practice on the technical end of production, and how much I have grown emotionally. Much to my appreciation, Amanda was there to guide me through this first video, and I enjoyed our collaboration. The rest of the team has also been very encouraging and supportive. All in all, I am having a blast.

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