The Complete Beginner’s Guide of SuiteCRM

SuiteCRM is an open source Customer Relationship Management application available for free and extendable features with minimal cost. Suitecrm provides a comprehensive view of your business and customers helping for the growth of your company. SuiteCRM is also one of the most popular forks of SugarCRM and still maintaining its source code open for the developers to change the codes for updating the application.

Business getting rid of traditional paper documents evolved the industry to another step for switching from excel sheets to an open-source suitecrm. Open Source CRM is the widely used customer relationship management system practiced throughout the world for its flexible nature. This article is a complete beginners guide of free open source SuiteCRM along with broad strategies of conversions, sales and additional key characteristics.

1.1. SuiteCRM — The Best Free Open Source CRM

SuiteCRM is the best free open source crm choice for every business level in order to get a full perspective of your customer data. Detailed information about open source SuiteCRM includes its origin, unlimited access for free users, multiple sources of customer information, integration of various teams in a single roof CRM, etc,. Some of its prime features are customized, collaborated, automated and extended qualities of third-party integrations. SuiteCRM installation procedure is easy unlike other software or applications with minimum system requirements and PHP extensions. Installation and configuration of SuiteCRM can be done in a few steps by following the tested procedures.

1.2. Grow Conversion Rates And Business Sales

SuiteCRM open source customer relationship management application provides many customer-centric free and paid features. One of the significant advantages is the automation of email marketing tools. SuiteCRM Mailchimp Integration automates your email marketing campaign for improving your conversion rates and raising your business sales. Integrating this user-friendly extension is just a drag and drop, while its options are easy to use.

1.2.1. Mailchimp Integration

Mailchimp Integration on your SuiteCRM application saves a lot of your time and efforts of the marketing and sales team. Synchronizing your Subscribers and mailing list in SuiteCRM helps to manage your campaigns in an effective way. Sending targeted emails for a specific campaign is also possible with this Mailchimp integration. Marketing and sales managers can track the leads to be followed, a number of opportunities available in the sales funnel and tailor-made conversations with customers. Analyzing your customers behavior and generating reports of campaign performance are the most essential features that are always in demand.

1.3. Updates of SuiteCRM Plugins

SuiteCRM open source Customer Relationship Management tool embeds with many plugins for extending its characteristics. Calibrated plugins are always in claim among the CRM user for its flexibility and advanced improvement. Some of the feature updated extensions SuiteCRM open source are:

1.3.1. QuickBooks Integration

The workplace is an integral part of every team irrespective of their job role and level of employment. The same kind of tasks doing repeatedly in the same manner on each day is a worn-out duty for any individual. Quick Books Integration on SuiteCRM helps to automate your repeated task and concentrate on other crucial work. Free yourself from uninteresting regular tasks in just a few clicks away.

Communication plays a vital role in all the organization regardless of the type of industry you are involved in or serve. A simple communication gap or back-and-forth messages or statements may affect your productivity or service affecting your business growth. SuiteCRM QuickBooks Integration is a connection tool for linking your Quickbooks account information with SuiteCRM software. An integrated view of account information and customer details in a single platform enhances the performance of your business.

1.3.1.1. Grow Your Business Competence with New Additions

QuickBooks Integration with your SuiteCRM system allows auto-bidirectional updates for product information. Periodical synchronization is possible in a pre-defined form at a scheduled time. This helps to reduce duplicate entries and avoid clerical errors by creating, maintaining and updating the data in any one of the locations. Bidirectional synchronization of accounts and product category information is possible.

Existing information can be synchronized bidirectionally by just switching into tabs. Frequent updates are possible as per your CRON time with auto-synchronization of products category and accounts. Synchronizing your SuiteCRM products and services to QuickBooks is effortless from specific sections. QuickBooks API version 3 transfers products, contacts, invoices and quotes bidirectionally in a secured way.

1.3.2. SuiteCRM Duplicate Checker

Duplications in CRM occurs often while dealing with a high volume of data or information about customers and services. Finding and removing duplications of SuiteCRM is made easier with this SuiteCRM Duplicate Checker plugin. None of the single customers must be present in two different systems or under two categories. Such double or duplicated customers treated diversely will impact your customer satisfaction and retention. This Duplicate Checker for SuiteCRM is an important extension for every SuiteCRM user for knowing the needs of customers and fulfilling their requirements.

1.3.2.1. Data Accuracy — a Fundamental Business Need

Customer data maintained with appropriate information like dates, behavior, interests, conversations, transactions and remarks definitely make a profitable business. Customer data is interlinked with many departments of an organization and must be managed by the various teams. Dealing a set of data by different people at the same or varied time drives to incorrect data which results in consuming more resources, increased spams, more time and providing wrong reports.

Delete duplications of data with SuiteCRM Duplicate Checker in order to increase your productivity and customer satisfaction. Unique fields option allows to pull out the duplicate entry from a specific field. Enable or disable choices allows describing your duplicate check mode. Notifying the duplicates every time while entering new data or record helps to keep up your data accurately without any troubles. Duplicate free SuiteCRM is workable by this plugin.

Ending Up

Hope you got to know all about the best free open Source SuiteCRM. Brisk up-and-down walk-through of this guide helps to understand SuiteCRM open source free CRM along with its resourceful features. Just get into Chapter 1.2 to increase your business growth and boost up your conversion rates.