• Automatic Bank Reconciliation from financial information downloaded from your bank.
• Bank Reconciliation added security - restrict who can make changes to the Current Balance field.
• Bank Reconciliation - Enter checks, deposits and adjustments on the fly.
• Positive Pay Export - Deter fraud by providing your bank with a list of checks that have been written on your account. This enhancement greatly improves on the old Sage Positive Pay because you now can design your own custom layouts.
• Expanded comment field in Bank Reconciliation -  You can now use up to 2048 characters to track information related to why an adjustment was made.
• ACH for Accounts Payable - Stop writing checks! Create a standard file that you can transmit to your bank which holds your payment data. Our clients who use this love it. Also an EXCELLENT solution if you have many remote employees who you distribute expense checks to via Accounts Payable. Definitely worth a look.
• Once you’re using ACH for Accounts Payable you’ll want to add in Paperless Office stubs, checks and extended stubs so that your check process is totally paperless!
• Product Update Pre-Installation Scan - This will be a new addition to your family of MAS software utilities and can detect potential data issues prior to updating to new release levels.

Cupertino, Calif. – July 13 – SugarCRM, the leading provider of open source customer relationship management (CRM) software, today announced the general availability of Sugar 6, a landmark release that sets a new bar for ease of use, flexibility and openness. Sugar 6 was developed with the idea that CRM does not have to be complex to deploy or use, nor too expensive for growing companies.

See demo videos or sign up for a 7-day free trial today: http://www.incortech.com/crm-solutions/sugarcrm/demo/

“Sugar 6 closes the gap between robust CRM and applications that employees actually want to use,” says Larry Augustin, chief executive officer of SugarCRM. “With Sugar 6, organizations of all sizes can improve their business processes and empower their customers – with no limits or compromises.”

“Sugar 6 has been a huge hit with every user at BNSF Logistics,” says Shannon Boyd, director of marketing for BNSF Logistics, L.L.C., a leading provider of logistics solutions. “In addition to the incredible look and feel of the application, we love how tools like the enhanced global search save time and increase user productivity.”

Highlights of Sugar 6 include:

Intuitive User Experience

Sugar 6 delivers a clean, bold look with new buttons and icons that allow users to perform tasks more easily while increasing the information density of each screen. Simplified default views, inline filtering and one-click actions conform to the multitasking environment common to busy sales people. For example, users can use the Shortcut Bar to quickly log an incoming call or assign a task without ever leaving the existing screen. The Sugar 6 menus take fewer clicks to access and users can quickly find previously viewed pages from anywhere in the application. With the updated Sugar Global Search, Sugar 6 takes into account where users are in the application and quickly presents the most meaningful search results.

Flexible Design

Building upon its reputation as the most flexible CRM on the market, Sugar 6 empowers users with the ability to view and consume data and applications from nearly any source, thanks to the ultra-flexible Sugar 6 platform. Users can quickly and easily leverage information from social networks and data services-such as Twitter, LinkedIn and Hoover’s-right inside the user interface. In addition, updates to the powerful customization utility Sugar Studio now allow administrators to alter the attributes of default fields and customize more views such as the lead conversion and popup views.

Open Architecture

As a leader in open source, SugarCRM sets the bar in the business applications industry for offering users freedom and choice in deploying and managing their CRM. Sugar 6 is designed to run on any cloud service platform or on-premise operating system.

For more information about Sugar 6 visit: http://www.incortech.com/crm-solutions/sugarcrm/sugar6/

The Sugar 6.0 release is creating a lot of momentum for the now 6-year-old Commercial Open Source product and it is no surprise as Sugar offers tremendous value and flexibility that is easy to use.

The 25-page report lists three key findings:

1. The process of creating a CRM strategy has three steps: Set the destination, audit the current situation, and map the journey to the destination.

• Step 1 — Set the Destination: Managers are urged to examine the various definitions of CRM, creating their own to gain buy-in and cohesiveness from those involved in the initiative. A vision for CRM that identifies why the organization wants the initiative and that defines its desired results should be established immediately. Teams that drive the initiative should be composed of three key roles: a sponsor, facilitator and project/program manager.
• Step 2 — Audit the Current Situation: Beginning with a full assessment of past CRM initiatives, participants should be asked what they thought needed to be changed in order to understand what did/did not work. The report also states that “assumptions, business case, and goals of past projects remain valid, even if the execution was not as successful as hoped.” Readers are also warned to beware shortcuts in information gathering. “Seek information from external sources first, and weight customer and consumer feedback highest.”
• Step 3 — Map the Journey: Identify the steps to achieve the vision. Core value propositions for customers and motivating factors for customer loyalty should be classified. The company should be revalued on the potential of its customer base rather than on current revenue or profits. Processes and systems that can be altered rapidly and dynamically as individual customers move among segments should be built. Three to five top-line objectives for CRM initiatives should be established — more than five is considered unnecessary. The initiative should be communicated daily to sponsors and executives.

2. A CRM strategy cannot be developed in isolation. It must be relevant and linked to the overall corporate strategy, and it must build on existing sales or marketing strategies that are already in use.

3. CRM initiatives have eight aspects in common: vision, strategy, customer experience, organizational collaboration, processes, customer information, technology, and metrics. Achievement of some of these aspects is not enough to ensure CRM success, which hinges on covering all eight aspects.

I think the challenge for most SMB Sales Managers and Owners is to allocate the time and develop the necessary process mapping skills to complete these steps. Of course, that’s where IncorTech and our Client Advantage Discovery Engagement can help. Interested in learning more? Give us a call at 949-309-5099 or Email for more information.

The new Sugar 6 release includes a revamped user interface and other tweaks that aim to make the system more efficient for users.

“The focus in Sugar 6 is on the user experience,” Clint Oram, vice president of products and co-founder of SugarCRM, told InternetNews.com.

Among the changes in the new version is a simplified design in which the side menu bar has been moved to the top. The new top menu includes frequently assessed items and menus, and is backed by AJAX, providing users with a drop-down interface.

In the previous Sugar 5.5 release that came out last year, doing a search was a multistep process. Now, “instead of taking users to a whole separate screen,” Oram said, Sugar 6’s Global Search feature offers an overlay with the search results.

Oram added that search performance has also been optimized in Sugar 6 so that results are now displayed faster.

San Francisco, CA April 14, 2010 — Pardot Marketing Automation, rated lowest total cost of ownership in lead management automation by top analyst firm Forrester Research in the September 2009 report “B2B Lead Management Automation Market Overview,” and SugarCRM, the world’s leading provider of open source customer relationship management (CRM) software, today announced that over 30 companies are using Pardot integrated with SugarCRM for closed loop marketing and sales automation. The announcement was made at SugarCon, SugarCRM’s annual customer and developer conference being held at The Palace Hotel in San Francisco, CA.

The combination of Pardot and SugarCRM allows companies to automate lead qualification processes; nurture leads until they are ready to buy and identify and prioritize qualified leads. These processes reduce overall marketing spend, align marketing and sales with the customer buying process and increase sales rep productivity. The joint customers span various industries, and include leading firms such as PracticeWEB, a UK firm providing digital marketing and other services to Accountancies in the United Kingdom.

“PracticeWEB has transformed its sales and marketing approach by integrating Pardot and SugarCRM,” said Richard Sergeant, head of sales and marketing at PracticeWEB. “The ability to react quickly and precisely to client and prospect interaction enables us to be more responsive and effective with our sales resource than ever before- which is especially useful for an organisation like ours where the initial buying cycle can be long. The relationship with SugarCRM is therefore a powerful and essential one in ensuring seamless tracking and development of client and prospect relationships.”

Additional joint customers include one of leading providers in the web content management industry Alfresco.

“Linking SugarCRM and Pardot has enabled us to create a more efficient, cost-effective inbound marketing strategy. We now have a total closed loop in place between sales and marketing: from converting web visitors into leads, all the way to closing the deal,” said Ian Howells, vice president of marketing at Alfresco, a leading provider of web content management systems.

A combined Pardot/SugarCRM solution is also being utilized by technology provider IncorTech, members of the SugarCRM Gold Partner Program. “We are very excited about Pardot’s ability to integrate marketing intelligence with SugarCRM to deliver on the promise of sales enablement,” said Nick Schoeneberger, CRM Practice Manager of IncorTech. “Pardot has streamlined marketing automation in a way that has filled the information gap between website analysis and email marketing. This system will add color to our Clients’ online marketing efforts in a way we couldn’t achieve before.”

“With an extremely flexible platform like SugarCRM acting as the hub of the sales and marketing universe, businesses can really tie all of their formerly disparate systems together,” said Adam Blitzer, co-founder and vice president of marketing at Pardot. “For example, clients can take advantage of SugarCRM’s cloud connectors to pull additional data about leads and contacts and then sync that information back down to the Pardot marketing automation platform and trigger powerful drip nurturing programs. The systems tie together seamlessly, making for a frictionless roll-out to sales and marketing departments.”

“There is tremendous value to be gained by linking best of breed solutions like Sugar and Pardot,” said Clint Oram, co-founder and vice president of products at SugarCRM. “With the combined solutions, companies of all sizes can both lower their sales and marketing costs, but also see major gains in customer targeting and sales productivity.”

About Pardot
Pardot is a B2B marketing automation software provider that increases revenue and maximizes efficiency for companies with multi-touch sales cycles. Pardot’s lead management software features CRM integration, email marketing, lead nurturing, lead scoring, and ROI reporting to help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles, and demonstrate marketing accountability. Pardot’s pricing plans start as low as $500 per month, and plans do not require contracts.

For more information, call 949-309-5099 or in the US or visit http://www.incortech.com/crm-solutions/sugarcrm/pardot/

About SugarCRM
SugarCRM is the world’s leading provider of open source customer relationship management (CRM) software. Over 6,000 customers and more than half a million users rely on SugarCRM to execute marketing programs, grow sales, retain customers and create custom business applications. Leading publications such as CRM Magazine, InfoWorld and eWeek praise SugarCRM for its ease-of-use, flexibility and open design. SugarCRM runs on the leading cloud computing platforms, including Amazon EC2, Microsoft Azure, Sugar On-Demand and Private Clouds, offering customers unparalleled choice and control of their data and deployments.

For more information, call call 949-309-5099 or in the US or visit http://www.incortech.com/crm-solutions/sugarcrm/