The above video should explain it all! If it doesn't, as usual, use the support system (SwiftCRM.com/support) and we'll revise / update this... (continue reading...)
If you're looking for small business software, what you're really probably looking for is a suite of the following functions:
Contact Management - to quickly and easily store and look up information about your clients and their sales / projects... (continue reading...)
I recently saw a great marketing tip that we've been using for years, but upon reading it, I realized it's not obvious:
Write the ad before you build or create the product.
That might sound a little counter-intuitive, but if you're selling... (continue reading...)
Because we do a lot of media (websites, videos), we see a lot of loan modification startups come through our office, and since we do, we have a unique insight into who lasts and makes a profit, and a few months later who is still in the "two guys in... (continue reading...)
Bosses and company owners have total control over the admin panel of employees.
This can also be used to lock an employee out, in event of termination, prior to removing their account. Here's how to change the password - it's very simple.
1.... (continue reading...)
Here's some fun clips about sales perfect for a sales meeting or Friday afternoon.
Any of this sound familiar?
http://www.youtube.com/watch?v=R2a8TRSgzZY
Here's a classic:
http://www.youtube.com/watch?v=OaiSHcHM0PA
People want to be... (continue reading...)
As of July 2010, the base SwiftCRM package is now Free.
We've recently changed the pricing based on client feedback to become a Free CRM, with premium "modules" you can enable or use the limited free versions, as you see fit.
Why?
Because the... (continue reading...)
Here's a question from a SwiftCRM subscriber that I'll answer online so as to help others:
How do we go in to retrieve names that we have called?
There are a few options here.
First, I'll assume this is referring to prospects, which are usually... (continue reading...)
I read a really interesting article in Inc. magazine and think it's insightful for sales professionals, and anyone building a sales organization.
What caught my eye was the importance of getting to "No" - every single sale.
Why? It means the... (continue reading...)
This is the guide for how to create forms through SwiftCRM's & iSignature's Document Management System.
Note: As of June 2010, this document is intended for staff, or the truly brave tech-savvy user.
During Pre-Launch, we recommend only that our... (continue reading...)
