SugarCon 2014: A Sweet Event

We’ll Be There

An exciting event is going to happen this coming Monday, April 28, and Collabspot will be there, and so should you!

At SugarCon 2014 software providers and developers gather together with industry stakeholders. It is the perfect venue for SugarCRM customers (or those who wants to try or shift to SugarCRM), as they will see an exclusive glimpse of how CRM will evolve in the decade ahead.

We participated in last year’s Sugar Conference and we will join again for this year’s conference, which promises to be even better and more fun.

Our Newest App

SugarCRM and their partners, Collabspot included, will introduce new solutions that will change the course of customer service. During the conference, our CEO Laurent Gasser and Founder Jeremi Joslin will launch Collabspot’s newest application, the 1:1 Marketing Automation Tool.

At the Collabspot booth which we put up just for you, we will hold a demo on how effective our software is at helping you close more deals. Not only that, we will also give out a free 6-month upgrade to our 1:1 Marketing Automation Tool App when you sign up. This also applies to our existing customers who visit our booth.

CEO Gasser will also give an insightful talk about our new app and how it will help salespeople in creating powerful, personalized marketing communications to their prospects in the blink of an eye. Our new app features notifications and calls to actions. These and other features will enable you to close more deals.

SugarCon 2014 is expecting 1,000 other attendees who will have the choice of dozens of interactive sessions, tracks, panels and training courses.

Attendees will also be networking with fellow salespeople and entrepreneurs. They get a chance to have a casual chat with industry experts during evening receptions and fun companion events.

All of these and more are rolled into one if you join SugarCon 2014. Block your calendar from April 28 to May 01 and head out to San Francisco. But first, don’t forget to register here. We’ll see you there and together, let’s enjoy the ride.

Customer of the Week: Michael Loveless

Customer of the Week: Michael Loveless

Michael Loveless: Has LOVE for Collabspot

Being in the online media industry since 2001, updating and managing his growing database is very important for Michael Loveless, Founder and President of Loveless Media Corp.

Loveless Media Corp. caters to clients around the globe, offering services such as Web Design, eMarketing, Search Engine Optimization (SEO), Web Hosting, and IT Systems Management. His company also sells collaborative web-based tools such as WebERP.

Before using Collabspot, Loveless spent too many hours entering client’s data from his Gmail into SugarCRM.

He recalls that he only used SugarCRM when sending invoices and quotes. At the time there was a disconnect between entering and accessing the client’s email from his Gmail.

“Collabspot made me use SugarCRM more than I was previously – which has made me more organized – and is making me close more deals” Loveless adds.

Loveless’ Favorite Collabspot Features

He maintains that his work is made easier because Collabspot immediately recognizes an existing contact and displays related information like the client’s company address, contact number and even social media accounts.

“The system worked like a charm! I love Collabspot because it keeps me in Gmail with a high degree of interactivity with Sugarcrm from a sidebar location”, he said.

Collabspot can also track emails sent to a certain client. It also enables the user to track email interaction or history. This will enable users to check or confirm past details.

With Collabspot’s Email Tracking feature Loveless and other users can also:

  • Instantly know when the recipients open their email
  • Find out where the email is opened
  • Find out the device used for reading the email
  • Find out if the links are showing up from your recipient’s view
  • Find out when the links in the emails are clicked

Loveless Gives Loving Advice

As an entrepreneur, Loveless believes that taking the time to enter the entire client’s data into his CRM will reap significant rewards. “You must plant the seeds before you can harvest,” he explains.

He added that he no longer needs to spend too much time entering significant data because Collabspot does it for him and a lot more.

For him, “Support is first class”.

Customer of the Week: Lewis Yildirimturk

Customer of the Week: Lewis Yildirimturk

The never ending changes in web development are an ongoing challenge to [Affordable Web Design and Marketing, Inc.](, a company that provides website design and web marketing services.

“The biggest challenge is to keep up with the changes in search engines. But we always go the extra mile to make our clients happy and satisfied with our work,” Lewis Yildirimturk says, Founder and President.

However, the company which uses Google Apps, had a hard time integrating Highrise and Gmail. It was also difficult to go back and forth between Highrise and emails, recalls Yildirimturk.

To further ensure excellent service to its customers, his company now uses Collabspot. Collabspot integrates CRM tools like Highrise into Gmail and lets users save a lot of time and close more deals.

When asked about his initial impression of Collabspot, Yildirimturk said that their company “really liked it a lot.”

“This is a great add-on for Highrise CRM uses. Collabspot is the main reason we are using Highrise. Without this add-on, we would not be using Highrise,” he said.

Yildirimturk said that Collabspot makes it easy to view contact information, upcoming and recent activities, among other things, even without opening Highrise. He can also view the previous messages, create new contacts and leads, and log emails within Gmail.

This saves the company a lot of time. “It is much easier to follow up with leads or answer client’s questions,” he adds.

Because of its edge over the competition, and with the help of Collabspot, Affordable Web Design and Marketing, Inc. now has over 400 satisfied customers.

When asked to share his best sales tip to others, Yildirimturk suggested that they find a way to integrate CRM and email, which is the backbone in communicating with clients.

“Your best option is Collabspot. Trust me. I tried a lot of systems since 1998,” he says. “In all honesty, a lot of people use Gmail. Collabspot makes the integration between Highrise and Gmail so much easier. It saves us a lot of time. We love it and highly recommend it.”

The winner of the Collabspot New Year Competition!

In January we ran the Collabspot New Year Competition, to find the most efficient emailer of 2013. You might remember that all participants got a free analysis of their email skill.

Those who worked in sales positions were competing for the title and a Nexus 5 smartphone!

We measured email efficiency as the rate of customers and suppliers who respond to a salesperson’s emails within 24 hours.

Today we are happy to announce the winner: Tamás Szatmári, Head of Business Development at Doctusoft Ltd in Budapest, Hungary. Tamás has already received his prize, a new Nexus 5 smartphone.  


We asked Tamás a few questions about email efficiency. He was so kind to share the secret behind his email success. Now we can all use his ideas to get better at converting prospects into customers and close more deals.

Collabspot: How do you use email in your sales process? How does it fit in with face-to-face communication and phone calls?

Tamás: As an IT company with a focus on Java, Google App Engine and Cloud Platform development we do consultative sales. So we have to offer a solution parallel to the sales process before creating the official bid. In this process we use Google Apps, so Gmail and Google Drive have critical importance.

In our target audience – the Enterprise segment –  the sales process is long, because it involves many different people, in different phases, on both their and our side.

We use email as part of cold call campaigns, or simply for cold mailing. In this case we ask our recipients – if the topic is not relevant to them – to forward the mail, or to simply offer someone else instead of them to connect with.

In cold call campaigns and in the whole sales process we almost always send memos. Not just after face to face meetings, but after a longer telephone call as well. This is also true for the ongoing projects.

These emails are saved to our CRM application (Highrise) and we can easily track the latest activities with the Collabspot “info” extension in Gmail. This also helps us to collaborate with the whole sales team, because it makes the information transparent to everybody, even when you are not on the project.

Collabspot: Our readers can learn a lot from your success. What is your secret? What can salespeople do to have customers and suppliers respond to their emails quickly?

Tamás: Be as concise as you can. No one likes long emails with traditional sales blabla. Offer something valuable for the potential client, and that is what makes him even read your mail. So, write short, draft-like emails with bullet points, short terms, and keywords.

In summary:

  1. Be short and concise.
  2. Mark your email somehow, whether it needs any action on your part or not.
  3. Focus on consultative sales, offer value.
  4. Be transparent to your team, because this helps to make collaboration faster and more efficient.

Email processing tips:

Tamás: I’m an advanced user of Gmail’s priority inbox and I apply the “zero inbox”-policy in my working method. I check my emails once a day, but I reply to all the messages. Then I close the “unread” section. If I have to wait for something before replying, I star that message, and only get back to these later. This helps to make my day less fragmented and more focused.

If I can answer a letter in 2 mins, I do it, if I can’t, I send the message to Asana (our task managing tool). So I’m using “Getting Things Done”, but a bit modified.