How to Configure TimeLine Viewer Dashboards and Dashlets [Video]

How to Configure TimeLine Viewer Dashboards and Dashlets [Video]TimeLine Viewer for Sugar helps you find out just in a few seconds what important things happened in your CRM system.

In this video tutorial, we will show you how to configure different TimeLine Viewer dashboards and dashlets to keep up with events and changes that are of interest to you, so you can always have all key business information at your fingertips. You will see that it’s as easy as pie! Continue reading How to Configure TimeLine Viewer Dashboards and Dashlets [Video]

SugarCRM Customization Challenges or How I Befriended Logic Builder

SugarCRM Customization Сhallenges or How I Befriended Logic BuilderAuthor: Viktoriia Polishchuk, CRM Consultant

When I first met Logic Builder I was intrigued. I have already worked with other visual designers, like Red Hat BPMS and I even used to code myself once upon a time. One of the reasons I’m not a developer now is that I loved designing algorithms, but I used to dread coding itself. The more code I had the harder it was to recognize my logic behind it. I wanted a picture I can absorb in one glance, not a pile of code text, where I get lost. Continue reading SugarCRM Customization Challenges or How I Befriended Logic Builder

Spring ’18 and Sugar 8 Are Now Available

Spring ’18 and Sugar 8 Are Now AvailableWe have some good news. We’re thrilled to announce the general availability of the latest version of Sugar (Spring ’18 for Sugar cloud customers and Sugar 8 for on-premise customers).

Last fall, we moved to a quarterly release cycle for Sugar cloud customers to accelerate the pace of feature innovation. Correspondingly, Sugar on-premise customers moved to a predictable annual release model, aligning the cloud and on-premise offerings with each year’s spring release. This being spring, on-premise customers have now “caught up.” Continue reading Spring ’18 and Sugar 8 Are Now Available

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development [Recording]

SugarCRM Webinar: Let’s Practically Apply SugarCRM Configuration over Code Development [Recording]As an open source CRM solution, SugarCRM is highly customizable. It is no wonder that many companies choose and love SugarCRM for its unparalleled flexibility. However, sometimes customization requires code changes that take time and money. Our experience shows that a lot of such tasks can be solved with configuring instead of programming. This is possible due to Logic Builder, a cloud visual tool belt for SugarCRM configuration. With Logic Builder, you can customize your CRM system in a fast and easy way without writing even a line of code. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development [Recording]

How Sugar Solves Your IT Department’s Biggest CRM Challenges

How Sugar Solves Your IT Department’s Biggest CRM ChallengesWhile sales and customer service teams live inside the CRM on a daily basis, it’s the IT department that is responsible for executing a successful deployment plan, and for the vital function of integrating the CRM with other tools like email and your ERP. In short, your core CRM selection team should work closely with IT to ensure the CRM can be (and is) set up correctly.

In this post, let’s examine some of the biggest CRM challenges that IT organizations must face, and how Sugar can help: Continue reading How Sugar Solves Your IT Department’s Biggest CRM Challenges

SugarCRM Tips for Admins. How to Find Really Important Events for TimeLine Viewer

SugarCRM Tips for Admins. How to Find Really Important Events for TimeLine ViewerAuthor: Nikolay Bulava, CEO

In this SugarCRM tutorial, we will consider where and how to find events for TimeLine Viewer, a plugin for SugarCRM.

For this, you should answer several simple questions:

1. What data sources (SugarCRM modules, subpanels, reports) have to be looked through to restore the chronological order of events and grasp the situation. Continue reading SugarCRM Tips for Admins. How to Find Really Important Events for TimeLine Viewer

How Sugar Addresses Your Biggest Customer Service Challenges

How Sugar Addresses Your Biggest Customer Service ChallengesCompanies like Amazon and Zappos are lauded for providing outstanding customer service. That has raised the bar for what customers expect from every brand they interact with. No matter your industry, expectations higher than ever. So, it’s critical that customers service reps have the tools, data and autonomy needed to satisfy customers.

In this post, let’s dig a little deeper into some of the key challenges facing your customer service professionals and how Sugar can help organizations meet customer needs from a help desk, a call center, or a social media community. Continue reading How Sugar Addresses Your Biggest Customer Service Challenges

How to Create an Event for a Sent or Received Email in SugarCRM

SugarCRM Tutorial: How to Create Timeline Viewer Event for a Sent or Received EmailAuthor: Anastasiia Gubanovych, CRM Consultant

In this SugarCRM tutorial, we are going to consider an example on how to create an event for a sent or received Email in Timeline Viewer using Logic Builder.

For practicing this SugarCRM tutorial, you need:

• SugarCRM instance with installed Timeline Viewer and LB Templates

• Access to Logic Builder https://logicbuilder.integroscrm.com/. Continue reading How to Create an Event for a Sent or Received Email in SugarCRM

Good News for Sugar On-Premise Customers, a Lot of Cool Stuff Is Coming Your Way

Good News for Sugar On-Premise Customers, a Lot of Cool Stuff Is Coming Your WayYou may recall that we adjusted the product release process for Sugar, our core Relationship Management offering last year. Beginning with the Fall ‘17 release, we moved to a quarterly delivery schedule for our cloud customers. Correspondingly, Sugar on-premise customers moved to a predictable annual release model, aligning the cloud and on-premise offerings with each year’s Spring release. Each year, the on-prem release rolls up new features from the preceding Sugar Cloud releases. Continue reading Good News for Sugar On-Premise Customers, a Lot of Cool Stuff Is Coming Your Way

SugarCRM Tips. How to Find Customers or Leads Afforded Insufficient Attention

SugarCRM Tips. How to Find Customers or Leads Afforded Insufficient AttentionAuthor: Nikolay Bulava, CEO

We keep sharing the secrets on how SugarCRM can make your work faster and easier. In our previous materials, we explained how to quickly figure out what important events have happened. Today we are going to deal with another interesting issue “what important thing has NOT happened?”.

Chief Sales Officers want to know which deals are not pushed forward and which leads are untended. Continue reading SugarCRM Tips. How to Find Customers or Leads Afforded Insufficient Attention