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

Webinar: Productivity Enhancement for Every CRM User with Minimum Effort and Maximum Results [Recording]

Webinar: Productivity Enhancement for Every CRM User with Minimum Effort and Maximum Results [Recording]The famous old dilemma “working to live or living to work?” no longer makes sense. As technology is taking a foothold in nearly every aspect of our life, a new “work like you live” approach becomes more popular. The rapid acceleration of technology allows modern people to work wherever they are – in the office, at home and even on the road. Moreover, state-of-the-art tools make working process extremely convenient and help to improve productivity. Our new webinar “Productivity Enhancement for Every CRM User with Minimum Effort and Maximum Results” is all about it. Continue reading Webinar: Productivity Enhancement for Every CRM User with Minimum Effort and Maximum Results [Recording]

How Sugar Addresses Your Biggest Sales Challenges (Part 2)

How Sugar Addresses Your Biggest Sales Challenges (Part 2)Each year, it feels like sales leaders face a new host of challenges as they must navigate people, processes, and technology to meet their goals. Modern CRM is designed to help businesses overcome some of these challenges. For example, CRM helps organizations gain a holistic view of their business, uncover actionable data, and generate accurate pipeline reports.

In part one of this post, we took a look at how Sugar helps organizations solve some of the key challenges facing their sales organization. Now, let’s dig a little deeper into four more challenges, and how Sugar can help: Continue reading How Sugar Addresses Your Biggest Sales Challenges (Part 2)

How Sugar Addresses Your Biggest Sales Challenges (Part 1)

How Sugar Addresses Your Biggest Sales Challenges (Part 1)Each year, it feels like sales leaders face a new host of challenges as they must navigate people, processes, and technology to meet their goals. Modern CRM is designed to help businesses overcome some of these challenges. For example, CRM helps organizations gain a holistic view of their business, uncover actionable data, and generate accurate pipeline reports.

In this post, let’s dig a little deeper into some of the key challenges facing your sales organization, and how Sugar can help: Continue reading How Sugar Addresses Your Biggest Sales Challenges (Part 1)

How to Automate Email Marketing? Marketer’s on Leave Notes

How to Automate Email Marketing? Marketer’s on Leave NotesAuthor: Anna Petelina, Product Manager

The article implies that you have an email marketing system integrated with SugarCRM

Being on the maternity leave, I, as a mother, learn to feel and understand the needs of my child every day. However, as a mom-marketer, I must understand and respond not only to my needs and the needs of my child, but also to anticipate the needs, as well as the expectations of our clients, which will allow us to make their lives easier, and work faster, more interesting, and more efficient, in our case using SugarCRM. Continue reading How to Automate Email Marketing? Marketer’s on Leave Notes

Integros Products Are Well Received at SugarCRM Sales Kick Off 2018

Integros Products Are Well Received at SugarCRM Sales Kick Off 2018 This February, SugarCRM and its Partners around the world, including Integros, gathered at SugarCRM Sales Kick Off in Sorrento, Italy. For the first time in recent history, SugarCRM combined Sales Kick Off and Partner Summit into a single event for the entire Sugar ecosystem. Integros was proud to be a Sponsor of the event and to receive great feedback for its SugarCRM tools – Logic Builder and TimeLine Viewer.

It is always a pleasure to be among like-minded people, who share the same vision and work towards the same goal – to help businesses build extraordinary customer relations with SugarCRM platform and related products. Continue reading Integros Products Are Well Received at SugarCRM Sales Kick Off 2018

SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What Happened

SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What HappenedAuthor: Nikolay Bulava, CEO

We keep sharing the secrets on how TimeLine Viewer can help you to do your work faster and easier.

Any team lead wants to stay in the loop of the team progress and where the most valuable resource – people – is used. In this article, you will get a detailed presentation on how, within seconds, to find an answer to important management issues, involving analysis of a wide range of data, with the help of Sugar Reports and data from TimeLine Viewer: Continue reading SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What Happened

Bringing Relationship Intelligence to “Accounts” in Sugar

Bringing Relationship Intelligence to “Accounts” in SugarBig news! We have expanded SugarCRM Hint, our flagship offering from SugarCRM’s Relationship Intelligence product line beyond leads and contacts. Now, you can gather relationship intelligence about businesses and organizations. It works like this: users enter a name and email address into Hint (just like they always have). In addition to more info about the contact, Hint now pulls in accurate, verified corporate data about the contact’s organization into Sugar’s accounts module.. This includes valuable information like: Continue reading Bringing Relationship Intelligence to “Accounts” in Sugar