SugarCRM Tips. How to Make Your Sales Management Dashboard Even More Powerful

SugarCRM Tips. How to Make Your Sales Management Dashboard Even More PowerfulAuthor: Nikolay Bulava, CEO

No doubt Sugar dashboard is a powerful tool for regular Sales Management. Special diagrams like Pipeline or Forecast, reports diagrams and filtered list views help to see the current state of sales, to analyze opportunities and quotes portfolios from different viewpoints. Report drill down option gives the possibility to examine any diagrams segment and look into details in a second. Continue reading SugarCRM Tips. How to Make Your Sales Management Dashboard Even More Powerful

Top 5 SugarCRM Webinars in 2018

Top 5 SugarCRM Webinars in 2018Webinars are very popular among users as this is a faster and more comprehensible way to gain new knowledge and find fresh ideas. We at Integros, consider webinars to be an excellent opportunity to communicate with a wide audience in order to share our best practices in many years of working with Sugar and innovative discoveries on how to make work in the CRM system easier, more convenient and efficient. We had a “webinar boom” this year, and now want to share our most popular and useful webinars which were highly appreciated by Sugar users. Continue reading Top 5 SugarCRM Webinars in 2018

Webinar: Add the Sugar CRM Power to Your Business [Recording]

Webinar: Add the Sugar CRM Power to Your Business [Recording]Every year the PCMag magazine shares the ranking of the best CRM software solutions for professionals. For the fourth consecutive year, SugarCRM was awarded as the leading CRM platform. At our webinar, we will show you what makes Sugar so powerful and distinguishes it from a range of other CRM systems.

Sugar provides your teams with the tools they need to work more efficiently, nurture customer relationships, and quickly close deals. During the webinar, you will find out: Continue reading Webinar: Add the Sugar CRM Power to Your Business [Recording]

Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording]

Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording]Besides a CRM system, there are some other external systems which store important customer data. During our new SugarCRM webinar, we will show you how to gather significant external events along with CRM events in one informative feed within Sugar. Such an approach helps to make customer view in your CRM system more accurate and complete.

Watch the webinar and find out: Continue reading Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording]

SugarCRM Champions Actionable Information with Latest Product Innovations

SugarCRM Champions Actionable Information with Latest Product InnovationsSugar Fall 18 and SugarCRM Hint version 5, the latest innovations from industry leader SugarCRM, deliver a range of improvements to simplify insights, recommendations and data visualization.

SugarCRM Inc., the company that helps organizations build better business relationships, announced new improvements to its core CRM application, as well as the latest additions to its relationship intelligence service, Hint. Continue reading SugarCRM Champions Actionable Information with Latest Product Innovations

Sugar Fall ’18 Is Live

Sugar Fall '18 is LiveSugar Fall ’18 is now live and available for all customers hosted in the Sugar cloud environment. Fall ’18 is the next step in our core Sugar Cloud updates, providing accelerated delivery of new innovations for cloud customers, as well as heightened levels of predictability for Sugar updates.

Sugar Fall ’18 will significantly benefit customers running in the Sugar cloud environment. In the following video, SugarCRM Chief Marketing Officer and Co-Founder, Clint Oram, highlights the major features of this release. More details on all of the exciting Fall ’18 updates are explained further after the video. Continue reading Sugar Fall ’18 Is Live

Success with CRM: Focus on the Features That Matter

Success with CRM: Focus on the Features that MatterWelcome to the third post in our success with CRM series. In this post, we’ll examine the tendency to focus on too many advanced features, and why that can limit the effectiveness of your CRM deployment.

At the start of an evaluation cycle, organizations are typically sure of what they need and want from their CRM. Said simply, a tool to help them build better business relationships. However, this industry has been working hard to load up their CRM offerings with more and more stuff. As a result, organizations get sucked into paying for more than they need. Too much excitement around a new technology can cause companies to be too ambitious about their implementation plans. Continue reading Success with CRM: Focus on the Features That Matter

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4 [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4The new episode from our webcast series is here! This time we delved into a very sensitive issue – customer data privacy. GDPR and other data privacy regulations made this issue a pain point for many companies, and today we want to share our lifehacks on how to customize Sugar without programming to make your processes more standards-compliant.

Sometimes leads do not give an explicit consent to process their data (e.g. when you generate leads via phone or offline events/communication). Our new webcast will show you how to automate the process of email address validation and asking consent to personal data processing and thus to enhance email channel reliability. Find out how to configure this automation in Sugar at our webcast “Verifying email address & asking consent for using it”. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Part 4 [Recording]