SugarCRM Tips. How to Boost the Efficiency of Portfolio Management

SugarCRM Tips. How to Boost the Efficiency of Portfolio ManagementAuthor: Nikolay Bulava, CEO

We cannot buy, rent or steal time that is why we have to save our time. In this article we continue sharing the tips on how you can save your time with TimeLine Viewer, an add-on for SugarCRM.

Today we will show how to boost efficiency of working with portfolio of leads, accounts, cases, opportunities etc. Continue reading SugarCRM Tips. How to Boost the Efficiency of Portfolio Management

SugarCRM Tips. How to Save 50% of Your Time When Preparing for Communication with the Customer

SugarCRM Tips. How to Save 50% of Your Time When Preparing to Communicate with the CustomerAuthor: Nikolay Bulava, CEO

We cannot buy, rent or steal time that is why we have to save time. We would like to share some tips on how you can do it with TimeLine Viewer, an add-on for SugarCRM.

We will start with a typical task for all those who are responsible for interacting with customers, namely, preparation for communication. Continue reading SugarCRM Tips. How to Save 50% of Your Time When Preparing for Communication with the Customer

Logic Builder How-To. Dealing with Custom Modules [Video]

Basic Notification Example [Video]Sometimes out-of-the-box SugarCRM modules don’t fully satisfy your needs, and you have to create custom modules instead.

In this short video we demonstrate how to deal with custom modules in Logic Builder. As a matter of fact, there is no big difference if you work with a custom module or a standard one. However, this illustrative example explains the principle of working with custom modules in more detail. Continue reading Logic Builder How-To. Dealing with Custom Modules [Video]

SugarCRM Named Best CRM for Third Year in a Row

SugarCRM Named Best CRM for Third Year in a RowStrongly preferred by PC Mag readers for the third year in a row, SugarCRM was praised for overall satisfaction, likelihood to be recommended, Net Promoter score and reliability

CUPERTINO, CA — June 30, 2017 – SugarCRM Inc., the company that enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable CRM solution on the market, announced today it has been named the Best CRM Service by PC Magazine readers in the publication’s annual business choice awards. Continue reading SugarCRM Named Best CRM for Third Year in a Row

4 SugarCRM Add-Ons to Make You Incredibly Productive

4 SugarCRM Add-Ons to Make You Incredibly ProductiveAuthor: Zlatyslava Topchyi, Marketing Manager

Sugar is an amazing CRM system that was recognized in the last PC Magazine’s research. However, everyone knows that “there is no limit to perfection”. If you want to make your work more efficient and convenient, pay attention to the following SugarCRM add-ons and extensions. Continue reading 4 SugarCRM Add-Ons to Make You Incredibly Productive

Avoid CRM Regrets: Learn from the Mavericks (Ebook)

Avoid CRM regrets: Learn From the Mavericks (Ebook)We’re all familiar with stories about today’s most common business challenges – vigorous competition, digital disruption, empowered customers, and changing social norms. But, while nearly every business leader faces these challenges, only a select few are really thinking and doing things differently than their competitors.

In the CRM world, these are our Mavericks. Their stories and how they’re using CRM for business transformation give us insight that we’re delighted to share with others who are keen to challenge the status quo. Continue reading Avoid CRM Regrets: Learn from the Mavericks (Ebook)

Sugar 7.9 Is Here!

Sugar 7.9 Is Here!With the latest release of our CRM product, Sugar 7.9 brings many exciting updates to our award-winning application. Most notable is a brand new Quotes system, redesigned from the ground up. With a new user interface built in the Sugar Sidecar framework, and new features such as improvements to grouping, drag and drop reordering and enhancements to multi-currency support, creating sales quotes is simple and powerful.

The Quotes module also now supports Sugar Logic, a core Sugar business process technology, making it easier to create business logic configurations that are upgradable and extremely powerful in their ability to meet business needs of all complexities. Continue reading Sugar 7.9 Is Here!

A Webinar on an Enhanced 360° View in SugarCRM

How to Get a 360° View of Value Adding Activities in SugarCRMJune 14, 2017 – Those who run a business are well aware that time and information are the most valuable assets. A 360° view of customer interactions allows CRM users to evaluate the situation fast and properly, that means a quicker and smarter decision-making. Integros has recently held the webinar “How to Get a 360° View of Value Adding Activities in SugarCRM”. The purpose of the SugarCRM webinar was to give the answer to the typical business challenges: Continue reading A Webinar on an Enhanced 360° View in SugarCRM

Peculiarities of Outsourcing CRM System Customization Services

Peculiarities of Outsourcing CRM System Customization ServicesAuthor: Anna Petelina, Product Manager

Finding a competent outsource provider can be a real challenge on the one hand, but on the other hand it can bring significant advantages to your business since you get an educated workforce and availability of labor.

One may wonder. Why do I have to engage a CRM outsourcing company? To find out the answer just ask yourself: do I have the time or technical expertise to maintain or enhance my CRM system? Probably not. Continue reading Peculiarities of Outsourcing CRM System Customization Services

Best Practices in CRM for Marketing: a Q&A with Clint Oram

Best Practices in CRM for Marketing: a Q&A with Clint OramMarketing teams are charged with building extraordinary relationships with customers. With this much responsibility, it makes sense for the marketing department to become power users of CRM. However, many marketers view CRM as a tool for sales or customer service and may struggle to see how it can become a critical tool that helps them do their jobs better.

Recently, I had the chance to sit-down and talk with Clint Oram, SugarCRM’s co-founder, CMO, and frequent contributor to this blog to discuss how marketers can best use CRM. Continue reading Best Practices in CRM for Marketing: a Q&A with Clint Oram