How to Keep Track of All Key Business Events [SugarCRM Ebook]

HowAccess to the right information at the right time and place is an indispensable condition for successful decision making. Every day many different business events and changes take place in the CRM system (e.g. creating a lead, sending and receiving emails, changing client’s status, creating notes, registering cases and much more). SugarCRM users often need to review such information, but finding the necessary data may be time-consuming as it requires manual sifting through different modules, reports, records and subpanels. Continue reading How to Keep Track of All Key Business Events [SugarCRM Ebook]

CRM Adoption: Five Tips for Staying On Course Post Deployment

CRM Adoption: Five Tips for Staying On Course Post DeploymentWhether you are one month, one year, or several years into a CRM deployment, it is always important to perform “health checks” to insure the project is going smoothly. Just because the software is in place, does not always mean it is being used at optimal levels or driving the best return. These five tips can help your business keep the CRM initiative on track and continue bringing positive returns… Continue reading CRM Adoption: Five Tips for Staying On Course Post Deployment

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Configuring of Email Content [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Configuring of Email ContentWe continue our series of webcasts on how to configure SugarCRM instead of code development. If you are new to our webcasts, here’s the point – we talk about how to implement various SugarCRM customizations – simple and complex – without programming. You can always watch our past SugarCRM webinars, webcasts and video tutorials here: https://integroscrm.com/sugarcrm-video-tutorials-and-webinars/. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Configuring of Email Content [Recording]

SugarCRM’s Summer 18 Release Responds to the Most Important Themes in CRM Today

SugarCRM’s Summer 18 Release Responds to the Most Important Themes in CRM TodayWith technology having become ubiquitous in our home and social lives it is crucial that the social trends we see in these spaces help drive how technology is developed and deployed in the business world.

At SugarCRM, we have long known that if technology in the workplace looks, feels and intuits like the technology we use at home, it will be more engaging and easier to use, meaning the most benefit can be gained. At home, people can access user-friendly online tools to belong, share and respond. It should be no different in the workplace. Continue reading SugarCRM’s Summer 18 Release Responds to the Most Important Themes in CRM Today

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development – Part 2 [Recording]

SugarCRM Webinar: Let’s Practically Apply SugarCRM Configuration over Code Development - Part 2 [Recording]Entering data in the CRM system is not enough, it is important to keep the information up-to-date.

The manual update is a routine and time-consuming task, and today we will talk about how to automate the process. During our SugarCRM webcast, we will show you how to solve the task “When Contact leaves the Company, remove Contact from Opportunity participants and/or assign Task to the manager on Contacts List update”. Most importantly, you absolutely do not need programming knowledge for such SugarCRM customization. That’s great, isn’t it? Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development – Part 2 [Recording]

SugarCRM Named Best CRM for the Fourth Year in a Row

SugarCRM Named Best CRM for the Fourth Year in a Row Yet again, when it comes to customer satisfaction – Sugar delivers!

SugarCRM has once again come out on top as the leading CRM platform, for the fourth consecutive year.

The results are in from PC Magazine’s annual Business Choice survey, which asks readers for their opinion on reliability, tech support experience and overall satisfaction on a range of CRM platforms. 98 companies in total were scored, of which only six made the mark with only one clear winner – SugarCRM, with outstanding scores in most categories. Continue reading SugarCRM Named Best CRM for the Fourth Year in a Row

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]The variety of interaction channels provides many opportunities for business – the chance to reach out to a larger audience, increase sales, get a more complete customer view, ensure comfortable communication for the customer, etc. At the same time, the approach creates certain obstacles. Customers tend to switch between the channels and expect a seamless customer experience across all of them. Those companies who do not take this fact into account, bombarding their clients with the same messages, or ignoring customer interaction history when switching from one channel to another, or responding to customer requests with delay, are doomed to fail. Continue reading Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]

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 the 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