SugarCRM Acquires SaaS Marketing Automation Innovator Salesfusion

SugarCRM Acquires SaaS Marketing Automation Innovator SalesfusionPowerful Combination Expands Sugar Platform to Relentlessly Drive Relevant Customer Experiences that Create Customers for Life.

CUPERTINO, Calif. – May 16, 2019 – SugarCRM Inc.®, the company that helps organizations deliver exceptional customer experiences, announced today it has acquired Salesfusion, a leading provider of marketing automation solutions recognized in the Gartner Magic Quadrant for Lead Management. Continue reading SugarCRM Acquires SaaS Marketing Automation Innovator Salesfusion

Sugar Event Management Suite vs Salesforce Lightning Activity Timeline

Sugar Event Management Suite vs Salesforce Lightning Activity TimelineAuthor: Nikolay Bulava, CEO

The comfort of work with historical data and planned actions in CRM system significantly influence common efficiency of CRM users day-to-day work and User Adoption overall.

In this short article, we compare capabilities of Salesforce Lightning Activity Timeline with Event Management Suite for SugarCRM and their features for processing history and planned actions. Continue reading Sugar Event Management Suite vs Salesforce Lightning Activity Timeline

The Ultimate Guide to TimeLine Viewer

The Ultimate Guide to TimeLine ViewerEvery day lots of events and changes take place in the CRM system. Sending or receiving emails, making phone calls, creating new notes, holding meetings, registering cases, creating new leads, changing data in the Accounts… the list goes on and on. To be efficient, CRM users have to stay on top of all these events, be able to quickly review the latest data in the portfolio of Accounts/Contacts/Leads and promptly discuss the necessary information with their colleagues. For this purpose, we created TimeLine Viewer, a plug-in for Sugar, which allows you to view all key business events on a convenient timeline in a few clicks. Continue reading The Ultimate Guide to TimeLine Viewer

Increase Productivity with Actionable Insights in Hint 5.1

Increase Productivity with Actionable Insights in Hint 5.1Our next version SugarCRM Hint 5.1 is now generally available! Hint provides a wide range of important, useful and actionable insights, uncovering key information at every stage of your sales, marketing, and customer service cycles. Version 5.1 focuses on increasing productivity and efficiency, to help you deliver a one-of-a-kind customer experience.

Stay Proactive with Hint Insights

We introduced the Insights capability in Hint 5.0, in which users can proactively stay updated with breaking developments, general news activity, and important signals for key accounts. Continue reading Increase Productivity with Actionable Insights in Hint 5.1

Webinar: How to Disrupt the Status Quo in Work with CRM Data [Recording]

Webinar: How to Disrupt the Status Quo in Work with CRM Data [Recording]User adoption is the main reason why CRM projects fail. There are many ways to improve user adoption, and one of them is to make CRM system easier and more comfortable for users. The less time spent on routine the better user adoption is. At our SugarCRM webinar “How to Disrupt the Status Quo in Work with CRM Data”, we show increase User Adoption no matter how complex CRM data is.

Find out how you can: Continue reading Webinar: How to Disrupt the Status Quo in Work with CRM Data [Recording]

Say Hello to Sugar 9

Last week we hit a major milestone at SugarCRM with the release of Sugar 9. Sugar 9 encapsulates all of the awesome new features and additions to the product we’ve added over the past year.

Empowering our customers to accelerate sales from first call to go live is at the heart of our new Sugar 9 release. As a business accelerator and innovator, our mandate is to consistently exceed our customers’ expectations and to thrill them with rapid delivery of new products and capabilities, feature enhancements and performance improvements. Continue reading Say Hello to Sugar 9

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 7 [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 7 [Recording]Bundling products is beneficial both for companies and for customers. Businesses can boost cross-selling, save their marketing and distribution costs. At the same time, product bundles are popular with customers who appreciate discounts and simplicity of ordering products.

But how to manage product bundles in the CRM system efficiently? For example, how can the manager form the Quote for the customer, when the Bundle is selected in the Quote? Certainly, the manager can manually add all the bundle products to Quotes and set the price for them, but this is clearly not worth the time. In the new episode of our SugarCRM webcast “Let’s Practically Apply Sugar Configuration over Code Development”, we show the solution for the task “How to Add Bundle of Products to the Quote”. Continue reading Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 7 [Recording]

9 Steps to a Successful CRM Go-Live

Few projects can have as big of an impact on your company as a successful Customer Relationship Management (CRM) implementation. Turning your employees into “customer experts” takes real effort but yields tremendous returns as your teams learn to create loyal advocates from your everyday customers.

And as you might suspect, planning a CRM project takes a combination of skills that go beyond most other IT projects. Continue reading 9 Steps to a Successful CRM Go-Live

Webinar: How You Can Improve Efficiency of Account Managers in Any Bank [Recording]

Webinar:Working as an account manager in banking and finance industries is quite challenging. Account managers have to deal with a large customer flow and need to perform lots of operations. Today’s complex omnichannel environment, where a lot of humans and information systems is involved, makes this work even more difficult.

Do your Account Managers have to:

• interact and coordinate other departments working on the same customer? Continue reading Webinar: How You Can Improve Efficiency of Account Managers in Any Bank [Recording]

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]Webinar is an amazing way to engage your audience and generate new leads. If you use Sugar to manage your customer relations along with GoToWebinar to host online events, you may know that integration of these tools requires either programming or special connectors with some limitations. Well, it was true, but now the things have changed – at our webinar, we show how to:
• integrate Sugar with GoToWebinar without coding for intelligent processing of webinars leads Continue reading Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]