How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

How You Can Easily Track All Activities and Key Dates of All Related Entities at Any LevelAuthor: Nikolay Bulava, CEO

Every business uses not only tasks, calls and meetings but also a lot of key dates and deadlines to develop successful and profitable relationships. SugarCRM is a fantastic tool that helps to collect and manage any customer data.

The flexible structure of Sugar data allows creating tasks, calls and meetings related to any CRM object both standard such as Account, Contact, Task, Quote, Opportunity, etc. and custom ones. Continue reading How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

How SugarCRM’s Winter ‘19 Release Delves Deeper Into the Future of Customer Relationship Management

When it comes to business success, understanding customers is key.

At SugarCRM we’ve always focused on helping our customers to develop better business relationships. To build those relationships and stay relevant in the eyes of their customers, businesses need to pay close attention to what their customers’ behaviour is telling them.

The latest Sugar release gives our customers access to higher quality information and improved collaboration facilities, ensuring businesses can base decisions on customer and employee insights. Continue reading How SugarCRM’s Winter ‘19 Release Delves Deeper Into the Future of Customer Relationship Management

Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data [Recording]

Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data  [Recording]Each business is unique, but in any business, all CRM users need to monitor and manage multiple future actions:

• date & time of calls and meetings
• start and finish date of tasks
• expected close dates for opportunities, RLI, quotas
• “valid until” dates for quotes or proposals Continue reading Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data [Recording]

How to Track Lost Sales in CRM

How to Track Lost Sales in CRM

No business desires to lose any of its potential customers. However, no business can cater to every type of customer, all with varying requirements, budgets and preferences. Therefore, no business can avoid losing potential customers. What differentiates a successful business from its unsuccessful counterpart, however, is the ratio of sales lost over sales won. The lower the number of sales lost over sales won, the more successful the business is in converting its leads and opportunities into customers. Nevertheless, lost sales can be, at often times, a blessing in disguise. Understanding the reasons for lost sales and translating them into sales won is what a lot of businesses are striving for nowadays. And what better tool to help in this regard than a good CRM? Continue reading How to Track Lost Sales in CRM

New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your TimeAuthor: Nikolay Bulava, CEO

We are glad to present a new cool feature in TimeLine Viewerfiltering My TimeLine feed based on the regular Sugar report.

You may ask: What do I get from this and how it will make my work easier?

For answering let’s take a common challenge for an Account Managers or/and a Customer Success Managers: to control all service events and history that are related to their clients. Continue reading New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

Where Is CRM Headed in 2019?

Where Is CRM Headed in 2019?Customer relationship management (CRM) has seen quite the evolution over the last several years. For a long time, companies and brands utilized multiple disparate tools to attract and retain customers, and often without any real cohesive strategy around that goal.

As CRM mega platforms like Salesforce and Microsoft Dynamics 365 emerged, CRM became more of a strategic undertaking. But those platforms were mostly accessible only to major enterprises, due to their cost and difficulty of installation. Continue reading Where Is CRM Headed in 2019?

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]