SugarCRM Tips. How to Improve Team Selling

SugarCRM Tips. How to Improve Team SellingAuthor: Nikolay Bulava, CEO

We already covered the topic of quick analysis of the situation in SugarCRM. Today, we are going to tell you how to optimize team selling with the help of TimeLine Viewer.

So, let’s say that you saw an important deal pass from Open to On hold status and Ron Peters, the person in charge of the deal, left a comment saying that the customer needs to thoroughly evaluate the economic effect from the cooperation, so they decided to take a break to make a decision. Continue reading SugarCRM Tips. How to Improve Team Selling

Webinar: How to Make SugarCRM Contacts Data Update Easy, Quick and Intelligent [Recording]

Webinar: How to Make SugarCRM Contacts Data Update Easy, Quick and Intelligent [Recording]Social media became a bonanza for B2B sales managers; they can learn everything about their prospects on the spot and get ready for communication efficiently. On the other hand, social surfing takes a lot of time. According to SalesTech Report 2017, 72% of sales professionals spend 30 minutes or more preparing for a meeting with a new prospect, while nearly half (49%) spend at least 45 minutes preparing. Is there a way to get of routine? Continue reading Webinar: How to Make SugarCRM Contacts Data Update Easy, Quick and Intelligent [Recording]

Webinar: A Smart Way to Collect Key Business Events in SugarCRM for BI and AI [Recording]

Webinar: A Smart Way to Collect Key Business Events in SugarCRM for BI and AI [Recording]Companies, that want to make the best use of their CRM data, increasingly turn to Business Intelligence (BI) and Artificial Intelligence (AI). Understanding the potential gains of these promising trends, they are looking for the ways to make their data more relevant and complete. At the webinar “A Smart Way to Collect Key Business Events in SugarCRM for BI and AI”, we show how to solve the riddle.

During this SugarCRM webinar, you’ll find out: Continue reading Webinar: A Smart Way to Collect Key Business Events in SugarCRM for BI and AI [Recording]

Logic Builder: How to Create Timeline Viewer Event for a Call in SugarCRM

Logic Builder: How to create Timeline Viewer event for a CallAuthor: Anastasiia Gubanovych, CRM Consultant
In this tutorial, we are going to consider an example of how to create an event in Timeline Viewer using Logic Builder.

For practicing this tutorial, you need:

• Sugar instance with installed Timeline Viewer and LB Templates

• Access to Logic Builder https://logicbuilder.integroscrm.com/ Continue reading Logic Builder: How to Create Timeline Viewer Event for a Call in SugarCRM

SugarCRM Focuses on ‘Accelerated Innovation’ with New Cloud Offering

SugarCRM Focuses on ‘Accelerated Innovation’ with New Cloud OfferingCompany’s Fall ’17 Sugar release makes selling a more collaborative exercise with several major updates

CUPERTINO, California — October 25, 2017 — SugarCRM Inc., the company that helps organizations build better business relationships, announced today the general availability of the latest version of Sugar On-Demand. The Fall ’17 update marks the beginning of accelerated innovation and more frequent cloud releases from SugarCRM. Sugar On-Demand is increasing its release cadence to quarterly, bringing the company’s latest innovations to customers faster. Continue reading SugarCRM Focuses on ‘Accelerated Innovation’ with New Cloud Offering

Webinar: How Salespeople Can Work in SugarCRM Faster and Easier [Recording]

Webinar: How Salespeople Can Work in SugarCRM Faster and Easier [Recording]November 8, 2017 – One of the most important questions for every CRM user is “How can I save my time and make my everyday work in SugarCRM easier and more efficient?” If you agree with that, it is worth seeing this 30 min webinar recording.

The current use case is about day-to-day work of B2B Sales Manager:

In this video, you will see how to move key business data at your fingertips and significantly improve efficiency of your daily work: Continue reading Webinar: How Salespeople Can Work in SugarCRM Faster and Easier [Recording]

SugarCRM Launches “Hint,” A New Relationship Intelligence Service

SugarCRM Launches “Hint,” A New Relationship Intelligence ServiceSugarCRM Hint, from the Company’s New Relationship Intelligence Product Line, Represents a Better Way to Build Business Relationships

CUPERTINO, California — June 27, 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, today announced SugarCRM Hint (“Hint”). Hint, the debut product from the company’s new Relationship Intelligence product line, automatically searches the web for personal and company information, delivering a wealth of information so customer-facing employees will quickly learn more about their contacts. Continue reading SugarCRM Launches “Hint,” A New Relationship Intelligence Service

Logic Builder Cases Library. Adding Custom Validation to the Lead Conversion Procedure in SugarCRM

Logic Builder Cases Library. Adding Custom Validation to the Lead Conversion ProcedureAuthor: Sergey Zakharenko, Senior Consultant

The task described below was solved within the project of implementing a CRM system on the Sugar Enterprise 7.8 platform for TopConnect, the operator and distributor of Travel SIM, a mobile communication service for travelers.

TopConnect operates through the network of Partners in different countries and Partners are the key channel for business development. One of the key tasks in the CRM systems is to reduce the time of Partner onboarding along with respecting the requirements of the onboarding policy. Continue reading Logic Builder Cases Library. Adding Custom Validation to the Lead Conversion Procedure in SugarCRM

Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep Productivity

Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep ProductivityAuthor: Viktoriia Polishchuk, CRM Consultant

This task was solved within the presentation of sales rep productivity enhancement possibilities for PrimeTel (Cyprus), a national operator of the entire range of telecommunication services (mobile and fixed communication, IP TV, backbone, commercial and home internet).

In the B2B segment, the company serves both large transnational companies and a large number of SMB customers. Continue reading Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep Productivity

Integros Showcased Its Cutting-Edge Products at SugarCon 2017

Integros Showcased Its Cutting-Edge Products at SugarCon 2017More than a thousand SugarCRM Customers and Partners gathered at SugarCon 2017 in San Francisco last week. Integros participated in the annual global event as a Silver Sponsor and showcased Logic Builder and TimeLine Viewer – two innovative Sugar CRM tools which received excellent feedback from the attendees.

Logic Builder is a tool that increases User Adoption by making SugarCRM more convenient and efficient as it allows users to bring all their SugarCRM automation ideas to life using visual programming. Continue reading Integros Showcased Its Cutting-Edge Products at SugarCon 2017