SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What Happened

SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What HappenedAuthor: Nikolay Bulava, CEO

We keep sharing the secrets on how TimeLine Viewer can help you to do your work faster and easier.

Any team lead wants to stay in the loop of the team progress and where the most valuable resource – people – is used. In this article, you will get a detailed presentation on how, within seconds, to find an answer to important management issues, involving analysis of a wide range of data, with the help of Sugar Reports and data from TimeLine Viewer: Continue reading SugarCRM Tips. Creating the Reports Which Help to Quickly Figure Out What Happened

Bringing Relationship Intelligence to “Accounts” in Sugar

Bringing Relationship Intelligence to “Accounts” in SugarBig news! We have expanded SugarCRM Hint, our flagship offering from SugarCRM’s Relationship Intelligence product line beyond leads and contacts. Now, you can gather relationship intelligence about businesses and organizations. It works like this: users enter a name and email address into Hint (just like they always have). In addition to more info about the contact, Hint now pulls in accurate, verified corporate data about the contact’s organization into Sugar’s accounts module.. This includes valuable information like: Continue reading Bringing Relationship Intelligence to “Accounts” in Sugar

Sugar Mobile SDK Allows Moving Key Business Events at Users’ Fingertips

Sugar Mobile SDK Allows Moving Key Business Events at Users’ FingertipsA few time ago we shared how to save time and improve personal efficiency using a power of SugarCRM platform and TimeLine Viewer, a Sugar 7 add-on for collecting any important events from Sugar CRM database or from other systems and visualising them like a news feed.

Now everyone can use TimeLine Viewer not only on a Sugar desktop application but also on iPhone, iPad or gadgets on Android. Continue reading Sugar Mobile SDK Allows Moving Key Business Events at Users’ Fingertips

A CRM Evaluation Checklist: What Should You Look For?

A CRM Evaluation Checklist: What Should You Look For?With the wide range of different CRM solutions on the market, it can be challenging to figure out exactly which one is right for your business. Should you pick the mainstream one that is most widely known? Or go with a smaller platform that might be more tailored to your specific business objectives?

Have you ever wondered what factors you should focus on as you’re going through a CRM evaluation, and as you’re talking to different CRM vendors? Continue reading A CRM Evaluation Checklist: What Should You Look For?

3 Important CRM System Improvements for Delivering Better CX at Omnichannel Environment

3 Important CRM System Improvements for Delivering Better CX at Omnichannel EnvironmentAuthor: Nikolay Bulava, CEO

If you wish to be successful in nowadays business, you need to both have effective lead generation machine and deliver positive Customer Experience. It’s an axiom.

There are 3 typical destroyers of CX that are very often presented together with omnichannel lead generation processes: Continue reading 3 Important CRM System Improvements for Delivering Better CX at Omnichannel Environment

Looking Ahead at CRM Trends for 2018

Looking Ahead at CRM Trends for 2018For many, CRM trends for the New Year seem pointless for three main reasons: long technology development cycles, the industry’s obsession with one or two big ideas over the course of multiple years, and journalists’ penchant for trends that are either too obvious or too outlandish to really drive value. But, thanks to some hyper-development in CRM (and tech in general) driven by AI, mobile and the cloud (as well as some less obvious drivers like GDPR), we’re finally seeing some interesting changes take shape and fuel new possibilities. Given this backdrop, I’d like to offer some CRM trends that could actually be worth considering. Continue reading Looking Ahead at CRM Trends for 2018

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