5 SugarCRM Community Edition Limitations Compared to Sugar Pro

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Author: Anna Petelina, Business Development Manager

Thanks to the open code of free of charge SugarCRM (CE) there is a plethora of possibilities to customize the system so that it could meet any specific requirements of the business. However, there are some tasks that require extended functionality of Sugar Professional. See the infographic below to find out what benefits it is going to bring and whether SugarCRM migration to Professional is worth the candle. Continue reading 5 SugarCRM Community Edition Limitations Compared to Sugar Pro →

SugarCRM Customization That Will Simplify Your Data Entry

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SugarCRM Customization That Will Simplify Your Data Entry

Author: Anastasiia Gubanovych, CRM Consultant

We continue our series of useful examples of SugarCRM customization. A CRM system is meant to simplify the work of its users. Yet, it may not always be the case. Namely, users working in SugarCRM daily are often faced with tasks that involve inputting large amounts of homogeneous information into the CRM system. This requires a lot of effort and time and, therefore, might be quite labor-consuming. Taking that into account, we’ve developed a SugarCRM customization that will greatly simplify the process. Continue reading SugarCRM Customization That Will Simplify Your Data Entry →

A Perfectly Suitable Marketing Automation Tool and How to Find It [Infographic]

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Author: Anna Petelina, Business Development Manager

Marketing Automation tools have already become a prerequisite for success in business. However, given a number of options available, it is not that easy to choose what will best meet your requirements. Selection of an appropriate MA tool depends on a lot of factors ranging from your business specificities to particular tasks you want it to execute. The infographic below will help you not to get lost while choosing the MA software. Continue reading A Perfectly Suitable Marketing Automation Tool and How to Find It [Infographic] →

How to Customize SugarCRM to Create a Form

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Hands-On SugarCRM Customization: How to Create a Custom FormAuthor: Maksym Nesterenko, Software Engineer

Historically, web technologies have been designed to ensure close interaction between systems, services and their users. One of the most important and common tools of such interaction is data input. SugarCRM has plenty of such forms and that’s why they should be paid attention to. In this tutorial, we will show you how to customize SugarCRM to create a form. I would also like to note that the convenience of forms in various frameworks may be split into two components: the ease of use and the ease of creation. Continue reading How to Customize SugarCRM to Create a Form →

How to Customize SugarCRM for Launching the Global Search Mechanism

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How to Customize SugarCRM for Launching the Global Search MechanismAuthor: Pavel Chumachenko, Software Engineer

SugarCRM is intrinsically very powerful tool. However, it may become even more efficient when properly customized. So, we proceed with our topic of SugarCRM customization, and today’s tutorial is aimed at SugarCRM administrators. It provides the necessary concept of how the operation of the Global Search mechanism is arranged. It also constitutes the guide for setting up the quick search prior to its first launch. Continue reading How to Customize SugarCRM for Launching the Global Search Mechanism →

How to Customize SugarCRM to Hide a Subpanel While Changing the Record Attribute

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How to Customize SugarCRM to Hide a Subpanel While Changing the Record AttributeAuthor: Pavel Chumachenko, Software Engineer

We are repeatedly talking about the flexibility of SugarCRM for various modifications.

This time we will discuss SugarCRM customization for the implementation of the mechanism that hides or displays the subpanel on the detail view card of the record with a specific value of its attribute. Continue reading How to Customize SugarCRM to Hide a Subpanel While Changing the Record Attribute →

CRM Innovations: Your Path to Outstanding Business Performance and Customer Experience

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CRM Innovations: Your Path to Outstanding Business Performance and Customer ExperienceMay 17, Nicosia, Cyprus – Integros LLC held a conference for CxOs looking for innovations and ways to optimize their business performance. The participants obtained valuable practical insights and found out how enterprises can improve their relationships with customers and enhance their overall operation by using modern CRM technologies for business.

Some of the hot-button issues covered during the conference Continue reading CRM Innovations: Your Path to Outstanding Business Performance and Customer Experience →

Must-Have SugarCRM Customization: Make Skype Calls Right from Your CRM

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How to Customize SugarCRM: Adding Link to Skype CallAuthor: Pavel Chumachenko, Software Engineer

We are always striving to make work in SugarCRM more convenient and efficient and here we share the most interesting solutions on SugarCRM customization. While filling in data concerning a Lead or a Contact, users of CRM systems frequently include the person’s accounts on different social networks or instant messengers. And while following a link in any social network is a piece of cake, making a Skype call can be much more complicated provided that you know only Skype Name. Continue reading Must-Have SugarCRM Customization: Make Skype Calls Right from Your CRM →

How to Customize SugarCRM for More Efficient Knowledge Sharing

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How to Customize SugarCRM for More Efficient Knowledge SharingAuthor: Nikolay Bulava, CEO

Any company has a common issue with knowledge sharing in two cases:

• when a new employee joins sales / marketing / presale team

• when practice of work changes

The more complex a business is, the more difficult is knowledge sharing. SugarCRM customization is perfect opportunity to make this kind of work as easy as ABC. Continue reading How to Customize SugarCRM for More Efficient Knowledge Sharing →

Why a CEO Should Worry About SugarCRM CE Upgrade

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Why a CEO Should Worry About Sugar CE UpgradeAuthor: Nikolay Bulava, CEO

Sugar Community Edition (Sugar CE) is a not bad choice that allows building a crm system for small business and save some money on the start. Obviously, when your business is rising your CRM system must rise too. As a SugarCRM certified partner I regularly receive a question from companies’ CEOs and owners: why should we worry about migration from Sugar Community up to Professional or Enterprise? Continue reading Why a CEO Should Worry About SugarCRM CE Upgrade →