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] →

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 →

Author: Nikolay Bulava, CEO

We are glad to present a new cool feature in TimeLine Viewer – filtering 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 →

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? →

Webinars 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 →

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, you will find out 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 SugarCRM Power to Your Business [Video] →

Besides a CRM system, there are some other external systems which store important customer data. During our new SugarCRM webinar, we will show you how to gather significant external events along with CRM events in one informative feed within Sugar. Such an approach helps to make customer view in your CRM system more accurate and complete.

Watch the webinar and find out: Continue reading Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording] →

Author: Victor Zhubrzhytskyy, CTO

Introduction

Sugar provides wide possibilities for access to own data through own API.

In the example, we are going to see how to create TimeLine Viewer events not from Sugar, but from external application using standard call from REST API. Continue reading How to Create TimeLine Event in Sugar Using Your Own Application →