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

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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] →

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

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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

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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

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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 SugarCRM add-ons 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 →

How to Refine SugarCRM Lead Management: A Proven Strategy for Boosting Sales

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How to Customize SugarCRM to Foster Sales Reps MotivationIt is not a secret that the process of lead management usually requires a lot of time, efforts and money. That is why it is so unpleasant when deals fall through. In such a case, it is important not to make a common mistake of stopping work with a lost lead.

We have 3 reasons why losing a lead doesn’t mean the end: Continue reading How to Refine SugarCRM Lead Management: A Proven Strategy for Boosting Sales →

SugarCRM Tips. How to Enhance Efficiency of Manager’s Work

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SugarCRM Tips. How to Enhance Efficiency of Manager’s WorkAuthor: Nikolay Bulava, CEO

Time is the most valuable resource that we have. We cannot buy, rent or steal time that is why we have to save our time.

This article continues series of tips on how you can save your time with TimeLine Viewer, an add-on for SugarCRM. Today we are going to tell how managers can make operational decisions faster. Continue reading SugarCRM Tips. How to Enhance Efficiency of Manager’s Work →

SugarCRM Named a Visionary in Gartner Magic Quadrant for Sales Force Automation 2017

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SugarCRMCUPERTINO, CA – Aug. 24, 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 announced today it has been named a visionary in Gartner’s 2017 “Magic Quadrant for Sales Force Automation.”

Gartner evaluated 16 vendors for the 2017 Sales Force Automation report based on each company’s “completeness of vision” and its “ability to execute” on that vision. Continue reading SugarCRM Named a Visionary in Gartner Magic Quadrant for Sales Force Automation 2017 →

SugarCRM Tips. How to Boost the Efficiency of Portfolio Management

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SugarCRM Tips. How to Boost the Efficiency of Portfolio ManagementAuthor: Nikolay Bulava, CEO

We cannot buy, rent or steal time that is why we have to save our time. In this article we continue sharing the tips on how you can save your time with TimeLine Viewer, an add-on for SugarCRM.

Today we will show how to boost efficiency of working with portfolio of leads, accounts, cases, opportunities etc. Continue reading SugarCRM Tips. How to Boost the Efficiency of Portfolio Management →

SugarCRM Tips. How to Save 50% of Your Time When Preparing for Communication with the Customer

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SugarCRM Tips. How to Save 50% of Your Time When Preparing to Communicate with the CustomerAuthor: Nikolay Bulava, CEO

We cannot buy, rent or steal time that is why we have to save time. We would like to share some tips on how you can do it with TimeLine Viewer, an add-on for SugarCRM.

We will start with a typical task for all those who are responsible for interacting with customers, namely, preparation for communication. Continue reading SugarCRM Tips. How to Save 50% of Your Time When Preparing for Communication with the Customer →

Logic Builder How-To. Dealing with Custom Modules [Video]

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Basic Notification Example [Video]Sometimes out-of-the-box SugarCRM modules don’t fully satisfy your needs, and you have to create custom modules instead.

In this short video tutorial, we demonstrate how to deal with SugarCRM custom modules in Logic Builder. As a matter of fact, there is no big difference if you work with a custom module or a standard one. However, this illustrative example explains the principle of working with SugarCRM custom modules in more detail. Continue reading Logic Builder How-To. Dealing with Custom Modules [Video] →