Bundling products is beneficial both for companies and for customers. Businesses can boost cross-selling, save their marketing and distribution costs. At the same time, product bundles are popular with customers who appreciate discounts and simplicity of ordering products.

But how to manage product bundles in the CRM system efficiently? For example, how can the manager form the Quote for the customer, when the Bundle is selected in the Quote? Certainly, the manager can manually add all the bundle products to Quotes and set the price for them, but this is clearly not worth the time. In the new episode of our SugarCRM webcast “Let’s Practically Apply Sugar Configuration over Code Development”, we show the solution for the task “How to Add Bundle of Products to the Quote”. Read more »

Webinar is an amazing way to engage your audience and generate new leads. If you use Sugar to manage your customer relations along with GoToWebinar to host online events, you may know that integration of these tools requires either programming or special connectors with some limitations. Well, it was true, but now the things have changed – at our webinar, we show how to:
• integrate Sugar with GoToWebinar without coding for intelligent processing of webinars leads Read more »

The new episode from our webcast series is here! This time we delved into a very sensitive issue – customer data privacy. GDPR and other data privacy regulations made this issue a pain point for many companies, and today we want to share our lifehacks on how to customize Sugar without programming to make your processes more standards-compliant.

Sometimes leads do not give an explicit consent to process their data (e.g. when you generate leads via phone or offline events/communication). The new SugarCRM webcast will show you how to automate the process of email address validation and asking consent to personal data processing and thus to enhance email channel reliability. Find out how to configure this automation in Sugar at the webcast “Verifying email address & asking consent for using it”. Read more »