Logic Builder for CRM

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

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. Read more »

Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep Productivity

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. Read more »

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

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. Read more »