General

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]The variety of interaction channels provides many opportunities for business – the chance to reach out to a larger audience, increase sales, get a more complete customer view, ensure comfortable communication for the customer, etc. At the same time, the approach creates certain obstacles. Customers tend to switch between the channels and expect a seamless customer experience across all of them. Those companies who do not take this fact into account, bombarding their clients with the same messages, or ignoring customer interaction history when switching from one channel to another, or responding to customer requests with delay, are doomed to fail. Read more »

How to Configure TimeLine Viewer Dashboards and Dashlets [Video]

How to Configure TimeLine Viewer Dashboards and Dashlets [Video]TimeLine Viewer for Sugar helps you find out just in a few seconds what important things happened in your CRM system.

In this video tutorial, we will show you how to configure different TimeLine Viewer dashboards and dashlets to keep up with the events and changes that are of interest to you, so you can always have all key business information at your fingertips. You will see that it’s as easy as pie! Read more »

SugarCRM Customization Challenges or How I Befriended Logic Builder

SugarCRM Customization Сhallenges or How I Befriended Logic BuilderAuthor: Viktoriia Polishchuk, CRM Consultant

When I first met Logic Builder I was intrigued. I have already worked with other visual designers, like Red Hat BPMS and I even used to code myself once upon a time. One of the reasons I’m not a developer now is that I loved designing algorithms, but I used to dread coding itself. The more code I had the harder it was to recognize my logic behind it. I wanted a picture I can absorb in one glance, not a pile of code text, where I get lost. Read more »