Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 4 [Video]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 4 [Video]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 »

Success with CRM: 4 Tips for User Adoption

Success with CRM: 4 Tips for User AdoptionIn the previous post of this series, we talked about why a comprehensive CRM training program is critical for success. Related to training, is user adoption. Low user-adoption rates are the root cause of more CRM project failures than any other factor. That’s not surprising, enterprise software has been notoriously hard-to-use. At the same time, the digital revolution has made the workforce very reliant on the apps and devices that power an always-connected lifestyle. No one wants to spend their free time basking in the conveniences of modern technology and then step back in time when forced to use archaic software at work. Read more »

Knowledge Management As Easy As ABC [SugarCRM Ebook]

Knowledge Management As Easy As ABC [SugarCRM Ebook]Any company is likely to face a number of problems when a new employee joins a team or when the common order of work changes. Both situations require effective knowledge sharing so as to ensure that best corporate practices, accumulated during the operation of the company, are not lost and can be applied in the daily work.

Needless to say, the complexity of knowledge management increases with that of the company structure. What makes matters worse, employees often do not know in advance the right order and number of activities to be performed. Due to constant shortage of time, the matter becomes even more topical. Read more »