Author: Nikolay Bulava, CEO

We are glad to present a new cool feature in TimeLine Viewer – filtering My TimeLine feed based on the regular Sugar report.

You may ask: What do I get from this and how it will make my work easier?

For answering let’s take a common challenge for an Account Managers or/and a Customer Success Managers: to control all service events and history that are related to their clients. Read more »

Customer relationship management (CRM) has seen quite the evolution over the last several years. For a long time, companies and brands utilized multiple disparate tools to attract and retain customers, and often without any real cohesive strategy around that goal.

As CRM mega platforms like Salesforce and Microsoft Dynamics 365 emerged, CRM became more of a strategic undertaking. But those platforms were mostly accessible only to major enterprises, due to their cost and difficulty of installation. Read more »

Author: Nikolay Bulava, CEO

No doubt Sugar dashboard is a powerful tool for regular Sales Management. Special diagrams like Pipeline or Forecast, reports diagrams and filtered list views help to see the current state of sales, to analyze opportunities and quotes portfolios from different viewpoints. Report drill down option gives the possibility to examine any diagrams segment and look into details in a second. Read more »