General

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 »

How to Keep Track of All Key Business Events [SugarCRM Ebook]

How to Keep Track of All Key Business Events [SugarCRM Ebook]Access to the right information at the right time and place is an indispensable condition for successful decision making. Every day many different business events and changes take place in the CRM system (e.g. creating a lead, sending and receiving emails, changing client’s status, creating notes, registering cases and much more). SugarCRM users often need to review such information, but finding the necessary data may be time-consuming as it requires manual sifting through different modules, reports, records and subpanels. Read more »

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 3 [Video]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 3 [Video]We continue our series of webcasts on how to configure SugarCRM instead of code development. If you are new to our webcasts, here’s the point – we talk about how to implement various SugarCRM customizations – simple and complex – without programming. You can always watch our past SugarCRM webinars, webcasts and video tutorials here: https://integroscrm.com/sugarcrm-video-tutorials-and-webinars/. Read more »