Entering data in the CRM system is not enough, it is important to keep the information up-to-date.
The manual update is a routine and time-consuming task, and today we will talk about how to automate the process. During our SugarCRM webcast, we will show you how to solve the task “When Contact leaves the Company, remove Contact from Opportunity participants and/or assign Task to the manager on Contacts List update”. Most importantly, you absolutely do not need programming knowledge for such SugarCRM customization. That’s great, isn’t it? Read more
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
TimeLine Viewer plugin 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