General

Webinar: How Salespeople Can Work in SugarCRM Faster and Easier [Recording]

Webinar: How Salespeople Can Work in SugarCRM Faster and Easier [Recording]November 8, 2017 – One of the most important questions for every CRM user is “How can I save my time and make my everyday work in SugarCRM easier and more efficient?” If you agree with that, it is worth seeing this 30 min webinar recording.

The current use case is about day-to-day work of B2B Sales Manager:

In this video, you will see how to move key business data at your fingertips and significantly improve efficiency of your daily work: Read more »

Logic Builder Cases Library. Adding Custom Validation to the Lead Conversion Procedure in SugarCRM

Logic Builder Cases Library. Adding Custom Validation to the Lead Conversion ProcedureAuthor: Sergey Zakharenko, Senior Consultant

The task described below was solved within the project of implementing a CRM system on the Sugar Enterprise 7.8 platform for TopConnect, the operator and distributor of Travel SIM, a mobile communication service for travelers.

TopConnect operates through the network of Partners in different countries and Partners are the key channel for business development. One of the key tasks in the CRM systems is to reduce the time of Partner onboarding along with respecting the requirements of the onboarding policy. Read more »