Author: Victor Zhubrzhytskyy, CTO

Introduction

Sugar provides wide possibilities for access to own data through own API.

In the example, we are going to see how to create TimeLine Viewer events not from Sugar, but from external application using standard call from REST API. Read more »

Welcome to the third post in our success with CRM series. In this post, we’ll examine the tendency to focus on too many advanced features, and why that can limit the effectiveness of your CRM deployment.

At the start of an evaluation cycle, organizations are typically sure of what they need and want from their CRM. Said simply, a tool to help them build better business relationships. However, this industry has been working hard to load up their CRM offerings with more and more stuff. As a result, organizations get sucked into paying for more than they need. Too much excitement around a new technology can cause companies to be too ambitious about their implementation plans. Read more »

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 »