Every day lots of events and changes take place in the CRM system. Sending or receiving emails, making phone calls, creating new notes, holding meetings, registering cases, creating new leads, changing data in the Accounts… the list goes on and on. To be efficient, CRM users have to stay on top of all these events, be able to quickly review the latest data in the portfolio of Accounts/Contacts/Leads and promptly discuss the necessary information with their colleagues. For this purpose, we created TimeLine Viewer, a plug-in for Sugar, which allows you to view all key business events on a convenient timeline in a few clicks. Read more
CRM & SugarCRM Business Insights
Our next version SugarCRM Hint 5.1 is now generally available! Hint provides a wide range of important, useful and actionable insights, uncovering key information at every stage of your sales, marketing, and customer service cycles. Version 5.1 focuses on increasing productivity and efficiency, to help you deliver a one-of-a-kind customer experience.
Stay Proactive with Hint Insights
We introduced the Insights capability in Hint 5.0, in which users can proactively stay updated with breaking developments, general news activity, and important signals for key accounts. Read more
User adoption is the main reason why CRM projects fail. There are many ways to improve user adoption, and one of them is to make CRM system easier and more comfortable for users. The less time spent on routine the better user adoption is. At our SugarCRM webinar “How to Disrupt the Status Quo in Work with CRM Data”, we show increase User Adoption no matter how complex CRM data is.
Find out how you can: Read more