CRM & SugarCRM Business Insights

Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording]

Webinar: How to Receive Key Events from External System to Contribute in CRM UX [Recording]Besides a CRM system, there are some other external systems which store important customer data. During our new SugarCRM webinar, we will show you how to gather significant external events along with CRM events in one informative feed within Sugar. Such an approach helps to make customer view in your CRM system more accurate and complete.

Watch the webinar and find out: Read more »

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 4 [Video]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 4 [Video]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 »