CRM & SugarCRM Business Insights

Say Hello to Sugar 9

Last week we hit a major milestone at SugarCRM with the release of Sugar 9. Sugar 9 encapsulates all of the awesome new features and additions to the product we’ve added over the past year.

Empowering our customers to accelerate sales from first call to go live is at the heart of our new Sugar 9 release. As a business accelerator and innovator, our mandate is to consistently exceed our customers’ expectations and to thrill them with rapid delivery of new products and capabilities, feature enhancements and performance improvements. Read more »

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 7 [Recording]

Webcast: Let’s Practically Apply SugarCRM Configuration over Code Development. Episode 7 [Recording]Bundling products is beneficial both for companies and for customers. Businesses can boost cross-selling, save their marketing and distribution costs. At the same time, product bundles are popular with customers who appreciate discounts and simplicity of ordering products.

But how to manage product bundles in the CRM system efficiently? For example, how can the manager form the Quote for the customer, when the Bundle is selected in the Quote? Certainly, the manager can manually add all the bundle products to Quotes and set the price for them, but this is clearly not worth the time. In the new episode of our SugarCRM webcast “Let’s Practically Apply Sugar Configuration over Code Development”, we show the solution for the task “How to Add Bundle of Products to the Quote”. Read more »

9 Steps to a Successful CRM Go-Live

Few projects can have as big of an impact on your company as a successful Customer Relationship Management (CRM) implementation. Turning your employees into “customer experts” takes real effort but yields tremendous returns as your teams learn to create loyal advocates from your everyday customers.

And as you might suspect, planning a CRM project takes a combination of skills that go beyond most other IT projects. Read more »