CRM & SugarCRM Business Insights

Webinar: How You Can Improve Efficiency of Account Managers in Any Bank [Recording]

Webinar:Working as an account manager in banking and finance industries is quite challenging. Account managers have to deal with a large customer flow and need to perform lots of operations. Today’s complex omnichannel environment, where a lot of humans and information systems is involved, makes this work even more difficult.

Do your Account Managers have to:

• interact and coordinate other departments working on the same customer? Read more »

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]

Webinar: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming [Recording]Webinar is an amazing way to engage your audience and generate new leads. If you use Sugar to manage your customer relations along with GoToWebinar to host online events, you may know that integration of these tools requires either programming or special connectors with some limitations. Well, it was true, but now the things have changed – at our webinar, we show how to:
• integrate Sugar with GoToWebinar without coding for intelligent processing of webinars leads Read more »

Webinar: How to Enhance Sugar to Stay on Top of Everything [Recording]

Webinar: How to Enhance Sugar to Stay on Top of Everything [Recording]Find out how you can easily stay on top of everything and make your work in Sugar more comfortable in our new SugarCRM webinar. In the video, we show how you can turn Sugar into your personal 360° sonar in the ocean of CRM data:

• How to easily track all activities and key dates of all related entities at any level and no matter what they are: calls, tasks, meetings or any key dates like “Quota Valid Until” or “Subscription Renewal Date” Read more »