Author: Nikolay Bulava, CEO
The comfort of work with historical data and planned actions in CRM system significantly influence common efficiency of CRM users day-to-day work and User Adoption overall.
In this short article, we compare capabilities of Salesforce Lightning Activity Timeline with Event Management Suite for SugarCRM and their features for processing history and planned actions. Read more
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
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