CRM & SugarCRM Business Insights

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 »

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 »