CRM & SugarCRM Business Insights

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]

Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort [Recording]The variety of interaction channels provides many opportunities for business – the chance to reach out to a larger audience, increase sales, get a more complete customer view, ensure comfortable communication for the customer, etc. At the same time, the approach creates certain obstacles. Customers tend to switch between the channels and expect a seamless customer experience across all of them. Those companies who do not take this fact into account, bombarding their clients with the same messages, or ignoring customer interaction history when switching from one channel to another, or responding to customer requests with delay, are doomed to fail. Read more »

How to Configure TimeLine Viewer Dashboards and Dashlets [Video]

How to Configure TimeLine Viewer Dashboards and Dashlets [Video]TimeLine Viewer for Sugar helps you find out just in a few seconds what important things happened in your CRM system.

In this video tutorial, we will show you how to configure different TimeLine Viewer dashboards and dashlets to keep up with the events and changes that are of interest to you, so you can always have all key business information at your fingertips. You will see that it’s as easy as pie! Read more »

Spring ’18 and Sugar 8 Are Now Available

Spring ’18 and Sugar 8 Are Now AvailableWe have some good news. We’re thrilled to announce the general availability of the latest version of Sugar (Spring ’18 for Sugar cloud customers and Sugar 8 for on-premise customers).

Last fall, we moved to a quarterly release cycle for Sugar cloud customers to accelerate the pace of feature innovation. Correspondingly, Sugar on-premise customers moved to a predictable annual release model, aligning the cloud and on-premise offerings with each year’s spring release. This being spring, on-premise customers have now “caught up.” Read more »