SugarCRM Video Tutorials and Webinars |
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WEBINAR:
How no code configured Sugar improves District Council Services
Get to know how UK’s West Lindsey District Council Services became confident in the application of Sugar platform after reaching better Services for their residents with low code automation.
WEBINAR:
How I integrated Sugar with backoffice no code
We said a lot about the no-code approach – now it’s time to hear hands-on experience! Our special guest Sophie Sun is sharing the experience of Logic Builder usage for integrating Sugar with the 3rd party system.
WEBINAR:
Digital Transformation Acceleration. Embedding AWS AI into Sugar Without Programming
Find out how Logic Builder lets Sugar do work better and accelerates digital transformation of CX. You will see that embedding Amazon Web Services like S3 or Transcribe into Sugar is easy-peasy without programming.
WEBINAR:
Digital Transformation Cases. How to Get More from Calls Recording
Watch this webinar to learn what processes can be improved and how to achieve it through digital transformation in any business where communications by phone are vital.
WEBINAR:
How to Create Hooks and Get the Best of Sugar Not Being a Developer
This webinar is for business-analysts, Sugar CRM consultants and admins. Not being a developer, you can create powerful Sugar extensions to automate CRM operations by a trigger, by schedule, or inside a SugarBPM workflow.
WEBINAR:
Deploy a Single Source of Truth in CRM: Codelessly Configure a Smart Bot
Find out how to configure a Bot to rely on actual customer data from a single source of truth, as well as how to leverage AI codelessly to respond to support requests faster and improve customer experience. Watch this webinar.
WEBINAR:
Deploy a Single Source of Truth in CRM: Provide Consistent Service Across Channels
Customers love messengers and chats as it’s a quick way to communicate with companies. Find out how to establish consistent and customer-oriented service across numerous messengers and chats to generate seamless CX when having tight IT budgets.
WEBINAR:
Deploy a Single Source of Truth in CRM: Codelessly Enrich Customer Profile with Payments
A single source of truth is an effective way to capture, store and utilise your customer data. Find out how to deploy it in Sugar and enrich a customer profile by configuring instead of coding at our webinar.
WEBINAR:
Deploy a Single Source of Truth in CRM. Codeless Implementation Practice
A single source of truth about the customers is vital to provide a seamless customer experience in an omnichannel environment. Watch this webinar, where we show how to deploy an SSoT in Sugar, overcome tight IT budgets and relieve overburdened IT teams.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 12: Update ActiveCampaign Contact with Sugar Data
Maximize your marketing efforts. Try this very simple yet useful integration: just send Lead Stage update from Sugar to ActiveCampaign whenever Stage is changed inside Sugar.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 11: Generate and Send Quotes on Website Requests
Hit 2 targets with one shot:
– Improve CX by responding to a request in seconds;
– Improve UX by generating the Quote in Sugar automatically.
WEBINAR:
How to Create a Single Source of Truth About Customers in a Complex IT Landscape
According to Forrester’s research, a single source of truth about the customers is essential to provide a seamless customer experience for 80% of companies. Find out how to build it even if you have a tight IT-budget or overburdened IT-teams.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 10: Make Target Lists Data-Driven
Configure criteria to move Contact between Target Lists dynamically. Find out an easy way to always keep your lists manageable, accurate and up-to-date.
WEBINAR:
How to Stay on Top of Everything When Data Pressure is Growing
CRM system and various apps collect a vast amount of raw data. At this SugarCRM webinar, you’ll learn how to cut your way through overwhelming data in Sugar and get the most relevant insights with no touch.
WEBINAR:
How to Apply Sugar Customisations in an Agile Way without Coding
Agile Sugar development with zero programming experience. Sounds impossible, right? Watch our webinar with special guests, Emma Stringer and Paul Sadlier, who know how to make it true while saving costs.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 9: Logis Solutions Case
Building flowcharts by yourself is easy as pie! Our special guest, Lars Aagesen, Compliance Manager at Logis Solutions, shares his experience of configuring Sugar with Logic Builder.
WEBINAR:
Explore the Power of Logic Builder for Sugar
What if we told you that many of your Sugar customizations can be implemented with configuration rather than programming? At our SugarCRM webinar, we’re going to show how to overcome various challenges faced by CRM users everyday.
WEBINAR:
GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming
Watch this SugarCRM webinar to find out how to implement intelligent integration between Sugar and GoToWebinar. No programming or special connectors with limitations.
WEBINAR:
How Manufacturing Can Get Better Aligned CRM Processes
How to get sales, marketing and service on the same page in manufacturing? Discover new exciting ways of achieving better alignment of CRM processes, no matter how complex CRM data is, at this SugarCRM webinar.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 8: How to Configure CRM Data Validation
CRM data validation is vital to ensure that customer data is clean, correct and reliable. Find out how to improve data quality with minimal effort at our webcast.
WEBINAR:
How to Free Up 30 Min Daily for Each CRM User
Time is a scarce resource. During our webinar, we show how to save 30 min daily for each CRM user, which means hundreds of hours every year! Find out how to make CRM system more comfortable with Sugar add-ons for tracking key events.
WEBINAR:
How to Disrupt the Status Quo in Work with CRM Data
User Adoption is the key to return on investment in the CRM. During our new SugarCRM webinar, we show how you can easily disrupt the status quo in work with CRM data and increase User Adoption no matter how complex CRM data is.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 7: How to Add Bundle of Products to the Quote
How can the manager form the Quote for the customer, when the Bundle is selected in the Quote? In this webcast, we show the solution that doesn’t require coding.
WEBINAR:
How You Can Improve Efficiency of Account Managers in Any Bank
Here we show how account managers can save time on tracking plans and important changes by any customer portfolio in a complex omnichannel environment. This SugarCRM webinar is especially useful for banking and finance industry.
WEBINAR:
How to Enhance Sugar to Stay on Top of Everything
During this SugarCRM webinar, we show how to easily stay on top of everything and make your work in the CRM system more comfortable. Find out how you can turn Sugar into your personal 360° sonar in the ocean of CRM data.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 6: Apply Sale Discount to the Quote
In this episode of our SugarCRM webcast, we talk about how to bring some enhancements to the sales process. Simple and easy.
WEBINAR:
How to Control Any-and-All Future Actions Without Digging into Sugar Data
Digging through CRM data can be exhausting. During this webinar, we show how to monitor any-and-all future activities in a single feed within Sugar. Find out how to make your planning more efficient.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 5: Enhancing Advanced Workflow. Data exchange with other systems
Extend your Advanced Workflow and enhance your data exchange knowledge for Sugar. Watch this SugarCRM webcast.
WEBINAR:
How to Empower Sales Management
Being a sales manager is no easy task, that’s why we’ve prepared a special webinar on how to overcome sales challenges, improve your everyday work in Sugar and make sales processes more transparent and manageable.
WEBINAR:
Add the Sugar CRM Power to Your Business
You are welcome to our SugarCRM webinar where you can get your fresh dose of Sugar and see how this CRM system can take care of all your CRM challenges so you can focus your attention on sales and service teams.
WEBINAR:
How to Receive Key Events from External System to Contribute in CRM UX
Learn how to make customer view within your CRM system more accurate and complete. At this SugarCRM webinar, we show you how to get Clients overview on data from multiple sources as a key point for CRM UX.
WEBINAR:
How Salespeople Can Work in SugarCRM Faster and Easier
Salespeople today are overwhelmed, with too much to do and not enough time in which to do it. This SugarCRM webinar shows how to make your life easier by moving key business events at your fingertips.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 4: Verifying email address & asking consent for using it
Email address validation and a timely request of consent to personal data processing help to enhance email channel reliability. Find out how to configure this automation.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 3: Configuring email content
In this episode of our regular SugarCRM webcast, we’ll show you how to preprocess tons of SugarCRM data for the automated sending of recipient-friendly emails.
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 2: When Contact leaves the Company, remove Contact from Opportunity participants and/or assign Task to the manager on Contacts List update
Watch our webcast to reduce manual tasks and save a lot of time.
WEBINAR:
How to Carry Out Omnichannel Campaign Effectively with Minimum Effort
During this SugarCRM webinar, we will show you how to decrease time on efficient individual interaction with customers via number of channels. Make your omnichannel campaigns more effective!
WEBCAST:
Let’s Practically Apply SugarCRM Configuration over Code Development
Episode 1: Update an Address for Contacts, open Leads and open Quotes whenever Billing Address changes in Account
Find out how to customize your CRM system in a fast and easy way without writing even a line of code during our webcast.
WEBINAR:
Productivity Enhancement for Every CRM User with Minimum Effort and Maximum Results
Want to do more work in less time? This SugarCRM webinar describes how to be productive wherever you are with regular add-ons such as Customer Journey, Hint, iReports and TimeLine Viewer.
WEBINAR:
How to Make Your Sales Team Truly Mobile and Literally Move CRM Data at Their Fingertips
65% of sales reps who have adopted mobile CRM have achieved their sales quotas. This SugarCRM webinar shows how to improve work on the way with Sugar Mobile and TimeLine Viewer.
WEBINAR:
How to Both Deliver Great Customer Experience and Automate Email Marketing
Today, positive customer experience is a “must-have” of any successful business. During this SugarCRM webinar, we show you how to both improve CX and implement intelligent trigger email marketing.
WEBINAR:
How to Make Sugar Contacts Data Update Easy, Quick and Intelligent
Get rid of routine and save at least 30 minutes every day. This SugarCRM webinar explains how to update and enrich contacts data with Hint as well as how to process and share updated data automatically.
WEBINAR:
A Smart Way to Collect Key Business Events in SugarCRM for BI and AI
To get the most out of BI and AI, your CRM data has to be relevant and complete. During this SugarCRM webinar, we will talk about an easy way to collect data for BI and AI with TimeLine Viewer add-on.
WEBINAR:
How to Get a 360° View of Value Adding Activities in SugarCRM
Tired of searching for the necessary event among other data? Your CRM system doesn’t allow viewing events that are really significant to you? This SugarCRM webinar helps to struggle all these problems.
WEBINAR:
Sugar Community Edition vs Sugar Professional: Is It Reasonable to Upgrade?
How to choose between SugarCRM Community Edition and SugarCRM Professional? What are the pitfalls of CE and how to overcome them? When upgrade is the only option? Find answers at this SugarCRM webinar.
VIDEO TUTORIAL:
Dealing with SugarCRM Custom Modules in Logic Builder
As a matter of fact, there is no big difference if you deal with a custom module or a standard one. However, this short SugarCRM video tutorial explains the principle of working with custom modules in more detail.
VIDEO TUTORIAL:
Logic Builder How-To. New Note Gets Lead to “In Process” Status
In this SugarCRM video tutorial, we share an example of implementing simple logic for Leads with the help of Logic Builder. You will see how a Lead automatically gets “In Process” status, once a new Note is added.
VIDEO TUTORIAL:
Logic Builder How-To. Basic Notification Example
This SugarCRM video tutorial shows how to use Logic Builder to create a visual script, which would send a notification to users, whenever a new comment is posted to their Acitivity in Activity Stream.