• Easy Way to Save 4+ Days and Ensure the Excellent Experience to Every CRM User

    If you have doubts that it is possible, read this article to the end and find out how to save time for every CRM user and make their work more efficient and comfortable. Hidden reserves Processing the list of leads, ...
  • Drill Down returns inconsistent results for users in different timezones

    Hi All   An issue we have found is that if you create a summation report with details and you group by "Day: Start Date" for example that when you drill down on any bar on a chart that you don't get the results ...
    Damon Terry
    last modified by Damon Terry
  • What Makes Sugar an Optimal CRM Platform for Mid-Size Business

    To find their own way to grow a business, medium-sized companies are in constant search for balance between systematicity and flexibility. Unlike small business, mid-sized one is much more standardized and systemic, b...
  • How Pandemic Transforms Requirements to Enterprise CRM

    It took only two months for COVID-19 to change the world. The introduction of quarantine has changed the way of running the business and negatively impacted the economy. Companies are forced to adjust their processes ...
  • Single Source of Truth About Customers in a Complex IT-Landscape

    In August 2019, 80% of Forrester survey respondents saw a single source of truth about the customer as a "significant" or "indispensable" factor to ensure the seamless customer experience. 43% stated that its creation...
  • On Premiss Server Slowing Down - SQL Log files ?

    Hello everyone,   Request to our server have been seriously slowed down this week.  While checking the table's size, the report below has been displayed.  Does any know what's the " tracker " table ?...
    Thibaut  Legrand
    last modified by Thibaut Legrand
  • different tax rates in invoice?

    Invoices: we have different tax rates for products but can only chose one tax rate for the whole invoice. So far we have worked around the problem by making 2 different invoices but as of now this will occur much...
    Jelena Haramis
    last modified by Jelena Haramis
  • Looking to Integrate Sugar CRM with Salesforce, Quickbooks, SAP, Sage, Epicor, Or Xero ERP?

    Commercient’s SYNC for Sugar CRM is compatible with: Salesforce, Quickbooks, SAP, Sage, Epicor, and Xero ERP. How can data integration benefit you? Streamline your processes, sales, and customer service ...
    Naudine Mosime
    created by Naudine Mosime
  • Adding tags to opportunites I don't own

    Hi,   I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member.   In SalesConnect you could add a tag...
    Scott Kimbleton
    last modified by Scott Kimbleton
  • How to get notified when sales stage changed

    I have a list of deals that I have favorited. Is there a way to get an email notification every time when sales stage changed for all my favorited deals? Thanks
    dennis lee
    last modified by dennis lee
  • Sugar Event Management Suite vs Salesforce Lightning Activity Timeline

    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 ca...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Webinar: How to Free Up 30 Min Daily for Each CRM User

    Date: May 16, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Any Sugar users Sugar evangelists Why it's worth attending: Find out how to save up to 30 minutes per day and make CRM system more comfortable fo...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Add-ons for Sugar 9

    Just wanted to share with the community in the Sugar 9 topic that the development partners have been hard at work getting add-ons ready for Sugar 9. The below linked page contains a list of all the SugarOutfitters ver...
  • Webinar: How to Disrupt the Status Quo in Work with CRM Data

    Date: April 23, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Everyone who is still selecting a CRM system Sugar users who want to make their work more efficient Sugar evangelists Why it's worth attending:...
  • Webcast: Let’s Practically Apply Sugar Configuration over Code Development

    TOPIC: HOW TO ADD BUNDLE OF PRODUCTS TO THE QUOTE Date: April 4, 2019 Time: 3:00 - 4:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to ...
  • WEBINAR: How You Can Improve Efficiency of Account Managers in Any Bank

    Date: March 14, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Account managers, Customer Success Managers, Sales Managers Every Sugar user who wants to make own work more efficient Sugar evangelists Suga...
  • WEBINAR: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming

    Date: March 5, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Marketing managers who use or consider using GoToWebinar Sugar consultants Sugar admins Sugar professionals who use or consider using Logic Bui...
  • How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

    Every business uses not only tasks, calls and meetings but also a lot of key dates and deadlines to develop successful and profitable relationships. Sugar is a fantastic tool that helps to collect and manage any custo...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • WEBINAR: How to Enhance Sugar to Stay on Top of Everything

    Date: February 26, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Sugar Users who want to make own work more efficient Sugar evangelists Sugar Admins   Why it is worth attending: You can easily sta...
  • Apply Sale Discount to the Quote: Let’s Practically Apply Sugar Configuration over Code Development

    Date: February 14, 2019 Time: 4:00 - 4:40 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to meet their CRM expectations Why is it worth...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi