• How to Make Your Sales Management Dashboard Even More Powerful

    No doubt Sugar dashboard is a powerful tool for regular Sales Management. Special diagrams like Pipeline or Forecast, reports diagrams and filtered list views help to see the current state of sales, to analyze opportu...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Sugar Tips. How to Enhance Efficiency of Manager’s Work

    Time is the most valuable resource that we have. We cannot buy, rent or steal time that is why we have to save our time. This article continues series of tips on how you can save your time with TimeLine Viewer, an ad...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Why choose SugarCRM for your business?

    “An investment in knowledge pays the best interest”. –Benjamin Franklin I will cut straight to the chase. There is a long list of reasons why SugarCRM has managed to establish its footprint in the C...
    Hussain Nasir
    last modified by Hussain Nasir
  • DocuSign signature with Sugar makes life easy

    Many businesses require electronic signatures on all official documents to safely and securely conduct transactions. Companies that do so may also require those e-signatures to come from trusted and reputable services...
    Dhaivat Naik
    created by Dhaivat Naik
  • 5 Customer Service Tips for the New Normal

    Amid an ongoing, global pandemic, companies are slowly starting to let nonessential workers back into their offices. Whether you had to shut down completely or adapt to a fully or partially remote workforce, you̵...
  • Enhancing Customer Relationships with AI and CRM

    Businesses are finding it hard to keep up with the shift in consumer demand. With the advancement of technology, customers have increased their expectations for personalization, service, responsiveness, and delivery. ...
    Naudine Mosime
    created by Naudine Mosime
  • The Productivity Consequences of Tab Switching in Our Multi-app World

    Today's businesses rely on multiple cloud-based applications to build up their SaaS tech stack which helps to launch, analyze and increase efforts in marketing, sales, support, accounting and many other areas. From ju...
    Jason Eggers
    created by Jason Eggers
  • How to use Survey Reporting to Drive Action in Your Organization

    It’s official: we are living in a world where data is the most expensive resource*. The idea that data is the new oil may just be the secret mantra of the tech giants who are growing bigger.   Their ap...
  • Top 10 Reasons to attend SugarWest Canada 2020

    We’re excited to announce SugarWest 2020!  We were originally about to announce our CRM Learning Roadshow across Western Canada in Winnipeg, Calgary and Vancouver.  However, with the precautionary...
    Derek Major
    last modified by Derek Major
  • Executing a Successful Automation Strategy with Sugar

    “We have finally done it! We attended meetings, toiled over designs, and delivered a new process that is going to streamline our operations while simultaneously improving our customer experience. We just need th...
    Chris Raffle
    created by Chris Raffle
  • Sugar Connect - Seamlessly Sync SugarCRM with G Suite and Office 365

    Email plays a major role in business communication. As inboxes are flooded with emails, it’s important to stay organized, maintain records and streamline communication with customers.    Wouldn’t...
    Hussain Nasir
    created by Hussain Nasir
  • 10 Quick Tips About ERP

    There’s more to growing a business than winning new customers and clients. To experience real growth, you need to optimize, streamline, and centralize your core business processes. Then you can get the full pict...
  • 5 Tips for Implementing CRM Governance After a Merger

    By Elizabeth Mankowski   So your company acquired a new business (or you’ve been acquired yourself!). What does that mean for your CRM?  Imagine this: you’re the Vice President of Sales at Ac...
    Bridgett Colling
    last modified by Bridgett Colling
  • What Is Sugar Sell? Here’s What You Need to Know

    Customer experience is rapidly becoming a top priority for businesses. More consumers are placing their loyalty with companies based on their experiences, rather than pricing and product. In fact, reports sa...
  • Five Factors to Consider When Choosing a Small Business CRM in 2020

    There comes a time when managing your client’s databases via thousands of spreadsheets, hopping from one system to another to find leads or customer data, or navigating amongst sales opportunities by checking sc...
    Naudine Mosime
    last modified by Naudine Mosime
  • CRM Platform Training: How You Can Benefit

    CRM implementation can definitely skyrocket growth in your business. This isn’t us claiming it, but what numbers say! According to Capterra, 65% of businesses adopt a CRM platform within their first five years o...
    Hussain Nasir
    created by Hussain Nasir
  • Aligning CRM with your Customer Support

    Some things are just better together. Customer relationship management (CRM) and customer support software make a great couple. They complement each other, make the other’s job easier and work together toward a ...
  • RT SugarBoards: The Best Way to Optimize CRM Data with Kanban View

    Data is important, but how you leverage it makes all the difference. With businesses having big data, it is imperative to use it efficiently to derive actionable insights. Breaking through the noise and getting the ri...
    Hussain Nasir
    created by Hussain Nasir
  • 5 Software Integration Trends You May Have Missed

    In an ideal world, all your company’s software solutions would be able to easily share information. If you needed an important detail about a customer’s purchasing history while working in your customer re...
  • Revolutionize Your Shipping Company with Live Tracking

    One of the best things about shopping from a physical store is that you get your purchases right there. No need to wait for them to arrive, and no issues with being home to take the delivery. But online stores typical...