What is Onboarding?Onboarding is the process of welcoming new customers, making sure their questions or issues are addressed, and offering new products and services as the needs become apparent. From welcome calls to user groups to training sessions, onboarding can take many forms, depending on the business. The process is widely regarded as a… Show more
TrustSphere Transition Report gives Superpower to SugarCRM users; fight Customer Relationship breakage with a single click!
If staff turnover is kryptonite to your sales and business development, TrustSphere’s Relationship Analytics for Sugar is just the secret weapon you need to save customer relationships! Even when sales reps leave suddenly, TrustSphere’s Transition Report immediately addresses potential turbulence in your customers’ journeys. By visualizing and… Show more
By bridging the gap between Sugar and Google Maps, RT SalesMap helps users track and locate their records on Google Maps within Sugar. The visual representation of Sugar Accounts, Leads, and Contacts enables sales team to situate multiple prospects on Google Maps. It also plans route for the sales team as it integrates GPS to find the best… Show more
RT CXM is a seamless integration between your WordPress website and Sugar, allowing you to leverage valuable visitor profile information to proactively interact with real time traffic on your website from within the Sugar interface. As soon as a visitor lands on your webpage, RT CXM starts tracking all the visit metrics and provides insights… Show more
RT SugarBox makes Sugar and Box talk to each other like never before. This app enables CRM users to access, share and manage Box documents right from their Sugar. The instant access of any type of document ensures that CRM users have up-to-date resources at their fingertips. With RT SugarBox, users can experience Box in-built content tools… Show more
RT QuickBooks is all about relishing the power of QuickBooks accounting in Sugar. From generating invoice to managing payrolls, RT QuickBooks simplifies all your accounting and management needs. RT QuickBooks allows CRM users to obtain a unified view of their QuickBooks customers in Sugar. With its sync on-demand feature, it empowers users to… Show more
Time is money. We cannot buy, rent or steal time, but TimeLine Viewer enables an X-ray Vision and helps Sugar users significantly reduce time on mining modules, reports, records and subpanels. Out-of-the-box TimeLine Viewer collects dozens all-important events and makes them available at the end of your fingertips through special TimeLine… Show more
Act-On's seamless integration with SugarCRM provides a complete closed-loop system for multi-channel lead generation, management & revenue contribution!
Act-On’s seamless integration to SugarCRM delivers more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On – easily, and in minutes. With Act-On, you can attract, capture, and nurture prospects, then convert… Show more
How much effort does your company put into customer success? The answer varies, but companies are starting to realize just how valuable customer success is. Done well, customer success can grow your business by improving customer satisfaction, retention, and recurring revenue. It can even reduce pressure on your customer support team. But… Show more
Extending business intelligence to your business! If you are like us, you may need more insight from your CRM. How can you save the world (or at least make your lives and the lives of your customer easier) without understandable and actionable business intelligence? Insights for Sugar helps give meaning to your data, seamlessly – right in the… Show more
A Total CRM platform combines both marketing and sales force automation to merge your customer and sales data to improve the utility of each piece exponentially. Read on to learn about sales force automation and check out our marketing automation blog. The completion of this blog series will appear on Aug. 10 and highlights how these two important… Show more
Finding a competent outsource provider can be a real challenge on the one hand, but on the other hand it can bring significant advantages to your business since you get an educated workforce and availability of labor. One may wonder, why do I have to engage a CRM outsourcing company? To find out the answer just ask yourself: Do I have the time… Show more
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On June 27th, SugarCRM hosted a group of customers and partners at our headquarters in Cupertino to celebrate the release of our new relationship intelligence tool, SugarCRM Hint! Hint is designed to accelerate call preparation time by providing sales people with all the customer contact and social network information they need with just a name… Show more