Archive for November 2015

Sugar Advanced Workflow

by Marianne Hardwick on Nov 2, 2015

An exciting new feature has been introduced with the release of Sugar 7.6 - Advanced Workflow Management!

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Reporting on Sugar Data by Week

by Gail Darling on Nov 4, 2015

Sugar has some wonderful standard reports, but filters don't have the option to filter by week. W-Systems has made it easy to do that.

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Sugar User Group: 5 Workflows to Automate Sales

by Katie Liesmann on Nov 6, 2015

Several weeks ago, our team hosted a webinar on the changes coming to workflows in 2016 and how Sugar can be used to automate sales processes.

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Click-to-Text in SugarCRM

by Katie Liesmann on Nov 9, 2015

We created an integration that allows reps to text their clients directly from Sugar and automatically log conversations behind the scenes.

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Bedrock Data Interview Series with Christian Wettre on the Evolution of CRM

by Sarah Friedlander Garcia on Nov 9, 2015

Bedrock Data did an interview with our very own Christian Wettre to get his take on CRM challenges, training and innovation.

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Crystal Reports in wMobile Desktop and Phone

by Fred Block on Nov 10, 2015

In the post, we will walk you through the steps required to run a Crystal Report in wMobile Desktop and Phone editions.

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How to Archive Emails in SugarCRM

by Katie Liesmann on Nov 12, 2015

While Sugar contains out-of-the-box functionality to log phone calls, meetings, and tasks, archiving emails involves a few more steps.

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Sugar Process Author

by Marc Dicaire on Nov 13, 2015

An in-depth look at this new feature added to Sugar 7.6 (for Enterprise and Ultimate Editions).

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Dallas Lunch & Learn with SugarCRM

by Katie Liesmann on Nov 17, 2015

W-Systems hosted a Lunch & Learn at the Dallas House of Blues along with partners SugarCRM, 3CLogic, and Dun & Bradstreet.

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Sugar User Group: Advanced Workflow

by Sarah Friedlander Garcia on Nov 19, 2015

This Sugar User Group Webinar focused on a walkthrough of Sugar's Advanced Workflows, an effective way to automate your core CRM processes.

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Why Salesfusion’s New Email Builder Is the Best Thing that Happened to our Marketing Team in 2015

by Katie Liesmann on Nov 24, 2015

Our partner, Salesfusion, released a new Email Builder earlier this year, and we think this makes it an ideal tool for SMBs.

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SugarCRM Wins Business Choice Awards 2015: CRM

by Sarah Friedlander Garcia on Nov 24, 2015

SugarCRM has received highest overall satisfaction and likelihood to recommend scores at PCMag's Business Choice Awards, CRM category.

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