Archive for February 2017

Sugar User Group: Customer Journey Plug-In

by Sarah Friedlander Garcia on Feb 1, 2017

In this Sugar User Group, we demoed how you can manage any business process using a customizable set of checklists in Sugar.

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Get a SmartStart: Software to Grow Your Business

by Sarah Friedlander Garcia on Feb 3, 2017

Our webinar discussed how your company can gain immediate value and results with CRM.

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SugarCRM Releases Mobile 4.1

by Katie Liesmann on Feb 6, 2017

Sugar Mobile version 4.1.0 has four new features in the new edition of mobile and they all revolve around offline mode.

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Sales + Marketing: Tearing Down the Silos

by Sarah Friedlander Garcia on Feb 8, 2017

Successful organizations need to utilize both CRM and marketing automation systems.Connecting these two systems can help you fully realize the value in each.

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SugarCRM Deployment Options

by Katie Liesmann on Feb 8, 2017

One highly applauded feature of SugarCRM is the multiple hosting options it provides.

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Improved Activity Filtering in wMobile Phone QuickSearch Results

by Lynn Catterson on Feb 9, 2017

The QuickSearch queries several fields at once. By default, it uses Company, Contact, and City, but the fields can be customized.

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Embedded Content Field

by Cristian Golopenta on Feb 14, 2017

The Embedded Content Field is a new addition to wTools, our library of Sugar Customizations that allows users to embed social media content to records.

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CRM for Legal: Product Demo

by Sarah Friedlander Garcia on Feb 22, 2017

In this webinar, see how CRM can be used to manage your firm’s referral relationships, matter pipeline, new business prospecting, and relationships.

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Tracking Subscriptions in SugarCRM

by Katie Liesmann on Feb 24, 2017

To manage subscriptions and renewals in Sugar some organizations add additional fields to Sugar’s Accounts module.

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wMobile User Group: Creating Filters in wMobile Desktop

by Sarah Friedlander Garcia on Feb 27, 2017

Our wMobile User Group focused on the topic: Creating Filters in wMobile Desktop.

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Sugar Target and Target List Functionality with Act-On

by Paul Scondac on Feb 28, 2017

Act-On Marketing Automation was recently updated with the ability to send emails to Targets and Target Lists imported from Sugar.

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