Archive for July 2018

SugarCRM Named Best CRM for the Fourth Year in a Row

by Veronica Mikhail on Jul 4, 2018

SugarCRM has once again come out on top as the leading CRM platform in PCMag's 2018 Business Choice Awards, for the fourth consecutive year.

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Field Auditing in Sugar

by Roxana Dicu on Jul 5, 2018

This blog post will walk you through the process of adding fields to a Module’s Audit Log, enabling Sugar users to easily see any changes made to records.

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Sugar Showcase: Cross-Selling and Referrals in Sugar

by Roxana Rangu on Jul 5, 2018

In this webinar we showcased wReferrals, our latest Sugar extension that greatly simplifies and automates the product and service referral process.

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Advanced Reporting in Sugar on Change Logs

by Roxana Dicu on Jul 10, 2018

In this second section of this blog post we will walk you through Reporting on Record Change Logs via Advanced Reports.

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Release RoundUp: Sugar 8.1

by Katie Liesmann on Jul 10, 2018

The latest release of Sugar, Sugar 8.1 or Summer ‘18 is a cloud-only release that has some awesome updates. Here’s our Release RoundUp for Sugar 8.1!

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4 Tips For Presenting CRM ROI to Your Leadership Team

by Katie Liesmann on Jul 12, 2018

CRM Return On Investment (ROI) is a complex topic. Here are four tips for proving the value of CRM to your leadership team.

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CRM for Credit Unions: Using Sugar to Onboard new Members

by Katie Liesmann on Jul 17, 2018

In this blog post, we flesh out an example of how Sugar, a flexible CRM platform, can be used to onboard new members of your credit union.

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5 Best Practices for Upgrading SugarCRM

by Katie Liesmann on Jul 18, 2018

Here are five tips from W-Systems and SugarCRM to help you stay ahead of the four-yearly releases as an On-Demand customer.

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Marketing Reboot: 3 Demand Generation Myths Debunked

by Paul Scondac on Jul 19, 2018

In this webinar, we shared data and proof points to debunk three common demand generation myths.

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CRM Adoption: Five Tips for Staying On Course Post Deployment

by Martin Schneider on Jul 23, 2018

These five tips can help your business keep the CRM adoption initiative on track and continue bringing positive returns.

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CRM for Credit Unions: Managing Referrals & Incentives in Sugar

by Katie Liesmann on Jul 24, 2018

Having a systemized way to track what offers you are making to members is very important.

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5 Steps to Creating a Successful Lead Scoring Program

by Act-On Content Team on Jul 25, 2018

Take a look at the five steps and tips for building and implementing a successful lead scoring program.

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