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Articles by Katie Liesmann

Release RoundUp: Sugar 9.1

August 9, 2019   •   6 minute read

The latest release of SugarCRM is Sugar 9.1. This summer release is jam-packed with great new features, and an exciting new product launch.

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SugarConnection: The Exclusive Event for SugarCRM Customers

July 25, 2019   •   3 minute read

A preview of what to expect at SugarCRM's newly announced event of the year: SugarConnection.

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Release RoundUp: Sugar 9.0

April 26, 2019   •   7 minute read

The latest release of Sugar, Sugar 9 or Spring '19 include updates to advanced workflows, group outbound email, comment log, new fields, and speed improvements.

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Building a Prospect List

April 9, 2019   •   6 minute read

Don't wait until the sales pipeline is dry, your company can be proactive in generating leads. Read this article to learn easy ways to get more leads.

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Four Lessons CRM Can Learn from Mister Rogers

March 21, 2019   •   5 minute read

Mister Rogers not only had good lessons for children but also for organizations using CRM. Here are our four CRM lessons you can learn from Mister Rogers!

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Release RoundUp: Sugar 8.3

February 12, 2019   •   6 minute read

The latest release of Sugar, Sugar 8.3 or Winter '19 is a cloud-only release that has some awesome updates. Here’s our Release RoundUp for Sugar 8.3!

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The Ultimate Guide to Planning Your SugarCRM Strategy in 2019

December 3, 2018   •   4 minute read

Take a look at four things to incorporate into your CRM strategy as we approach 2019: end-of-life dates, upgrades, optimization & user training and onboarding.

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How Military AutoSource Uses Sugar to Generate Better Leads

November 16, 2018   •   4 minute read

One of those customers, Military AutoSource, spoke in a SugarCon session how they uses Sugar. Here’s their story!

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Sugar 7.9 End-of-Life and What it Means for You

November 13, 2018   •   3 minute read

You've probably heard the term "End-of-Life". So what does Sugar 7.9 End-of-Life mean and what should you do about it?

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This Marketing Conference Changed My Perspective

September 7, 2018   •   7 minute read

Over 48 hours after attending Hypergrowth 2018, a Conversational Marketing conference, I’m still reeling from how it changed my perspective.

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Combining the Power of Drift Live Chat with Sugar

August 17, 2018   •   3 minute read

We integrated our live chat tool with Sugar in order to take advantage of the relationships built there and the data collected there.

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wDrive: Dropbox, Google Drive & OneDrive in Sugar

August 7, 2018   •   3 minute read

We recently release wDrive, a storage solution for Sugar. It allows you to integrate your Dropbox, Google Drive, or OneDrive accounts with Sugar.

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