Articles by Katie Liesmann

Release RoundUp: Sugar 9.0

by Katie Liesmann on Apr 26, 2019

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. Read More »

Building a Prospect List

by Katie Liesmann on Apr 9, 2019

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. Read More »

Four Lessons CRM Can Learn from Mister Rogers

by Katie Liesmann on Mar 21, 2019

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! Read More »

Release RoundUp: Sugar 8.3

by Katie Liesmann on Feb 12, 2019

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! Read More »

The Ultimate Guide to Planning Your SugarCRM Strategy in 2019

by Katie Liesmann on Dec 3, 2018

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. Read More »

How Military AutoSource Uses Sugar to Generate Better Leads

by Katie Liesmann on Nov 16, 2018

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

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

by Katie Liesmann on Nov 13, 2018

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? Read More »

This Marketing Conference Changed My Perspective

by Katie Liesmann on Sep 7, 2018

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

Combining the Power of Drift Live Chat with Sugar

by Katie Liesmann on Aug 17, 2018

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

wDrive: Dropbox, Google Drive & OneDrive in Sugar

by Katie Liesmann on Aug 7, 2018

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

6 Things Your CRM Should Tell You About Your Credit Union Members

by Katie Liesmann on Jul 26, 2018

By adopting a flexible CRM platform with an integration to your core platform, you can provide your tellers and employees with a 360-degree view of the member Read More »

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. Read More »

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