Articles by Roxana Dicu

Document Automation in SugarCRM: PDF Manager and wDocs

by Roxana Dicu on Mar 7, 2019

Learn about Sugar's out-of-the-box PDF Manager and wDocs, our Document Automation solution for Sugar and see which one is the best for your business. Read More »

Transforming Lead Generation With Sugar

by Roxana Dicu on Oct 4, 2018

Learn more on how this year’s SugarCon speaker, Military AutoSource transformed their lead generation into a multi-channel model. Read More »

Tracking KPIs in Sugar: An Easy Way to Add Goals

by Roxana Dicu on Oct 3, 2018

Learn more about one of the new features from wBenchmark, the goal import tool which allows users to import goals from a CSV file. Read More »

Achieving Ideal Sales Velocity With Sugar

by Roxana Dicu on Sep 27, 2018

Learn how the Sugar Productivity Suite guides the user through the sales process in an easy and revolutionary way. Read More »

wReferrals: Maintain Metrics and Track Referrals in Sugar

by Roxana Dicu on Aug 20, 2018

Learn more about wReferrals, our Business Intelligence solution for Sugar that helps users simplify and automate the product and service Referral process. Read More »

Create Note Function in List View

by Roxana Dicu on Aug 7, 2018

One of our Sugar add-ons from wTools enables you to create and attach notes to records from any module directly from List View. Read More »

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. Read More »

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. Read More »