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Webinar: Provide Outstanding Support with Sugar Serve Register

Webinar: Increase User Productivity and Integrate Slack with Sugar Register

Eliminate Data Silos with Sugar Integrate

by Roxana Rangu on July 22, 2020

4 minute read

In this webinar, Matt Marum, Director of ISV Alliances, and Rod Martinez, Product Marketing Manager at SugarCRM showcased how Sugar Integrate enables businesses to integrate customer experience (CX) processes and data with business applications.

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about Sugar Integrate, please feel free to contact us.

Agenda

  • Recap of Last User Group Webinar
  • W-Systems Sugar Release Roundup
  • SugarCRM and W-Systems 
  • Announcements
  • Feature Topic – Sugar Integrate
  • Q&A

Last User Group Meeting

May 2020: Automatic, Predictive Revenue Insight with Sugar Discover

News Roundup

Sugar Releases: Q3 2020 (10.1)

  • Sugar Sell
    • Purchases and Purchased Line Items
    Sugar Serve
    • Shifts and Round Robin by Availability
    Sugar Professional/Enterprise
    • Record View dashlet improvements and more.

Release Notes: 

Sugar Releases: Sugar Mobile 22.0

Sugar Mobile 22.0 includes the following new features and enhancements:

  • Mapping app options
  • Tappable line items in quotes

Release Notes:

Sugar Releases: Sugar Market 13.29

The latest Sugar Market release includes the option to rescore individual contact scoring profiles and a new version of the Sugar Market to SugarCRM Connector for Sugar 10.1.

Release Notes

W-Systems Releases

  • wDocs – Sugar Document Automation
    • The Send Document as Attachment action now works while previewing records from a Drillthrough dashlet.
  • wDrive – Dropbox, Google Drive & OneDrive in Sugar
    • Support for OneDrive Business accounts.
  • wTools – Custom Sugar Enhancements & Integrations
    • Custom Buttons now enables users to automatically create records without the Sugar drawer opening.

Release Notes

SugarCRM Resources

Sugar Resources by SugarCRM

Sugar Resources by W-Systems

eBooks and White Papers

  • See all of our eBooks and White Papers on one page.
  • Recent eBooks and White Papers include:
    • Your Sales Lead Process is Half-Baked. Learn a Better Way.
    • The Dynamic Duo: SugarCRM + Act-On Marketing Automation
    • Best Practices for CRM User Adoption
    • 50 Things Your CRM Should Tell You About Your Customers
    • Solving the Sales-Marketing Conundrum
    • Customer Interactions: Your CRM's Hidden Gold

Sugar University Training

Sugar University has gone through a small revamp and now has divided its training into three major sections:

Eliminate Data Silos with Sugar Integrate

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