Our 5 Sugar Tools to Boost Sales in 2020

by Roxana Rangu on January 22, 2020

4 minute read

In order to be successful, you have to have a plan. We came up with a few tools that we think you should include in your daily work routine to successfully achieve your targets. 

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, 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 – Our Favorite 5 Sugar Tools to Boost Sales in 2020
  • Q&A

Last User Group Meeting

November 2019: Make Marketing Look Easy

News Roundup

Sugar Releases: Winter '20 (9.3)

  • Sugar Sell
    • Automate and streamline renewal management
  • Sugar Serve
    • Monitor and analyze SLA metrics
    Sugar Professional/Enterprise
    • Editing records from the Preview pane

Release Notes: 

Sugar Releases: SugarCRM Mobile 15.0

Sugar Mobile 15.0 includes the ability to add, edit, and remove tags on records.

  • Release Notes:

Sugar Releases: Sugar Market 13.16

The latest Sugar Market release improves its bot click detection algorithm for more accurate campaign results, and enhances CRM syncing capabilities.

Release Notes: Sugar Market 13.6

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:

Our Favorite 5 Sugar Tools to Boost Sales in 2020

Sugar User Group Q&A

Does wBenchmark work with any custom module and can we report on custom fields for benchmarking?

Absolutely, wBenchmark isn’t limited to standard modules and fields. You can create benchmarks on any item in Sugar.

What if I am interested in all of these add-ons? Do you offer a bundled discount?

Yes. We bundle our products together, so as you add additional utilities to your Sugar instance, the discounts grow. Feel free to speak to your account manager or contact us directly.

Do I have to buy licenses for all my users?

No, you don’t have to. Most W-Systems add-ons Sugar start with a minimum of 10 licenses/year. You can license Sugar Connect for as many users as you need. The only item that has a 1:1 license requirement in the Sugar catalog is the Hint product.

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