W-Systems joins SugarCRM! Read Blog

Remote Sales Management with Sugar Dashboards

by Roxana Rangu on May 27, 2020

3 minute read

The new reality of ‘work from home’ sales teams is requiring a rapid shift in priorities. It’s a challenge we’re all facing. In-person access to your teams is no longer possible.

See how your CRM can help you stay prepared and productive while working remotely by providing real-time insights into your customer data.

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.

What are Sugar Dashboards

  • View new information as it happens with real-time dashboards. 
  • Whether you want to analyze sales trends, view customer support metrics, or see a snapshot of customer profiles, you can get the latest insights without having to rely on administrators.
  • Quickly dive into the latest data based on attributes like industry and geography to monitor how your customer base is changing over time.

Remote Sales Management with Sugar Dashboards

Remote Sales Management with Sugar Dashboards Q&A

Providing user option to selecting time period on the top left, is that customized or standard out of box functionality?

That is a W-Systems dashlet. If you don’t have it and you like it, get in touch with us and we’ll make sure you’ll have it.

Can you put a list view on my dashboard?

Absolutely. You can put any list view constrained by any filter, and you can put the buttons inline on that list view as well. For example, if you wanted to make a call or create an action from a list view, you could do that as well.

I’m wondering if the dashboards that you showed are out-of-the-box features or something that W-Systems has developed?

The only items made by W-Systems are the Custom Buttons and the Sparkline List Dashlet under the Marketing Metrics, and are part of our wTools enhancements. The actual preview and the drilldown are included with Sugar.