SugarCRM

MARCH 22, 2018

Openness and integrity have long been SugarCRM core values. It’s an opportunity for SugarCRM customers to build a relationship based on trust and transparency with their own customers. Data privacy related functionality is planned for general availability in the Spring ‘18 (Sugar 8.0) That’s the premise, anyway.

SugarCRM 53

SugarCRM Data Policies Ideal Customer Profile 53

SugarCRM

FEBRUARY 1, 2024

Sales Automation with a Touch of Gen AI Gen AI is here to kick your sales-related process into gear and empower your reps with all the information they need to successfully conduct meetings and close deals without leaving their email inbox. How will our innovations change the way you operate your business?

SugarCRM 29

SugarCRM Infusion Marketing Segment 29

SugarCRM

SEPTEMBER 19, 2019

There are four ways that SugarCRM can boost your credit union marketing: Combining data from multiple sources. The integrations to other tools allow us to track several pieces of member-related product information in Sugar: What products a member currently uses. Segmenting members more easily accurately.

SugarCRM 20

SugarCRM Marketing Demographics Segment 20

SugarCRM

JANUARY 25, 2024

The Customer of the Year award celebrates customers who have cultivated a lasting partnership with SugarCRM by achieving significant business impact using the platform and engaging with the Sugar ecosystem and SugarClub in the journey to reduce manual processes and make the hard things easier for their business and their customers.

SugarCRM 29

SugarCRM Customer Transportation Real Estate 29

SugarCRM

NOVEMBER 9, 2022

The Customer of the Year award celebrates customers who have cultivated a lasting partnership with SugarCRM by achieving significant business impacts using the platform. ONI-Waermetrafo GmbH was able to significantly increase the win rate of their quotes through SugarCRM, which consist of hardware, services, and support.

Brainsell 49

Brainsell SugarCRM Customer CRM 49

SugarCRM

JANUARY 5, 2023

Gayle Richardson , CRM and DPO Manager at Juniper Education, and Andrew Ord , Product Owner at Rightmove, joined us on our last SugarConnected on Tour panel to discuss all things CRM adoption and how their companies fuel growth with SugarCRM. Juniper Education: From Siloed Data to SugarCRM Wizards.

Ideal Customer Profile 26

Ideal Customer Profile SugarCRM Customer Face-to-face 26

Nutshell

JANUARY 15, 2020

Nutshell’s #5 ranking placed us ahead of such well-known heavy hitters as HubSpot CRM (#6), Microsoft Dynamics 365 (#8), Insightly (#10), Freshsales (#11), Zendesk Sell (#12), Less Annoying CRM (#13), Salesforce Sales Cloud (#17), and SugarCRM (#18). Related: How is Nutshell different from our competitors?

Lead Rank 90

Lead Rank Lead Scoring Report Software 90

SugarCRM

JANUARY 18, 2021

SugarCRM surveyed in 2017 to find out how businesses were indeed approaching AI and data-driven processes. Or is it, as chatbots and other technology seemed to indicate, something that’s becoming an integral and necessary part of everyday consumer relations and business processes? The Perception of AI for Businesses: 2017.

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SugarCRM Survey Face-to-face Pivotal 49

SugarCRM

DECEMBER 19, 2023

It transforms the once transactional and stagnant nature of storing customer information into a relational, social platform, forging bonds that will help you find and keep life-long relationships. The future of CRM is empathetic; it recognizes the unique fingerprint of each customer, remembering their preferences, aspirations, and history.

CRM 26

CRM SugarCRM Infusion Face-to-face 26

SugarCRM

MAY 18, 2023

Here’s what you should look into when searching for dedicated solutions: automatic creation of related records in the CRM (such as accounts and contacts) and an automated duplicate search of lead records to secure data integrity and system usefulness. Modern-day CRMs allow lead conversion to be possible with a few clicks or taps.

Lead Management 40

Lead Management Lead Rank Marketing Qualified Lead Lead Scoring 40

SugarCRM

JULY 18, 2023

Saving Time According to a recent SugarCRM report, the average sales rep spends only 54% of his or her time actually selling. SugarCRM: Helping You Deploy Better BPA Protocols At Sugar, we created SugarBPM , an easy-to-use process builder that can meet your specific business demands. Listed below are some of the key benefits of BPA.

CRM 26

CRM Scale SugarCRM Benefit 26

SugarCRM

MAY 25, 2023

Before we get into the meat of this post, SugarCRM wants to hear from you! In fact, according to a recent SugarCRM research report , 74% of sales professionals agree that a consolidated view of customer information across the whole organization is critical in delivering an optimal customer experience.

SugarCRM 26

SugarCRM Customer Lead Rank Lead Scoring 26

SugarCRM

APRIL 9, 2020

By enabling cloud-based solutions, organizations can free up additional resources to focus on critical IT systems and also reduce costs related to purchasing and maintenance of internal equipment. There are five reasons why data breaches occur, and none of them are actually specifically related to just the cloud.

Lead Rank 45

Lead Rank Lead Scoring SugarCRM Scale 45

SugarCRM

NOVEMBER 11, 2020

Or, if you sell cosmetics and have an offer related to lip care, you might look for consumers who regularly invest in that area. At SugarCRM, we’re providing the next frontier in CRM analytics, giving our clients the power to predict the future so they can best serve their customers while meeting business and sales goals.

Analytics 49

Analytics CRM Lead Rank Lead Scoring 49

SugarCRM

APRIL 10, 2019

Last week we hit a major milestone at SugarCRM with the release of Sugar 9. We agree, and we have made headway on a long-standing SugarCRM problem which is, ‘How can we better understand our customer usage of our products?’. This was a cross functional activity led by SugarCRM CIO Kirk Fjelheim and aided by individuals across SugarCRM.

SugarCRM 47

SugarCRM CRM Report Engineering 47

SugarCRM

JULY 8, 2019

Make sure that the training relates to their sales process so that they can see how it can be applied to their typical day. To discuss this blog with other members of the SugarCRM community, please visit the SugarCRM Partner Corner. ?. Training and education can help them to fully understand how a CRM can make their jobs easier.

CRM 44

CRM SugarCRM Remedy Sales Methodology 44

SugarCRM

NOVEMBER 28, 2023

The new 2024 State of CRM Report from SugarCRM is all about that—offering a path forward. This centralized repository becomes the nerve center for customer-related activities, allowing organizations to personalize their approach and tailor products or services to meet individual needs.

Trends 26

Trends CRM Software Software 26

SugarCRM

FEBRUARY 24, 2021

During the migration make sure you have a design that will report and log errors such as malformed data rows, un-matched or orphaned relational records, and sub-process failures. The post Best Practices in CRM Data Migration appeared first on SugarCRM. During Migration: Catch Errors.

CRM 29

CRM Data SugarCRM Scale 29

SugarCRM

JUNE 20, 2019

SugarCRM is a fantastic tool that helps to collect and manage all your customer data. The flexible structure of Sugar data allows for creating tasks, calls and meetings related to any CRM object, both standard (Account, Contact, Task, Quote, Opportunity, etc.) and custom. Isn’t that simpler? Would you like to see the above in action?

SugarCRM 20

SugarCRM CRM Face-to-face Webinar Metrics 20

SugarCRM

AUGUST 28, 2020

Check out SugarCRM’s extensive case studies to find out about the powerful CRM tools that can help convert more of your customers from detractors to promoters. appeared first on SugarCRM. It’s also relatively easy to implement as a business, especially if relationship intelligence tools are already in place.

Promotion 57

Promotion SugarCRM Ideal Customer Profile CRM 57

SugarCRM

DECEMBER 14, 2020

The Status of Related Referrals & Incentives – If your CRM platform tracks referrals and incentives, you’ll be able to quickly tell what referrals and incentives this member has participated in. We’ve built an integration between SugarCRM and Symitar to help you accomplish this.

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CRM SugarCRM Ideal Customer Profile Incentives 34

SugarCRM

OCTOBER 18, 2021

Along the way, we have seen the term “CRM” change and grow to include many concepts like sales force automation, customer service automation, marketing automation, and many, many other related software categories. Take a moment to reflect on the evolution that CRM technology has gone through. You probably still call your sales software “CRM.”

CRM 49

CRM eGain Siebel Epiphany 49

SugarCRM

SEPTEMBER 17, 2019

It’s mission-critical to be respectful of their time and avoid repeating offers, it’s crucial to make sure your employees get credit for their incentives fulfilled and key to be able to track referrals related to these offers. A flexible CRM system such as SugarCRM , is just the tool to help you better manage referrals and incentives.

Incentives 20

Incentives Incentive Referrals CRM 20

SugarCRM

JANUARY 16, 2020

For this article, we’re going to focus on SugarCRM training ; one of the best CRM software platforms. Benefits of SugarCRM Platform Training. Your team also needs to know about the flexibility of SugarCRM to customize workflows and integrate it with other business software being used in the company.

CRM 20

CRM Benefit SugarCRM Training 20

SugarCRM

FEBRUARY 26, 2021

At SugarCRM , we are committed to helping customers achieve the perfect level of automation for their organization through artificial intelligence (AI) and CRM enhancements. . appeared first on SugarCRM. Automation and Artificial Intelligence (AI) will help you reduce inaccurate CRM data tremendously. .

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CRM SugarCRM How To Lead Rank 42

SugarCRM

NOVEMBER 27, 2020

SugarCRM offers an excellent tool to help your business manage customer communication, and it’s called SugarLive. The right side, which takes up a larger portion of the screen, is occupied by what SugarCRM calls a detail panel. Related account record information. Find out more about this innovative customer service tool.

SugarCRM 26

SugarCRM Customer Service Face-to-face Licensing 26

SugarCRM

APRIL 9, 2019

SugarBPM offers SugarCRM customers a set of capabilities for process automation in Sugar. Start Event Support for “All” or “Any” Related Records. Add Related Record – Create a new Sugar record and relate it to the target Sugar record or to a record related to the target record.

SugarCRM 37

SugarCRM Relationals Lead Rank Lead Scoring 37

SugarCRM

JULY 11, 2023

Why Having a Single Source of Truth Is Important and How Sugar Contributed Striving to offer students unique experiences and aiming for a centralized view, Ashley contacted the SugarCRM team. The university wanted a platform with easy integration capabilities.

SugarCRM 20

SugarCRM Lead Rank Constant Contact CRM 20

SugarCRM

SEPTEMBER 5, 2023

Forecasting and Trend Analysis Time-related data helps in creating more accurate forecasts and trend analyses. Data-Driven Decision Making By incorporating time-related data into CRM analytics , businesses can make data-driven decisions based on historical performance, conversion rates, and engagement trends at various times.

Forecasting 26

Forecasting CRM Analytics Trends 26

SugarCRM

SEPTEMBER 12, 2019

In this blog post, we flesh out an example of how SugarCRM, a flexible platform, can be used to onboard new members of your credit union. This email is auto-archived within the CRM system and related to this member’s record. The post CRM for Credit Unions: Using Sugar to Onboard New Members appeared first on SugarCRM.

CRM 24

CRM SugarCRM Demographics Survey 24

SugarCRM

JUNE 18, 2019

This is even more reason to use the SugarCRM survey tool, which offers GDPR-compliant survey forms. Reduce their Hurdles When conducting a series of surveys, it is important to use a data pipeline feature which is provided in major SugarCRM survey modules. Maintain Relevancy.

Survey 20

Survey SugarCRM Incentives Incentive 20

SugarCRM

DECEMBER 30, 2020

This pie chart shows the distribution of open cases by the type of product they are related to. To learn more about how to manage your dashboards you should review the SugarCRM Home page documentation. The post How We Use Sugar’s Dashboards appeared first on SugarCRM. Cases by Product. Cases Closed. Open Cases by Priority.

Licensing 29

Licensing SugarCRM Face-to-face Distribution 29

SugarCRM

MAY 7, 2019

Our next version SugarCRM Hint 5.1 Search through all related news articles for an account and find the key insights needed to make smarter business decisions. is now generally available! focuses on increasing productivity and efficiency, to help you deliver a one-of-a-kind customer experience. Setup News Preferences Instantly.

SugarCRM 22

SugarCRM Promotion Account Lead Rank 22

SugarCRM

MAY 11, 2023

CRM solutions for the construction industry need to be configured to relate the sales process to construction projects, involving multiple contractors and suppliers. As a result, they require CRM systems that can be easily configured to meet the unique information and process needs of their target markets.

Industry 26

Industry CRM Construction Lead Rank 26

SugarCRM

MAY 19, 2022

As voice assistants mature and reach market saturation, it creates an opportunity for marketers to use them in marketing strategy with voice-related ads and brand-related content the assistant can reference. SugarCRM and the Future of AI. AI in Sales and Marketing of the Future. Voice-enabled applications. Sales compliance.

Outsourcing Services 26

Outsourcing Services Lead Rank Lead Scoring Marketing 26

SugarCRM

JUNE 28, 2019

Here’s a look at the features that are present in SugarCRM Mobile 7 that make it a cut above the rest. Theme-related customization in Sugar Mobile helps businesses truly make software and applications their own. To discuss this blog with other members of the SugarCRM community, please visit the SugarCRM Partner Corner.?.

SugarCRM 20

SugarCRM Customer Software Software 20

SugarCRM

AUGUST 19, 2020

So, when SugarCRM sat down to learn about customer experience management from Micah Solomon, renowned customer service and CX expert, author, keynote speaker, and webinar host to delve into his customer-centric brain ahead of his upcoming webinar series with Sugar. . When he talks, businesses stop and listen.

Customer 48

Customer Webinar Metrics Customer Service SugarCRM 48