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How WFG National Title Insurance Overcame Automation Challenges with SugarCRM

SugarCRM

After two failed attempts of the initial integration with two different vendors, WFG found W-Systems, the biggest SugarCRM reseller at that time ( currently part of SugarCRM ). During any training session, we always remind the users that the CRM is here to provide information to them and not take time out of their day.

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Four Ways SugarCRM Boosts Credit Union Marketing

SugarCRM

There are four ways that SugarCRM can boost your credit union marketing: Combining data from multiple sources. Examples of platforms we’ve integrated with include marketing automation tools, loan management systems, and core platforms such as Symitar. Segmenting members more easily accurately. Track Current Products & Interests.

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CRM Platform Training: How You Can Benefit

SugarCRM

The reason: a lack of CRM software training. A lot of companies don’t invest in proper CRM training and fall short of transforming their business. CRM software training to reap the full benefits of your CRM platform. Let’s get started and see how CRM training can help your business. The solution?

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SugarConnected on Tour 2022: How Our Customers Achieve User Adoption and Eliminate Siloes

SugarCRM

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. Dedicated Slack channels.

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How AI and Automation Can Boost a Sales Team

SugarCRM

The ones who get out front of automation and AI transformation will have the biggest advantages in the near future of the digital economy, having leveraged early on the many uses of groundbreaking technology like the time-aware CRM tools provided by SugarCRM. More Efficient and Targeted Training. These features include: 1.

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Business Intelligence Has Changed – Welcome to the Age of Advanced Revenue Analytics

SugarCRM

It’s the devil you know; highly trained people are available for hire for excessive salaries, BI tools are all over the place, and everyone sings praises around their perceived virtues. And so Corvana was born in 2016 and today is now part of SugarCRM, one of the true visionaries in the customer experience (CX) space. The result?

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Using CRM to Improve Customer Onboarding

SugarCRM

From welcome calls to user groups to training sessions, onboarding can take many forms, depending on the business. The billing process provides a great example of how easily customers can be overlooked. The post Using CRM to Improve Customer Onboarding appeared first on SugarCRM. Integration and Automation.

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