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How WFG National Title Insurance Overcame Automation Challenges with SugarCRM

SugarCRM

We’re not in the business of designing CRM software. 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 ). Curious about how you can help your business grow and accelerate automation efforts?

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The Great Customer Resignation & How to Reduce Customer Churn with Craig Charlton, #211

Vengreso

Craig Charlton , CEO of SugarCRM has spent over 25 years building and running high-growth businesses. Before joining Oildex, Craig was CEO of Abila, a provider of financial and CRM software and services to associations, nonprofit organizations, and governmental entities. How Has Customer Churn Changed Since The Pandemic?

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SugarCRM’s 2024 Customer Breakthrough Awards Winners

SugarCRM

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.

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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. The flexibility of the Sugar platform allows us to integrate any other software platform with it. Sugar’s reporting wizard allows users to easily create segments via reports with a little training.

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Sales Automation Software Comparison: Which Is Your Best Fit?

SugarCRM

There are several factors to consider when choosing sales automation software, from features and capabilities to prices and services. It is good at simplifying sales and marketing with a clean interface, extensive training and resources, and customer-focused tools. Cons: Zendesk’s roots are in help desk software, not sales.

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3 Training Tips to Maximize Your Sugar Deployment

SugarCRM

It’s an enormous process to enter into an agreement with a new CRM software vendor. Training: A Lesson in ROI. The first challenge we’ll cover is user training. So, it’s wise to plan in the time and budget for an adequate training program. Here are our top 3 training tips: Leverage Sugar University.

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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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