Curious about the new features and functions in the 11.2 SugarCRM release? Our team highlights them in this online user group. Some of the features they discuss are new timeline views, new filtering, sentiment scores, document merging, and dark mode.
In this episode, Sam and Steve talk about enforcing security for remote work, Covid's effect on shared work spaces, hindsight 2020 Covid predictions, Creatio's unique approach to a virtual conference, Sam's mathematical mindset around phased implementation, Salesforce sunsetting the…Listen Now
In this video, we walk you through how our team uses the features and functions of Sugar Serve to better support our customers. Check this out to view the real-world use case for this application.Continue reading
Business Process Management holds great potential for every department to standardize and optimize their processes, but sales in particular will be one of the major benefactors. Today, we’ll discus what this process-driven approach means and why it’s so crucial for sales efficacy.Continue reading
During this online user group discussion, we highlight Campaigns in Creatio Marketing. How do they work? What are campaigns in Creatio Marketing? What are their benefits? What's new with Campaigns? How can you build and report on Campaigns? Check out this recording to find out the answers to…Continue reading
This achievement exemplifies Technology Advisors’ commitment to delivering exceptional software, migration, and integration consultation with this top-tier CRM and marketing solution. TAI’s team has built experience and knowledge with the CRM, Marketing Hub, Sales Hub, Service Hub, and Operations…Continue reading
There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.Continue reading
A CRM system is great for organizing information and facilitating quick data analysis; but its automation capabilities also can help free up more time in your workday. Check out these seven tips for using CRM automation to free up more time.Continue reading
It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities pre-…Continue reading
How do you know you’re handling customer complaints the right way? Take the real world encounter I recently had as an example. I bought a pair of shoes knowing I would need to break them in. However, the sixth time I wore them was on a 10 minute walk to the grocery store and by the time I returned…Continue reading
Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…Continue reading
In Q4, Sugar released some cool new features. What are they? What can they do? Here are some of the features we'll highlight in this discussion:
- New timeline views
- New filtering
- Sentiment scores in Sugar BPM
- Document merging
- Dark mode
- ...And more!
Join us for this informative and fun session!
Mobile apps let us take our information with us wherever we go. Especially now, with remote work becoming the norm across industries, this accessibility is even more important. Teams need easy access to customer information and they must be able to trust that information to make educated decisions and plan new initiatives. In this upcoming user group, our team will discuss Creatio's mobile app. What can it do? How can…View Event
You hear a lot about how CX solutions like Sugar Serve can help you deliver better customer support - but what does that look like in practice? Join us for this user group discussion where we'll share our own experiences working with Sugar Serve and how its tools and features help us stay on top of ongoing customer issues.View Event
During this online user group discussion, we'll highlight Campaigns in Creatio Marketing.
How do they work?
What can you do with them?
How can they be monitored?
Can they be configured towards targeted conversion rates or campaign milestones?
Our experts will explain their uses, build some campaigns for you, and answer any outlying questions related to this feature…
Infor added a lot of really interesting new features and functions in its 8.5 release. Join us for a discussion and demonstration of some of these features. We'll show you the most exciting aspects and answer your questions. Features we'll cover during this webinar include:
- Workflow Notifications
- Workflow Approvals
- Quotas and the New Dashboard Design
- Activity Groups…