SugarCRM Best Practices Business CRM Software

Learning From Failed CRM Implementations

Sep 23 2016 BY Kimberly Douglass

Lets talk about success Have you ever gone into a project not being completely... Read More

SugarCRM Best Practices CRM Software

How Small Companies Manage Admin Responsibilities in SugarCRM

Aug 19 2016 BY Kimberly Douglass

I was recently asked an interesting question by a current customer: “How is a... Read More

SugarCRM Best Practices

Using Tabs to Organize Records in SugarCRM

Jul 05 2016 BY Kimberly Douglass

SugarCRM allows a lot of flexibility when it comes to how information is stored... Read More

SugarCRM Best Practices

Sugar’s Email Archiving

Mar 22 2016 BY Kimberly Douglass

Sugar’s Email Archiving functionality allows emails to be automatically archived into Sugar simply by... Read More

SugarCRM

Setting Up Multiple Dashboards in Sugar

Mar 01 2016 BY Kimberly Douglass

Sugar dashboards show real-time information and are designed to be the starting point of... Read More

SugarCRM

Modifying Sugar’s Mobile View

Feb 18 2016 BY Kimberly Douglass

Sugar Mobile is the solution designed to keep your busy team connected to all... Read More

SugarCRM Best Practices

Leads Vs. Contacts

Feb 01 2016 BY Kimberly Douglass

Many of our clients ask us about the differences between how to use the... Read More

SugarCRM Best Practices CRM Software

Importing Data Into Sugar Best Practices

Dec 07 2015 BY Kimberly Douglass

I recently got a question from a new Sugar client about best practices on... Read More

SugarCRM Best Practices

10 Ways to use Sugar for Customer Service

Nov 17 2015 BY Kimberly Douglass

As a Customer Success Manager, I spend a lot of time thinking about how... Read More

Best Practices CRM Software

Top 5 Reasons Customers Don’t Renew Sugar

Oct 13 2015 BY Kimberly Douglass

As you probably know, SugarCRM is based on an annual recurring license subscription, which... Read More

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