Overview Sugar recognizes that this may not be your first CRM system and that you may already manage your accounts and contacts using tools like Microsoft Excel or even other… read more

When you work with something everyday, eliminating tedious and repetitive tasks not only improves your productivity but also helps your sanity. With Sugar, there are certain things we as developers… read more

When using CRM software, it can be important to have email functionality within the program so you have access to the information in your program and so you don’t have… read more

If you’re looking for a simple way to archive emails to your SugarCRM instance, we have the solution for you! Sugar provides every customer with an email archiving address, which… read more

Is there a Sugar training manual? Since everyone using Sugar configures it to meet their business needs, there is no way to make a universal training manual. But, we offer… read more

SugarCRM customers are allowed to allocate from one to four Support-Authorized personnel depending on the purchased level of support by your company. The nominated Support personnel (also known as ‘Contacts’)… read more

Did you know more than half the companies in the United States fail to successfully implement Customer Service Relationship (CRM) Software? Learn why. Learn best practices for successful implementations. Have… read more

One of the most common calls I get from clients are problems with setting up new SugarCRM users. In this post, I will walk you through the two-step process of… read more

Use the Targets Module to track and manage targets as part of mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign. A mass… read more

Why is documenting your Lead Source so important? Lead source should be considered one of the most important marketing metrics to track, especially as sales and marketing collaborate to align… read more