Partner Stories

A few years back, converting incoming emails directly into leads would seem impossible. Fortunately, there is a simple way to do that now. For those who use SugarCRM for data management then I have an automated email to lead the process for you. Here...

Yes, not every one of your clients will benefit from adding Zendesk or Mailchimp to their stack and integrating them with Sugar. To say so would be disingenuous.  But for some clients, they are the perfect fit. Learn which ones are along with th...

My name is Thomas Meyerhans-Gülle, I am a Solution Architect & Project Manager at Genius4u Consulting, and I would like to share my story of how you can bring much more value to both customers and their company. I am constantly in close cont...

Gaining accurate forecasting can be a real challenge when your deal information isn't managed and updated in the right way. Without a means of proactively managing, reviewing and adjusting your forecast, it's hard to gain a clear picture of w...

Here it is, the one you’ve all been waiting for… using Maps in SugarCRM! I often get asked this by existing customers and potential customers looking at CRM’s if there’s a way to use Maps with the CRM data. I thought I&rsqu...

In this on-demand webinar Aircall, SugarCRM, and BrainSell discuss how Aircall – connected with your CRM – can help drive faster growth for your company.

The latest Sugar release, Q4 2020, is available for all SugarCloud customers and comes with major updates for sales, marketing, and support teams. Watch the video below for the sweet details! 

Today's businesses rely on multiple cloud-based applications to build up their SaaS tech stack which helps to launch, analyze and increase efforts in marketing, sales, support, accounting and many other areas. From just a few apps to an extensive co...

It’s official: we are living in a world where data is the most expensive resource*. The idea that data is the new oil may just be the secret mantra of the tech giants who are growing bigger.Their approach and perception of data is not uni...

We’re excited to announce SugarWest 2020!  We were originally about to announce our CRM Learning Roadshow across Western Canada in Winnipeg, Calgary and Vancouver.  However, with the precautionary measures in place across Canada...

“We have finally done it! We attended meetings, toiled over designs, and delivered a new process that is going to streamline our operations while simultaneously improving our customer experience. We just need the team to adopt it, so we would ...

Email plays a major role in business communication. As inboxes are flooded with emails, it’s important to stay organized, maintain records and streamline communication with customers. Wouldn’t it be great to embed your CRM software ...

By Elizabeth MankowskiSo your company acquired a new business (or you’ve been acquired yourself!). What does that mean for your CRM?Imagine this: you’re the Vice President of Sales at Acme Co. You rolled out a newly configured Sugar...

Customer experience is rapidly becoming a top priority for businesses. More consumers are placing their loyalty with companies based on their experiences, rather than pricing and product.In fact, reports say that 86 percent of buyers will ...

There comes a time when managing your client’s databases via thousands of spreadsheets, hopping from one system to another to find leads or customer data, or navigating amongst sales opportunities by checking scribbles on Post-it notes is no l...

CRM implementation can definitely skyrocket growth in your business. This isn’t us claiming it, but what numbers say! According to Capterra, 65% of businesses adopt a CRM platform within their first five years of business. This is also because...

Data is important, but how you leverage it makes all the difference. With businesses having big data, it is imperative to use it efficiently to derive actionable insights. Breaking through the noise and getting the right information at a glance is i...

In an ideal world, all your company’s software solutions would be able to easily share information. If you needed an important detail about a customer’s purchasing history while working in your customer relationship management (CRM) plat...

One of the best things about shopping from a physical store is that you get your purchases right there. No need to wait for them to arrive, and no issues with being home to take the delivery.But online stores typically offer more discounts, and you ...

When it comes to modern CRM technology, there's good and bad news. The good news is that CRM is now the largest software market. The bad news? CRM is now the largest software market. I know. Mind-blowing, right?Let me break it down for you. Toda...

In a world of business where you have boundless competition, CRM is your treasure box. You can use it to track your customers’ needs, their data, sales details, etc. to achieve your organizational goals.   However, your success depends o...

CRM is one of the most prominent assets for a business. It streamlines operations and reduces human errors with its systematic approach. But with the desktop version, you can only use it in the office. Because nearly every aspect of the product has ...

Although there are several factors that affect your overall email campaign performance, the basics start with design. Let's focus on the important design decisions that you need to make for each message to drive maximum results. There are three ...

Technology is revolutionizing the way manufacturers run businesses day-to-day in the digital era. CRM systems can leverage the Internet of Things (IoT; a system of interrelated computing devices, mechanical and digital machines that have the ability...

To Grow Your Business, Invest in CRM Software First for a Great Customer Experience Your business can grow without Marketing but will die without Customer Relationship Management (CRM) software. Exceptional customer experience is the key to cul...