ICYMI: Sugar 25.2 Release Webinar - Simplified User Experience & Greater Productivity

Couldn’t make the live session? Here’s the fast, practical recap you can share with your team.

Key Announcements

Sugar 25.2 sharpens everyday workflows so sellers stay in flow and managers see change faster.

• Dropdown Editor, modernized in Sidecar: Admins can edit in place, add or remove multiple items at once, search as you type, and restore defaults.
• Color and font styling for dropdown values: Apply visual cues to stages and statuses, then see those colors carry into records, dashboards, charts, and reports for consistent interpretation.
• Row-level actions inside dashlets and Focus Dashboards: Update records without leaving the page. The same quick actions you know from List View now live wherever you work.
• Pipeline change indicators, Sell Premier: Surface movement in Opportunities over 7, 14, or 30 days. Track shifts to Sales Stage, Expected Close Date, and Likely fields from list or record views, including dashlets.

AI Intelligence Updates

• Needed follow-ups in Account Summary: Missed email or meeting follow-ups get flagged, so nothing slips.
• Actionable next steps: One click to email, call, or schedule, with suggested text prefilled from the summary.
• Role-based access controls: Limit who can view summaries by role to match your governance model.
• On-prem GA for summaries: Account, Opportunity, and Case summaries now available to on-prem customers with IDM enabled on supported versions, including 14.2.

Mobile App Improvements

• Smarter caller ID: The app recognizes numbers in many formats across regions and carriers, then attaches the right Sugar record.
• Split-screen on tablets: Use Sugar alongside calendars, catalogs, or calls on iOS and Android tablets for true multitasking.
• Multi-stop route planning: Build routes with multiple records ahead of time to streamline days in the field.
• Default map provider and deep links: Set your preferred navigation app, then jump from a Sugar address into CarPlay or Android Auto.

Sugar Connect Updates

• Create records faster from email: Generate Bugs, Cases, Opportunities, Targets, Calls, Meetings, or Tasks with subject, body, and sender auto-filled in the sidebar.
• Archive with options, now smarter: If an email is already in Sugar, relate it to additional records and update the existing email record, all in one action.
• Refreshed Meeting Scheduler UI: Cleaner booking pages for recipients and a simpler authoring experience for reps.
• Availability: Sugar Connect features apply to customers with Sell Premier or Sell Advanced.

sales-i Updates

• Multi-language capability: Bring teams together across regions with a localized experience.
• Multi-currency, 23 currencies supported: Users can switch the application view to an allowed currency in real time, set by admins, which makes comparisons across markets far easier.

What This Means for Your Business

Visual cues speed up triage, so sellers spot critical deals faster. Inline actions remove back-and-forth clicks, which keeps momentum during call blocks and forecast reviews. Pipeline change tracking gives managers a weekly reality check that cuts time spent reconciling spreadsheets. On mobile, smarter caller ID and better navigation help reps win the minutes between meetings. AI summaries move from informative to actionable, which nudges teams to follow through. Connect reduces data drift by capturing context from the inbox at the moment work happens. Put together, these changes shorten cycles, raise CRM data quality, and create a calmer workday for your frontline teams.

Want to go deeper or share with stakeholders? Head to Release Central in SugarClub for release notes, videos, and implementation tips. If you are considering Intelligence features, your Sugar representative or CSM can enable trials and help you map quick wins.