Sales Stories
  • My Favorites is My Favorite

    When I'm in Sugar, I'm usually in Reports. When I'm in Reports, it's usually because I'm working on a data project for one of our executives. I want to make sure I don't "lose" the report after he/she…
    • 4 Sep 2020
  • Keyboard Shortcuts to Speed up your Selling

    It's always been there, but easy to forget!  SugarCRM enables power users to quickly perform certain tasks with keyboard shortcuts to increase productivity. My two favorites are: Pressing the 'S' key…
    • 2 Sep 2020
  • Do you log every call / email? Why/why not?

    A customer asked me the other day about getting their work mobile to automatically log every inbound and outbound call to Sugar. I explained how the native apps worked - they prompt the user to log a call…
    • 2 Sep 2020
Sales Conversations