I joined SugarCRM in February 2020. Yep, that’s right — about 45 days before we went into lockdown due to COVID-19. To say the least, it’s been a very interesting time as a sales leader. I effectively had two weeks of meetings and a...
Get laser-focused context
Tired of relying on back and forth email that gets lost in an ever-growing inbox of priorities? Or need to reference actual customer data to make decisions across your team?
Sugar's activity stream allows users t...
At Wolfram we have been using Sugar Professional since 2011. Of all the options we explored at that time, Sugar stood out for two main reasons: an on site deployment option, and the ability to customize the system and integrate it with othe...
We at Origo started using Jira about 10 years ago for the tracking of IT trouble tickets as well as to help build excellent software. Today, there are over 1.700 projects in our Jira instance and over 1.2 million tickets. Each customer that has a con...
I am just a week old to SugarCRM and I am excited to get the sales team using it as a matter of habit! It's our first CRM system so we'll have some experienced folks having to change behavior, but as of now, we all seem wide open to the...
Today, one of the main causes of failure for a CRM project is low adoption. In fact, sometimes, despite the availability of a high-performance tool, some employees do not use it because they do not see any interest in it, because the solution seems t...
Nowadays and, specially in this pandemic situation, Digital Signature became a must around the world.
We just noticed that there is no available plugin for HelloSign, one of the most important players for Digital Signature, so we decided t...
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 has shared the ...
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 will focus the global search bar ...
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 after you dial that person, and the...
