Blog Posts
  • Customize your CRM and boost its adoption with ShapeMySugar

    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...
    • 14 Oct 2020
  • Evolve your Deals with HelloSign!

    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...
    • 9 Oct 2020
  • 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 has shared the ...
    • 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 will focus the global search bar ...
    • 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 after you dial that person, and the...
    • 2 Sep 2020
  • Document Automation in SugarCRM with Flexidocs

    SugarCRM empowers you to build extraordinary relationships with your customers, track your sales, billing and customer support processes, as well as automate internal workflow processes with it's powerful BPM engine. However, when it comes to gen...
    • 20 Aug 2020
  • Enhancing Customer Relationships with AI and CRM

    Businesses are finding it hard to keep up with the shift in consumer demand. With the advancement of technology, customers have increased their expectations for personalization, service, responsiveness, and delivery. For your business to be successf...
    • 15 May 2020
  • 11 Resources That Will Improve Your Sales Skills

    Even though we live in a world that’s dominated by rapidly evolving technology, plenty of businesses are still very skeptical about every new advancement. For instance, old-school tactics are surprisingly common in sales. These “traditio...
    • 18 Apr 2019