When asked to review a customer's usage of CRM, I often start with the basics: how is activity management carried out? Usually, there are clues there as to whether emails/calendars are integrated with CRM, or whether the mobile app is in use to log calls…

I grew up with keyboard shortcuts, and the first time I came across Mac's Spotlight feature to find anything from anywhere, I was hooked. But did you know that Sugar has the same thing? Try this keyboard shortcut when logged into your Sugar instance…