Results for best practice
  • Accelerate Account Engagement with Market + Sell

    Do your current sales and marketing automation platforms help your teams work better together or drive you further apart? Getting marketing and sales teams on the same page can be a difficult task, and it’s only made harder with disparate systems that…
  • Getting Marketing and Sales Teams on the Same Page

    You don’t have to look far online to find funny jokes, memes, and videos about the constant battle between sales and marketing teams. You may even be able to find a real-life example of these challenges within your organization. Sales and marketing…
  • Overcoming the biggest challenges in sales

    Hi everyone! Hope you are all well. I wanted to share that enable.services are holding a SugarCRM webinar, Overcoming the biggest challenges in sales, on Thursday 24th March. This gives you a great insight into Sugar Sell and how it can be used to…
  • CRM Best Practices in Sales Forecasting with SugarCRM

    Gaining accurate forecasting can be a real challenge when your deal information isn't managed and updated in the right way. Without a means of proactively managing, reviewing and adjusting your forecast, it's hard to gain a clear picture of where your…
  • Communication & Change Management Best Practices

    Hello SugarClub. I'm new to the community. Does anyone have best practices to share on announcing selection of Sugar to help set the tone and excitement prior to kicking off implementation? I'd like to leverage what's worked best for others and appreciate…
  • Boost Team Collaboration with Sugar Activity Stream

    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 to view a…
  • 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 view automatically…
  • Best practice naming conventions for your calls/meetings - what do you do?

    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…