Watch the Recording
Event Details
What if your CRM could take care of the busywork—so your sales team could spend more time actually selling?
Join our upcoming webinar, Less Busywork, More Selling — Automating Your Sugar Workflows, to learn how to build value through smart, practical automation.
We’ll explore how to:
- Balance automation and flexibility to keep your process simple and effective
- Use exception reports to spot where things fall through the cracks
- Set up tasks, reminders, and workflows that make it easy for reps to stay focused
Plus, we’ll show how these automations fit into your Run the Business (RTB) practices—supporting better visibility, accountability, and coaching across your team.
Simplify your sales process. Empower your team. Let Sugar do the work.
Instructor: Andrea Ayers
Recording date: January 20, 2026
Session Resources
- Slide Deck
- Handout & Answers
- Quick Video: Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation
- Administration Guide > SugarBPM
- Application Guide > My Processes
- Processing SugarBPM Tasks assigned to You in Sugar
- Help Articles > SugarBPM
- Administration Guide > Create Smart Guides
- Application Guide > Using Smart Guides
- Sugar Admin Fundamentals Class - February 17-19
Next Sugar Sell Foundation Series Webinar: Sales Mastery: Driving Growth with Sugar [Sugar Sell Foundations Series]
See Unlock Your Success with the Sugar Sell Foundations Series to learn more about the Sugar Sell Foundations Series.