We're thrilled to announce our brand-new monthly webinar series from the SugarU team! The SugarU Live Webinar Series brings you expert-led sessions packed with best practices, troubleshooting tips, and other useful information about Sugar Sell, Serve, and Enterprise. Whether you're looking to sharpen your skills or discover new ways to maximize Sugar, these sessions are for you.
Can't make it live? No worries—recordings will be available afterward in Event Recordings, so you won't miss a thing.
Upcoming Webinars |
April 17, 2025
Take your productivity to the next level with Action Buttons! In this session, we'll show you how to streamline workflows, automate tasks, and enhance user experience with just a click. Whether you're an Admin looking to configure custom actions or an End-User aiming to work smarter, this webinar will equip you with the tools to maximize efficiency.
Recording available here: Boosting Efficiency with Action Buttons
May 22, 2025
Effective lead management is the key to turning prospects into loyal customers. In this webinar, we'll dive into best practices for capturing, qualifying, and nurturing leads in Sugar Sell or Enterprise. Learn how to streamline your lead pipeline, improve follow-ups, and boost conversion rates with expert tips and automation strategies.
Recording available here: Mastering Lead Management — Best Practices for Success
June 12, 2025
Unlock the full potential of SugarCRM dashboards and gain real-time, data-driven insights to drive smarter decisions! In this webinar, we'll guide you through creating and customizing dashboards that provide clear, actionable intelligence for both Admins and End-Users. Learn how to visualize key metrics, track performance, and optimize your workspace for maximum efficiency.
Recording available here: Dashboard Mastery: Setting Up Powerful Insights
July 17, 2025 11 AM PDT | 2 PM EDT
Keeping your data secure while ensuring the right users have access to what they need is essential for success in Sugar. In this webinar, we'll dive into Teams & Roles, showing you how to configure permissions, streamline user access, and enhance security without sacrificing productivity. Whether you're an Admin setting up user roles or a manager looking to optimize team collaboration, this session will provide the best practices you need.
August 21, 2025 11 AM PDT | 2 PM EDT
In today’s fast-paced manufacturing landscape, staying ahead means more than just producing quality goods—it requires a sales engine that runs with precision, speed, and insight. Join us for this dynamic webinar as we explore how Sugar Sell empowers manufacturing companies to streamline operations, improve sales performance, and deliver exceptional customer experiences.
