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Show Notes: In this episode we’re going walk how you can see your new module come to life in just minutes and see the impact on your organization using Module Builder. Module Builder can be used to improve your user’s Sugar experience. We review the…

In this episode we explore SugarPredict and if it’s right for your organization. We’ll explain what it is, how it can benefit your sales team, how to activate it, set it up, and use SugarPredict. Sugar Predict for Sell User Guide SugarPredict Release…

Show Notes: This episode reviews all the major changes and updates in the Q4 2024 (or version 14.2) Release. There are improvements in Sugar Market, Sugar Sell, Serve, and Enterprise, Cloud Platform, Sugar Connect, and Artificial Intelligence. Additional…

Show Notes: Poor-quality Sugar data poses significant risks to marketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers…

Show Notes: This first episode in 2024 is all about Sugar New Year’s resolution ideas. Level up your new year with several tips to make your Sugar Instance shine and help your users excel. The links below were referenced in this episode. ⁠ Release…

Show Note: During the holiday season, this episode focuses on appreciation. In the US, it's Thanksgiving. It is a time that we focus on being with our friends and family. And, it should also be a time we start reflecting on the past year and recognize…

Show Notes: This episode covers common issues users have and how you can troubleshoot them. Steps and tools that help you troubleshoot. Clearing Browser Cache Performing a Quick Repair & Rebuild Troubleshooting Being Unable to Log In to Sugar

Show Notes: In this Halloween Episode, we’ll explore seven things you might now have known you can do to improve your user’s experience in Sugar. All the links below are mentioned in the episode. Amazon Web Services Supported Platforms Page Sugar…

Show Notes: In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM’s Digital CX Operations Director. Alex discussed the following topics: Why use SugarClub, Updates and upgrades, What’s coming in the future, and …

Show Notes: This episode provides an overview of version 13.1 or Q3 2023 Release. We review two major changes in this release and supply the links below for more learning. 13.1 Release Notes – Sell 13.1 Release Notes – Serve What to Expect When…

Show Notes: In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.

Show Notes: This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what’s included in this release to help prepare yourself and your Sugar users for what’s changed. Feature…

Show Notes: In this episode, we review ten posts from SugarClub from last quarter that you don’t want to miss. This episode will hopefully entice you to look at one or all of these post links listed below. Social Club Event: All About Upgrades – SugarCloud…

Show Notes: In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming…

Show Notes: In this holiday-themed episode, we discuss how to show thankfulness to your customers (an organization’s assets) and your valuable employees. Happy Holidays from SugarU!

Show Notes: In this episode, I’m going to talk about the skills you should look for in a new Sugar Admin. Whether you need to hire another Admin because you’re just starting with Sugar or you need a second or third Sugar Admin, hopefully, the skills…

Show Notes: In this episode, we highlight the GROW Adoption Framework that’s available in SugarClub to you identify where you are in your journey and provide guidance and resources to help you advance through each phase. We want to help you get your…

Show Notes: 30th Episode! Many customers have asked “So, what’s team-based permission, again?” in Sugar and how does it work? This episode explores what team-based permission is and how you might want to use it to help your sales or support teams…

Show Notes: In this episode, we discuss how the self-service customer portal is a part of the solution for your customer experience. We talk about what self-service means to your customer and you and how it can be configured to best meet your ideal…

Show Notes: In this episode, we review 10 posts from SugarClub from last quarter that we don’t want you to miss. This episode will hopefully entice you to take a look at one or all of these post links listed below. New Quick Video – Using Advanced…

Show Notes: In this episode, we explore the improvements and enhancements in the Q3 2022 or version 12.1 release. This is a cloud-only release, but these features will be available for on-premise customers in the next major release. In this podcast…

In this episode, we talk with Olivia Englehart from SugarU about the Sugar Market and Sugar Sell integration. She explains who, what, when, where, and how to implement these two products together. SugarCRM Services Sugar Market Sugar…

In this episode, we talk about Hint. What is it? How can it benefit your organization? What you’ll need to do to make it work and how your users can use it. It’s a great tool to help our users spend more time on what they do best – building customer relationships…

Show Notes: In this episode, we speak with Matt Marum about SugarOutfitters. Starting with what SugarOutfitters is, how it can benefit your organization, the kinds of tools available, cost, support, and the difference between our old marketplace and…