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Show Notes: This episode all about being thankful from the SugarU and SugarClub Teams. Music: Waiting in the Restaurant: Music by Novifi from Pixabay .

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marketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers…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 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 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 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…

Show Notes: In this episode, we explore the DocuSign and Cloud Drive integration now in Sugar. Refer to the links below for more information on the step-by-step instruction on how to configure and set up these two integrations referenced in the podcast…

Show Notes: In this Podcast episode, we review the Q2 2022 a.k.a v.12.0 release features and enhancements that affect Sugar Sell, Serve, and Enterprise. We review the top five changes in version 12.0, but all release materials are found in the links…

Show Notes: In this podcast episode, we review how to choose the right Sugar Administrator. We started by defining what a Sugar Administrator is, reviewing the qualities of an admin, explaining how many admins are needed, discussing Sugar Care Services…

In this episode, we discuss: · What is the Customer Journey Plug-in (CJP)? · How it benefits your organization. · What you’ll have to do, as the Sugar Admin, to make it work in your Sugar Instance? · What are the high-level steps to Creating…

Show Notes: In this episode, we have a special guest, Dan Godwin, who will help us understand the SugarCRM Support Team’s role and how they can help you. We review the support offerings, holidays, SLAs, the Case Portal, and Bug Tracker. The links below…