Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.
We’ve noticed that a few of our... Continue Reading
Insurance companies know that insurance is uncomfortable, confusing, complex, and that their legacy processes and programs are not cutting it. When looking to stand out from competitors, it’s important for internal and external processes to change simultaneously, making a major... Continue Reading
Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,... Continue Reading
As we head into a new decade, the call for technology will be louder than ever. It’s the force driving all business and incorporating AI, machine learning, analytics, and automation to make competition even tighter. Here are three reasons the agribusiness industry needs to consider CRM in 2020... Continue Reading
Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.
Low-code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.
When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM performance for users. Response time plays a key role in the users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM ... Continue Reading
That said, sometimes the problem isn’t that you’re not investing your money in a smart way, it’s that your business is losing money on extraneous expenses. These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or... Continue Reading
It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities... Continue Reading
