We are excited to announce new updates to bpm'online Schema tools! In the previous release, we had all the property(field) types documented except for one — additional details for Lookup type fields. These indicated their type correctly but... Continue Reading
CRM Data Management Best Practices
A CRM administrator is responsible for maintaining a lot of things related to the company’s CRM data. So, when the overall health of the data is in jeopardy, the Admin can find himself in a position where he must act. Whether your data is at risk, or you’re trying to be proactive to prevent... Continue Reading
How to Search Through Your bpm'online Objects
Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.
How to Check Your License Usage in Sugar
A customer recently asked me if there's a way to check how many licenses they've purchased from SugarCRM and how many active users they have. Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the... Continue Reading
Why CRM Vendors Win Deals: Part 1 - SugarCRM
Every CRM evaluation focuses on features. But the product with the most features might not be the right product for you. Features don’t cover things like cost, usability, look and feel, and user adoptability.
Recognizing this gap, Steve and I decided to use our CRMTalk podcast to reach... Continue Reading
How to Build the Best Relationships with Service Clients
If you’ve heard it once you’ve heard it a million times: Repeat customers are revenue drivers. They are advocates for your business. They recommend you to friends and colleagues. They spend more... Continue Reading
Double Your bpm’online Knowledge in January
To learn more and register for the bpm’online Global Tour Chicago, click HERE!
UPDATE: Please be advised, TAI training has been cancelled.
Sugar’s Productivity Suite is Boosting Sales Velocity
SugarCRM recently introduced its Productivity Suite — a bundled offer combining the flagship Sugar Enterprise CRM with the Hint relationship intelligence tool and Customer Journey plug-in. The goal of uniting these products is to reduce the cost of sales, save time, and increase sales... Continue Reading
Introducing Schema Tools for bpm’online
Pulling bpm'online's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.