SugarCRM

How to: Use Office 365 SMTP to Send Emails as a SugarCRM User

February 13, 2019

Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar without having to setup their own SMTP credentials…

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CRM Adoption, SugarCRM, Hint

The Best Ways to Improve CRM Adoption

February 4, 2019

60% of all businesses have poor CRM adoption. If this sounds like your current situation, the good news is you’re not alone. The bad news?

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SugarCRM, How To

How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

January 21, 2019

We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.

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StarfishETL, Integration

Why Integrated Software Will be Hotter Than Flossing in 2019

January 9, 2019

Unlike Flossing, software integration is not a passing fad. Strategists have been pushing the power of integrated software for years.

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SugarCRM, Best Practices

Sugar Admin 101: Best Practices for User Management

December 21, 2018

A staple role for a Sugar Administrator is the user management within the system. So, what are the best practices for Sugar user management?

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Creatio

2018 Holiday Updates: New BPM Schema Tools Features

December 11, 2018

We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.

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CRM Data Management Best Practices

November 29, 2018

Whether your data is at risk, or you’re trying to be proactive to prevent issues, a CRM data management plan is crucial for the longevity of CRM success.

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Creatio, How To

How to Search Through Your Creatio Objects

November 16, 2018

It was necessary to start with a list of the Creatio objects relevant to the desired changes. However, extracting this information can be difficult.

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SugarCRM

Why CRM Vendors Win Deals: Part 1 - SugarCRM

November 12, 2018

Steve and I decided to use our CRMTalk podcast to reach out to CRM vendors and ask them, “Why do you win?”. We analyzed what SugarCRM told us.

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SugarCRM

How to Check Your License Usage in Sugar

November 12, 2018

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 information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.

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Tips and Tricks, Service Management

How to Build the Best Relationships with Service Clients

November 1, 2018

So how can we build the best relationships with clients as they work with services? From our experience, these are the four best things you can do:

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SugarCRM

Sugar’s Productivity Suite is Boosting Sales Velocity

October 22, 2018

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 velocity. We’…

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Creatio

Introducing Schema Tools for Creatio

October 17, 2018

Pulling Creatio'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. 

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SugarCon 2018: Lightning Talks

October 16, 2018

The SugarCon Lightning Talks were an interesting and fun way to hear about a wide variety of topics in just over an hour. 

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StarfishETL, Tips and Tricks

Use an Upgrade to Clean Your CRM

October 15, 2018

The main purpose of CRM upgrades is to keep your functionality and features current. The hope is that keeping the software up-to-date will maximize the agility and usefulness of your data. However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations…

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AI and Machine Learning, Financial Services

Why Machine Learning will Change Accounting Software in 2018

October 9, 2018

Machine learning has seen real applications in software industries.  Specifically in 2018, the majority of accounting software products have adopted AI.

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Tips and Tricks, CRM

The Worst Advice You Can Hear About Buying Business Software

September 26, 2018

Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…

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SugarCRM, How To, CRM

How to Check the Number of Active Users in SugarCRM

September 12, 2018

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

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Creatio

Controlling Creatio Access Rights Using a Custom Lookup

September 4, 2018

This post teaches you how to use a business process and custom lookup object to implement team based security without the need for any custom development.

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CRM

Why Your CRM is Like a Puppy

August 27, 2018

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.

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Infor CloudSuite CRM, How To

Tracking How Often a Group is Used in Infor CRM

August 20, 2018

In Infor CRM, there is a database table called GROUPSTATS.  It was added in version 8.1.  This table tracks how often users select each group.

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How To, Creatio

Managing Read-Only Access to Creatio

August 14, 2018

Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.

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SugarCRM, How To, Outlook Integration

How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

August 10, 2018

Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.

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SugarCRM, Tips and Tricks

Using Filters and Reports in SugarCRM

August 7, 2018

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

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SugarCRM, How To

How to Set Up Cascading Dropdown Fields in SugarCRM

August 2, 2018

The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.

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