As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to... Continue Reading
How Hospitality is Using CRM, and How They Could Use It Better
This past Spring, I traveled to San Diego and had a surprising hotel experience. Throughout my stay, I received periodic automated text messages from hotel staff checking in on my comfort, asking if I needed anything, and relaying important information like breakfast times, cocktail hours, etc.... Continue Reading
How to: Use Office 365 SMTP to Send Emails as a SugarCRM User
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... Continue Reading
The Best Ways to Improve CRM Adoption
Did you know that less than 40% of businesses have a CRM adoption rate above 90%? That means 60% of all businesses have poor CRM... Continue Reading
How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
Several of us at Technology Advisors found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.
To resolve this, we did the following:
Why Integrated Software Will be Hotter Than Flossing in 2019
Remember last year when that zany dance move called Flossing came out? It caught like wildfire and spread all over the world. While significantly less cool and unlikely to go viral, integrated software may finally have its own “Flossing” moment in 2019.
... Continue Reading
Sugar Admin 101: Best Practices for User Management
A staple role for a Sugar Administrator is the user management within the system. The Admin is responsible for adding and deleting users, managing passwords and login capabilities, and assigning roles and teams appropriately. So, what are the best practices for user management in Sugar? Our... Continue Reading
2018 Holiday Updates: New Creatio Schema Tools Features
We are excited to announce new updates to Creatio's 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