integrated software

Why Integrated Software Will be Hotter Than Flossing in 2019

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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 Administrator

Sugar Admin 101: Best Practices for User Management

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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

new bpm'online schema tools

2018 Holiday Updates: New Creatio Schema Tools Features

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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

CRM Data Management Best Practices

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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

search through bpm'online objects

How to Search Through Your Creatio Objects

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How to Search Through Your Creatio Objects

Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.

check sugar licenses

How to Check Your License Usage in Sugar

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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

CRM Vendors SugarCRM

Why CRM Vendors Win Deals: Part 1 - SugarCRM

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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

working with service clients

How to Build the Best Relationships with Service Clients

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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

bpm'online event

Double Your bpm’online Knowledge in January

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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. 

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