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.
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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
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
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
Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.
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
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
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
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UPDATE: Please be advised, TAI training has been cancelled.
