Sugar Serve: Features & Functions

Curious about Sugar Serve, the complete CX solution from SugarCRM? Join us for a discussion and demo of this solution with our CRM experts, Justin & Megan. We'll cover topics relating to SugarCRM's service console, case routing and assigning cases based on work hours, SLA tracking, knowledgebase, and much more.

Additional Highlights Include:
- Email to Case functionality
- Follow up management & knowing which Case to work next
- Customer portal
- Timers including time-to-resolution
- Responding to emails within SugarCRM
- Customer & assigned user notifications for case status changes

Duration: 1 hour
Cost: FREE!

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Presenters

Megan Sheehan

Trainer & Business Analyst

Megan is a CRM expert who helps clients design and build their CRM systems, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.

Justin Kuehlthau

Director of Services

Justin is a Customer Relationship Management, CRM, software business analyst and consultant with fifteen years of experience in the industry. Justin started at Technology Advisors on the support desk where he learned extensively about all facets of CRM software. He was quickly promoted to the role of consultant where he learned the entire process of software consulting from pre-sales to post production support. Later he led the SugarCRM Practice and now works as the Director of Services.

Danine Midura

Director of Marketing

As Director of Marketing for Technology Advisors Inc., Danine spearheads TAI events, campaigns, SEO and website management, webinars, user groups, and social media efforts. Her goal is to support TAI's mission to listen, personalize, and stay with its customers by crafting honest, helpful, and insightful marketing content. Danine's interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Jurassic Park, and being surrounded by trees.