Sugar Serve: Features & Functions
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
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Megan SheehanTrainer & 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 KuehlthauDirector 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 MiduraDirector 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.