Collaboration / Communication

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Communication & Collaboration

Collaboration tools streamline workflows through improved scheduling, organized structures, and centralized document storage to keep all team members engaged and show them how their contributions affect coworkers and the project itself.

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collaboration
Video

What Makes Telephony CRM-Friendly?

March 1, 2019

What features and functions make a telephony system CRM-Friendly? ActivePBX lays it out in this clip.

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Video

ActivePBX & SugarCRM Use Case

March 1, 2019

ActivePBX combined its powerful telephony with SugarCRM to help one customer create the functionality specific to their processes.

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Video

CRM & Cloud Telephony Integration: Explained [FULL RECORDING]

January 25, 2019

In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.

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Video

Cloud Telephony Features and Benefits

January 25, 2019

What are some of the features and benefits of telephony systems with CRMs? In this clip, we discuss some of the major benefits.

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Video

Questions to Ask Before Telephony Integration

January 25, 2019

Before you decide on your telephony integration, are you able to answer these questions?

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Video

Maximizing Telephony Integration Benefits

January 25, 2019

Here are a few tips for maximizing your telephony integration benefits.

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Video

What to Look for in Telephony Integration

January 25, 2019

What will you need in an integrated telephony system? Here are some quick tips.

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Press Release

Technology Advisors Partners with ActivePBX Telephony Solution

January 23, 2019

Technology Advisors, Inc. has partnered with global Cloud-based business phone system provider ActivePBX to deliver Cloud telephony integration to Customer Relationship Management (CRM) users. Integrating a CRM with telephony helps personalize the sales experience by looking up a customer’s…

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Blog

A Look Back at the 2018 Chicago SugarCRM Workshop

May 25, 2018

If you weren’t lucky enough to attend this year’s SugarCRM Workshop, you missed a hefty amount of valuable information. You may ask yourself, “What is the SugarCRM Workshop and why is it important to sign up for next year?” It is a three-day educational workshop for SugarCRM users of all skill…

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Sugar Workshop 2018
Video

Quoting with XperiDo

October 24, 2017

How does XperiDo work inside SugarCRM to help you create and manage quotes? This 5 minute demonstration shows you the highlights.

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Blog

4 CRM Tips for Faster Sales Onboarding

October 4, 2017

When you hire a new sales person, you’d like to onboard him as quickly as possible. A learning curve is inevitable, but there are CRM tricks you can use to speed up the time around the curve and get him engaging and selling faster. Try these four CRM tips for faster sales onboarding.

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Sales Plan
Blog

5 Tools That Make CRM Data Management Effortless

June 29, 2017

We manage our time, our money, our deadlines, our family obligations – it’s exhausting! Here is the chance to simplify your management responsibilities.

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CRM Tools
Blog

5 Things You Need to Know Before Implementing CRM

May 16, 2017

I recently wrote a guest blog for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM.

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CRM Sky
Blog

Using XperiDo To Generate Documents From SugarCRM

February 19, 2016

This week I was able to once again dive into generating documents out of SugarCRM with XperiDo. I continue to be impressed by the ease of use and power XperiDo offers.

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