Tips and Tricks

Blog

11 Ways Your Small Business Can Avoid The Summer Slump

August 12, 2019

Hosting meetings offsite, establishing “summer hours” that close the office early daily (or even just on Fridays!) are just a few simple ways you can keep employees engaged this summer. Keep reading to discover 11 ways your business can avoid the summer slump from Fundera.

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avoid the summer slump
Blog

Expert Marketing Tips for the Small Business Owner

July 30, 2019

Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to start reaching out to your customers.

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small business marketing
Blog

How to Use Visual Content on Social Media to Improve your Customer Service

July 22, 2019

It’s no secret that when it comes to volume, text has given way to visual content on social media platforms. Primarily visual social networks such as Instagram and YouTube continue to acquire more daily users, with these users visiting the platform more frequently and collectively uploading…

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social media
Blog

The Power of Trust in the Workplace

June 6, 2019

Trust in the workplace may seem arbitrary to some, but it is a very serious make-or-break component for productivity, employee retention, and engagement.

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trust at work
Blog

9 Sugar Add-Ons You Didn’t Know You Needed

May 29, 2019

At a recent customer event, we were fortunate enough to have Jason from SugarOutfitters come and talk to our customers about his favorite Sugar (and SuiteCRM) add-ons. In this blog post, we’ll share what those top Sugar add-ons were and how you can get your hands on them.

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sugar add ons
Blog

Quick Tips on Omnichannel for Sales, Marketing, & Services

April 19, 2019

It’s easy to believe that communicating via numerous channels makes your business omnichannel. Unfortunately, that’s only part of the story. To be TRULY omnichannel, a business must have all those channels cohesively working together.

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omnichannel
Blog

How to Build the Best Relationships with Service Clients

November 1, 2018

So how can we build the best relationships with clients as they work with services? From our experience, these are the four best things you can do:

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customer service
Video

Tips and Tricks for Working with Sugar Cloud

October 15, 2018

Megan Sheehan, our SugarCRM Trainer and Business Analyst, taught the audience tips and tricks for working with Sugar Cloud during the 2018 SugarCon event. Watch this short video to hear what she had to say!

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Blog

Use an Upgrade to Clean Your CRM

October 15, 2018

The main purpose of CRM upgrades is to keep your functionality and features current. The hope is that keeping the software up-to-date will maximize the agility and usefulness of your data. However, if your CRM is teeming with outdated information, duplicate accounts, and unnecessary customizations…

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Clean CRM
Blog

Using Filters and Reports in SugarCRM

August 7, 2018

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

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crm filters and reports
Blog

5 Quick Tips for CRM User Adoption

July 31, 2018

Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it?

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CRM user adoption
Blog

6 CRM Mistakes You'll Never Make Again

August 2, 2017

Your CRM is built to work for you and designed to succeed with you. Don’t compromise its value with avoidable implementation and maintenance CRM mistakes.

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Mistakes
Blog

Searching Tricks in Sugar - Using Wildcards

April 14, 2016

I’ve been using the % wildcard in SugarCRM, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!

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SugarCRM Wildcards
Blog

Display Filtered Lists of Related Records In A SugarCRM Dashlet

April 8, 2016

Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.

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Filtered List
Blog

Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint

April 3, 2016

Orphaned Calls in SugarCRM are a record that is not related to a parent record. This article shows how to use a Custom REST Endpoint to locate the records.

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