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2019 Sugar Workshop Invitation

Join us May 14-16 for our annual Chicago Sugar Workshop! Not only will we offer one-on-one meetings with our software experts, but attendees will learn exclusive insights into SugarCRM, hear from industry peers, learn helpful marketing and sales strategies, and much more!

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ActivePBX & SugarCRM Use Case

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

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What Makes Telephony CRM-Friendly?

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

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Sugar New Releases & TAI Upcoming Events

Our Sugar experts talk about new Sugar releases and upcoming Technology Advisors' events in this clip.

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Opportunities with QLIs

What are the advantages and disadvantages of using Quoted Line Items with Opportunities in Sugar? In which instances might you use this?

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Opportunities with RLIs

Why create Opportunities with Revenue Line Items in Sugar? How does the arrangement work with Sugar's Quote module?

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Opportunities with Neither RLIs or QLIs

What are the advantages and disadvantages of using Opportunities without Revenue Line Items or Quoted Line Items in Sugar? When would you use this particular set up?

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Opportunities vs. Quotes in Sugar

When should I use opportunities vs. Quotes in Sugar? Should I be using both? What are the advantages and disadvantages? Our Sugar expert explains.

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[FULL RECORDING] SugarCRM User Group: Best Practices for Opportunities & Quotes

In this online user group, Justin, our Sugar practice manager, goes over use cases and best practices for Quotes and Opportunities in Sugar.

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What to Look for in Telephony Integration

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

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