Videos

SugarCRM

Sugar Admin 101: Best Practices for Managing Data

December 13, 2018

In this segment from our online Sugar user group, our experts discuss best practices for Admin management of data.

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SugarCRM

Sugar Admin 101: Best Practices for User Management

December 13, 2018

In this segment from our online Sugar user group, our experts discuss best practices for Admin user management

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Marketing Automation

Inbound & Outbound Marketing: Pros and Cons

December 7, 2018

Marketing is a balance of inbound and outbound strategies, and it's not always a 50/50 split. Check out these pros and cons to help determine where each fits in your marketing mix.

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Marketing Automation

Outbound Strategies & Definitions

December 7, 2018

What defines outbound marketing? What are some tips for outbound marketing tactics? Check out this clip to learn.

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Marketing Automation

Inbound Tactics & Tips

December 7, 2018

Check out these helpful tips on some of the most popular inbound marketing strategies.

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Marketing Automation

Tips for Integrating Inbound & Outbound Marketing

December 7, 2018

Effective marketing requires a balance of inbound and outbound tactics. Watch this clip for tips on how to plan your strategies for better marketing.

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Marketing Automation

Inbound and Outbound: Activate Your Dual Powered Marketing [FULL RECORDING]

December 7, 2018

View this full recording of our webinar, co-hosted with Marketing Automation giant, Act-On, for tips on inbound and outbound marketing, and the balance of the two

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Creatio

Creating Custom Sections in bpm'online [FULL RECORDING]

November 15, 2018

Our bpm'online expert takes users through the process of creating and applying custom sections in their bpm'online instance in the online user group.

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Creatio

Step by Step: Creating Custom Sections in Creatio

November 15, 2018

In this user group, our Creatio expert takes users step by step to create a custom section in Creatio

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SugarCRM
,
Marketing Automation

Syncing Lists from Sugar with Act-On

October 25, 2018

This clip shows users how to sync Sugar lists into Act-On for marketing purposes

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SugarCRM
,
Marketing Automation

Pushing Act-On Lead and Contact Scores into Sugar

October 25, 2018

In this clip, we learn how to push Act-On lead and contact scores into SugarCRM

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SugarCRM
,
Marketing Automation

Automated Programs for Email Opt Out Between Sugar and Act-On

October 25, 2018

In this clip, we learn how to set up an automated program in Act-On for opt-outs.

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SugarCRM

October 2018: Sugar New Releases and Upcoming Events

October 25, 2018

Our Sugar experts dive into the new releases and upcoming events related to Sugar during this User Group clip.

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SugarCRM
,
Marketing Automation

Setting up & Using Act-On with Your SugarCRM [FULL RECORDING]

October 25, 2018

In this online user group discussion, we bring in Act-On experts to discuss the basics of setting up and using Act-On with SugarCRM

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SugarCRM
,
Marketing Automation

Setting up Act-On with Sugar

October 25, 2018

In this clip, our guest Act-On host teaches us how to set up the integration between Sugar and Act-On

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SugarCRM
,
Marketing Automation

Enabling Act-On Connectors and Dashboards in Sugar

October 25, 2018

In this User Group clip, our friends at Act-On show us how to enable connectors and dashboards inside SugarCRM

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Data Management
,
Security

CRM Data Management Best Practices [FULL RECORDING]

October 19, 2018

In the final webinar of our CRM Security series, we overview the points of our first two webinars and discuss CRM Data Management Best Practices.

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Data Management
,
Best Practices

Auditing Your Data

October 19, 2018

In this clip from our CRM Data Management Best Practices webinar, we teach you the process for auditing your data.

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Data Management
,
Best Practices

Establishing Data Management Rules

October 19, 2018

In this clip from our CRM Data Management Best Practices webinar, we discuss the types of rules you should incorporate in your data management plan.

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Data Cleaning
,
Best Practices

Cleaning Your Data

October 19, 2018

In this clip from our CRM Data Management Best Practices webinar, we address best practices when using your CRM to clean your data.

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