Videos
Training Your Team on Data Mgmt Best Practices
In this clip from our CRM Data Management Best Practices webinar, we take a quick dive into team training.
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Tips and Tricks for Working with Sugar Cloud
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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Building Robust Integrations in SugarCRM
Sugar Practice Manager, Justin Kuehlthau, had a few things to say about building robust integrations in SugarCRM. Check out his 5 minute lightning Talk from this year's SugarCON to hear his tips!
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Advanced Support Manager
Technology Advisors has assembled the Advanced Support Manager bundle to bring together enhancements to the customer support functionality that is built into Sugar. Check out this short video for an overview.
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Creating a Custom Detail for Account Records in bpm'online
TAI expert Tim Casey demos how to create a custom detail for account records in bpm'online
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CRM Security Monitoring: Hope is Not a Strategy [FULL RECORDING]
Take hope out of your CRM security strategy to thwart even the most devious threats.
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CRM Security Monitoring: Cloud CRM
SugarCRM expert Matt Kaseeska breaks down key security considerations for cloud CRMs.
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CRM Security Monitoring: Getting Started
SugarCRM expert Matt Kaseeska outlines key questions to ask your CRM provider to get a handle on security next steps.
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CRM Security Monitoring: Security Features
Our experts showcase CRM security features you may already have but under-utilize.
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SugarCRM User Group: Interesting Uses for Advanced Workflow [FULL RECORDING]
For our August 2018 SugarCRM User Group, our experts dive deeper into Advanced Workflow by demonstrating some interesting Workflow use cases and offering some tips for effective execution.
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Advanced Workflow: Updating Last Contact Date
Technology Advisors' SugarCRM experts show us how to use Advanced Workflow to document how often a contact is being reached out to by a someone in your organization.
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Advanced Workflow: Case Assignment and SLAs
TAI experts show us how to automate Case Assignments and SLAs using SugarCRM's Advanced Workflow.
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Advanced Workflow: Periodic Follow Up Reminders
Our SugarCRM experts show us how to use Advanced Workflow to automate periodic follow up reminders to contact customers.
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Is Your CRM Secure? [FULL RECORDING]
In the first webinar of our 3-part series, we ask the question: Is your CRM Secure? Database security expert Matt Kaseeska has some tips for enhanced security measures.
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Layers of CRM Security
A quick overview of the layers of CRM security!
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CRM Security Myths
We name a few CRM security myths in this clip from our webinar "Is Your CRM Secure?"
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CRM Patching & Protective Measures
What types of patching, mobile restrictions, and other protective measures do you need to take to keep your CRM secure? Find out in this 16 minute clip.
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Designing and Testing the Business Process in Creatio
This video goes over the final step of Creating a Business Process to Control Creatio Access Rights Using a Custom Lookup.
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CRMs Are like Puppies
It might be an odd comparison, but CRMs have a lot in common with dogs. This video shows you how they are similar.
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Demand Generation Myth #3 - Personalization Doesn't Have the Right Impact Within B to B
This a small piece from our webinar: 3 Demand Generation Myths DEBUNKED. This part talks about the third myth associated with demand generation.
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