Opportunities with RLIs
Why create Opportunities with Revenue Line Items in Sugar? How does the arrangement work with Sugar's Quote module?
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?
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.
[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.
What to Look for in Telephony Integration
What will you need in an integrated telephony system? Here are some quick tips.
Maximizing Telephony Integration Benefits
Here are a few tips for maximizing your telephony integration benefits.
Questions to Ask Before Telephony Integration
Before you decide on your telephony integration, are you able to answer these questions?
Cloud Telephony Features and Benefits
What are some of the features and benefits of telephony systems with CRMs? In this clip, we discuss some of the major benefits.
[FULL RECORDING] CRM & Cloud Telephony Integration: Explained
In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.
Sugar Admin 101: Best Practices for User Management
In this segment from our online Sugar user group, our experts discuss best practices for Admin user management