Videos
Data Management & Enrichment with SugarCRM [FULL RECORDING]
Our SugarCRM experts talk about some helpful tools and tips for managing and enriching your CRM data.
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Tools to Help with Data Management in SugarCRM
In this section of our user group discussion, our experts offer suggestions for tools to help with SugarCRM data management and enrichment.
SugarCRM New Releases & Upcoming Events (April 2019)
New SugarCRM release information and upcoming TAI events are discussed in this user group clip
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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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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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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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[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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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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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 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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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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CRM & Cloud Telephony Integration: Explained [FULL RECORDING]
In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.
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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.
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Questions to Ask Before Telephony Integration
Before you decide on your telephony integration, are you able to answer these questions?
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Maximizing Telephony Integration Benefits
Here are a few tips for maximizing your telephony integration benefits.
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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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Sugar Admin 101: Best Practices for Troubleshooting
In this segment from our online Sugar user group, our experts offer advice for Admin best practices in troubleshooting.
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Sugar Admin 101: Best Practices for Managing Configurations
In this segment from our online Sugar user group, our experts discuss best practices for Admins to manage configurations.
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Sugar Admin 101: Best Practices for Managing Updates
In this segment from our online Sugar user group, our experts discuss Admin best practices for managing updates/upgrades
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