In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.Watch Video
In this online user group discussion, our Creatio expert, Megan, highlights Creatio's tool for managing unstructured business processes.Watch Video
In this segment of our online user group on SugarCRM Studio, Justin shows examples of Dependent Fields and Conditionally Required Fields. Megan highlights some often missed field settings that can be useful for administrators.Watch Video
In this section of our online user group on Sugar Studio, Megan demos different kinds of calculated fields that administrators and developers can set up. Her examples included: Simple sum, Weighted Opportunity Amount, Convert datatypes using toString and/or getDropdownValue – copy dropdown to a text field, Concatenate fields to standardize Opportunity Name, Count # of Opportunities for Account**, Conditional rollup sum of Won Opportunity Amounts to Account**, Using ifElse logic to generalize case status, Difference between dates – time between Case Creation & Resolution, and Copying data from one module to another**.Watch Video
In this clip of our SugarCRM Studio online user group, Justin discusses when to create a Formula in SugarCRM as it relates to a type of field.Watch Video
Low-Code Era: How Companies Can Accelerate Sales Processes and Empower Employees to Overcome Market Disruptions
Join our CEO, Sam Biardo, along with other industry experts, as they dive in on how low-code CRM technologies can help companies swiftly reconfigure their sales strategies and processes to grow in the new COVID-19 reality.Watch Video
In this session, we’ll explain how to calculate the ROI of your software investments to ensure they provide value to your company. Whether you’re a first-time software buyer, or you are looking to switch solutions, this presentation will give you the tools to make educated choices.