Videos

New Releases - Creatio (formerly bpm'online) July 2019

July 15, 2019

Our Creatio expert runs through new releases of the product (up to July 10, 2019) in this online user group clip.

Watch Video

Sugar Mobile Capabilities Review

June 20, 2019

During this online user group discussion, we discuss Sugar's mobile app - how does it work, what can it do, how can you install and use it?

Watch Video

Installing the Sugar Mobile App

June 20, 2019

What do you need to do to install the Sugar mobile app? What should you know about the app and installation? This clip has the answers.

Watch Video

Finding Data on the Sugar Mobile App

June 20, 2019

How can you find the data you need using Sugar's mobile app? Check out this clip to find out.

Watch Video

Popular Uses for the Sugar Mobile App

June 20, 2019

What are some of the most popular uses for the Sugar mobile app? Our Sugar experts tell you in this user group clip.

Watch Video

Data Management & Enrichment with SugarCRM [FULL RECORDING]

April 18, 2019

Our SugarCRM experts talk about some helpful tools and tips for managing and enriching your CRM data.

Watch Video

Tools to Help with Data Management in SugarCRM

April 18, 2019

In this section of our user group discussion, our experts offer suggestions for tools to help with SugarCRM data management and enrichment.

Watch Video

SugarCRM New Releases & Upcoming Events (April 2019)

April 18, 2019

New SugarCRM release information and upcoming TAI events are discussed in this user group clip

Watch Video

2019 Sugar Workshop Invitation

March 12, 2019

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!

Watch Video

What Makes Telephony CRM-Friendly?

March 1, 2019

What features and functions make a telephony system CRM-Friendly? ActivePBX lays it out in this clip.

Watch Video

ActivePBX & SugarCRM Use Case

March 1, 2019

ActivePBX combined its powerful telephony with SugarCRM to help one customer create the functionality specific to their processes.

Watch Video

[FULL RECORDING] SugarCRM User Group: Best Practices for Opportunities & Quotes

February 21, 2019

In this online user group, Justin, our Sugar practice manager, goes over use cases and best practices for Quotes and Opportunities in Sugar.

Watch Video

Opportunities vs. Quotes in Sugar

February 21, 2019

When should I use opportunities vs. Quotes in Sugar? Should I be using both? What are the advantages and disadvantages? Our Sugar expert explains.

Watch Video

Opportunities with Neither RLIs or QLIs

February 21, 2019

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?

Watch Video

Opportunities with RLIs

February 21, 2019

Why create Opportunities with Revenue Line Items in Sugar? How does the arrangement work with Sugar's Quote module?

Watch Video

Sugar New Releases & TAI Upcoming Events

February 21, 2019

Our Sugar experts talk about new Sugar releases and upcoming Technology Advisors' events in this clip.

Watch Video

Opportunities with QLIs

February 21, 2019

What are the advantages and disadvantages of using Quoted Line Items with Opportunities in Sugar? In which instances might you use this?

Watch Video

CRM & Cloud Telephony Integration: Explained [FULL RECORDING]

January 25, 2019

In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.

Watch Video

Cloud Telephony Features and Benefits

January 25, 2019

What are some of the features and benefits of telephony systems with CRMs? In this clip, we discuss some of the major benefits.

Watch Video

Questions to Ask Before Telephony Integration

January 25, 2019

Before you decide on your telephony integration, are you able to answer these questions?

Watch Video