Archive for May 2017

Terminate Inefficiency With Google Machine Learning

by Denise Hazime on May 2, 2017

Google and other tech giants are now using a basic form of AI - called machine learning - to make your work life faster, more efficient, and more productive. Read More »

Successful Sales and Marketing Alignment, Part 3: Designing the Lead Process

by Lisa Cannon on May 3, 2017

With this post, you’ll find out how to design a successful lead process. Read More »

Email Improvements in wMobile

by Lynn Catterson on May 4, 2017

We have had some changes in email processing over the last few releases, which should make wMobile even easier to use. Read More »

SugarCRM Support Site Updates

by Ellen True on May 4, 2017

SugarCRM has announced some recent updates to their Support Site. In addition to updating the look and feel, they have improved the site Read More »

4 Strategies to Patch up Money-Losing Cracks in your Business

by Denise Hazime on May 4, 2017

If your business is more than a few years old, you may be losing existing clients or turning off prospects without even knowing why. Read More »

Three Common CRM User Adoption Pitfalls and how to Avoid Them

by Linus Rinke on May 4, 2017

You can have the best CRM platform on the market, but that means very little if your users refuse to adopt the system. Read More »

Get a SmartStart: You Fought For Your Customers. How Will You Keep Them?

by Sarah Friedlander Garcia on May 5, 2017

This webinar showed our best practices on how to use CRM software to help your sales team effectively service existing accounts. Read More »

Banking Business Development: Don’t Just Flirt. Build Lasting Relationships

by Sarah Friedlander Garcia on May 10, 2017

In this webinar, we presented a new approach for developing new banking relationships, as well capitalizing on every sales opportunity. Read More »

Help Users Enter Clean Data in GoldMine

by Matthew Cooke on May 10, 2017

Learn how to set up pre-populated lookup values in GoldMine and utilize the LOOKUP.INI file, to have one field value fill in another field Read More »

GoldMine Implementation Made Easy

by Bob Francis on May 10, 2017

Find out what should be done when setting up a new instance of GoldMine. We’ll answer basic questions and walk through the steps needed. Read More »

G Suite Updates: Phishing Protection, Better Meetings, & Machine Learning

by Denise Hazime on May 11, 2017

Google successfully protected many of its users against a widespread phishing attack targeting Google Account. Read More »

UpCurve Cloud Launches Affordable Online SugarCRM Training Courses

by Katie Liesmann on May 12, 2017

UpCurve Cloud today announced it will offer new SugarCRM training courses called Micro Courses. Read More »

Beyond Core Banking

by Christopher Teague on May 16, 2017

Learn how a well-planned CRM system can overcome core banking systems. Read More »

New Features and Enhancements in Sugar 7.9

by Paul Scondac on May 17, 2017

Sugar 7.9 was released on May 15th. It is a major update that brings many new features and enhancements, detailed in this blog post. Read More »

New wMobile Desktop Instructional Videos

by Lynn Catterson on May 18, 2017

The Notes Summary package gives users a quick peek into recent activity without the need to drill down into the module. Read More »