Archive for November 2016

Setting Up Multiple Lead Scores in Act-On & Sugar

By Paul Scondac • November 28th, 2016

Act-On’s Multiple Score Sheets feature gives you the flexibility to customize your lead scoring rules for any segmentation of your marketing efforts. Read More »

How to Evalute Your CRM’s Performance

By Katie Liesmann • November 23rd, 2016

When assessing a CRM we look at three key areas: user adoption, system optimization and system security. Read More »

Advanced Duplication Management for Sugar

By Alexandru Calarasu • November 21st, 2016

Sugar's API customizations capabilities allowed us to change a core feature of their software, to create a more advanced way of checking for duplicate records. Read More »

Cyfe Business Dashboard in Sugar

By Sarah Friedlander Garcia • November 17th, 2016

How we embedded our Cyfe dashboard into our Sugar Social Media Dashboard to show social and Google Analytics data without having to leave Sugar. Read More »

Security Changes Coming in Sugar 7.8

By Matthew Marum • November 16th, 2016

As we near the release of Sugar 7.8, we wanted to update you on a couple of important security changes that are coming in this release. Read More »

Sharing Records in Sugar

By Lynn Catterson • November 15th, 2016

Sugar has an option available in most modules to share information with your co-workers. Read More »

Creating an Overdue Task Alert in SugarCRM

By Katie Liesmann • November 14th, 2016

This is the first blog post in our series: Creating Workflows in CRM. Read More »

SugarCRM Wins Again in 2016 Business Choice Awards

By Sarah Friedlander Garcia • November 10th, 2016

SugarCRM was named the winner for best CRM service in the 2016 Business Choice Awards, which blew away the competition for the second year in a row. Read More »

5 Ways to Streamline Customer Service Using Sugar

By Rachel Brink • November 7th, 2016

How organizations can make better use of data management and customer engagement solutions to streamline customer service processes, and boost satisfaction. Read More »

Adding a Floating Frame into Sugar

By Matthew Marum • November 3rd, 2016

The SugarCRM devs have created a package that provides a prescribed pattern for handling persistent content within the Sugar UI using a floating frame. Read More »

Colored Field in Sugar

By Andreea Constantin • November 3rd, 2016

The Colored Field functionality provides the ability to add background colors to fields. Read More »

Introducing the Power of G Suite and CRM

By Sarah Friedlander Garcia • November 2nd, 2016

On November 1st, we had our special joint webinar where we discussed G Suite and its ability to integrate directly with Sugar. Read More »