Sugar Showcase: Cross-Selling and Referrals in Sugar

Sugar Showcase: Cross-Selling and Referrals in Sugar

Our latest Sugar extension greatly simplifies and automates the product and service referral process.

In this webinar, we showcased uReferrals in a live demo demonstrating:

  • Configuring a catalog of referrable products and services
  • Making an internal company product or service referral
  • Making a referral to an external organization
  • Receiving and reacting to a new referral
  • Tracking the volume and status of referrals by product and persons

Related Webinars

CRM for Banking: Innovation Showcase

In this webinar, learn how to configure Sugar for banking CRM application needs.

View Webinar

Sugar User Group: Best Practices - CRM and Marketing Automation Working Together

In this Sugar User Group, we demonstrated how we use Sugar and Act-On for marketing and sales at UpCurve Cloud.

View Webinar

Sugar User Group: Mobile Client Training

Learn more about the latest SugarCRM Mobile app for iPhone, iPad and Android devices.

View Webinar