SugarCRM Tips and Tricks

WordPress Integration with SugarCRM

WordPress Integration with SugarCRM

WordPress Integration with SugarCRM: Streamlining Lead Generation and Distribution In the modern business world, capturing leads efficiently and effectively is crucial for driving growth. Many businesses rely on their websites as their primary lead generation channels, while using Customer Relationship Management (CRM) platforms like SugarCRM to manage and nurture those leads. Integrating your WordPress website

What is the difference between Automation and AI in SugarCRM?

What is the difference between Automation and AI in SugarCRM?

SugarCRM is a modern CRM solution that offers both Automation and Artificial Intelligence (AI) features to assist companies in optimising their sales and service departments. However, there is often confusion about the distinction between Automation and AI and how they can help companies enhance their productivity.  As a SugarCRM partner since 2007, we have deployed

How to Create, Develop and Deploy a Custom Module in SugarCRM Implementation

How to Create, Develop and Deploy a Custom Module in SugarCRM Implementation

With the increasing availability of low-code and no-code platforms for building applications, businesses now have the options to create their applications with minimal coding. SugarCRM has long offered a no-code/low-code platform. The SugarCRM administration includes Developer Tools such as Studio and Module Building, which facilitate the creation of custom modules distinct from standard ones.  SugarCRM

Release Roundup: What’s New in Sugar Sell 10.2 (Q4 2020) Update

Release Roundup: What’s New in Sugar Sell 10.2 (Q4 2020) Update

Sugar releases new features and enhancements aggressively through the quarterly releases. Instances hosted on Sugar’s cloud receive four releases per year containing new features and remove all the Bugs related to the Product. Instances hosted on-site only receive new features once a year in a release that applies to both SugarCloud and on-site deployments. Sugar

SugarCRM Q2 2020 Sugar 10.0 for On Premise Version Feature Review

SugarCRM Q2 2020 Sugar 10.0 for On Premise Version Feature Review

Sugar releases new features and enhancements aggressively through the quarterly releases, Sugar 10.0 the annual release for on premise customers is generally available now and is released as Sugar Q2 2020 Release in April 2020.  In addition to the enhancements/features of Sugar 9.1 ( Summer 19 Release) , Sugar 9.2 (Fall 19 Release) and Sugar

Why you should quickly say goodbye to Sugar 7.x or 8.x and Welcome Sugar 9.x

Why you should quickly say goodbye to Sugar 7.x or 8.x and Welcome Sugar 9.x

SugarCRM Version-Release Policy and Support Policy Sugar announced a new product release policy in September 2017. According to this policy there will be There 4 releases are All the on-demand Sugar customers get new features and bug fixes every quarter of the year. Whereas the on-premise customers get the new features and bug fixes during

Using SugarCRM Teams and Roles – SugarCRM Tips and Tricks

Using SugarCRM Teams and Roles – SugarCRM Tips and Tricks

Best tips to manage teams and roles in SugarCRM Why Teams & Roles are Important in an Organization? SugarCRM Teams and Roles play a very important role in the implementation process. We can say Teams, Roles play an important role from behind the scenes. Teams and Roles work together in SugarCRM. If you understand the

SugarCRM Reports and Dashboards – An Overview

SugarCRM Reports and Dashboards – An Overview

The basic functionality of CRM helps bring all data about leads, sales team activities, quotes and opportunities at a single point. The data that is captured and being captured in CRM will be very effective if i is presented to individuals and management as a summary visual.  That is the reason reporting is a key

Sugar 9.0 On Premise Version Feature Review – Part A July 2019

Sugar 9.0 On Premise Version Feature Review – Part A July 2019

Sugar 9.0 for on-premise is available now for installation.  Sugar’s new policy of yearly on premise release bundles all the previous On Demand releases and a few more enhancements. The rapid feature enhancement and testing them with on demand customers helps SugarCRM stabilise its yearly release model. There are feature enhancements and performance improvements in

Sugar 8.0 Review On Premise Version Dec 2018

Sugar 8.0 Review On Premise Version Dec 2018

SugarCRM releases its major update for On-Premise customers, making most features previously available only for On-Demand users finally accessible to them. Now SugarCRM 8.x is the feature rich on premise version. SugarCRM 8.x New Features This version releases 5 new features: Modern Look and Feel with new Sugar UX Traditionally SugarCRM’s major selling point is