Introducing SugarBPM: The Advanced Workflow Automation Tool for Streamlined Business Processes SugarBPM is a powerful automation tool also known as Advanced Workflows in SugarCRM available in both Sugar Cloud and On Premise Solutions. This feature, previously known as Sugar’s Advanced Workflow Engine or Sugar Process Author, is now available in all SugarCRM products, including Sugar
This is comprehensive comparison of the leading crm platform SugarCRM with Salesforce CRM
As we all know out of the box Sugar has the facility to add a file upload field only in few of the core modules and custom modules of module template type ‘file’. This article will explain you how we can add a file upload field to any of the core modules or any custom
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
Manufacturing companies can benefit a lot by implementing CRM for their sales and support team. It can help them in improving their productivity.
SugarCRM is a Customer Relationship Management System that can be used for Sales Force Automation, Customer Support Automation and Marketing Automation. This article details on how to use SugarCRM for Marketing Automation. Using SugarCRM for both Sales Force Automation and Marketing Automation, helps in automatically transferring leads to sales team and its effectiveness.
Most of the sales teams and company management talks about Sales Pipeline and Forecasting. Both are some how related. Sales Pipeline is an indicator of the current and upcoming deals and gives the health of the company in terms of getting new orders. It gives an idea of what all deals might come up, thus
In this second part of the “CRM Implementation Simplified” series, we look at using SugarCRM for Quotes or Quotation Management. SugarCRM comes with default module for Quotes and you can generate PDF files of quotes for your customers and send them by email directly. If you have already used SugarCRM then it will be easy
SugarCRM is a CRM software and can be used extensively for Customer Relationship Management. But Customer Relationship Management for a company may start with Sales Force Automation or Customer Support Automation or Marketing Automation. This article is to make CRM Implementation simplified for any company that is just starting their journey with CRM. So we
SugarCRM comes with many customer support automation features. Customer Support or Service teams use multiple terminology for this activity. Whenever a customer encounters any trouble or issue with the product or service, they would like to report to the company that has provided the product or service. Some companies call the reported complain as cases
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