Tag: SugarCRM

What is SugarBPM – An Introduction

What is SugarBPM – An Introduction

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

SugarCRM vs Salesforce CRM comparison with facts, differences and reasons – Nov 2023

SugarCRM vs Salesforce CRM comparison with facts, differences and reasons – Nov 2023

This is comprehensive comparison of the leading crm platform SugarCRM with Salesforce CRM

Creating a File Upload Field for a Core Module/Custom Module in Sugar 11.x

Creating a File Upload Field for a Core Module/Custom Module in Sugar 11.x

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

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

CRM for Manufacturing Industry

CRM for Manufacturing Industry

Manufacturing companies can benefit a lot by implementing CRM for their sales and support team. It can help them in improving their productivity.

Using SugarCRM for Sales Pipeline Management and Forecasting – CRM Implementation Simplified

Using SugarCRM for Sales Pipeline Management and Forecasting – CRM Implementation Simplified

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

Using SugarCRM for Quotes Management – CRM Implementation Simplified

Using SugarCRM for Quotes Management – CRM Implementation Simplified

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

Using SugarCRM for Sales Force Automation (SFA) – CRM Implementation Simplified

Using SugarCRM for Sales Force Automation (SFA) – CRM Implementation Simplified

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

Using SugarCRM as Case Management System / Support Ticketing System / Trouble Ticketing System

Using SugarCRM as Case Management System / Support Ticketing System / Trouble Ticketing System

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