As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes near impossible.
Not only is this type of system time- and energy-consuming to manage, but things also start slipping through the cracks at an alarming rate. This only serves to exhaust your team and disappoint to your customers.
You don’t want this to happen to you, do you? No. That’s why you need a CRM.
This 20 minute video will show you how to import and update data in various modules in Sugar using spreadsheets, CSV files and external applications. You will also learn how to prepare your data for importing. J P
Importing Data in to SugarCRM Read More »
This 20 minute video shows you how to set up users in Sugar and configure your security parameters with teams and roles. J P
Creating Users, Teams, and Roles in SugarCRM Read More »
Overview Most SugarCRM customers are businesses that use Sugar to manage their sales, marketing and support interactions with other businesses. This is commonly referred to as a B2B, or business-to-business, model. But Sugar can also be used in a B2C, or business-to-consumer, environment. This is where a business uses Sugar to interact not with other
Configuring SugarCRM for the B2C World Read More »
. Per the updated product comparison guide and internal verification, SugarCRM CE edition no longer has project management functionality built in. If you are interested in the project management functionality of SugarCRM, the first question that you may have when comparing SugarCRM Pro to SugarCRM CE versions is “what is the difference between project management
Sugar CRM Community Project Management vs Advance Project Management Read More »
We are delighted to announce additional discounts on our already low priced CRM offerings of SugarCRM Community Edition and vTiger CRM. For a limited time only between November 23rd through the 25th we are offering SugarCRM and vTiger CRM Hosted solutions for an additional 15% off for over 10 users. Use the coupon code “BLACKFRIDAY_CRM”
Black Friday Special on SugarCRM and vTiger CRM (Save Up to 15%) Read More »
Purchase Service Push SugarCRM Premium Purchase Service Push vTigerCRM Premium J P
Feature & Price Comparison of vTiger, SugarCRM, Zoho, and Salesforce CRM Read More »