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Chat GPT & Zoho One Integration Powered by CRM Experts

We are thrilled to announce that ChatGPT and Zoho One are now integrated! ChatGPT, an AI-powered chatbot solution, helps businesses efficiently create content, get answers to complex questions and more.  This powerful integration will provide you with access to a powerful suite of applications to help streamline your customer service operations. You’ll be able to …

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Is SugarCRM Right For You?

SugarCRM is a customer relationship management platform that helps businesses with internal and external communications. The service integrates well with many third-party platforms, and it offers plenty of features to help your marketing and sales teams as well.   SugarCRM breaks down its services into three primary categories: Sugar Market Sugar Sell Sugar Serve Marketing, …

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Women’s Empowerment Series: Highlights from Larissa Schiano-Gonzalez, Founder of Be Yoga & Dance

Highlights from our May episode of the CRM Experts Online Women’s Empowerment Series   For our third episode in our Women’s Empowerment Series, we spoke with Larissa Schiano-Gonzalez, Founder of Be Yoga & Dance on community involvement, workplace anxiety, how she navigated COVID as a small business owner, and what lead her to take the …

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Sugar CRM 6.0 Overview

Great overview of the latest version of version 6.0 of Sugar CRM.  It covers the following:

[checklist]

  • Accessing and Viewing Leads
  • Converting Leads into Contacts
  • Creating Opportunities
  • Creating Tasks

[/checklist]