Introduction to Importing Overview Sugar recognizes that we may not be your first CRM system and that you may already manage your accounts and contacts using tools like Microsoft Excel or even other CRM systems. One of your first challenges in evaluating or implementing Sugar, then, is to migrate your existing information for use in […]
Introduction to Importing Read More »
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 »
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 »
If your interested in installing a mobile version of your Service Push CRM Sugar CRM Edition, we recommend you utilize QuickCRM for Sugar CRM Community. You can download the edition on Sugar Forge using this link and follow the instructions to load on your Sugar CRM edition using the Module Loader. J P
Installing a Mobile Version of Sugar CRM Community Edition Read More »
This has been reposted from InfusionSoft CRMs blog by Joseph Manna. There are times when keeping Post-It notes doesn’t cut it for sales tracking. And there are times when using a solution like Salesforce is overkill. To help put things into perspective, here are six signs your business might be ready for a small business-grade
6 Signs a Small Business Needs CRM Read More »
Take a look at this info graphic below. It locates some of the most important solutions in this space on a map and uses publicly available information to explain how they vary in terms of company size, popularity, social media presence, ease of integration, trust factors and mobile applications availability. You can click on the
Info-graphic: The Most Important Online CRM & Social CRM Applications Read More »
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