Sales stage setup in SugarCRM

Sales stage setup in SugarCRM

One of the first things that businesses do when they setup their CRM is that they setup their sales process inside of the CRM.  Your sales stage setup is a critical first step.  This allows managers to manage and build a pipeline for the business while giving tools to...
SugarCRM Outlook Plugin Updated

SugarCRM Outlook Plugin Updated

SugarCRM announced last week that version 2.4.0 of the Sugar Outlook plugin is now available.  The following features were added along with a number of bug fixes: The side panel has received a variety of updates, including: Key information for synced records is now...
Simple Lead Management Process

Simple Lead Management Process

Building a lead management process can either be a very complex process or a simple process.  If you’re a small business, I would venture to guess that you likely have not even considered building a lead process at this point.  I’ve heard from a number of...