SugarCRM and EOS: Level 10 Meetings

  According to Gino Wickman, the author of the business strategy book Traction, business owners tend to rate the effectiveness of their meetings at about a 4 out of 10. In large part, business meetings should play an essential role in keeping everyone in the know,...

BPM Elements In Sugar Process Author

  With the release of Sugar 7.6, SugarCRM integrated business process management (BPM) into the Enterprise and Ultimate editions of Sugar with Sugar Process Author. Sugar Process Author’s graphical interface, Visual Designer, allows users to build processes with...

Business Processes Are Essential For Success

  Earlier this year, the Harvard Business Review (HBR) published an article that included a survey which found that 44 percent of executives believe their organization is ineffective at managing their sales process. This survey, which was conducted by Vantage Point...

Sugar 7.6 and Role-Based Record Views (Slide)

    Sugar 7.6 includes a number of feature enhancements. Key enhancements include: Sugar Process Author D&B Build-a-List Bulk Imports Additional Schedulers Role-based Record Views In Sugar 7.6, admin users can create customized record view layouts based on roles in...