CRM Training Best Practices

  Last Friday, we released part one of our two-part blog series on CRM training. In last week’s blog, we delivered an overview of the various levels of CRM training. In today’s post, we will provide some CRM training best practices. The following information contains...

CRM Training Strategies You May Not Have Thought Of

When training members of your organization to use a CRM, there are a number of things that commonly take place. Employees generally convene in multiple sessions. A trainer leads each session, and hopefully this individual does a good job of explaining how to use the...

Plan for CRM Implementation Success

The implementation team huddled in meetings for months mapping your sales process while the IT team worked long days configuring the CRM software. After months of work, all the technical issues were resolved. The Big Day arrives. The Executive team beams with pride as...

Adding Custom Javascript to SugarCRM View

Adding custom javascript to a SugarCRM view is essential when creating new functionality such as dependent dropdowns, calculated fields, and other dynamic customizations. This tutorial will take you through the essential steps to add javascript to a view. Section 1 -...