SugarCRM's SugarU Podcast

Show Notes: This episode all about being thankful from the SugarU and SugarClub Teams. Music Reference: Waiting in the Restaurant : Music by Novifi from Pixabay .

Show Notes: How to join in the fun Playing along with us is easy! Here’s how it will work: 1.   First things first, make sure you’re logged on to SugarClub. Second, click the Turn Blog notifications on button. 2.    As mentioned in the podcast, each day next week (November 18-22), then we’ll post on the blog post link below a question or task related to the SugarU Admin Podcast. This is the time t...

Show Notes: In this episode we’re going walk how you can see your new module come to life in just minutes and see the impact on your organization using Module Builder.  Module Builder can be used to improve your user’s Sugar experience. We review the 4 basic steps to creating a module at a high-level. The links below are discussed in the episode. Best Practices When Building Custom Modules How to...

Show Notes: In this episode we explore SugarPredict and if it’s right for your organization. We’ll explain what it is, how it can benefit your sales team, how to activate it, set it up, and use SugarPredict. Sugar Predict for Sell User Guide SugarPredict Release Notes The Sugar AI Engine

Show Notes: This episode reviews all the major changes and updates in the Q4 2024 (or version 14.2) Release. There are improvements in Sugar Market, Sugar Sell, Serve, and Enterprise, Cloud Platform, Sugar Connect, and Artificial Intelligence. Additional resource links are provided below. SugarClub’s Release Central – specifically for Q4 2024 (October) Release •       Specific Content to prepare y...

Show Notes: Poor-quality Sugar data poses significant risks to marketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers. Without effective cleansing, these challenges escalate, hindering personalization in campaigns and perpetuating issues throughout the customer l...

Show Notes: In this episode, we review the benefits of our multi-channel tool that lets your reps communicate with your customers without leaving Sugar. Now, there's one place to call or chat with customers using Amazon Connect. Below are the links mentioned in the podcast episode. Amazon Connect Application Guide for SugarLive (for end-users) Admin Guide for Configuring SugarLive

Show Notes: This first episode in 2024 is all about Sugar New Year’s resolution ideas. Level up your new year with several tips to make your Sugar Instance shine and help your users excel. The links below were referenced in this episode.   Release Central (SugarClub ) SugarOutfitters Data Quality

Show Note: During the holiday season, this episode focuses on appreciation. In the US, it's Thanksgiving. It is a time that we focus on appreciating our friends and family. But, it should also be a time we start reflecting on the past year and recognize those whom we need to show appreciation.

Show Notes: This episode covers common issues users have and how you can troubleshoot them. Steps and tools that help you troubleshoot. Clearing Browser Cache Performing a Quick Repair & Rebuild Troubleshooting Being Unable to Log In to Sugar

Show Notes: In this Halloween Episode, we’ll explore seven things you might now have known you can do to improve your user’s experience in Sugar. All the links below are mentioned in the episode. Amazon Web Services Supported Platforms Page Sugar Application Guide – Email Archiving SugarCRM Mobile App DocuSign Documentation DocuSign website License Types Matrix

In this episode, we'll explore what it means to manage users in Sugar. We also provide examples of how to track your user requests in Sugar and how to help your users use Sugar more easily. Users, Teams, and Roles Help Articles

Show Notes: In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM’s Digital CX Operations Director. Alex discussed the following topics: Why use SugarClub, Updates and upgrades, What’s coming in the future, and How to get involved in a community. He also shares his experience at a recent conference with other community managers. He encourages listeners to get involved...

Show Notes: This episode provides an overview of version 13.1 or Q3 2023 Release. We review two major changes in this release and supply the links below for more learning. v. 13.1 Release Notes – Sell v. 13.1 Release Notes – Serve What to Expect When Upgrading to 13.1 Tile View Improvements Video Dashboard Filtering Capabilities Video Image of Pipeline Metrics Dashlet

Show Notes: In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.

Show Notes: This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what’s included in this release to help prepare yourself and your Sugar users for what’s changed. Feature Disparity Between 12.3.0 and 13.0.x : For customers who are upgrading to 13.0.x from 12.3.0 Feature Disparity Between 12.0.x and 13.0.x : For cust...

Show Notes: In this episode, we review ten posts from SugarClub from last quarter that you don’t want to miss.  This episode will hopefully entice you to look at one or all of these post links listed below. Social Club Event: All About Upgrades – SugarCloud & On-site – April 27 at 10:00 Am Eastern Time (US & Canada) Developer Office Hours – Session 9 (April 5 @10 AM Eastern Time (US &...

Show Notes: In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming Release Week on SugarClub starting on January 23rd. Release Notes for Sugar Sell Release Notes for Sugar Serve Link to Q1 2023 Release Week SugarClub p...

Show Notes: In this holiday-themed episode, we discuss how to show thankfulness to your customers (an organization’s assets) and your valuable employees. Happy Holidays from SugarU!

Show Notes: Presenting online to remote audiences requires different approaches and tools than those for delivering the same slides in person. This session will help you maximize your effectiveness when creating and delivering engaging presentations online to remote audiences. Participants will learn how to: Efficiently outline and prepare content Source and make use of high-quality imagery and ot...

Show Notes: In this episode, I’m going to talk about the skills you should look for in a new Sugar Admin. Whether you need to hire another Admin because you’re just starting with Sugar or you need a second or third Sugar Admin, hopefully, the skills shared with you in this episode will help you write a job description and interview candidates. Do I Need to Hire a Full Time Administrator for SugarC...

Show Notes: In this episode, we highlight the GROW Adoption Framework that’s available in SugarClub to you identify where you are in your journey and provide guidance and resources to help you advance through each phase.  We want to help you get your adoption garden growing ! Why Adoption Matters People, Process, & Technology What adoption stage are you in? GROW Adoption Framework Get Hel...

Show Notes: Many customers have asked “So, what’s team-based permission, again?” in Sugar and how does it work. This episode explores what team-based permission is and how you might want to use it to help your sales or support teams. We also give an overview of Teams and Roles in conjunction with team-based permissions, since they all work together to create Sugar’s robust access control to module...

Show Notes: In this episode, we discuss how the self-service customer portal is just a part of the solution for your customer experience. We talk about what self-service means to your customer and you and how it can be configured to best meet your ideal customer experience. Sugar Serve Demo (with self-service portal) Quick Video: How to Configure the Self-Service Customer Portal

Show Notes: In this episode, we review 10 posts from SugarClub from last quarter that we don’t want you to miss. This episode will hopefully entice you to take a look at one or all of these post links listed below. New Quick Video – Using Advanced Forecasting and Pipeline Analytics in Sugar Sell by Olivia Englehart 6 Successful Tips to Creating an Enticing Marketing Campaign by Lauren King Sugar C...