SugarCRM's SugarU Podcast

Show Notes: In this episode, we explore the improvements and enhancements in the Q3 2022 or version 12.1 release. This is a cloud-only release, but these features will be available for on-premise customers in the next major release. In this podcast episode, we provide only the top or major changes in the release. Please refer to the links below for all the changes available in this release. And, s...

In this episode, we talk with Olivia Englehart from SugarU about the Sugar Market and Sugar Sell integration. She explains who, what, when, where, and how to implement these two products together. SugarCRM Services Sugar Market Sugar Sell SugarU Course – How Sugar Market and Sugar Sell Work Together

In this episode, we talk about Hint. What is it? How can it benefit your organization? What you’ll need to do to make it work and how your users can use it. It’s a great tool to help our users spend more time on what they do best – building customer relationships instead of doing research. Request a Hint Demo Hint Installation and Administration Guide Configure the Hint Logger Turn off Hint Notifi...

Show Notes: In this episode, we speak with Matt Marum about SugarOutfitters. Starting with what SugarOutfitters is, how it can benefit your organization, the kinds of tools available, cost, support, and the difference between our old marketplace and SugarOutfitters. We referenced the links below in the podcast. SugarOutfitters on SugarClub SugarOutfitters New SugarOutfitters Add-ons for April

Show Notes: In this episode, we explore the DocuSign and Cloud Drive integration now in Sugar. Refer to the links below for more information on the step-by-step instruction on how to configure and set up these two integrations referenced in the podcast. Configuring Sugar’s DocuSign Connector Integrating the DocuSign for End Users Integrating with Google for Admins Integrating with Google for End U...

Show Notes: In this Podcast episode, we review the Q2 2022 a.k.a v.12.0 release features and enhancements that affect Sugar Sell, Serve, and Enterprise. We review the top five changes in version 12.0, but all release materials are found in the links below. Q2 2022 (v. 12.0) Release Notes Application Guide Administration Guide Editing Preview View Layout s (role-based and dropdown-field-based layou...

Show Notes: In this episode, we recap the last quarter’s interesting finds in SugarClub. For the last quarter, there’s a ton to talk about. Our community has been busy typing, they are burning up the keyboards and posting new information for the rest of us. Check out the links below referenced in this episode. Product Updates: Sugar Serve Q1 2022 is Live Sugar Sell Q1 2022 is Live Engage News: Int...

Show Notes: In this podcast episode, we review how to choose the right Sugar Administrator. We started by defining what a Sugar Administrator is, reviewing the qualities of an admin, explaining how many admins are needed, discussing Sugar Care Services, and finally reviewing what you need to do if you’re selected as the admin for your organization’s instance of Sugar. Use the links for more inform...

**The Customer Journey Plug-in is now named Sugar Automate . (updated 4/8/2022) In this episode, we discuss: · What is the Customer Journey Plug-in (CJP)? · How it benefits your organization. · What you’ll have to do, as the Sugar Admin, to make it work in your Sugar Instance? · What are the high-level steps to Creating a Customer Journey Template? Use the links below to help you download, install...

Show Notes: In this episode, we have a special guest, Dan Godwin, who will help us understand the SugarCRM Support Team’s role and how they can help you. We review the support offerings, holidays, SLAs, the Case Portal, and Bug Tracker. The links below are referenced in the episode to learn a bit more about support. SugarCRM Support Team email: support@sugarcrm.com Main Support Webpage Case Portal...

This episode talks about the powerful Service Console available to your customer service agents in Sugar Serve. We define what the Service Console is and its basic functionality. And we explain its benefits and how it can improve your Customer Service department’s focus on the customer and make sure they are not neglected. How to Configure the Service Console Podcast Feedback: university@sugarcrm....

Show Notes: In this episode, we discuss the top 5 changes in User Experience for Admins in version 11.3 or Q1 2022 Release. We discuss each new feature and how it can benefit you. Also check out the links below to the associated Release Notes and Product Guides to see other enhancements and new features in other areas of Sugar. v. 11.3 Release Notes for Sell v. 11.3 Release Notes for Serve v. 11.3...

Show notes: This episode reviews the New Calendar (Sidecar Calendar) and Doc Merge that came out in version 11.2 for Sugar Sell and Sugar Serve. The benefits and major features of both features are reviewed. Please use the links below to find more detailed information on how to create a calendar and merge documents. Sidecar Calendar Application Guide (v. 11.3) Sugar Sell   Sidecar Calendar Ap...

In this holiday episode, we count down our top 10 favorite tips for Sugar Admins. All the links to each tip are below. Hope you have a wonderful holiday season and see you next year for another season of the SugarU Podcast. SugarU Feedback & Questions Email: university@sugarcrm.com Links to Top 10 Favorite Sugar Admin Tip of 2021: How to Build Dashboards and How Share Dashboards with Others Ne...

Show notes: This episode is all about Action Buttons introduced in version 11.1 for Sugar Serve, Sell, and Enterprise. We review the 6 different action button options and provide real-life examples for each. We hope this episode encourages you to think about ways you can use action buttons in your instance of Sugar. SugarU Feedback & Questions Email: university@sugarcrm.com Help Articles: Crea...

In this episode, we discuss customer service gratitude. We review when and how to demonstrate appreciation for your customers not just during the holiday season but all year around. And we also announce our top five submissions to the SugarU Best Practice Giveaway. SugarU Feedback & Questions Email: university@sugarcrm.com Application Guide Enterprise v. 11.2: https://support.sugarcrm.com/Docu...

In this episode, we discuss nine features in your admin toolbox that allow you to configure and customize your instance of Sugar to meet your organization’s needs. You have control. These tools are available in the Developer Tools panel to help you configure your instance of Sugar within the user interface (without touching the code) and using the Styleguide to help developers customize your insta...

Have you heard of SugarBPM? It’s SugarCRM’s business process application. In this episode of SugarU Podcast, we discuss what SugarBPM is, the benefits of SugarBPM, and what information to gather when someone approaches you from your organization to create a new workflow. Don’t forget about the SugarU Best Practice Giveaway idea here . Win a free SugarU class. SugarU Introduction to SugarBPM live-v...

In this episode, we talk about SugarClub and what a resource it can be for a new admin. We review the … · 5 ways to get you started using SugarClub, · how to earn points and what you can do with them, · how to engage, learn, and explore SugarClub, and · introduced the Adoption section. SugarClub: https://sugarclub.sugarcrm.com/ SugarClub Site Terms of Use: https://www.sugarcrm.com/legal/terms-of-u...

In this episode, we talk about the Sugar Administration Specialist Exam. We review the purpose and benefits, the exam specifics, how to register, how to prepare, and explored the topics and objectives of the exam.  Refer to the links below to access more information about all the certification programs, sample exam questions, purchasing the exam, renewing your certification, and deep dive int...

In this podcast episode, we review five major features and what you need to configure, set up, or adjusted in Sugar Serve to take advantage of the benefits they offer your end-users. We also are announcing a giveaway in this episode. Listen to find out how you can win a free SugarU class. Below are links mentioned in this podcast episode that you might want to reference for more information. Sugar...

Show Notes: In this episode, we review the Q3 2021 a.k.a v.11.1 release features and enhancements that affect Sugar Serve. This release is only available for SugarCloud deployments, which means SugarCRM is hosting the instance. Not every single feature and enhancement will be covered, only the most important ones. But, please refer to the links below for all the new release updates and new feature...

Show Notes: For the fifth episode of the SugarU Podcast, we discuss with special guest Brie Rowe the upcoming ClubZone event. We review the what, when, and where of the ClubZone. As, Director of SugarUniversity, Brie is a part of the team helping to plan the event. one of the ones in charge of the event. This free customer event is now accepting pre-registration. Session Dates and Times: APAC: Tue...

For the fourth episode of the SugarU Podcast, we review several importing of data in Sugar best practice. One of the first challenges in implementing Sugar when moving from a previous CRM system is to migrate your existing data to Sugar. This episode walks through some best practices that you can use to move external data into Sugar. sugarclub Training & Certification: https://sugarclub.sugarc...

Show Notes In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means is a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps. 1. Core Settings https://tinyurl.com/4tk5h9nt    a. System Settings  &nb...