Top 5 Ways To Maximize SugarChimp
Heidi from Fanatical Labs stops by to share her 5 favorite ways to maximize your use of SugarChimp, the much loved integration for SugarCRM and Mailchimp. Read on to learn more.
Update: View Account to Account Hierarchy Along With Contacts
At long last you can now get a wholistic view of an organization by viewing Account-Account hierarchy and related Contacts at the same. This is the most asked for feature for this add-on and it will give your users much better information.
Ensure That Your CRM Initiative Remains Successful With This Plugin
CRM rollouts don't end at go-live. It takes ongoing, intentional work to ensure long term success. Synolia knows this up close and to help with that they have created a solution that helps you know when your CRM users are getting frustrated and need some help. This open communication helps you to then address those lingering issues so that they can be successful.
Send DocuSign Docs From SugarCRM for Signing Contracts, NDAs, Agreements, and More
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SugarCRM and map fields between your docs and SugarCRM fields.
Bring in LinkedIn Profiles to SugarCRM Leads
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SugarCRM lead. It works with the latest LinkedIn UI and with Sugar On Demand. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.
Random Spotlight
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Scoring / Rating field module
It has never been easier to Score Your Data Add rating fields to any SugarCRM module right from within Studio. No coding required ! Choose the maximum number of stars to display, allow (or not) half stars and you're ready to go ! Works on on all major views including Detail, Edit, List, and Sear...
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TurnPike Login Tracker
Tracks failed and successful logins. Captures remote IP address, typed username and user agent string.
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IKO Predictive Lead Generation
The predictive lead generation solution is used by marketing and sales team who target the European markets. Named as a "secret sauce" by Oracle, Google, VMware, Tibco and other fast-growing sales teams.
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