Blog

6 Essential Features of an Effective Customer Portal

Posted by on January 5, 2021
For years now, customer portals have changed the way businesses get the best out of their data. It helps them serve their customers in a better way and also increases productivity for teams.
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Analytic Reporting Tool by IT Sapiens Now Rebranded as Sapiens.BI

Posted by on December 17, 2020
We are excited to announce our new product brand name and image: the Analytic Reporting Tool by IT Sapiens will now be know as Sapiens.BI! With this change, our intention is to more accurately display our BI solution and what we offer as a team.
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Should I Use Sugar Market or Mailchimp?

Posted by on December 15, 2020
Sugar Marketing Series: Setting the Record Straight We have been hearing and reading false reports of what you can and can’t do with Mailchimp in comparison to Sugar Market (formerly Salesfusion). Our goal with this series is to provide both a true comparison grid along with an inside, practical look at how to execute the marketing features it contains by using this very campaign as a living example. Read on to learn more about what is possible with a marketing platform that complements SugarCRM.
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Easily Send and Track Signature Requests Within SugarCRM Using HelloSign

Posted by on December 10, 2020
This SugarCRM add-on enables you to send and track signature requests for Opportunities, Quotes, and Contracts. Have those documents quickly signed by your customers, users, and email addresses, from any browser or on any mobile device.
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Proactively Verify Company VAT Numbers in SugarCRM Using the VIES Integrator

Posted by on December 3, 2020
Use this SugarCRM plugin to create and update CRM records in accordance with the European VAT Information Exchange System (VIES). Also, verify other companies’ VAT numbers before moving forward with transactions.
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