Obtain Customer Signatures for Quotes, Contracts, and More From SugarCRM

Posted by on March 24, 2021
The Signature Field add-on for SugarCRM enables your customers to agree and officially sign records. Easily add signature fields on any Studio-enabled module (base and custom modules), and print it on PDF templates.

Quickly Validate VAT Numbers Plus Latest Rates in SugarCRM

Posted by on March 15, 2021
Ensure you are working with trusted businesses with this helpful VAT number validation tool for SugarCRM. Powered by API technology, you can validate UK and EU VAT numbers and know the latest VAT rates while using Sugar.

Easily Configure Dynamic Target Lists in SugarCRM

Posted by on February 16, 2021
The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.

Sugar Marketing Series: CRM List Syncing and Segmentation

Posted by on February 11, 2021
For some marketers, reading the words “list syncing” triggers PTSD (post-traumatic stress disorder). However, the past headaches of cleaning data and manually moving lists of subscribers between your CRM and Marketing system and vice versa have been replace with automated tools that do this hard, laborious work on your behalf. Whether you are doing a one-way sync of your Sugar Sell lists to Sugar Market or a bi-directional sync between Sugar and Mailchimp, the automated tools available to you are stronger than they have ever been. And with great support from both teams at Sugar and SugarChimp, you will always have someone there to help if you should ever have questions. In this example, we are going to be focusing only on the easy, yet advanced, Mailchimp and SugarCRM bi-directional list syncing setup as this is what was used for this very Sugar Marketing Series campaign.

Create Lead Records with Chat History from Drift to Sugar Sell

Posted by on February 9, 2021
The Drift for Sugar Sell Integration by BrainSell aims to eliminate the manual processes of collecting lead data and contextual engagement insights from Drift's conversational marketing platform and moving it over to a Sugar Sell instance.