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.

Product Update: New Features in Background Updater Version 2.3

Posted by on February 4, 2021
Background Updater allows SugarCRM admins to trigger updates to records to keep data current in the system. Based on some customer feedback over the last few months, our team at Jackal Software launched two updates for version 2.3.

Auto-Generate Unique Serial Numbers for Your Records in SugarCRM

Posted by on February 3, 2021
Unique ID Generator for SugarCRM is mainly used to generate a unique serial number for each record in a module. Using this functionality, you can manage your records more efficiently and provide a helpful identity for every single record. Start tracking your Quote, Opportunity, Leads, Cases, Accounts, and any other modules today!

Easily Validate International Phone Numbers in SugarCRM

Posted by on January 26, 2021
This plugin helps SugarCRM users with entering and validating international telephone numbers. It adds a flag dropdown to any input, detects the user's country, displays a relevant placeholder, plus provides formatting and validation methods.