How to Make Your Sales Management Dashboard Even More Powerful
No doubt the Sugar CRM dashboard is a powerful tool for Sales Management where you can find specialized dashlets such as Pipeline or Forecast. These dashlets help to see the current state of sales, to analyze opportunities and quotes portfolios from different viewpoints. With drill down options it gives your the power to examine any diagram segments and instantly look into the details directly from dashboard. But what do you do if you look at the pipeline and want to analyze a sudden change? Read on to find out how.
Generate One-Off Docs or in Bulk With DocParser
Generating one-off documents or en masse for a bulk send has just gotten a whole lot easier with DocParser. Works great for any type of hosting environment.
Integrate Multiple Zendesk Instances With SugarCRM
It is not uncommon for a company to use multiple Zendesk instances. A company may choose to have multiple Zendesk instances to support multiple business groups within the company or because of mergers and acquisitions. However, most of the time the company will still have a single CRM instance where all of their customer data lives. The challenge is then how to link all of those Zendesk apps with a single CRM.
Map Your Clients or Prospects
Synolia's latest solution allows you to see mapped addresses on the record and list views as well as in drill down reports. Works great in both On Demand and self hosted environments.
Give SugarCRM a Whole New Look With RT Personalize
The experts at Rolustech just released an add-on that lets you tweak Sugar to make it look just how you want it to. Alter colors, change fonts, and it's a personlized theme just for your account. Read on to learn more.
Add-On Spotlight
-
RT MauticConnect
With enhanced lead generation and intelligent marketing campaign, combine the best of what SugarCRM and Mautic have to offer and make your marketing experience more powerful with RT Mautic Connect.
-
Upsert® Connector for Microsoft Teams
FEATUREDSend messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.
-
Upsert® Last Modified By
FEATUREDDisplay a time stamp at the field level on record views, showing who last changed each field and when.
- Show more addons