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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Multi File Upload (with Preview)
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
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SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Surey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls & more. Moreover, you can use the CRM data using inward and outward piping mechanism.
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Data Quality Analyzer
This dashboard helps SugarCRM admins to view and download missing data across key modules instantly. It helps them saving bucket loads of effort and time each month which they would spend otherwise in building Sugar reports and manual analysis.
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