CRM systems transform sales through organisation; marketing automation completes the picture by generating leads and managing lead engagement. “World-class sales and marketing organisations need...

Customer relationship management software has been used by organisations of all types and sizes for more than 20 years. However, few have managed to...

Getting started with marketing automation may seem complicated, but with a little preparation, you’ll see results right away. In fact, 44% of companies achieve...

The 'Convert' option in Sugar enables users to convert a Lead record into a Contact and Account record as and when the Lead qualifies...

Sugar allows administrators to set up a vast range of password security features to ensure that the Sugar instance remains safe and secure. In order...

Teams in Sugar are a way of defining users permissions and groupings as they limit access at record level. Teams, however, are not to be confused...

Disclaimer - We are not providing any legal advice or consultation pertaining to GDPR or other compliance issues. Please consult with your legal teams and resources to...

SugarCRM Mobile 6.0.1 is now available for download on iOS and Android devices. This latest SugarCRM Mobile release fixes issues identified in prior releases, specifically...

SugarCRM Mobile 6.0.0 is now available for download on iOS and Android devices. This latest SugarCRM Mobile release adds the ability to convert Leads from...

As SugarCRM continues to widen the functionality gap between these two editions, here are the main differences between the two: Advanced Workflow Automating daily tasks and...