SugarCRM How to Guides Archives » Sugabyte

The tiny CRM investment that protects your entire project

James Banbury — Fri, 22 May 2026 11:23:10 +0000

Most CRM projects don’t fail because the software is bad.

They fail because people stop trusting the data.

Old contacts stay in the system for years, emails bounce, job titles change, and eventually, users stop relying on the CRM altogether. Once confidence drops, adoption usually follows.

That’s why our Hunter Email Verifier addon for SugarAI delivers far more value than its small price tag suggests.

Why stale CRM data is dangerous

Outdated contact data creates problems across the business:

Sales teams waste time chasing dead leads
Marketing campaigns suffer from poor deliverability
Users stop trusting the CRM
Reporting becomes unreliable
CRM adoption slowly declines

A CRM is only useful when people believe the information inside it is accurate.

A bounced email can actually create opportunity

This is the part many businesses overlook.

When an email becomes invalid, it often means someone has left the company.

That could be:

A new Head of Sales
A replacement Operations Manager
A newly appointed Finance Director

And new people often bring new opportunities.

Fresh decision makers regularly review suppliers, reassess systems, and introduce different buying preferences. Spotting those changes early gives your team a natural reason to reconnect with an account that may have gone quiet.

Instead of thinking:

“That contact no longer works there.”

You start asking:

“Who replaced them?”

That’s a much more valuable conversation.

Why we built the Hunter integration

We wanted something simple, affordable, and genuinely useful.

The Hunter Email Verifier integration helps teams:

Validate email addresses directly inside SugarAI
Identify risky or outdated records
Improve trust in CRM data
Keep databases healthier over time
Spot account changes earlier

No complicated setup, no bloated process, just practical value.

Small addon, big impact

For a relatively tiny investment, businesses can protect the much larger investment they’ve already made in their CRM project.

Because when users trust the data, they actually use the system properly.

And that’s when CRM starts delivering real value.

You can buy the Hunter Integration here

The post The tiny CRM investment that protects your entire project appeared first on Sugabyte.

How to filter and search in Sugars Process Management List View

Chloe McAllister — Tue, 24 Dec 2024 11:19:03 +0000

It’s a common pain point for Admin users to struggle to use the Process Management List view page (found in the Admin section) which monitors running processes designed in SugarBPMs Process Definitions.
Often Admins are tasked with locating an already ran / currently running / completed or cancelled process to troubleshoot, see which path was taken in the process and when etc, for this the Process Management List View is invaluable.
The frustration arrives when multiple Process Definitions are triggered by different records throughout the days / weeks / months which then in turn means the List View can become lengthy and Admin users need to scroll and scroll until they can locate the correctly triggered process and proceed in assisting end users with their queries.

Out-of-the-box, Sugar allows you to filter by Process Status and search by the Process Definition Name while this is useful if you are wanting to search for a process triggered for example, last week, you could still end up needing to scroll through pages of data.

We at Sugabyte have created an installable package that simply put; adds new filter options to the ‘Process Management’ List View page. This add on will allow you to filter your processes by Record Name|Date Created|Date Modified|Process Owner. This enhancement will drastically reduce the amount of time and effort it takes to locate a process and therefore allow you to check / review and update users with a quicker turn around. No more endless scrolling!

The filters will work in the same logic as any other List View filtering in Sugar, in that the filter can be a single line or a combination of multiple filters and can be saved for future use.

More information on this package can be found here.

The post How to filter and search in Sugars Process Management List View appeared first on Sugabyte.

SugarCRM Version 10.2 (Q4 2020) Update – Release Notes

Louise Hoffmann — Tue, 20 Oct 2020 08:13:37 +0000

SugarCRM Version 10.2 (Q4 2020) has been released!

In this post, we explore the changes users should expect in the SugarCRM Version 10.2 (Q4 2020) Update.

SugarCRM’s Version 10.2 update applies to Sugar Professional, Sugar Enterprise, Sugar Sell and Sugar Serve Users. If you are hosted with Sugar, you either have already or will receive this update within the next weeks.

Note: SugarCRM Version 10.2 is only available for SugarCloud (Sugar-hosted SaaS) deployments. If you are hosted on-site or with us, you will be receiving your next major release in Summer 2021.

SugarCRM Version 10.2 Release Notes

Let’s take a look at the new features added to Sugar (we will highlight if any of these features have been added to the Sugar Sell, Serve, Sugar Enterprise and/or Sugar Professional edition).

Coterminous Add-Ons for Revenue Line Items

Note: Sugar Sell only.

In case you are selling license subscription based services, this will be an interesting one for you.

Quite often we see the need to make adjustments to subscription based services, e.g. adding further licenses for the remainder of the service period, without affecting the service end date.

With Sugar you can now add products and services to an existing Purchased Line Item record (representing a service the customer already bought) to support coterminous add-ons.

Additionally, if the add-on service is renewable, Sugar will automatically update your renewal opportunity and revenue line item related to the original purchase.

Note that the Purchase Line Item has to be marked as a ‘Service‘ for the Add-On option to be made available.

Do Purchases and Purchased Line Items sound new to you? Check the Sugar 10.1 Release Notes for further details on these two new modules.

Either add a new line item to an existing Opportunity or create a new Opportunity. In either case, the Service End Date and Duration will be automatically calculated, leaving the Start Date for you to choose.

If you mark the Revenue Line Item as ‘Renewable’, once closed won, the add-on will be automatically added to your existing (or new) renewal Opportunity.

Note: For the two line items to merge you’ll want to use the Sugar Product Catalogue and assign a product to your line items which has a default service duration set (e.g. 1 Year duration). This is to ensure that the added quantity (or line item) on your renewal Opportunity retains the same service duration. This brings us to the next new item.

Flexible service duration

Note: Sugar Sell and Sugar Enterprise features only.

Now that a service duration can be set on product level, you can specify if the service duration is locked or if users can modify the default service duration on line items.

Next to this additional feature, you now have the ability to modify the Service Duration from Opportunity Level for all service related open Revenue Line Items.

Multiple Quotes from one RLI

Note: Sugar Sell and Sugar Enterprise feature only.

You can now generate multiple quotes from the same revenue line item(s).

Group your report results by account for purchased line items

Note: Sugar Sell, Sugar Serve and Sugar Enterprise feature only.

You can now select the related account as a group-by option for Purchased Line Item reports.

Shifts and Shift Exceptions subpanels

Note: Sugar Sell, Sugar Serve and Sugar Enterprise feature only.

To view a specific users Shift and Shift Exceptions information, you can now find new subpanels in the Users and Employees module.

Working with Shift and Shift Exceptions is incredibly useful as it doesn’t only provide other Sugar users visibility on team members working hours, timezones and days off work. This data can also be used by SugarBPM, ensuring that activities are only scheduled for when the user is at work.

Note: To access the Shift Exceptions module, you have to access the Shifts module first and open the actions dropdown list from the menu bar. Here you will find the Shift Exceptions View.

Never used the Shifts and Shift Exceptions modules before? Have a look at our Sugar 10.1 Release Notes for further details.

Dashboard Enhancements

Note: Sugar Sell, Sugar Serve and (some) Sugar Enterprise and Sugar Professional features only.

Resizable Dashlets

Dashlets can now be resized independently of other dashlets by clicking and dragging their lower corners.

Unlimited Dashboards

Dashboards can now include an unlimited number of dashlets.

Active Subscriptions Dashlet (Sugar Sell and Serve only!)

The Active Subscriptions dashlet is now available for all record view dashboards where the module has a relationship to Accounts.

Knowledge Base Search Dashlet (Sugar Sell and Serve only!)

This dashlet can be added to any type of Dashboard. It provides the user with all Knowledge Base Articles displayed in a tree structure dashlet. Expand the tree structure to access a KB Article which will open in a new browser tab.

Interactions Dashlet (Sugar Sell, Sugar Serve and Sugar Enterprise only!)

What a great addition to SugarCRM’s set of default dashlets!

The Interactions Dashlet can be added to the Accounts, Contacts, Leads and Opportunities Record View layout. It provides you an overview of all activities – with the most recent activities listed at the top. This includes calls, meetings, emails and notes.

Click on an activity to reveal further details.

This dashlet is also available on the Account Detail and Opportunity Detail drawers of the Renewals Console.

User Interface Improvements

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional features.

Audit Log for Activities

Much missed, but finally back! Audit Logs for Calls, Meetings and Tasks can be enabled again. Any field that you want to include in the audit trail, simply tick the ‘Audit’ checkbox in Administration > Studio.

Descriptive Logic Hook Audit Logs

Audit log entries generated by custom logic hooks will now display the name of the logic hook as the audit ‘Source’. This will give users a better understanding where automated changes are coming from.

Increased List View Filter limit

The default number of List View filters has been increased to 50.

Configurable subpanel columns

Where subpanel columns used to be static, you can now customise the width of each column. Same as with List View columns, the configured width will be stored in your browser cache. Additionally, you can now also add and hide subpanel columns with the gear icon.

Service-focused Enhancements

Note: Sugar Serve only.

SugarLive Contact Center Tool

Important: An Amazon Connect (similar to a chat bot) instance is required to use this feature.

This omni-channel tool uses Amazon Connect to allow customer service agents to communicate in real-time with clients while updating relevant customer data. Here are the key features:

SugarLive is available in the footer and pops up automatically when a call or chat is routed to you
When you accept an incoming call or chat, the full view opens including a panel allowing you to search for, view, and update records relevant to the customer or case
A call or message record is created for each completed conversation to track the communication.

‘Request To Close’ Case button in portal

A new button has been added to portal case records that allows customers to easily communicate that it is safe to close their case.

New module: Messages

The Messages module has been added to track online interactions such as instant messaging or social media.

SugarLive uses it to record the details and chat transcript of chats with customers.

Message records are also included in the Case and Contact Interactions dashlets.

SugarBPM Enhancements

Note: Sugar Sell, Sugar Serve and Sugar Enterprise features only.

New ‘is one of’ operator

Where previously it has been tricky to evaluate the condition of a multi-select field by only using ‘is’ and ‘is not’ operators (with more than 5 multi-select values, the value combinations already feel endless…), we now have a new operator: ‘is one of‘.

We did wonder why no ‘is not one of’ operator was added, however you can simply replicate this condition by using the ‘NOT’ operator, similarly to this example:

Relate fields in field evaluations

So far field evaluations could only be completed on the target module and related modules via a two-way relationship. You will now be able to use Relate type fields in Process Definition field evaluations so they can be used as a criteria in conditions.

Send message to all teams on the record

A new option has been added to the recipient list when using the Send Message and End events: ‘All teams assigned to the record‘. This option will dynamically add all teams on the target record to the recipient list.

Studio Enhancements

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional features.

New field type: AutoIncrement

An auto-increment field type allows admins to add a unique numerical ID to module records. This field cannot be edited by end users as the value is auto-generated on record creation.

Unfortunately, there is no option to add a prefix to your numerical ID (customer numbers starting with non-numeric characters, e.g. ‘SUG-10001’) nor to use AutoIncrement type fields in other field calculations (such as a concatenate formula in a Textfield), however we will sit tight as we suspect this to be added in a future release!

Make a field conditionally required

Requested by many, we can now mark a field conditionally required (e.g. if an Account record is of Type ‘Customer’, make the Service Level field required).

The formula logic to use is the same as setting a field dependency via a formula.

Note that you can still set a field to be required without specifying a ‘Required if’ condition. Simply set the checkbox for ‘Required Field’. If the formula field is left blank, the field will be set as required in any case.

Sugar Logic changes

Following formula functions have been added or updated:

str_replace() : This new formula lets you replace portions of text within a string
year() : This new formula lets you return the year value from a date field
isInList() : This updated formula now lets you pass a multi-select field as a second parameter.

Admin Enhancements

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional features.

OAuth2 for Google Mail and Exchange Online

Sugar now supports OAuth2 connections to Google Mail and Exchange Online when configuring the system outbound email, system inbound email and user email accounts in Sugar.

Microsoft connector

Administrators can now configure the Microsoft connector via Admin > Connectors to allow Sugar to connect to the Microsoft API Services via OAuth2 to send outbound emails as well as receive inbound emails.

SugarIdentity Enhancements

Note: SugarIdentity-enabled instances only.

Want to know more about SugarIdentity? Please read our post on introducing SugarIdentity to you.

Change Password capability for users

A feature that will make user management much simpler going forward. The previously existing Sugar feature of changing your users password in the Sugar application has now been re-introduced for SugarIdentity-enabled instances. The Change Password option is now available in the profile dropdown menu.

Update existing user records via import

Same with the change password feature, a previously used function from the Sugar application has been re-introduced for SugarIdentity-enabled instances: User record updates via import.

If you are familiar with the import wizard, you will very quickly see that this is Sugars standard import wizard which guides you through the various import steps.

SugarCloud Settings link

The SugarCloud Settings link is now available on the Admin page for administrators to easily access the SugarCloud Settings console.

Conclusion on SugarCRM Version 10.2

Please don’t hesitate to contact us should you require any further information on SugarCRM Version 10.2 and we will be more than happy to help you!

Want to know what was released in Sugar 10.1 this autumn? Check out our previous blog post here:

SugarCRM Version 10.1 (Q3 2020) Update – Release Notes

New to SugarCRM?

Click here to Sign up for FREE!

The post SugarCRM Version 10.2 (Q4 2020) Update – Release Notes appeared first on Sugabyte.

SugarCRM Version 10.1 (Q3 2020) Update – Release Notes

Marketing Team — Wed, 30 Sep 2020 18:46:21 +0000

SugarCRM Version 10.1 (Q3 2020) has been released!

In this post, we explore the changes users should expect in the SugarCRM Version 10.1 (Q3 2020) Update.

SugarCRM’s Version 10.1 update applies to Sugar Professional, Sugar Enterprise, Sugar Sell and Sugar Serve Users. If you are hosted with Sugar, you either have already or will receive this update within the next weeks.

Note: SugarCRM Version 10.1 is only available for SugarCloud (Sugar-hosted SaaS) deployments. If you are hosted on-site or with us, you will be receiving your next major release in Summer 2021.

SugarCRM Version 10.1 Release Notes

Let’s take a look at the new features added to Sugar (we will highlight if any of these features have been added to the Sugar Sell, Serve, Sugar Enterprise and/or Sugar Professional edition).

Purchases and Purchased Line Items

Note: Sugar Sell and Sugar Serve feature only.

The new Purchases module shows each good or service a customer has bought whilst the Purchased Line Items module captures each time it was bought, providing a historically accurate record of sales and customer worth while supporting post-sale operations.

Purchases and purchased line items are automatically generated for “Closed Won” opportunities with revenue line items, if the line items “Generate Purchase” dropdown equals “Yes” (default value).

You can access the Purchases and Purchased Line Items module via the menu bar or via an Accounts Purchases subpanel.

The Active Subscriptions dashlet is now based on purchases and purchased line items.

Manage Revenue Line Items at Opportunity Level

Note: Sugar Sell and Sugar Enterprise feature only.

Requested by many customers, the expected close date, sales stage, and service start date can now be set at the opportunity level and pushed to all open related revenue line items, saving you repetitive revenue line item data entry.

Even better, the Revenue Line Items subpanel in the opportunities create view can now be configured in Studio, so that you can display your custom fields and remove any previously displayed fields that you don’t need.

A couple of extra bonuses for sales management: You can now calculate discount amounts based on values or percentages (e.g. 10%) and also enter negative values (credit) in revenue and quoted line items (this feature is also available with Sugar Professional).

Workforce Management

Note: Sugar Sell and Sugar Serve feature only.

The Shifts and Shift Exceptions modules have been added to manage employees’ regular working hours as well as exceptions to their working hours (e.g. annual leave), which can be used in round robin assignments in SugarBPM.

The provided working hours are time zone based so that SugarBPM knows exactly which users are available at which time when applying a round-robin assignment.

Console Management

Note: Sugar Sell and Sugar Serve feature only.

In a bid to condense the User Interface layout, the Renewals Console and Service Console (available on your Dashboard) were previously introduced.

To optimise these consoles, admins or dashboard owners are now able to further modify the console module tab view.

You can re-arrange the position of each dashlet
You can edit the dashlets
You can remove dashlets via the settings cog in the top right corner of each dashlet
You can click on the pencil icon in the top left corner of the dashlet view and add new dashlets

You will also be able to modify the consoles module tab List View by amending/adding/removing new columns. Check this video on how to make these changes:

https://sugabyte.com/wp-content/uploads/2020/09/SugarCRM-Modify-Module-Tabs-List-View-1.mp4

Fur further details on how to configure the consoles, please check the detailed documentation on this for Sugar Sell and Sugar Serve.

Record View Dashlet

Note: Sugar Sell, Sugar Serve and Sugar Enterprise feature only.

You should already be familiar with the Record View dashlet.

This dashlet is now available on all Sidecar modules except “Emails” and “Forecasts” as well as the Renewal Console.

Access the Record View dashlet layout in Studio to apply any modifications that you require:

Comment Log

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional feature.

Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the ‘Email on Mention‘ checkbox in their profile.

Admin users can configure the comment log email notification template via Emails > View Email Templates.

Configurable System Email Templates

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional feature.

Additional system email templates are now available for configuration by admin users via Emails > View Email Templates:

Assignment Notification Emails
Call Notifications Emails
Meeting Notifications Emails
Scheduled Report Emails

Refresh Button

Note: Sugar Sell, Sugar Serve and Sugar Enterprise feature only.

The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

The same applies to the Cases, Tasks, Leads and Opportunities tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

Record View Enhancements

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional feature.

Auto-focus cursor on first field in record view

When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

Hyperlinks in text area fields are now clickable and will open the link in a new tab.

SugarIdentity

Note: Sugar Sell, Sugar Serve, Sugar Enterprise and Sugar Professional features where SugarIdentity is enabled.

SugarIdentity now supports duplicating and deleting records in the Employees module.

Conclusion on SugarCRM Version 10.1

Please don’t hesitate to contact us should you require any further information on SugarCRM Version 10.1 and we will be more than happy to help you!

Want to know what was released in Sugar 10.0 this summer? Check out our previous blog post here:

SugarCRM Version 10 (Q2 2020) Update – User Interface Review

New to SugarCRM?

Click here to Sign up for FREE!

The post SugarCRM Version 10.1 (Q3 2020) Update – Release Notes appeared first on Sugabyte.

SugarCRM Version 10 (Q2 2020) Update – User Interface Review

Matthew Brookes — Fri, 15 May 2020 10:07:40 +0000

SugarCRM Version 10 (Q2 2020) has just been released!

In this post, we explore the changes users can expect in the SugarCRM Version 10 (Q2 2020) Update.

Sugars Version 10 update applies to Sugar Professional, Sugar Enterprise, Sugar Sell and Sugar Serve Users. If you are hosted with Sugar you will receive this update within the next week, if you are hosted on-site or with a partner you will be receiving this update shortly too.

Due to the large volume of SugarCRM Support tickets from our customers regarding the new layout (and how to fix a few things) we’ve created this short video explaining the new User Interface changes and how to configure them.

There is one particular change to Sugars UI you may want to revert from.

Watch our video below to find out how or follow the step by step instructions in this post.

SugarCRM Version 10 User Interface Changes

Let’s take a look at the Record View in Sugar which is where you will notice the biggest changes to the User Interface.

Side by side Field Name Placement

What we see now is the field label and value displayed side by side whereas, in previous versions of Sugar, field names were displayed above the field.

This is Sugar’s attempt to consolidate the view and make it easier for you to read and display a certain number of fields on your layout.

One downside to the side by side field name view is any field names that exceed the character limit will be cut short to fit on the row. This means field names may not be displayed correctly on your current layout.

If you are not content with the way field names are displayed with the new side by side view. Or if it has affected the way your layout is displayed in Sugar, you can revert to your original settings by following the steps below.

How to Change Field Name Placement in SugarCRM

Step 1

Navigate to your User Profile in Sugar at the top right of your screen.

Step 2

Click ‘Edit’ to make changes to your User Preferences.

Once in ‘Edit’ mode select the ‘Advanced’ tab.

Step 3

Select your desired field name placement to change how field names are displayed in your layout.

Step 4

Navigate to a record in Sugar and you will notice field names are now positioned ‘Above Field Value’.

New Pill View for Empty Field Values

To make it easier for you to identify empty field values as you navigate through SugarCRM. Sugar has introduced a new ‘Pill View’ to the User Interface.

The Pill View provides you with a clearer view of fields that do not contain values.

Filler Field Alignment

In a bid to condense the User Interface layout. Sugar has introduced a new feature that automatically realigns ‘Filler Fields’ on your layout. This is to help users create a more condensed layout at Record View.

If you were previously using filler fields to structure rows in your layout, you’ll want to know how to restructure your layout for the alignment you require.

(Example of ‘Filler Fields’ displayed in the new UI – (Left) Design View / (Right) Record View)

To change the layout and expand a field to cover the entire row, head to ‘Studio’ to edit the ‘Record View Layout’.

To ensure the ‘Account Name’ field remains on the row below the ‘Website’ field. Click the red ‘+‘ sign to expand the ‘Website’ field making it fill the row then save and deploy your changes.

Now, the ‘Website’ field is displayed on its own row and the ‘Account Name’ and ‘Business Centre’ fields are displayed on a separate row below.

Preview View Layout

Another handy update to the UI in Sugar’s Version 10 release is the ability to edit the ‘Preview View’ layout.

In previous Sugar versions, the Preview View displayed the same layout as the Record View. Users can now edit the Preview View to display a different layout.

To make changes to the Preview View layout in Sugar, open ‘Studio’, choose the module you want to edit, select ‘Layouts’ and ‘Preview View’ from the Layouts dropdown.

Now you can change the display in the preview by rearranging fields to create your desired layout.

Tile View added to the Leads Module

The final change to Sugars UI in Version 10 is the addition of the Tile View in the Leads module. The Tile View allows you to ‘drag and drop’ records as they progress through stages. For example, progressing a Lead Record from a status of ‘New Lead’ > ‘Assigned to User’.

To amend the Tile View click on your User Profile, go to ‘Admin’ and select ‘Tile View Settings’

This is where you can select which modules have Tile View enabled, make changes to the Table Header, hide field values, amend the Operation Header and select how rows are displayed on the view.

SugarCRM Version 10 Update Concluding Thoughts

We hope you found this post useful. In this version update, there are some great additions to Sugar’s User Interface that make navigating through Sugar and configuring your layouts to support your daily tasks even easier. Follow the steps in our video or instructions in this post to make changes to your layout.

Please don’t hesitate to contact us should you require any further information and we will be more than happy to help you!

For the full list of updates included in Sugar’s Version 10 (Q2 2020) Release, read our post below!

SugarCRM Version 10.0.0 (Q2 2020) Release Notes

New to SugarCRM?

Click here to Sign up for FREE!

The post SugarCRM Version 10 (Q2 2020) Update – User Interface Review appeared first on Sugabyte.

Sugar Integrate – SugarCRM’s New Integration Platform (Video Overview)

Matthew Brookes — Fri, 01 May 2020 14:04:15 +0000

Launch Integrations Quicker

Sugar Integrate gives you the ability to develop integrations quickly and cost-effectively with pre-built adapters to over 200 business systems, advanced builder tools, and reusable integration components. Every integration becomes a reusable artifact to speed the development of future integrations.

Think Forward

Business and technology are constantly evolving, sometimes requiring companies to replace key business systems in order to address new requirements or take advantage of the latest technologies. The Sugar Integrate solution normalizes the thousands of unique endpoints and data models to future-proof your Sugar investment, allowing you to switch business applications without having to re-integrate them with Sugar.

Take the pain out of maintaining integrations. With Sugar Integrate, your integrations are insulated from changes to Sugar’s and other systems’ APIs and data schemas.

Easier Migration to SugarCRM

Looking to migrate from another vendor’s CX product to Sugar? Sugar Integrate can make getting your old data into Sugar easy and painless with these amazing features:

Adapters – An Adapter is a pre-built API connection resource to a cloud or on-premise application that normalizes and enhances the native endpoint. Adapters provide a standardized access and data specification including normalized APIs, authentication, model schemas, paging, bulk API’s, and event management.
Adapter Builder – Users can quickly customize existing Adapters or build new ones using Adapter Builder, which enables users to easily adapt the specifications of the native API endpoint to their needs.
Common Resources – Provides a normalized view of data objects (such as “accounts” or “orders”), data mappings and transformations. This single normalized data model effectively eliminates the need for pointto-point mapping of data, saving you the effort and insulating integrations from changes to the endpoint API or data schema.
Pre-Built Templates – Sugar Integrate includes pre-built templates that support key business processes, allowing customers to leverage best practices and be up and running in a shorter time period.
Procedures – Build reusable and powerful event-based workflows. Users can set automated or manual triggers, orchestrate multiple API calls and data transformations that incorporate business logic, and create reusable resources (templates) and API-accessible Adapter-as-a-Resource within Adapters.
Data Loader – Sugar Integrate provides a migration tool that enables organizations to migrate easily from other CX products to Sugar, providing bulk data transfer capabilities, even for systems that do not natively support bulk transfer.

If you require any further information regarding Sugar Integrate please click here to get in contact with us!

Free Download: 5 Red Flags the Signal It’s Time to Switch Your CRM

The post Sugar Integrate – SugarCRM’s New Integration Platform (Video Overview) appeared first on Sugabyte.

Sugar Connector for LinkedIn Sales Navigator (Video Overview)

Matthew Brookes — Fri, 01 May 2020 12:44:06 +0000

Watch the video below for an overview of the Sugar Connector for LinkedIn Sales Navigator!

What is LinkedIn Sales Navigator?

LinkedIn Sales Navigator is an advanced Lead Generation feature of LinkedIn.

Organisations use LinkedIn Sales Navigator to connect with Leads that match their exact target demographic. For example, you can build a List of ‘Sales Managers; in the Construction Industry; in the East of England’.

Leveraging data from LinkedIns network of 575+ professionals, such as Job Title, Geo Location and Industry. LinkedIn Sales Navigator makes it easier than ever to build Dynamic Lead Lists.

Key Features

Build Dynamic Lead Lists
Discover Leads in your target demographic with ease
Get Lead Recommendations
Find commonalities between Connections
Leverage Icebreaker Introductions

What benefits does Sugar Connector for LinkedIn Sales Navigator provide?

Sugar Connector for LinkedIn Sales Navigator gives Sugar Users access to Contacts, Account and Leads’s LinkedIn Profile information and Sales Navigator features directly within SugarCRM.

The plugin can be enabled as a Dashboard in the Accounts, Contacts, Leads and Opportunities Modules and Users can configure which modules the dashboard appears in, in their SugarCRM settings.

Key Features

Accessing the plugin from the Accounts Module provides Sugar Users with the following features:

Recommended Leads – Get recommendations for Leads that match the criteria you set in LinkedIn Sales Navigator.

News / LinkedIn posts relating to Accounts – Access News and LinkedIn Posts relating to Accounts in Sugar.

Match Contacts with LinkedIn Sales Navigator – Discover more about customers by empowering Sugar Users with Contacts LinkedIn Business Card Information.

Accessing the plugin from the Contacts Module provides Sugar Users with the following features:

Ice Breakers – Shared Connections and commonalities between Contacts. For example, ‘have previously worked for the same organisation’.

Get Introduced – Create warm introductions to Leads by leveraging relationships you have with Contacts and Accounts in Sugar.

Related Leads – Discover Contacts at Accounts by leveraging Organisations LinkedIn Employee Information.

How to get started

Sugar Connector for LinkedIn Sales Navigator is easy to setup and start using. The plugin doesn’t rely on any complicated configuration and setup is typically complete within a few hours. This plugin has become increasingly popular as more and more organisations leverage LinkedIn’s Professional Network as part of their Lead Generation initiatives.

Interested in the Sugar Connector for LinkedIn Sales Navigator?

Click Here to Get Started

The post Sugar Connector for LinkedIn Sales Navigator (Video Overview) appeared first on Sugabyte.

Social Media Management for B2B Marketers – Sugar Market & Oktopost

Matthew Brookes — Tue, 31 Mar 2020 14:54:43 +0000

Sugar Market has fast become the new standard for B2B Marketing Automation. Offering organisations an All-in-One Marketing Automation solution specifically designed to support B2B Marketing.

There are a number of distinct differences between how B2B and B2C organisations should manage their Marketing initiatives: In this post we cover how best to manage your B2B Social Media Marketing strategy.

One of the main challenges B2B Marketers face in successfully implementing a valuable Social Media Marketing strategy – is organising, analysing and reporting on a large quantity of content across multiple social channels – while proving accurate data to support Social Media Marketing ROI.

For example, creating and organising a high volume of content for LinkedIn, Facebook, Twitter, Youtube and Instagram can become very confusing and time consuming for B2B Marketers with each social channel requiring content in a different format, different character allowance and different creative requirements just to name a few key differences.

For example, the standard image size for Instagram posts is (1080pxX1080px) where the standard image size for LinkedIn posts is (1,200×1,200px). To add further confusion, the caption limit on Instagram posts is 2,200 characters whereas the character limit on LinkedIn posts is 700 characters.

When you scale this up and attempt to produce multiple pieces of content that adhere to the very many differences across Social Media Channels – this is where things become difficult to manage.

This is just one of many examples of the challengers B2B Marketers face in producing and maintaining a successful Social Media Marketing strategy.

Without the right tools it can be equally as difficult to analyse engagement, content reach and interaction with a view to provide senior staff with evidence supporting Social Media Marketing ROI.

To ensure your Social Media Marketing strategy is managed successfully, B2B Marketers must be empowered with the necessary tools to save time and automate the process as much as possible.

(Image: Oktopost Social Media Content Calendar)

This means being able to easily manage posts across multiple Social Media Channels, manage Social Media Calendars, quickly analyse insights and automatically be presented with notifications as and when they arrive – no matter the volume of content being produced and published.

What is Oktopost?

This is where Oktopost comes in – One of the many high level features of Sugar Market specifically designed to empower B2B Marketers is Oktopost – The only Social Media management platform architected for B2B organisations.

Oktopost is pre-built into Sugar Market meaning users can leverage this fantastic tool straight out the box. The level of integration between Oktopost and Sugar Market is seamless and massively advantageous for Sugar Market users.

With Oktopost, users are able to effectively organise and manage their Social Media and Employee Advocacy strategies all within one tool.

In essence, Oktopost makes it easier than ever to execute an effective Social Media Marketing strategy allowing Marketers to focus on analysing data and providing sales with the most qualified leads possible as opposed to spending time manually posting content and searching for insights.

Below we have listed some of the main features of Oktopost.

Oktopost Social Media Management Key Benefits

Organise and manage Social Content
Simplify Analysis
Track keywords, pages and mentions in real time
Easily discover Industry trends and dicsussions
Measure everything from clicks to conversions
Report on Social Media Campaign performance with ease
Plan and schedule content across social channels from one central location
Discover and share content with Oktopost’s built in content curation engine
Streamline every mention, comment and DM in one place for timely responses

Oktopost Employee Advocacy Management

Employee Advocacy is another great Oktopost feature Sugar Market users can leverage out of the box.

Leveraging Employee Advocacy means allowing your workforce to get involved with social sharing and content curation. A strong and well orchestrated Employee Advocacy strategy can be massively advantageous in creating targeted content aimed directly at your organisations target customers.

For example, involving employees from different departments who harness unique sets of skills or knowledge around your products or services (technical support engineers contributing more technical content) and (sales staff contributing to more sales promotional content) – allows for a far more tailored approach to the content your organisation publishes, ultimately providing your customers with a more tailored customer experience in-line with your business as a whole.

Employee Advocacy also promotes ‘brand pride’ and motivates your workforce to collaborate on topics specific to your industry, key customers and organisation.

The great thing about Employee Advocacy is, it can be quantified against your overall Marketing objectives to prove its effectiveness and further support Social Media Marketing ROI.

Below we have listed some of the key features of Employee Advocacy in Oktopost

Empower employees with simplified sharing across social channels
Position employees as thought leaders by sharing content relevant to their specific audience
Motivate employees with easy to view performance metrics
Quantify the contribution of employee advocacy to your overall B2B Marketing objectives
Integrate your advocacy data with Marketing Automation, CRM and Facebook retargeting initiatives

Sugar Market & Oktopost Integration

Oktopost is the only platform in the world that automatically syncs social click data to Sugar Market and assigns it to Lead Records.

This means, when a Lead engages and reacts to any of your Social Media content – Sugar Market will be populated with their Social Media ‘footprint’ automatically. Providing information on where they have been and what content they engaged with. This provides B2B Marketers with far better insights into how customers interact with your content – at scale, and far better opportunities to identify qualified leads!

With these high level insights, Marketers are empowered more than ever to accelerate sales-qualified Leads and deliver only the most likely to convert Leads to Sales – further boosting collaboration between departments and providing management with clear proof of Social Media Marketing ROI.

Key Benefits of Sugar Market and Oktopost Integration

Automatically sync lead’s social activities to Sugar Market
Accelerate sales qualified leads
Easily identify new leads
Improve customer care
Create meaningful interactions based on how customers engage with your content
Better understand Social Media Marketing ROI

Concluding Thoughts

We hope you have a better understanding of how best to manage your Social Media Marketing strategy and how this can be achieved with Oktopost and Sugar Market.

If your organisation is facing any challenges around Social Media Management or Marketing Automation schedule your Sugar Market demo for a closer look at the new standard of B2B Marketing Automation!

Schedule your Sugar Market Demo

The post Social Media Management for B2B Marketers – Sugar Market & Oktopost appeared first on Sugabyte.

What is SugarIdentity? & How does it Work?

Matthew Brookes — Mon, 02 Mar 2020 13:06:04 +0000

With Sugar’s continuous Cloud Innovation it can be difficult keeping up to date with the regular new releases and feature enhancements.

In this post, we help clear up any confusion and bring you up to speed with SugarIdentity, what it is and how it works.

You may have seen us touch on SugarIdentity in previous posts, this post is more of a layman’s terms overview – as opposed to a detailed explanation of each new Setting (Tenant Settings etc).

For a more detailed explanation on configuration settings of your SugarCRM instance please get in contact with us on the link below and we will be more than happy to assist!

What is SugarIdentity?

SugarIdentity is SugarCRM’s new cloud based User Identity Management Tool delivered in an all new interface.

SugarIdentity allows users to access all applications and services, and also manage user identities in their SugarCRM instance – supporting single sign-on for SugarCRM, Sugar Outlook Plugin and Sugar Mobile.

All services are managed through the Cloud Settings Console. This includes creating and managing user records, managing password requirements as well as more detailed configuration settings such as LDAP and the frequently requested SAML (Singe Sign On SSO) authentication for the MS Outlook Plugin.

SugarIdentity also supports the concept of Service Accounts which can be used to implement secure Server to Server integrations much easier without involving end user credentials.

Sugar’s aim is to create a central user authentication and access management point – with the view to improve Sugar Cloud User management overall.

No matter the flavour of Sugar you currently use, with SugarIdentity you are able to manage all end users in one place.

What settings are managed in SugarIdentity?

SugarIdentity is used to manage the following settings:

- Tenant Settings
- SCIM Settings
- Editing Users
- Deactivating Users
- Authentication Management (LDAP & SAML)

Key Benefits

- Federated Identity Solution Based on Industry Standards
- Securely Manage User Identities
- Manage User Password Requirements
- Set Up LDAP or SAML Authentication
- Access SugarCRM Applications & Services
- Supports Comprehensive Single Sign-on for Sugar, Sugar Plug-in for Outlook & Sugar Mobile
- Managed via the SugarCRM Cloud Settings Console

What Regions are supported?

The SugarIdentity service is supported in the following regions:

- APAC
- Canada
- EU
- Germany
- North America

Determining if Your Instance Uses SugarIdentity

In order to access and use SugarIdentity in the Cloud Settings console the following prerequisites must be met:

- You must be a Sugar administrator.
- Your Sugar instance must be enabled for SugarIdentity use.

To check if your Sugar instance uses SugarIdentity

1 – Navigate to your user profile in Sugar and click “Edit”. If your instance is SugarIdentity-enabled, a pop-up message will appear stating that you (i.e. Sugar admin) need to access Cloud Settings to make changes to read-only fields (e.g. First Name, Last Name, Title). For regular users, the message will indicate to contact the Sugar administrator to make changes to read-only fields.

Accessing the Cloud Settings Console

Once your Sugar instance has been SugarIdentity-enabled, you will then be able to access the Cloud Settings console:

- Admin > User Management > Select the Create New User option in the Users module tab’s actions menu
- Admin > Password Management

Because you have an active Sugar session running, you will be authenticated automatically in the Cloud Settings console.

Alternatively, go directly to the Cloud Settings Console via the URL (You will need your login credentials to log in – Tenant ID & Password)

Feature Enhancements

(This list of feature enhancements will be updated monthly as new fixes for identified issues are released)

February 25, 2020

The following feature enhancements are included in this release of SugarIdentity:

Tenant validation improvements : Some changes have been made to improve tenant validation for the Cloud Settings console in preparation for the upcoming login service enhancements.

Known Issues

The following known issues are present in this release of SugarIdentity:

Logging into multiple SugarIdentity-enabled instances (e.g. production, sandboxes) in the same browser will result in an error for all but the first. As a workaround, additional instances can be accessed via a private browser window or separate browser.
Changing the email address for the admin user (user ID = 1) via the Cloud Settings console may not update the email address as expected in Sugar.
Logging out of the Sugar application does not properly alert the administrator of the session logout in the Cloud Settings console.
The Users list view cannot be sorted by field columns in the Cloud Settings console.

If you have any concerns regarding SugarIdentity or User Management in your Sugar and require any further information, please don’t hesitate to get in touch and we will be more than happy to assist you!

The post What is SugarIdentity? & How does it Work? appeared first on Sugabyte.

Sugar Sell Explained: SugarCRM’s Award-winning Sales Force Automation Solution

Matthew Brookes — Sun, 22 Dec 2019 17:05:42 +0000

Sugar Sell is SugarCRM’s award-winning sales force automation solution, boasting renowned ease-of-use and continuous cloud innovation.

Next-level Customer Relationship Management

Positioned as the most innovative, modern, affordable CRM solution on the market. Sugar Sell enables businesses to create customers for life, drive revenue, increase efficiency and reduce overheads through providing extraordinary customer experience. Sugar Sell consolidates your customer data into one central platform, leveraging your data, automating manual processes and empowering businesses with extensive reporting capabilities and intelligent insights.

Overview

Improve predictability and oversight of sales
Spend less time entering and finding data
Manage activities and interactions
Drive greater customer loyalty
Streamline the sales cycle
Integrate sales and marketing seamlessly
Provide insight, drive revenue, organise and manage

Improve Your Customer Buying Experience with SugarBPM

Automate your complete business process from lead routing, quote approvals, email notifications and more with SugarBPM, SugarCRM’s business process management and workflow tool. Automate your sales process and decrease manual data entry allowing your sales staff to spend more time engaging with customers, in turn saving your business time, money and improving efficiency overall.

Feature Overview

Update an opportunity when a quote is accepted
Quote discount approval
Route leads and create follow-up tasks
Stagnant opportunity reminder
Pre-built use cases out of the box
Intuitive design

Why it matters?

Enforce lead follow up best practices across your entire sales team
Improve first touch time rates
Contact leads faster
Build structure and governance into your processes
Ensure nothing falls through the cracks
Re-assign as needed: If a rep is on holiday, or out of the office, Sugar will re-assign the process to another Sugar user automatically

Gain a New Level of Visibility into your Business

The Sugar Sells personalised user dashboard gives sellers a central, personalised view of their activities and key performance indicators. Gain a complete view of any business segment in just a few clicks by generating an interactive dashboard view of any data you wish to report on.

Feature Overview

Dashboard reporting live views
A better understanding of your trends
Quick and easy graphical representations
Understand past and present data anomalies
Increase ROI

Collaborative Selling = Win more deals!

Sugar Sell enables collaborative selling by empowering your staff with vital customer information along every step of the customer journey. Customer profile information, actions, emails and conversations are readily available amongst everyone in the sales process. With Sugar Sell, your staff have a complete overview of every process in the sales cycle.

Not only does Sugar Sell allow your sales staff to spend more time on important tasks rather than consuming their day searching for information, Sugar Sell gives your staff the power to drastically improve the overall customer experience making your customer feel more valued – resulting in improved customer acquisition and retention rates.

Create customers for life

Sugar Sell further encourages productive collaboration between teams through integration with Sugar Market, SugarCRM’s powerful, all-in-one marketing automation tool.

Integrating Sugar Sell with Sugar Market allows users to leverage SugarCRM’s continuous Cloud innovation and deliver even more powerful insights.

Sugar Market’s CRM Synchronisation dashboard gives Sugar Sell users the ability to capture information at critical points in the customer journey while giving marketers the necessary tools to identify the most qualified prospects to target their marketing efforts towards.

Feature Overview

Website tracking – trigger automation from customer web activity
Align marketing and sales effortlessly
Track potential customer errors or issues
Complete and current prospect/lead data

‘No Touch’ Information Management

No-touch (also known as ‘low-touch’) information management gives Sugar Sell users a competitive advantage against other CRM’s on the market. Put simply, SugarCRM’s No-touch information management guarantees your users are presented with the most up to date, crucial customer information without having to spend time fact-finding and updating entries manually.

Sounds like magic, right? It is – all you need to enter is a customer name and email and Sugar Sell ‘fact finds’ for you in the background, seamlessly.

Typical CRM software has only been as powerful as the user inputting the data. This out-dated philosophy causes confusion, time wasted researching and a lack of precise data.

With this out-dated approach, it is almost inevitable that data will be lost, fragmented or difficult to find, leading to staff spending valuable time researching customer information amongst a pile of different data points.

No-Touch Information Management eliminates these data organisation issues by gathering and entering accurate customer data for you in the background, allowing your staff to focus on marketing, selling and customer service experiences.

SugarCRM’s ‘hint’ tool searches 100+ data stores online to bring you the most up to date information about your contacts.

Feature Overview

Spend less time entering and finding data and more time on high-value work
Captures content automatically
Processes and analyses data to provide the next best action guidance
Presents information in-context with users’ daily activities

Continuous Cloud Innovation

SugarCRM continuous cloud innovation means users receive regular updates and feature enhancements with Sugar Sell operating on a quarterly release cycle (every three months). This modern, innovative approach to software development ensures your business is a step ahead of your competition, allowing for speedy updates and seamless compatibility with third-party applications.

Continuous innovation is a key element to any CRM implementation, giving you the security that your software will always be a step ahead of the curve. SugarCRM offers great security in leveraging Amazon Web services (AWS) as their cloud partner. Partnering with Amazon aids in the swift delivery of new functions, leveraging a market leader in cloud hosting, offering users a secure, scalable solution aligning security and performance.

Amazon Web Services (AWS)

Global leader
Flexibility
Security
Scaleability
Ease of integration
Continuous cloud innovation

Sugar Sell Core Functionality

Lead, opportunity, account and contact management
A complete overview of each customer interaction
Reporting and live dashboards
Advanced reports out of the box
Product catalogue and quote management
Sales Forecasting
Outlook Plug-in

Added Functionality

To add to the core functionality of Sugar Sell, users benefit from a number of innovative add-ons to further fine-tune sales initiatives and increase efficiency. These add-ons are by no means basic tools, many have been acquired and developed from industry-leading software companies such as Salesfusion and Collabspot. These feature full add-ons provide no-touch information management, business intelligence, machine learning, intelligent insights, advanced analytics and more.

In Conclusion

We hope you have a better understanding of Sugar Sell and where this licensing option fits into SugarCRM’s cloud lineup. No matter where you are in your CRM journey, the best way to realise your challenges and pain points is with a free consultation call with one of our expert consultants. We ensure you get the most out of your CRM project through our requirements workshops, analysing your business processes and goals – resulting in the most effective CRM solution possible, benefiting your whole organisation.

We work closely with SugarCRM and have implemented 250+ successful SugarCRM instances across the UK.

The post Sugar Sell Explained: SugarCRM’s Award-winning Sales Force Automation Solution appeared first on Sugabyte.