What Is the Duplicate Lead Detective?

The Duplicate Lead Detective is a dashlet in the Leads record view. It scans for potential duplicates across Leads, Contacts and Accounts using key fields like Account Name, Contact Name, Phone Numbers and Contact Email.

• Multi-Field Matching: Identifies duplicates based on multiple fields.
  
• Customisable Severity Levels: Admins can set how sensitive the system is to duplicate data.
  
• Access to the Potential Duplicate Records: Easily view the identified duplicates via a clickable link in the dashlet. 

Why Sales Teams Will Love It

Sales reps, you know the drill: working with multiple records for the same Lead is time-consuming and messy, if someone has been in touch before, your team will know right away. Here’s how the Duplicate Lead Detective helps:

• Avoid Embarrassing Outreach: Reps can accidentally chase “new” leads that are actually long-term customers. That makes your business look unprepared and disconnected.
  This add-on prevents that instantly.
  
• Work with One Record: All relevant info is in one place, so you’re not jumping between records.
  
• Log Activities Accurately: Calls, meetings, and emails are logged under the correct Lead.
  
• Full Lead History: Get a complete picture of all interactions with a Lead.
  

Why Every SugarCRM User Needs It

The Duplicate Lead Detective isn’t just for sales teams:

• Clean Data: It keeps your CRM free of duplicates and your data fresh.
  
• Easy to Use: Simple installation and configuration for admins.
  
• Boosts Efficiency: Improves workflow and reduces confusion across departments.
  

Want to see it in Action?

Sugabyte helps customers get more from SugarCRM, including smart add-ons like Duplicate Lead Detective.

Book a free consultation with Sugabyte to see how this add-on can improve your CRM experience.

The post Your CRM’s a Mess – Time to Fix It or Get Left Behind appeared first on Sugabyte.

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.

Pre Workshop

Once the CRM Health Check was purchased, the first step was to have a call (over Zoom) with the key people in the business, in this case this was the CRM system administrator and the heads of Sales and Marketing. The call was to ascertain at a high level what the business does, what are the main uses of Sugar and what are the key pain points they have already identified.

“It’s important to send a bespoke survey because a generic one will be difficult in uncovering feedback that will assist us in disocovering what changes can make large impacts.”

Following the initial call, we curated a survey to all key users of Sugar. The customer opted for us to send this out, it was deduced that if the responses were sent to us directly being external from the business we’d hope to receive accurate and honest feedback, having this honest feedback is invaluable to ensuring that the key areas of discussion on the upcoming workshop day are not only relevant but that any areas identified for improvement are acknowledged by the users that are actually using Sugar for their day to day work. 

Example snipped of our survey, crafted specifically for our customer:

Upon receiving the questionnaire responses, we compiled the results into a readable data format and with the feedback given from the questionnaire and the original kick-off call we then compiled an agenda for the following Health Check workshop day. This ensures that we cover all relevant points specific to this customer.

The key pain points/areas to improve that we identified for the Agenda for our manufacturing customer were; inventory management, supply chain management, extended customer lifecycle and how to boost customer satisfaction. 

Day of Workshop

Based on the agenda we discussed at length all pain points and areas for improvement and what can be done to improve these, the options range from simple field creations/changes and layout updates to building custom modules, building automated flows to take care of the menial logical tasks/processes and setting reminders for users to ensure items aren’t forgotten to discussing integrating ERP systems. We also detailed plans on how to ensure that Sugar can be the main source of truth the use of custom dashboards per user group which allows each team to plan their days, see their current work, track processes and boost productivity, user adoption and ultimately customer satisfaction.

ERP Integration

We also proposed the exploration of Sales-i as one of the easiest ways to present “what have I sold you?”, “what haven’t I sold you?” and “what can I sell you?” with their ERP to Sugar integration solution. They were impressed with the detailed knowledge that their sales team can get, at-a-glance, when reviewing their accounts.

Post Workshop

All of the information gathered and improvements discussed were then provided to the customer via an Audit Report this will clearly illustrate all key points discussed along with the feedback and include a roadmap to start the journey of improving their CRM.

Is your SugarCRM project meeting expectations?
If you think you would benefit from discovering the untapped possibilities within your SugarCRM system with our tailored SugarCRM Health Check, please follow this link: https://www.sugaroutfitters.com/addons/crm-healthcheck-workshop

The post CRM Healthcheck Workshop – my experience with a recent customer appeared first on Sugabyte.