The 2-Step Plan to Transform Your Survey Strategy
Customer satisfaction surveys are one of the most important ways to know your customers. Asking “How are you doing with our services?” can be like having a cheat code to crack the game score. However, getting the maximum amount of effective customer response is important, otherwise your campaign will fall short.
[Video Tutorial]: Now Filter Data by Counted and Summary Values in Analytic Reporting Tool PRO
We are happy to share the newest (and free!) additional features available in the latest version (v.2.1.233+) of the Analytic Reporting Tool PRO for SugarCRM. Users can now filter data based on the counted and summary values, which opens a number of new possibilities to improve your sales.
Unleash Dynamic Data with Qlik Sense for Your SugarCRM
Dataviz for Sugar is a module developed by Synolia that allows you to embed data visualization objects from the Qlik Sense Business Intelligence solution directly into your SugarCRM native dashlets. With the power of the Qlik Sense engine combined with SugarCRM, your data is more precise and dynamic than ever!
Align ActiveCampaign Email Marketing with Your SugarCRM
Quickly see and review the status of ActiveCampaign marketing emails from your SugarCRM. The SugarActiveCampaign add-on helps users effectively reach contacts via marketing efforts from Active Campaign and view them in Account, Leads, Contacts and Target List modules on SugarCRM side.
[Video Tutorial]: Creating User-Defined Functions in Analytic Reporting Tool PRO for SugarCRM
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of the Analytic Reporting Tool PRO.
Add-On Spotlight
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Dynamic Search
Search more quickly and effectively with Dynamic Search. Using the name search field you can filter by any field in the list view to more quickly drill down to the exact records you need.
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Upsert® Lockout
Set maintenance windows so admins can't make disruptive changes or run performance-draining processes during peak usage times.
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Upsert® Call Center for RingCentral
FEATUREDUpsert® Call Center for RingCentral transforms your CRM into a customer-centric powerhouse. It lets you make and take RingCentral calls from within Sugar. It automatically creates SugarCRM...
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