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Elevating Sales Efficiency: Mobileforce CPQ Integration with SugarCRM, Pipedrive and Zendesk
Software Integration
Blog

Elevating Sales Efficiency: Mobileforce CPQ Integration with SugarCRM, Pipedrive and Zendesk

In the realm of sales optimisation, the fusion of Configure, Price, Quote (CPQ) solutions with Customer Relationship Management (CRM) and customer support platforms is proving to be a game-changer for businesses aiming to streamline operations and enhance customer satisfaction.
Generative AI: Revolutionising Customer Experience in 2024
Zendesk
Blog
Customer Experience

Generative AI: Revolutionising Customer Experience in 2024

In 2023, the world witnessed the dawn of generative AI, a ground breaking technology that swiftly captivated the attention of millions worldwide. From enhancing software coding to refining chatbot interactions, generative AI showcased its immense potential across various domains, heralding a new era of innovation. Now, in 2024, this technology continues to evolve, promising to reshape customer experiences in profound ways.
7 Reasons Why Act-On Is a Great B2B Marketing Platform
Act-On
Blog
Marketing Automation

7 Reasons Why Act-On Is a Great B2B Marketing Platform

Ever wondered why you should choose Act-On as your B2B marketing platform? Sit back and read our 7 reasons why we at optimate.me use Act-On to scale our business.
The  Rise of Marketing Automation
Marketing Automation
Act-On

The Rise of Marketing Automation

A common(and smart!) business objective is to capture your audience's attention. With attention spans getting shorter and shorter, time is of the essence. This means, as a business, you want to maximise your output, whilst minimising your input. This is where automated services come in. This article will take a closer look at the rise of these types of services, specifically marketing automation and how they are making our business lives easier.‍
Tahua Partners Case Study Article
Zendesk
Retail
Customer Experience

Tahua Partners Case Study Article

Tahua Partners is a New Zealand-owned and operated company of experienced retailers who are passionate about creating great hospitality businesses with major brands. With a diverse portfolio of popular brands including Burger King, Starbucks, Popeyes Chicken, Resonate and Hannah's Number One Shoes, Tahua Partners has established itself as a key player in the food and retail industry.
Tahua Partners Video Case Study
Zendesk
Retail
Videos
Customer Experience

Tahua Partners Video Case Study

Fern Energy Case Study Article
SugarCRM
Distribution
Customer Relationship Management (CRM)

Fern Energy Case Study Article

Fern Energy was created through the partnership of two long-standing, trusted Kiwi companies, Southfuels and Farmlands Fuel, to better serve the people at the heart of our primary industries across New Zealand.
Mimico Video Case Study
SugarCRM
Videos
Agriculture
Customer Relationship Management (CRM)

Mimico Video Case Study

Haines Hunter Video Case Study
Pipedrive
Marine
Videos
Customer Relationship Management (CRM)

Haines Hunter Video Case Study

Haines Hunter Case Study Article
Pipedrive
Marine
Case Study
Customer Relationship Management (CRM)

Haines Hunter Case Study Article

Since the early 1980s, Haines Hunter New Zealand has been 100% locally owned and operated. Haines Hunter is one of the leading builders and retailers of beautifully crafted and high-quality leisure boats in New Zealand.
Seamless CRM Success: Mastering Change Management for Optimal Adoption!
Blog
Customer Relationship Management (CRM)

Seamless CRM Success: Mastering Change Management for Optimal Adoption!

We all know how challenging it can be to implement something new. Whether it be implementing a new software program, a new workout schedule, or transitioning into a new business, change is difficult. This is why having a clear change management plan is critical to your success. In this article, we are going to uncover how you can use a change management approach to successfully implement a CRM (customer relationships management) system into your business.
Tahua Partners Testimonial
Zendesk
Retail
Customer Experience
Videos

Tahua Partners Testimonial

Mastering CRM Systems in New Zealand
Blog
Customer Relationship Management (CRM)
Software Integration

Mastering CRM Systems in New Zealand

In the vibrant business landscape of New Zealand, finding the perfect Customer Relationship Management (CRM) system is like discovering the elusive Kiwi bird. With numerous options available, selecting the right CRM can be a daunting task. Fear not! In this guide, we will unveil the secrets to choosing the ideal CRM system for your business, equipping you with the right questions to ask along the way.
Optimate.me: Your Trusted Pipedrive Partner in New Zealand and Australia
Blog
Pipedrive

Optimate.me: Your Trusted Pipedrive Partner in New Zealand and Australia

In the fast-paced world of sales and customer relationship management (CRM), having the right tools can make all the difference. That's where Optimate.me comes in as your trusted Pipedrive partner in New Zealand and Australia. In this article, we will explore what Pipedrive CRM is and how it can supercharge your sales efforts, all with the expert guidance of optimate.me.
Unlocking Customer Experience Excellence: Essential Metrics for Measuring and Enhancing Satisfaction
Blog
Customer Experience

Unlocking Customer Experience Excellence: Essential Metrics for Measuring and Enhancing Satisfaction

Customer experience is a critical aspect of any business, and measuring it can help companies identify areas for improvement.
The Customer Counts: How Getting Real Feedback From Your Customers Can Improve Your Business
Blog
Customer Experience

The Customer Counts: How Getting Real Feedback From Your Customers Can Improve Your Business

Asking for feedback from customers is crucial for businesses that want to improve their products and services. However, it can be challenging to collect feedback effectively.
Performance Metrics Unveiled: A Guide to Evaluating Customer Service Agent Success
Blog
Customer Experience

Performance Metrics Unveiled: A Guide to Evaluating Customer Service Agent Success

Measuring customer service agent performance is crucial for any business that wants to provide top-notch customer service. But with so many metrics to consider, it can be challenging to know where to start.
Closing the Gap: How Businesses Can Reduce Knowledge Gaps in Customer Service Teams
Blog
Customer Experience

Closing the Gap: How Businesses Can Reduce Knowledge Gaps in Customer Service Teams

A knowledge gap in a customer service team can be detrimental to a business's reputation and overall customer experience. When a customer service representative lacks the knowledge to answer a customer's inquiry, it can result in frustration and dissatisfaction.
Mastering the Channels: How Businesses Can Improve Different Support Channels
Blog
Customer Experience

Mastering the Channels: How Businesses Can Improve Different Support Channels

In today's digital age, customers expect businesses to provide support across multiple channels such as phone, social media, web chat, and email. However, providing support across multiple channels can be challenging for businesses that are not equipped to handle each channel effectively.
Cracking the Code: How to Identify the Root Cause of Customer Complaints
Blog
Customer Experience

Cracking the Code: How to Identify the Root Cause of Customer Complaints

Customer complaints can be a valuable source of information for businesses looking to improve their products, services, and customer experience. However, in order to make meaningful improvements, businesses need to identify the root cause of the complaints.
One and Done: How Businesses Can Resolve Customer Issues on the First Contact
Blog
Customer Experience
Customer Relationship Management (CRM)

One and Done: How Businesses Can Resolve Customer Issues on the First Contact

Resolving customer issues on the first contact is essential for businesses that want to provide a positive customer experience. When customers have to contact support multiple times to resolve an issue, it can lead to frustration and a negative perception of the business.
Say Goodbye to Long Wait Times: How Businesses Can Reduce Customer Support Wait Times
Blog
Customer Experience

Say Goodbye to Long Wait Times: How Businesses Can Reduce Customer Support Wait Times

Long wait times for customer support can lead to frustrated customers, lost sales, and a negative reputation for businesses. In today's fast-paced world, customers expect quick and efficient support.
Customer Needs in 2023: 6 Emerging Trends You Need to Know
Blog
Customer Experience

Customer Needs in 2023: 6 Emerging Trends You Need to Know

As technology and society continue to evolve, so do customer needs. Understanding these changing needs is crucial for businesses to remain competitive and relevant.
Take Control of Your Data: How Customers Can Get a Single View of Their Customer Data
Blog
Customer Experience
Data Management

Take Control of Your Data: How Customers Can Get a Single View of Their Customer Data

As customers interact with businesses across multiple channels, they leave a trail of data that is often scattered across various systems. This scattered data can make it challenging for customers to get a complete view of their interactions with a business, leading to frustration and missed opportunities.
Streamline Customer Support: How Help Desk Software Can Revolutionise Your Business
Blog
Customer Experience
Customer Relationship Management (CRM)

Streamline Customer Support: How Help Desk Software Can Revolutionise Your Business

As businesses continue to expand and grow, they encounter various challenges, with one of the most significant being customer support. Companies that strive to maintain loyal customers understand that providing excellent customer service is crucial. However, managing customer issues can be overwhelming, especially with the increasing number of requests.
Turning Sales Underperformers Into Top Performers: Strategies for Business Success
Blog

Turning Sales Underperformers Into Top Performers: Strategies for Business Success

In sales, there are always going to be top performers and those who struggle to achieve their targets. But what can a business do to help lift the performance of underachieving sales reps and turn them into top performers?
Streamline Your Sales Process: How to Build Quoting Into Your CRM System
Blog
Customer Relationship Management (CRM)
Software Integration

Streamline Your Sales Process: How to Build Quoting Into Your CRM System

Quoting is an essential part of the sales process, but it can also be time-consuming and complex, particularly when dealing with multiple products, pricing tiers, or customisation options. Integrating quoting into your CRM system can help streamline your sales process, reduce errors, and improve your team's productivity.
Beyond the Numbers: How to Measure Your Sales Results More Effectively
Blog
Customer Relationship Management (CRM)

Beyond the Numbers: How to Measure Your Sales Results More Effectively

Measuring sales results is crucial for any business looking to grow and succeed. However, many businesses struggle to measure their sales results effectively, relying solely on traditional metrics such as revenue, units sold, or customer acquisition costs.
From Resistance to Results: How to Get Your Sales Team to Use a CRM System
Blog
Customer Relationship Management (CRM)

From Resistance to Results: How to Get Your Sales Team to Use a CRM System

CRM systems have become essential tools for managing customer relationships, tracking sales activities, and driving business growth. However, many sales teams are resistant to using CRM systems, citing reasons such as complexity, lack of time, or a preference for their own methods.
The Science of Selling: Why Some Sales Reps Outperform Others
Blog

The Science of Selling: Why Some Sales Reps Outperform Others

Sales is a complex and challenging profession that requires a unique blend of skills, knowledge, and personality traits. Some sales reps seem to effortlessly outperform their peers, consistently achieving their sales targets and driving business growth.
Mastering the Art of Accurate Forecasting with the Help of CRM
Blog
Customer Relationship Management (CRM)
Data Management

Mastering the Art of Accurate Forecasting with the Help of CRM

Forecasting is an essential component of any successful business. It helps you predict future sales, revenue, and demand, allowing you to make informed decisions and plan for the future. However, accurate forecasting can be challenging, especially when dealing with a large number of variables.
Mastering Sales Discipline: A Proven Blueprint for Transforming Your Team's Success
Blog

Mastering Sales Discipline: A Proven Blueprint for Transforming Your Team's Success

In the dynamic landscape of business, where competition is fierce and customer expectations are ever-evolving, one thing remains constant: the power of sales discipline. In this article, we will unveil a few ways to embed sales discipline within your team, ensuring consistent results and fostering a culture of excellence. Let's dive in!
5 Strategies to Gain Better Visibility Over Your Sales Staff's Activities
Blog
Customer Relationship Management (CRM)

5 Strategies to Gain Better Visibility Over Your Sales Staff's Activities

As a business owner or sales manager, it's important to have a clear understanding of what your sales staff is doing on a day-to-day basis. Knowing the activities of your sales team can help you identify areas for improvement, optimise your sales process, and ultimately drive more revenue
Mastering Marketing Automation: What It Is and How It Can Benefit Your Business
Blog
Marketing Automation

Mastering Marketing Automation: What It Is and How It Can Benefit Your Business

Marketing automation has become a buzzword in the world of digital marketing, but what exactly is it, and how can it benefit your business?
From Idea to Execution: How to Develop a Winning Content Marketing Strategy
Blog
Marketing Automation

From Idea to Execution: How to Develop a Winning Content Marketing Strategy

Content marketing has become a crucial aspect of modern marketing, with businesses using it to generate leads, build brand awareness, and establish themselves as thought leaders in their industry. However, developing a successful content marketing strategy requires careful planning and execution.
The Power of Social Media Marketing: How to Use it Effectively for Your Business
Blog
Marketing Automation

The Power of Social Media Marketing: How to Use it Effectively for Your Business

Social media has become an essential part of our lives, and businesses can't ignore the impact it has on marketing. With billions of active users, social media platforms offer businesses the opportunity to reach a massive audience and engage with them directly. In this blog, we'll discuss the role of social media in marketing and how businesses can use it effectively to achieve their marketing goals.
MQL vs. SQL: What's the Difference and Why It Matters?
Blog
Marketing Automation

MQL vs. SQL: What's the Difference and Why It Matters?

Marketing and sales teams often work together to generate leads and convert them into customers. However, not all leads are created equal, and it's important to understand the difference between Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs) to ensure that your efforts are targeted and effective.
From Acquisition to Advocacy: Understanding the Customer Lifecycle Marketing
Blog

From Acquisition to Advocacy: Understanding the Customer Lifecycle Marketing

As a business owner, you've probably heard of the term "customer lifecycle marketing" thrown around in marketing meetings and discussions. But what exactly is it? And why is it important?
The Best Marketing Channels to Reach Your Target Audience
Blog
Marketing Automation

The Best Marketing Channels to Reach Your Target Audience

In today's competitive business environment, it's crucial to use the right marketing channels to reach your target audience effectively. With so many different channels available, it can be challenging to know which ones will work best for your business. We know every business is different, but in this blog, we'll discuss some of the best marketing channels that can help you reach your target audience and achieve your marketing goals.
Bullseye! The Power of Target Marketing for Your Business
Blog
Marketing Automation

Bullseye! The Power of Target Marketing for Your Business

Target marketing is a strategy that involves identifying a specific group of consumers who are most likely to be interested in a business's products or services and tailoring marketing efforts to that group. It's about aiming at a specific target audience rather than trying to reach everyone.
The Ultimate Guide to Creating a Winning Marketing Plan
Blog

The Ultimate Guide to Creating a Winning Marketing Plan

A marketing plan is a comprehensive document that outlines a business's overall marketing strategy, goals, and tactics. It helps businesses to stay focused and organised while reaching their marketing objectives. Creating a marketing plan can seem daunting, but it doesn't have to be. In this guide, we will explain what a marketing plan is and provide a step-by-step process for creating one.
Stop the Pain: How to Prevent Customer Churn in Your Business
Blog
Customer Experience

Stop the Pain: How to Prevent Customer Churn in Your Business

Customer churn can be a major problem for any business. It's the rate at which customers leave your business and seek services or products elsewhere. This is not only frustrating (I see you holding back those tears) but can be very damaging to your business's bottom line. Fortunately, there are a few simple steps you can take to prevent customer churn and keep your customers coming back for more. In this blog post, we'll discuss some practical strategies that businesses can use to prevent churn.
Unlocking Success: How to Get Your Marketing Channel to Generate More Leads for Your Business
Blog
Marketing Automation

Unlocking Success: How to Get Your Marketing Channel to Generate More Leads for Your Business

One of your marketing department's primary responsibilities is to generate leads, which are potential customers or clients who express interest in your products or services. Lead generation is a critical aspect of marketing that can directly impact the success of your business.
5 Proven Strategies for Marketing Managers to Provide High-quality Leads to Their Sales Team
Blog
Marketing Automation
Data Management

5 Proven Strategies for Marketing Managers to Provide High-quality Leads to Their Sales Team

As a marketing manager, one of my primary responsibilities is to generate leads that convert into customers for our business. However, not all leads are created equal, and providing high-quality leads to the sales teams can significantly impact their success in closing deals and driving revenue. In this article, we will explore five proven strategies that marketing managers can implement to deliver better-quality leads to their sales teams.
A Step-by-step Guide to Marketing Automation with Act-On
Blog
Act-On
Marketing Automation

A Step-by-step Guide to Marketing Automation with Act-On

Generating more revenue with fewer resources might seem like a feat of superheroics. But with the right marketing automation tools, you can rise to the occasion.
How a CRM consultancy will benefit your business!
Blog

How a CRM consultancy will benefit your business!

In today’s business world, customer relationships are everything. Without a good customer relationship system in place, your business will suffer. Therefore, hiring a good CRM consultancy service is critical for companies in all fields.
What is a CRM Consultant?
Blog

What is a CRM Consultant?

Customers form the core of any business. Moreover, every business needs to make profits to survive, and profits can only be made from the interaction between customers and businesses. Hence, given how essential customers are to businesses, a business must have a working Customer Relationship Management System (CRM System) to survive.
How to implement a CRM into your business
Blog
Customer Relationship Management (CRM)

How to implement a CRM into your business

Customer Relationship Management (CRM) software is a powerful tool that can help businesses streamline their sales, marketing, and customer service efforts. But for many companies, the challenge is not just in selecting the right CRM program, but in training their employees to use it effectively.
Tired of losing track of your leads?
Pipedrive
Customer Relationship Management (CRM)

Tired of losing track of your leads?

Whether you're considering migrating from one CRM to another or are new to the world of CRM in general, this video will show you how you can greatly improve your sales results with Pipedrive.
How to Choose the Best CRM for Your Business
Blog
Customer Relationship Management (CRM)

How to Choose the Best CRM for Your Business

With so many different CRM (customer relationship management) systems in the market, it can be confusing to know which CRM is best for your business. The first question to answer is, why would a company use a CRM?
Fern Energy Upgrades to SugarCRM Sell Premier
Company News
SugarCRM
Distribution
Customer Relationship Management (CRM)

Fern Energy Upgrades to SugarCRM Sell Premier

Fern Energy, the business that keeps New Zealand’s Primary Sector moving and SugarCRM, provider of the award-winning AI-driven CRM platform, today announced Fern Energy has upgraded its existing SugarCRM solution to Sugar Sell Premier.
Mimico Testimonial
SugarCRM
Agriculture
Customer Relationship Management (CRM)
Videos

Mimico Testimonial

CloudTech is now optimate.me
Blog
Company News

CloudTech is now optimate.me

After 10 years of operating under the name CloudTech, this major player in the CRM (Customer Relationship Management) software consultancy space is rebranding, or rather, optimising its business. Meet optimate.me, (pronounced optimate me) your growth partner.
Ezi Car Rental Case Study Article
Act-On
Automotive
Marketing Automation
Case Study

Ezi Car Rental Case Study Article

With over 25 years of expertise in the New Zealand rental car market and one of the largest 100% Kiwi-owned and run rental car companies. Ezi Car Rental was established in 1998.
Haines Hunter Testimonial
Pipedrive
Marine
Customer Relationship Management (CRM)
Videos

Haines Hunter Testimonial

Driveline Fleet Testimonial
SugarCRM
Automotive
Customer Relationship Management (CRM)
Videos

Driveline Fleet Testimonial

Ezi Car Rental Testimonial
Act-On
Automotive
Videos
Marketing Automation

Ezi Car Rental Testimonial

Ezi Car Rental Video Case Study
Act-On
Automotive
Videos
Customer Relationship Management (CRM)

Ezi Car Rental Video Case Study

TotalEnergies NZ Case Study Article
SugarCRM
Distribution
Customer Relationship Management (CRM)

TotalEnergies NZ Case Study Article

TotalEnergies New Zealand is the authorised importer and distributor of TotalEnergies and lubricants in New Zealand. TotalEnergies is a privately-owned New Zealand business and the third largest lubricant distribution company in New Zealand. The company has a philosophy to always go the extra mile for its customers and as a consequence, they have seen year-on-year growth across the business over recent years.
Allco Waterproofing Case Study Article
SugarCRM
Engineering
Customer Relationship Management (CRM)
Case Study

Allco Waterproofing Case Study Article

Allco distributes roofing and tanking waterproofing membranes throughout New Zealand through a network of approved applicators. Allco has a team of architectural reps who call on architects and construction companies to get Allco products specified for construction projects. As Allco has grown and taken on more sales reps it has become more challenging to track architects and projects.
Alchemy Agencies Case Study Article
SugarCRM
Distribution
Case Study
Customer Relationship Management (CRM)

Alchemy Agencies Case Study Article

With a start-up staff count of around eight, Alchemy Agencies put in place an in-house system based on Microsoft Access around three years ago. However, to gain thorough visibility of supply roadblocks, New Zealand importer and distributor Alchemy Agencies had to move to a more modern Customer Relationship Management platform.
Tourism Holdings Case Study Article
SugarCRM
Case Study
Customer Relationship Management (CRM)

Tourism Holdings Case Study Article

Tourism Holdings Limited (thl) is New Zealand's premier tourism company. We are listed on the New Zealand Stock Exchange under the ticker code thl and are the largest provider of holiday vehicles for rent and sale globally.
Close Deals Faster with DocuSign for Sugar!
SugarCRM
Customer Relationship Management (CRM)
Software Integration

Close Deals Faster with DocuSign for Sugar!

Securely sign and manage documents directly within your CRM by leveraging the Sugar Connector to DocuSign, which works seamlessly in the cloud for increased speed and flexibility. Users can configure and send envelopes from the DocuSign dashlet in Sugar, and your customers...
Create Professional-quality Documents Using Sugar Doc Merge
SugarCRM
Customer Relationship Management (CRM)
Software Integration

Create Professional-quality Documents Using Sugar Doc Merge

Doc Merge pulls data from Sugar® records into professional-quality documents such as contracts, quotes, NDA agreements, form letters, and labels. Through custom templates that you design according to your needs, Doc Merge has the ability to extract data from all Sugar modules and their related modules into individual or multiple digital documents within minutes. This powerful feature ...
SugarCRM Elite Partner Again!
SugarCRM
Company News

SugarCRM Elite Partner Again!

Here at optimate.me we are thrilled to confirm that we have retained our Elite SugarCRM Partner Status with SugarCRM for the next financial year.
Reduce Churn and Increase Revenue - Growth Marketing Webinar
Act-On
Marketing Automation

Reduce Churn and Increase Revenue - Growth Marketing Webinar

Why should marketers learn how to reduce churn and focus on customer acquisition? 87% of customers are more willing to renew and repeat their purchases with brands who deliver exceptional experiences. 
Funnel to Lifecycle Marketing Growth Marketing Webinar
Act-On
Marketing Automation

Funnel to Lifecycle Marketing Growth Marketing Webinar

Attracting leads and closing the sale is just half the equation! In order to truly grow your business, it’s crucial to support your customers with lifecycle marketing strategies throughout their entire journey.
Automate Repetitive Tasks
Zendesk
Customer Experience

Automate Repetitive Tasks

Learn the basic ways you can optimize your Zendesk account to give your agents more time to help customers, instead of completing repetitive tasks.
Improve the Customer Experience
Zendesk
Customer Experience

Improve the Customer Experience

Learn the basic ways you can optimize your Zendesk account to improve your customer experience.
Getting Started with Zendesk
Zendesk
Customer Experience

Getting Started with Zendesk

Learn the basic ways you can optimize your Zendesk account when first getting started.
Setting up the SugarCRM Outlook Connector
SugarCRM
Customer Relationship Management (CRM)
Software Integration

Setting up the SugarCRM Outlook Connector

Sugar's Enhanced Plug-in for Outlook allows you to archive emails to Sugar, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. The plug-in is available with all commercial editions of Sugar and must be installed on each computer running Outlook where the plug-in is desired.
Case Management in SugarCRM
SugarCRM
Customer Relationship Management (CRM)

Case Management in SugarCRM

Sugar's Cases module is used to track and manage customer requests for assistance with products or services. As a case is opened, worked on, and resolved, its progress will be denoted by the Status field.
Lead to Opportunity Process
SugarCRM
Customer Relationship Management (CRM)

Lead to Opportunity Process

Lead Conversion is the process of converting a lead into an account, contact, and/or opportunity. Leads are typically generated from marketing events such as trade shows or mailing campaigns.
SugarCRM Call Module Video
SugarCRM
Customer Relationship Management (CRM)
Software Integration

SugarCRM Call Module Video

Sugar has vastly improved the Call Module to allow users the ability to set up more complex call cycles but it is not immediately obvious how to do this.
5 Automated Workflows You Can Do in Act-On
Blog
Act-On
Marketing Automation

5 Automated Workflows You Can Do in Act-On

Marketing Automation Programs with Act-On can give you opportunities to nurture, engage, or sort your contacts list. Workflow automation uses rule-based logic to tailor successive steps, routing information as you’ve defined by the workflow in a completely automated way depending on the behaviour of the contact.
SugarCRM Dashboard 101
SugarCRM
Customer Relationship Management (CRM)

SugarCRM Dashboard 101

One of the quickest ways to make your CRM a more powerful tool is to configure and set up dashboards and dashlets. In the past this was easier said than done, every user was responsible for setting up their own dashboards which were a labor-intensive exercise and if we are truly honest, except for a few super-users, most users had no dashboards set up at all!
Highlights from the 2018 SUGARCON
Company News
SugarCRM
Industry Report

Highlights from the 2018 SUGARCON

This year the optimate.me directors decided to head to the annual SugarCRM Conference. This year’s event brought us all the way to the Cosmopolitan Hotel, Las Vegas in the middle of the Nevada desert, to showcase the future of Sugar and CRM.
Sugar Hint | Knowledge is Power
SugarCRM
Customer Relationship Management (CRM)

Sugar Hint | Knowledge is Power

Hint accelerates call preparation time by providing you with all the customer contact and social network information you need with just a name and an email. This helps you spend less time on research and maintenance so that you can spend more time getting to know your customer.
General Data Protection Regulation Overview
Company News

General Data Protection Regulation Overview

General Data Protection Regulation impacts every company that processes personal data from EU regardless of the company's location. The GDPR was approved and adopted by the EU Parliament in April 2016. The regulation will take effect after a two-year transition period and, unlike a Directive it does not require any enabling legislation to be passed by government; meaning it will be in force May 2018.
The Account Hierarchy in SugarCRM (with Video Walk-through)
SugarCRM
Customer Relationship Management (CRM)

The Account Hierarchy in SugarCRM (with Video Walk-through)

Did you know that SugarCRM can be configured to display account and contact hierarchy? Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.
Kanban View in SugarCRM (with Video Walk-through)
SugarCRM
Customer Relationship Management (CRM)

Kanban View in SugarCRM (with Video Walk-through)

An exciting new development for SugarCRM is the new Visual Pipeline plugin based on the popular Japanese Kanban Card system.
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