CRM is no longer just a place to store contacts and document activities. This article explains how AI is transforming CRM into an active system that supports sales teams, automates tasks, identifies opportunities, and helps companies build stronger customer relationships.
Many teams have CRM data, but no measurable customer journey. This article shows how to define touchpoints, select KPIs for each phase, and build a next-best-action logic. With SugarCRM dashboards, workflows, and a practical example from an agile implementation. Plus statistics, 10 KPI ideas, and a checklist for immediate implementation, so that sales, marketing, and service can act and prioritize based on data.
Workflows turn CRM data into real processes. We show 12 automations for sales and service that really help in everyday life: Lead routing, response time SLAs, follow-up on offers, stage gates, case triage, SLA escalation, and onboarding tasks. Including statistics, tables, and checklists, as well as a practical example of an agile phased introduction – for less rework, more transparency, and better closing and service quality with clear accountability within the team.
The latest update for the SugarCRM platform is here! Sugar 25.2 (Q4 2025) brings a breath of fresh air to your daily work with Sugar Sell and Sugar Serve. According to Sonia Shurik, Director of Product Management at SugarCRM, the
We are pleased to announce that we have developed a new Stripe integration that works seamlessly with Sugar CRM solutions. Subscription Management: How CRM and Stripe make a dream team magine your company is growing fast, your products are selling
CRM systems have long evolved beyond being just digital filing cabinets. When used effectively, they can automate processes and significantly reduce the workload for teams. Yet, their full potential often remains untapped. In this article, we’ll highlight which workflows are
Selling is hard – but keeping customers is even harder. Especially in the field of high-value investment goods – from machinery and business software to IT infrastructure – customer success isn’t a luxury, it’s a necessity. At the same time,
A successful sales process doesn’t end with the deal – it starts with the first contact and supports the customer through every phase of the journey. A powerful CRM system like SugarCRM helps companies design, analyze, and optimize the customer
