Extensions from MyCRM that make SugarCRM even better Anfrage starten Sugar can do a lot out of the box and has a very large feature set, but there are a few things that are still missing or handled somewhat awkwardly.
Conducting Surveys with SugarCRM (NPS or CSAT) Measure what matters – right where you work. Collecting feedback through NPS (Net Promoter Score) or CSAT (Customer Satisfaction) surveys is a proven way to measure the strength of your customer relationships. With
Connecting Jira with Sugar Creating a 360-Degree Customer View Service and engineering/development teams often work with separate software tools, which can make efficient collaboration and information exchange across departments unnecessarily difficult. In development, tools like Jira are commonly used –
GDPR-Compliant Double Opt-In Forms for SugarCRM Double opt-in is the most privacy-compliant method for handling sign-ups via your website – for example, for contact forms or newsletter subscriptions. In this process, the subscriber confirms their consent in a second step
Create a 360-Degree Customer View Connecting Zendesk with SugarCRM A 360-degree customer view is a powerful thing – it means having full access to relevant customer context across all departments. But are all your customer data truly centralized in one
AI Meeting Assistent for Sugar The AI Meeting Assistant automates meeting documentation and CRM integration to make teams more productive. Get rid of the busy work! AI Meeting Assistant optimizes your meeting management and integrates seamlessly with Sugar. Transcribe, summarize,
Metrics is a collection of 93 read-only fields calculated based on CRM usage and relationships. Metrics allows users to view and create reports based on additional data from user and customer activities – with zero manual effort. The process runs
