Making the customer journey measurable in CRM: Touchpoints, KPIs, and “Next Best Action”
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...
CRM workflows for sales & service: 12 automations that really help
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,...
Solution for CRM & Email Chaos: Clean Communication, Tracking, and Templates – All Under Control with Outlook/Google
Emails, appointments, and agreements often get stuck in inboxes instead of in the CRM. This article shows how sales and service can create transparency with clear logging rules, templates, workflows, and KPI tracking. We explain how Sugar Connect seamlessly integrates...
Sugar 25.2 – Release Highlights
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...
Subscription management tools – solutions and a customer example
In this article, we show which subscription management tools are available, what they can and cannot do, and how we helped a customer automate the management of software subscriptions. Subscriptions on the rise When we talk about digital subscriptions, many...
Stripe Integration for Sugar: Subscription Management Made Easy
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...
Automation in CRM: Workflows that truly relieve the burden
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...
Customer Success: The magic begins after the purchase
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,...
Sugar in Sales: How the CRM Supports Every Phase of the Customer Journey
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...
