SugarU Podcast: Recent Episodes
Andrea Ayers
The SugarU Podcast is designed for SugarCRM Administrators to inform, excite, and teach them about all the exciting ways we can help them be champions for success. SugarU website: university.sugarcrm.com
Show Notes:
In this episode, we review the benefits of our multi-channel tool that lets your reps communicate with your customers without leaving Sugar. Now, there's one place to call or chat with customers using Amazon Connect. Below are the links mentioned in the podcast episode.
Amazon Connect
Application Guide for SugarLive (for end-users)
Admin Guide for Configuring SugarLive
Show Notes:
This first episode in 2024 is all about Sugar New Year’s resolutionideas. Level up your new year with several tips to make your Sugar Instanceshine and help your users excel. The links below were referenced in thisepisode.
Release Central (SugarClub)SugarOutfitters Data Quality
Show Note:
During the holiday season, thisepisode focuses on appreciation. In the US, it's Thanksgiving. It is a timethat we focus on appreciating our friends and family. But, it should also be atime we start reflecting on the past year and recognize those whom we need toshow appreciation.
Show Notes:
This episode covers common issuesusers have and how you can troubleshoot them. Steps and tools that help youtroubleshoot.
Clearing Browser Cache
Performing a Quick Repair & Rebuild
Troubleshooting Being Unable to Log In to Sugar
Show Notes:
In this Halloween Episode, we’ll exploreseven things you might now have known you can do to improve your user’s experience in Sugar. All the links below are mentioned in the episode.
Amazon Web Services
Supported Platforms Page
Sugar Application Guide – Email Archiving
SugarCRM Mobile App
DocuSign Documentation
DocuSign website
License Types Matrix
In this episode, we'll explore what it means to manage users in Sugar. We also provide examples of how to track your user requests in Sugar and how to help your users use Sugar more easily.
Users, Teams, and Roles Help Articles
Show Notes:
In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM’s Digital CX Operations Director. Alex discussedthe following topics:
- Why use SugarClub,
- Updates and upgrades,
- What’s coming in the future, and
- How to get involved in a community.
He also shares his experience at a recent conference with other community managers. He encourages listeners to get involved in the SugarClub community and promotes creating your own communities within your organization. Contact SugarClub if you want help creating a community site at your organization (see email below).
Here are additional links discussed in this podcast episode for your reference:
SugarClub Update and Upgrade
SugarClub Help
Navigating the SugarClub Site
Community Quick Start Guide
SugarCRM Support Page Revamp blog post (coming soon)
sugarclub@sugarcrm.com to contact the SugarClub Team
Show Notes:
This episode provides an overview of version 13.1 or Q3 2023 Release. We review two major changes in this release and supply the links below for more learning.
v. 13.1 Release Notes – Sell
v. 13.1 Release Notes – Serve
What to Expect When Upgrading to 13.1
Tile View Improvements Video
Dashboard Filtering Capabilities Video
Image of Pipeline Metrics Dashlet
Show Notes:
In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.
Show Notes:
This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what’s included in this release to help prepare yourself and your Sugar users for what’s changed.
Feature Disparity Between 12.3.0 and 13.0.x: For customers who are upgrading to 13.0.x from 12.3.0
Feature Disparity Between 12.0.x and 13.0.x: For customers who are upgrading to 13.0.x from 12.0.x
Installation and Upgrade Guide and Migration Guide
New Navigation Bar in Sugar Sell, Serve, and Enterprise v. 12.3
Reporting in Sugar Sell & Enterprise in the Q2 2023 Release
Show Notes:
In this episode, we review ten posts from SugarClub from last quarter that you don’t want to miss. This episode will hopefully entice you to look at one or all of these post links listed below.
Social Club Event: All About Upgrades – SugarCloud & On-site – April 27 at 10:00 Am Eastern Time (US & Canada)
Developer Office Hours – Session 9 (April 5 @10 AM Eastern Time (US & Canada)
DevClub Calendar
SugarOutfitters Blog Post - How to Reduce Sceen – Switching and Access Tickets Directly from Teams
Voice of the Customer: Prioritizing your product :: Marcch 2023
SugarClub’s Release Central
How to Leverage Custom Reports in Your Sugar Dashboard
Sugar Market Updates: A Sweet Release for Market Users – Release Update 23.4 – Report Filter Improvements
Virtual Round Table | Introducing Sugar 13.0 – Get more out of your Sugar Platform Webinar on April 19 @ 10 AM London Time
Virtual Chat: Get more value from your CRM with the new SugarCRM platform | Spanish – April 18 @ 10 AM Madrid Time
Virtual "Round Table": Increase efficiency and transparency in your business processes with Sugar | German – April 20 @ 2 PM Berlin Time
Show Notes:
In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming Release Week on SugarClub starting on January 23rd.
Release Notes for Sugar Sell
Release Notes for Sugar Serve
Link to Q1 2023 Release Week SugarClub page (available on January 23rd)
Show Notes:
In this holiday-themed episode, we discuss how to show thankfulness to your customers (an organization’s assets) and your valuable employees. Happy Holidays from SugarU!
Show Notes:
Presenting online to remote audiences requires different approaches and tools than those for delivering the same slides in person. This session will help you maximize your effectiveness when creating and delivering engaging presentations online to remote audiences.
Participants will learn how to:
- Efficiently outline and prepare content
- Source and make use of high-quality imagery and other visuals
- Reduce reliance on text, eliminate bullet points and craft effective headers
- Make use of online tools and techniques including those in PowerPoint, Zoom, and Teams
- Set up your presentation space including proper camera placement, lighting, and sound
- And much more!
Show Notes:
In this episode, I’m going to talk about the skills you should look for in a new Sugar Admin. Whether you need to hire another Admin because you’re just starting with Sugar or you need a second or third Sugar Admin, hopefully, the skills shared with you in this episode will help you write a job description and interview candidates.
Do I Need to Hire a Full Time Administrator for SugarCRM? Blog Article
Show Notes:
In this episode, we highlight the GROW Adoption Framework that’s available in SugarClub to you identify where you are in your journey and provide guidance and resources to help you advance through each phase. We want to help you get your adoption garden growing!
Why Adoption Matters
People, Process, & Technology
What adoption stage are you in?
GROW Adoption Framework
Get Help
Adoption Discussions
Show Notes:
Many customers have asked “So, what’s team-based permission, again?” in Sugar and how does it work. This episode explores what team-based permission is and how you might want to use it to help your sales or support teams. We also give an overview of Teams and Roles in conjunction with team-based permissions, since they all work together to create Sugar’s robust access control to modules, fields, and records.
Understanding Team-based Permissions
Administration Guide – Setting Record-Level Permissions
Application Guide – Using Team-Based Permissions
Show Notes:
In this episode, we discuss how the self-service customer portal is just a part of the solution for your customer experience. We talk about what self-service means to your customer and you and how it can be configured to best meet your ideal customer experience.
Sugar Serve Demo (with self-service portal)
Quick Video: How to Configure the Self-Service Customer Portal
Show Notes:
In this episode, we review 10 posts from SugarClub from last quarter that we don’t want you to miss. This episode will hopefully entice you to take a look at one or all of these post links listed below.
New Quick Video – Using Advanced Forecasting and Pipeline Analytics in Sugar Sell by Olivia Englehart
6 Successful Tips to Creating an Enticing Marketing Campaign by Lauren King
Sugar Connected Virtual Event Series – Now available On Demand
New Webinar in June - Accelerate and Automate Sales: Create the Ultimate Sales Plays with CRM
NEW Thought-Leadership Podcast Featuring Business Leaders and Their Strategies for Growth
WEBINAR: How is CRM software helping leading manufacturers boost productivity?
Best practices in data cleansing when you have a large CRMby Adam Franks
In Case You Missed Our Q3 2022 (12.1) Dev Webinar posted by Rafael Fernandes
Leadership Lounge – How No-Code/ Low-Code Works by Christian Wettre
New E-learning course: Quick Start for Salesforce Administrators created by Brie Rowe
Show Notes:
In this episode, we explore the improvements and enhancements in the Q3 2022 or version 12.1 release. This is a cloud-only release, but these features will be available for on-premise customers in the next major release. In this podcast episode, we provide only the top or major changes in the release. Please refer to the links below for all the changes available in this release. And, since it’s only audio, you’d benefit from watching the SugarU training videos to see the actual changes in Sugar.
Sugar Mobile Solutions Guides and Release Notes
What’s New in the Q3 2022 Sugar Release Training Course (5 product videos) must login to access course
Sugar Sell 12.1 Guides and Release Notes
Sugar Serve 12.1 Guides and Release Notes
What to Expect When Upgrading to 12.1 (Q3 2022) Help Article
In this episode, we talk with Olivia Englehart from SugarU about the Sugar Market and Sugar Sell integration. She explains who, what, when, where, and how to implement these two products together.
SugarCRM Services
Sugar Market
Sugar Sell
SugarU Course – How Sugar Market and Sugar Sell Work Together
In this episode, we talk about Hint. What is it? How can it benefit your organization? What you’ll need to do to make it work and how your users can use it. It’s a great tool to help our users spend more time on what they do best – building customer relationships instead of doing research.
Request a Hint Demo
Hint Installation and Administration Guide
Configure the Hint Logger
Turn off Hint Notifications
Resync with the Hint Insights Service
Uninstall Hint
Hint User Guide
Show Notes:
In this episode, we speak with Matt Marum about SugarOutfitters. Starting with what SugarOutfitters is, how it can benefit your organization, the kinds of tools available, cost, support, and the difference between our old marketplace and SugarOutfitters. We referenced the links below in the podcast.
SugarOutfitters on SugarClub
SugarOutfitters
New SugarOutfitters Add-ons for April
Show Notes:
In this episode, we explore the DocuSign and Cloud Drive integration now in Sugar. Refer to the links below for more information on the step-by-step instruction on how to configure and set up these two integrations referenced in the podcast.
Configuring Sugar’s DocuSign Connector
Integrating the DocuSign for End Users
Integrating with Google for Admins
Integrating with Google for End Users
Integrating with Microsoft Connector for Admin
Integrating with Microsoft for End Users
Configuring the Cloud Drive Paths
Show Notes:
In this Podcast episode, we review the Q2 2022 a.k.a v.12.0 release features and enhancements that affect Sugar Sell, Serve, and Enterprise. We review the top five changes in version 12.0, but all release materials are found in the links below.
Q2 2022 (v. 12.0) Release Notes
Application Guide
Administration Guide
Editing Preview View Layouts (role-based and dropdown-field-based layouts)
SugarClub Q2 2022 Release Week page
Cloud Drive Integration
DocuSign Integration
What to Expect When Upgrading to 12.0 (Q2 2022) Help Article
Show Notes:
In this episode, we recap the last quarter’s interesting finds in SugarClub. For the last quarter, there’s a ton to talk about. Our community has been busy typing, they are burning up the keyboards and posting new information for the rest of us. Check out the links below referenced in this episode.
Product Updates:
Sugar Serve Q1 2022 is Live
Sugar Sell Q1 2022 is Live
Engage News:
Introducing Equitable Managed Storage Allocations
Four EMEA Customers Who Let the Platform Do the Work
Training & Certification:
Creating and Using Sugar Reports
Live Classes Schedule
How to use the Customer Journey Plug-in
Sugar News:
Ukraine Conflict Crisis
New SugarOffitters Marketplace for Add-ons and Integrations
Now It’s Easier to Grow with SugarCRM: Launching Three Editions to Sugar Sell
Event:
No Blind Spots: Build the Ultimate Sales Forecast with CRM – April 26
Show Notes:
In this podcast episode, we review how to choose the right Sugar Administrator. We started by defining what a Sugar Administrator is, reviewing the qualities of an admin, explaining how many admins are needed, discussing Sugar Care Services, and finally reviewing what you need to do if you’re selected as the admin for your organization’s instance of Sugar. Use the links for more information concerning the search for your Sugar Administrator.
Blog Post: Do I Need to Hire a Full-Time Administrator for SugarCRM?
Sugar Care Services Overview contact: sales@sugarcrm.com
Live Class Schedule
Get Certified!
Podcast Feedback: university@sugarcrm.com
The Customer Journey Plug-in is now named Sugar Automate**. (updated 4/8/2022)
In this episode, we discuss:
· What is the Customer Journey Plug-in (CJP)?
· How it benefits your organization.
· What you’ll have to do, as the Sugar Admin, to make it work in your Sugar Instance?
· What are the high-level steps to Creating a Customer Journey Template?
Use the links below to help you download, install, activate, and configure the Customer Journey Plug-in. Also, how you can create the Customer Journey Templates and your end-user learn how to use the CJP.
Downloads Folder (download the CJP)
Installing the CJP
Activating the CJP
Configuring User Access
Creating Customer Journey Templates
How to Use the Customer Journey Plug-in (Free e-Learning course for End Users)
Show Notes:
In this episode, we have a special guest, Dan Godwin, who will help us understand the SugarCRM Support Team’s role and how they can help you. We review the support offerings, holidays, SLAs, the Case Portal, and Bug Tracker. The links below are referenced in the episode to learn a bit more about support.
SugarCRM Support Team email: support@sugarcrm.com
Main Support Webpage
Case Portal
Using the Case Portal
Sugar Support Offerings
Working with Support (Scope, SLAs, & Creating a Case)
Support Holidays
This episode talks about the powerful Service Console available to your customer service agents in Sugar Serve. We define what the Service Console is and its basic functionality. And we explain its benefits and how it can improve your Customer Service department’s focus on the customer and make sure they are not neglected.
How to Configure the Service Console
Podcast Feedback: university@sugarcrm.com
Show Notes:
In this episode, we discuss the top 5 changes in User Experience for Admins in version 11.3 or Q1 2022 Release. We discuss each new feature and how it can benefit you. Also check out the links below to the associated Release Notes and Product Guides to see other enhancements and new features in other areas of Sugar.
v. 11.3 Release Notes for Sell
v. 11.3 Release Notes for Serve
v. 11.3 Release Notes for Enterprise
v. 11.3 Product Guides
Podcast Feedback: university@sugarcrm.com
Show notes:
This episode reviews the New Calendar (Sidecar Calendar) and Doc Merge that came out in version 11.2 for Sugar Sell and Sugar Serve. The benefits and major features of both features are reviewed. Please use the links below to find more detailed information on how to create a calendar and merge documents.
Sidecar Calendar Application Guide (v. 11.3) Sugar Sell
Sidecar Calendar Application Guide (11.3) Sugar Serve
Understanding Sidecar Calendar vs wCalendar Help Article
How to Create a Role to Restrict Users from Deleting and Editing Someone Else’s Calendar
Sugar Sell 11.3 Release Notes
Sugar Serve 11.3 Release Notes
Doc Merge Application Guide (v. 11.3) Sugar Sell
Doc Merge Application Guide (v. 11.3) Sugar Serve
Doc Merge Help Articles
SugarClub
SugarU Feedback & Questions Email: university@Sugarcrm.com
In this holiday episode, we count down our top 10 favorite tips for Sugar Admins. All the links to each tip are below. Hope you have a wonderful holiday season and see you next year for another season of the SugarU Podcast.
SugarU Feedback & Questions Email: university@sugarcrm.com
Links to Top 10 Favorite Sugar Admin Tip of 2021:
- How to Build Dashboards and How Share Dashboards with Others
- New Calendar Module
- How to Create Action Buttons in Studio
- Creating Mailing Labels from Sugar Records
- Read-Only Field Option
- Required If Options
- Call Transcripts and Call Recordings
- SugarLive in Sugar Portal
- Floating Action Buttons
- SugarClub
Show notes:
This episode is all about Action Buttons introduced in version 11.1 for Sugar Serve, Sell, and Enterprise. We review the 6 different action button options and provide real-life examples for each. We hope this episode encourages you to think about ways you can use action buttons in your instance of Sugar.
SugarU Feedback & Questions Email: university@sugarcrm.com
Help Articles:
Creating an Action Button: https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Creating_an_Action_Button/
Understanding Action Buttons versus wTools Custom Buttons: https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Understanding_Action_Buttons_vs_wButtons/
Admin Guide:
Configuring Action Buttons: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Action_Buttons/#Configuring_Action_Buttons
Action Button Examples Use Cases: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Action_Buttons/#Action_Button_Example_Use_Cases
In this episode, we discuss customer service gratitude. We review when and how to demonstrate appreciation for your customers not just during the holiday season but all year around. And we also announce our top five submissions to the SugarU Best Practice Giveaway.
SugarU Feedback & Questions Email: university@sugarcrm.com
Application Guide Enterprise v. 11.2: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/
Administration Guide Enterprise v. 11.2: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/
Help Articles: https://support.sugarcrm.com/Knowledge_Base/
SugarClub: https://sugarclub.sugarcrm.com/
In this episode, we discuss nine features in your admin toolbox that allow you to configure and customize your instance of Sugar to meet your organization’s needs. You have control. These tools are available in the Developer Tools panel to help you configure your instance of Sugar within the user interface (without touching the code) and using the Styleguide to help developers customize your instance in the code.
Don’t forget about the SugarU Best Practice Giveaway idea here. Win a free SugarU class.
Administration Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/
SugarExchange (SugarCRM Marketplace): https://sugarexchange.sugarcrm.com/
SugarLogic Documentation (Building Formulas for Calculated Values, Dependent Values, and Conditional Required Fields): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Sugar_Logic/
Have you heard of SugarBPM? It’s SugarCRM’s business process application. In this episode of SugarU Podcast, we discuss what SugarBPM is, the benefits of SugarBPM, and what information to gather when someone approaches you from your organization to create a new workflow.
Don’t forget about the SugarU Best Practice Giveaway idea here. Win a free SugarU class.
SugarU Introduction to SugarBPM live-virtual class: https://university.sugarcrm.com/learn/course/internal/view/classroom/116/introduction-to-sugarbpm
Admin Guide>SugarBPM: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/SugarBPM/
Help Articles about SugarBPM: https://support.sugarcrm.com/Knowledge_Base/SugarBPM/
Completing Assigned Process Tasks (for End-Users): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/Processes/
In this episode, we talk about SugarClub and what a resource it can be for a new admin. We review the …
· 5 ways to get you started using SugarClub,
· how to earn points and what you can do with them,
· how to engage, learn, and explore SugarClub, and
· introduced the Adoption section.
SugarClub: https://sugarclub.sugarcrm.com/
SugarClub Site Terms of Use: https://www.sugarcrm.com/legal/terms-of-use/
Submit your Sugar Serve Best Practice Giveaway Idea: https://forms.office.com/r/qW37ecCm2s
Skill Builders Learning Plans: https://sugarclub.sugarcrm.com/learn/p/skill_builders
SugarClub Points, Achievements, and Badges: https://sugarclub.sugarcrm.com/community-help/w/knowledge-base/82/points-achievements-and-badges
In this episode, we talk about the Sugar Administration Specialist Exam. We review the purpose and benefits, the exam specifics, how to register, how to prepare, and explored the topics and objectives of the exam. Refer to the links below to access more information about all the certification programs, sample exam questions, purchasing the exam, renewing your certification, and deep dive into preparing for the exam. And, don’t forget to submit your Sugar Serve Best Practice Giveaway Idea (link below).
Submit your Sugar Serve Best Practice Giveaway Idea: https://forms.office.com/r/qW37ecCm2s
Sugar Certification Programs: https://university.sugarcrm.com/learn/catalog/view/6
Sample Questions for Admin Specialist Exam: https://university.sugarcrm.com/learn/course/internal/view/elearning/145/sugar-certified-administrator-specialist-sample-questions
Purchase Exam: https://university.sugarcrm.com/learn/course/internal/view/elearning/217/certified-sugar-administration-specialist
How to Renew Certification Exam video: https://university.sugarcrm.com/share/asset/view/261(sign on to SugarU first to access)
Preparing for the Certified Sugar Administration Specialist Exam: https://university.sugarcrm.com/learn/course/146/Preparing%2520for%2520the%2520Certified%2520Sugar%2520Administration%2520Specialist%2520Exam(sign on to SugarU first to access)
In this podcast episode, we review five major features and what you need to configure, set up, or adjusted in Sugar Serve to take advantage of the benefits they offer your end-users. We also are announcing a giveaway in this episode. Listen to find out how you can win a free SugarU class.
Below are links mentioned in this podcast episode that you might want to reference for more information.
Sugar Serve Best Practice Giveaway Submission: https://forms.gle/YNRoNPtFRQVbARRH9
Console Management (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Console_Management/
Amazon Web Services (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Amazon_Web_Services/
Get Started with Amazon Connect (AWS): https://docs.aws.amazon.com/connect/latest/adminguide/amazon-connect-get-started.html
SugarPredict for Serve User Guide: https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarPredict/SugarPredict_User_Guide_for_Sugar_Serve/
Creating a Business Center Administrator: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Business_Center_Management/#Creating_a_Business_Center_Administrator
Steps to Complete the Case Follow-up Date Management v2: https://support.sugarcrm.com/Knowledge_Base/SugarBPM/Process_Definition_Setup_Case_Follow-Up_Date_Management/#Steps_to_Complete
Process Business Rules (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/SugarBPM/Process_Business_Rules/
Show Notes:
In this episode, we review the Q3 2021 a.k.a v.11.1 release features and enhancements that affect Sugar Serve. This release is only available for SugarCloud deployments, which means SugarCRM is hosting the instance.
Not every single feature and enhancement will be covered, only the most important ones. But, please refer to the links below for all the new release updates and new features.
Q3 2021 (v. 11.1) Release Notes: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Sugar_11.1.0_Release_Notes/
Q3 2021 (v. 11.1) Application Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Application_Guide/
Q3 2021 (v. 11.1) Administration Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Application_Guide/
What to Expect When Upgrading to 11.1 (Q3 2021) Help Article: https://support.sugarcrm.com/Knowledge_Base/Installation_Upgrade/What_to_Expect_When_Upgrading_to_11.1/
Show Notes:
For the fifth episode of the SugarU Podcast, we discuss with special guest Brie Rowe the upcoming ClubZone event. We review the what, when, and where of the ClubZone. As, Director of SugarUniversity, Brie is a part of the team helping to plan the event. one of the ones in charge of the event. This free customer event is now accepting pre-registration.
Session Dates and Times:
APAC: Tuesday, Sept 28
1:00-5:00 PM AEST / 8:30 AM-12:30 PM IST
Americas: Wednesday, Sept 29
9:00 AM-1:00 PM PDT / Noon-4:00 PM EDT
EMEA: Thursday, Sept 30
Noon-4:00 PM BST /1:00-5:00 PM CEST
sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn
Feedback - Email: university@sugarcrm.com
ClubZone registration: https://tinyurl.com/xjp3trxp
Submit your ideas for ClubZone: https://tinyurl.com/mmf6jwnu
For the fourth episode of the SugarU Podcast, we review several importing of data in Sugar best practice. One of the first challenges in implementing Sugar when moving from a previous CRM system is to migrate your existing data to Sugar. This episode walks through some best practices that you can use to move external data into Sugar.
sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn
Feedback - Email: university@sugarcrm.com
ImportingDocumentation: https://support.sugarcrm.com/SmartLinks/Application_Guide/Import/
Studio Documentation: https://support.sugarcrm.com/SmartLinks/Administration_Guide/Developer_Tools/Studio/
REST API – Developer Guide Web Services: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Integration/Web_Services/REST_API/
Migrating Data From a Previous CRM SystemHelp Article: https://support.sugarcrm.com/Knowledge_Base/Getting_Started/Migrating_Data_From_a_Previous_CRM_System/
Show Notes
In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means is a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps.
- Core Settings https://tinyurl.com/4tk5h9nt
a. System Settings
b. Locale
c. Currencies
d. Mobile
e. Opportunities Configuration
f. Outbound Email Settings
2. Create Users, Teams, and Roles
Sugar Identity Guide: https://tinyurl.com/hk4aa624
Admin Guide (Users, Teams and Roles):
Users: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Users/
Teams: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Team_Management/
Roles: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Role_Management/
Teams and Roles Help Articles: https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Roles_vs_Teams/
- Configure Existing Sugar Modules https://tinyurl.com/p2r5zfvn
a. Studio and Dropdown Editor
b. Renaming Modules
c. Display Modules and Subpanels
d. Configure Quick Create Menu
4. Configure New Modules using Module Builder
Create a Package: https://youtu.be/Wtt1-BbqLCM
Add a Module to a Package: https://youtu.be/bnm7OtLQOho
Adding and Changing Fields, Layouts, and Relationships: https://youtu.be/8PE2WKHbmZE
Deploying Package: https://youtu.be/o01dofwdTis
5. Import or Migrate Records
Importing Records into Sugar video (navigate to the Importing lesson): https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar
6. Create Additional Reports (navigate to the reports lesson): https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar
Sugar Reporting Online Class
sugarclub GROW Adoption Framework: https://sugarclub.sugarcrm.com/adoption/
Show Notes:
Episode 2 is about defining what a Target, Lead, and Contact records are in Sugar sprinkled with best practices and important admin configurations. Hopefully, after listening to this podcast episode you’ll have a better understanding of these three modules and how they work together.
sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn
Feedback - Email: university@sugarcrm.com
SugarPredict for Sell Users Guide: https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarPredict/SugarPredict_User_Guide_for_Sugar_Sell/#Predictive_Insight
How to Use Sugar Sell eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_sell
How to Use Sugar Serve eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_serve
Why is the Leads Module Important in Sugar? article: https://sugarclub.sugarcrm.com/learn/w/quick-video-tutorials/437/why-is-the-leads-module-important-in-sugar
Recording of Best Practices for Creating, Qualifying, and Converting Leads in Sugar Webinar: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/best_2d00_practices_2d00_for_2d00_creating_2d00_qualifying_2d00_and_2d00_converting_2d00_leads_2d00_in_2d00_sugar
Show Notes:
For the first episode of the SugarU Podcast, we explore the idea of using Team Huddles to drive Sugar user adoption. We share the how, when, where, and what of team huddles. Hope you enjoy it!
sugarclub Training & Certification page: https://sugarclub.sugarcrm.com/learn
Feedback - Email: university@sugarcrm.com
Latest Release Notes: https://support.sugarcrm.com/SmartLinks/Release_Notes/
Show Notes:
Welcome to the SugarU Podcast designed for SugarCRM Administrators to inform, excite, and teach them about all the sensational ways we can help them be champions for success.
sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn
Feedback - Email: university@sugarcrm.com