أفضل بودكاسات SugarCRM (2024)

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Podcast Episode 2: A Deep Dive into Automation and Integration 14:24

25d ago14:24

14:24

Welcome to Episode 2 of PSE Digital Deep Dive, where we expand on the topics featured in our recent LinkedIn posts. This episode showcases practical examples of how automation and integration can revolutionize business processes. 🎙️ What to Expect in This Episode 1️⃣ Bringme Virtual Reception Integration Discover how Automation Studio, powered by W…

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Season 4 Episode 8: Thanksgiving Message 8:36

30d ago8:36

8:36

Show Notes: This episode all about being thankful from the SugarU and SugarClub Teams. Music Reference: Waiting in the Restaurant: Music by Novifi from Pixabay.

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Deep Dive into Thierry Cools's LinkedIn Insights: Automation, Integration, and Business Transformation 11:26

1M ago11:26

11:26

In this episode of PSE Digital Deep Dive, we take a closer look at the recent LinkedIn posts by Thierry Cools, founder of Platinum Services Europe (PSE), and delve into his innovative approaches to business automation and process integration. Thierry shares highlights from his posts, providing deeper insights into key topics, including: Seamless In…

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Season 4 Episode 7: Celebrating the 50th Episode 2:11

1M ago2:11

2:11

Show Notes: How to join in the funPlaying along with us is easy! Here’s how it will work: 1. First things first, make sure you’re logged on to SugarClub. Second, click the Turn Blog notifications on button. 2. As mentioned in the podcast, each day next week (November 18-22), then we’ll post on the blog post link below a question or task related to …

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Season 4 Episode 6: Harness the Power of Module Builder 9:37

2M ago9:37

9:37

Show Notes: In this episode we’regoing walk how you can see your new module come to life in just minutes and see the impact on your organization using Module Builder. Module Builder can be used to improve your user’s Sugar experience. We review the 4 basic steps to creating a module at a high-level. The links below are discussed in the episode. Bes…

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Season 4 Episode 5: SugarPredict AI Driving Business Predictability and Performance 7:00

2M ago7:00

7:00

Show Notes: In this episode we explore SugarPredict and if it’s right for your organization. We’ll explain what it is, how it can benefit your sales team, how to activate it, set it up, and use SugarPredict. Sugar Predict for Sell User Guide SugarPredict Release Notes The Sugar AI Engine

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Season 4 Episode 4: Explore the Q4 2024 Release Updates 6:42

2M ago6:42

6:42

Show Notes: This episode reviews all the major changes and updates in the Q4 2024 (or version 14.2) Release. There are improvements in Sugar Market, Sugar Sell, Serve, and Enterprise, Cloud Platform, Sugar Connect, and Artificial Intelligence. Additional resource links are provided below. SugarClub’s Release Central – specifically for Q4 2024 (Octo…

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Season 4 Episode 3: Best Practices to Cleaning Your Data 9:40

2M ago9:40

9:40

Show Notes: Poor-quality Sugar data poses significant risks tomarketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers. Without effective cleansing, these challenges escalate, hindering personalization in campaigns …

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Season 4 Episode 2: Exploring the Benefits of SugarLive 4:57

6M ago4:57

4:57

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) Admi…

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Season 4 Episode 1: 2024 Sugar New Year's Resolutions 5:48

11M ago5:48

5:48

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

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Season 3 Episode 10: Appreciation 5:37

1y ago5:37

5:37

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.

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Season 3 Episode 9: Troubleshooting Sugar 8:00

1y ago8:00

8:00

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

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Season 3 Episode 8: Halloween Treats - 7 Things You Might Not Have Known about Sugar 8:02

1y ago8:02

8:02

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 …

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Season 3 Episode 7 Managing Users 5:42

1y ago5:42

5:42

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

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Season 3 Episode 6 What's New in SugarClub with Alex Nassi 34:38

1+ y ago34:38

34:38

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 m…

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Season 3 Episode 5: Release Overview v. 13.1/Q3 2023 5:12

1+ y ago5:12

5:12

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 Pipe…

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Season 3 Episode 4: Asking Why 5:00

1+ y ago5:00

5:00

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.

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Season 3 Episode 3: Release version 13.0 (Q2 2023) Overview 6:45

1+ y ago6:45

6:45

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 Featu…

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Season 3 Episode 2: SugarClub Quarterly RetroPod Q1 2023 7:38

1+ y ago7:38

7:38

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 …

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Season 3 Episode 1: Release Q1 2023 New Features and Enhancements 5:25

2y ago5:25

5:25

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 Su…

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Season 2 Episode 20: Thankfulness 6:06

2y ago6:06

6:06

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!

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Season 2 Episode 19 Presenting in a Remote World 7:22

2y ago7:22

7:22

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 …

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Season 2 Episode 18: Looking for a New Sugar Admin? 5:50

2y ago5:50

5:50

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…

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Season 2 Episode 17: Guided Tour Through the SugarClub's GROW Adoption Framework 4:20

2+ y ago4:20

4:20

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 …

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Season 2 Episode 16: What're Team-Based Permissions, Again? 7:10

2+ y ago7:10

7:10

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…

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Season 2 Episode 15: Sugar Customer Self-Service Portal 8:23

2+ y ago8:23

8:23

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 t…

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Season 2 Episode 14: SugarClub Quarterly RetroPod (Q2 2022) 6:43

2+ y ago6:43

6:43

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 …

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Season 2 Episode 13: Sugar Changes in the Q3 2022 Release 6:00

2+ y ago6:00

6:00

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…

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Season 2 Episode 12: Sugar Market Intergration with Sugar Sell with Special Guest Olivia Englehart 7:33

2+ y ago7:33

7:33

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

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Season 2 Episode 11 Increase Sales Productivity with Sugar Hint 8:05

2+ y ago8:05

8:05

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 Gu…

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Season 2 Episode 10: Unlocking Success using SugarOutfitters with Special Guest Matt Marum 14:07

2+ y ago14:07

14:07

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 SugarOut…

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Season 2 Episode 9: Explore the Integrations with DocuSign and Cloud Drive 4:51

2+ y ago4:51

4:51

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 G…

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Season 2 Episode 8: Top 5 Changes in Q2 2022 Release 8:43

2+ y ago8:43

8:43

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 L…

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Season 2 Episode 7: SugarClub Quarterly RetroPod 7:20

2+ y ago7:20

7:20

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 i…

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Season 2 Episode 6: Selecting a Sugar Administrator 8:37

2+ y ago8:37

8:37

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’…

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Season 2 Episode 5: Exploring the Customer Journey Plug-in 6:27

3y ago6:27

6:27

**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? …

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Season 2 Episode 4: Working with the SugarCRM Support Team with Special Guest Dan Godwin 12:43

3y ago12:43

12:43

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: sup…

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Season 2 Episode 3: Discover the Power of the Service Console 6:00

3y ago6:00

6:00

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 Serv…

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Season 2 Episode 2: Top 5 Changes for Admins in the Q1 2022 Release 5:40

3y ago5:40

5:40

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 Note…

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Season 2 Episode 1: New Calendar and Doc Merge 7:59

3y ago7:59

7:59

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 Gui…

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Season 1 Episode 14: Admin Holiday Treats - Counting Down the Top 10 Favorite Tips from 2021 4:46

3y ago4:46

4:46

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 Dash…

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Season 1 Episode 13: Action Buttons in Use 5:20

3y ago5:20

5:20

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 Emai…

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Season 1 Episode 12: Customer Service Gratitude 7:26

3y ago7:26

7:26

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 Enterpr…

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Season 1 Episode 11: Admin Toolbox - Developer Tools 8:54

3y ago8:54

8:54

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 …

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Season 1 Episode 10: Why Use SugarBPM? 9:33

3y ago9:33

9:33

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 Sug…

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Season 1 Episode 9: Administrator's Resource - SugarClub 6:35

3y ago6:35

6:35

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…

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Season 1 Episode 8: How to Prepare for the Sugar Admin Specialist Certification Exam 7:08

3y ago7:08

7:08

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, re…

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Season 1 Episode 7: Introduction to Sugar Serve for Admins 9:18

3+ y ago9:18

9:18

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 m…

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Season 1 Episode 6: Sugar Serve Q3 2021 (v. 11.1) Release Changes 7:28

3+ y ago7:28

7:28

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 bel…

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Season 1 Episode 5: ClubZone with special guest Brie Rowe 10:34

3+ y ago10:34

10:34

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 pr…

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