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free Deciding When to Store Data in SugarCRM
When discussing SugarCRM data integrations with clients I always receive one common question. Should the data reside in SugarCRM or should we just link to the data so that it can be visualized in Sugar? By answering three questions you can…MORE...
Last Edited: Mar 14, 2010
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free SugarCRM Manifest Development Guide
One of the great features of SugarCRM is its extensibility and one way to utilize that extensibility is by creating modules. Modules are generally developed to meet a business need such as the functionality provided by forums, teams or social media…MORE...
Last Edited: Jan 10, 2010
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free A Proposal for SugarCRM Module Standardization
Whether you are building a SugarCRM module, searching to find a module or researching the construction of a module you will find one thing to be consistent, they are all different. This is a proposal to standardize two different facets of…MORE...
Last Edited: Feb 05, 2010
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free Importing SugarCRM Records with Multi Select Fields
In our SugarCRM Import Wizard Tips article we provided details around importing records into SugarCRM so that your imports would go more smoothly. One thing that was left out of the original article was details around importing multi select field data.…MORE...
Last Edited: Dec 28, 2009
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free Keeping in Touch with Customers using Contact Indicator for SugarCRM
Being in touch with customers on a regular basis is paramount. The Contact Indicator module enables SugarCRM users to quickly assess if a customer has been contacted in the last 30, 60 or 90 days. With a quick look at the…MORE...
Last Edited: Nov 27, 2009
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free 8 eHow Resources for Choosing and Utilizing CRM
While researching social marketing today I found that eHow, a purveyor of how to articles, provides some helpful information to assist potential CRM users in various CRM topics. The topics range from How to short list CRM vendors to How to…MORE...
Last Edited: Feb 05, 2010
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free Top CRM Solutions by Google Search Popularity
Over the past few weeks CRMStage has been doing a good bit of analysis of all CRM solutions on the market. In doing this we have downloaded a number of whitepapers which were created to tell us the top CRM solutions…MORE...
Last Edited: Feb 05, 2010
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July 2009 Atlanta SugarCRM Meetup Recap
July's Atlanta SugarCRM Meetup marked the 11th Meetup for the group. Mathew Sweezey from Pardot was the guest speaker and presented Marketing Automation and Open Source CRM. Using the Pardot Saas application Mathew provided an unbiased view of how marketing automation…MORE...
Last Edited: Feb 05, 2010
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CRMStage at Atlanta Linux Fest 09
On Saturday, September 19th, 2009 Atlanta will be hosting the 2009 Atlanta Linux Fest. Per the Atlanta Linux Fest Website "The Atlanta Linux Fest is a free grassroots conference for the GNU/Open Source Software/Free Software community to gather and share information…MORE...
Last Edited: Feb 05, 2010
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free SugarCRM New User Tips
SugarCRM is, for the most part, a channel sales organization. What this means for new users is that depending on the company/channel that the SugarCRM licenses are bought through, the new customer may or may not be given "the necessities" after…MORE...
Last Edited: Sep 03, 2009
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free SugarCRM Import Wizard Tips
In this SugarCRM post I will discuss some tips on importing data into SugarCRM using the import wizard. To start off with I would like to review what the import wizard is intended for. Even though the import wizard can import…MORE...
Last Edited: Jul 15, 2009
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free SugarCRM Sugar Feeds in 5.2
The release of SugarCRM 5.2 has brought forth multiple features including, but not limited to ,Sugar Feeds, Additional Role types and the much hyped Cloud Connectors. For this entry we will be going over the Sugar Feeds functionality and how it…MORE...
Last Edited: Jul 15, 2009
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free SugarCRM Project Management vs Advanced Project Management
If you are interested in the project management functionality of SugarCRM, the first question that you may have when comparing versions is "what is the difference between project management and advanced project management?"
Last Edited: Sep 23, 2009
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SugarCRM Atlanta Meetup - Tips, Tricks, and Tools
At the February 20th SugarCRM Atlanta Meetup hosted by Dave Gearhart and myself, we discussed tips, tricks, and tools around SugarCRM. The presentation was mostly a compilation of a few recent blog posts that I have done including SugarCRM: Import Wizard…MORE...
Last Edited: Feb 05, 2010
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free A Deeper Look into SugarCRM Module Builder
For many standard SugarCRM users Module Builder is a black box that pops out custom modules as needed. But behind the scenes it is a complex code generator that builds every file and database that SugarCRM requires to create additional functionality.…MORE...
Last Edited: Jul 02, 2009
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