SugarCRM

JANUARY 30, 2019

Yesterday I hosted a webinar titled “A Blue Print for CRM Success,” where I outlined some of the key elements of planning and rolling out an effective CRM strategy. We outlined the key characteristics you will want to look for in a CRM partner and vendor. How do they fit in into CRM solution and SugarCRM?

CRM 33

CRM Invoicing Legal B2C 33

Customer Experience Matrix

AUGUST 27, 2020

Until recently, most marketers were content to leave privacy compliance in the hands of data and legal teams. BigID goes beyond this to organize the items into clusters related to particular purposes, such as medical claims, invoices, and employee information. Of course, an item list is table stakes for data discovery.

Legal 60

Legal Invoicing Compliance Government 60

SugarCRM

JULY 23, 2019

And with its Sugar integration comes the ability to send the documents for signature directly from the CRM. An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.

Real Estate 20

Real Estate Invoicing Compliance Legal 20

SugarCRM

JUNE 28, 2019

In this instance, the two available PDF templates are “Quote PDF” and “Invoice PDF”. The e-signature is legally approved and binds you to a contract, similar to a regular signature, but with the added benefit of knowing when a document was opened and signed. You’ll notice new options for each PDF template available.

Invoicing 20

Invoicing Legal Sales CRM 20