SugarCRM Demo – On Demand, Live Webinar at no charge

SugarCRM Demo

SugarCRM is the hottest CRM system in the world right now. Over the last 4 years, Sugar has gone from being a little known CRM system to joining the ranks of Salesforce and Microsoft CRM as one of the top CRM software systems for small and medium sized businesses.

Free 60-minute SugarCRM Demo Video

One of our top consultants, Dustin Peckman, created this on-demand (aka “free”) webinar that covers all the basics of SugarCRM. Having provided hundreds of SugarCRM demos for our customers, Dustin created this demo for the average company that is searching for the right CRM system. Dustin’s approach is down to earth and he will walk you through “how it’s done” in Sugar. Not just powerpoint slides, but instead how the user experience feels. His topics include the following:

  • Navigating SugarCRM including tips and tricks
  • Understand all the built in modules and core features
  • Gmail ntegration and Google Document integration
  • Understanding the numerous options within the Dashboard
  • Best practices for Dashboards and Reports
  • Creating Accounts, Contacts, Opportunities and Leads
  • Linking records together (e.g. linking Accounts and Contacts)
  • Understanding Leads and Converting them to Opportunities and Accounts
  • Creating Calls, Meetings and Tasks (incl. Outlook Integration options)
  • Understanding the SugarCRM calendar
  • Using the Global Search feature as well as the Advanced Search
  • Understanding SugarCRM detail view
  • Manipulating the list view options
  • Using the Export to Excel feature
  • Mass-updating of records
  • Understanding Subpanels and subrecords
  • When to use the Quick Create function

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Free SugarCRM Guide Download

Sugar CRM 6 - Free CRM Assessment PDFClick here to receive our detailed Free Sugar CRM Evaluation .

With this document, you will be able to identify the major enhancements within each of the recent releases of Sugar CRM.

Topics include:

  1. Calculated Fields
  2. Favorites and Favorites Dashlet
  3. Twitter and Social Media integration
  4. Sugar Mobile 1.0 details
  5. and much more.

Free TCO Analysis Tool for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick and receive our Free CRM TCO Calculator Tool.

With this excel spreadsheet, you will be enabled to identify the key TCO line items that are relevant for any CRM implementation. You will be able to view the 3 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items:

  1. License/User price
  2. Staff
  3. Network
  4. Mobile
  5. and much more.

Free Download to Compare Multiple CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to download our Free Excel CRM Comparison Tool.

With this excel spreadsheet, you will be empowered to identify the key similarilites and differences between 10 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison include:

  1. Pricing (Licensing, etc..)
  2. Available Modules (e.g. SFA, Marketing, Service, etc)
  3. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  4. Hardware and Network support (Microsoft, Linux, etc…)
  5. Industry/NAICS

Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google