User Group Meeting July 2020: Eliminate Data Silos with Sugar Integrate • Recap of Last User Group Webinar • Feature Topic – Eliminate Data Silos with Sugar Integrate Link to Blog Post Link to Webinar Archive
Sugar Mobile 23.0 includes the following new features and enhancements: • The Purchases and Purchased Line Items modules can now be accessed from Sugar Mobile Release Notes: • Sugar Mobile 23.0 for iOS and Android, SDK 23.0
The latest Sugar Market release includes the ability to push contact records to SugarCRM and addresses issues identiﬁed in previous versions. Release Notes: • Sugar Market 13.30 • Sugar Market 13.31 • Sugar Market 13.32 • Sugar Market 13.33
Document Automation • Support for Sugar Q3 2020 (10.1) wMaps - Maps Integration to Sugar • Updates to the Settings description in the package’s Admin section wReferrals - Cross-Selling and Referrals • Updates to the Settings description in the package's Admin section wTools - Advanced User Tools • New features for Drill Down Report Chart Dashlet and Create Note Function in List View wUserUtils - Advanced User Tools • The ability to update the ﬁeld name placement, introduced with Sugar Q2 2020 (10.0), for Sugar users. Sugar Connector to DocuSign • Added a tooltip for the total number of envelopes in the dashlet • Enhancements to the Envelope Recovery page
Assign scores to actions taken by leads and prospects, such as: – Page visits – Form submissions – Downloaded assets – Event attendance • Lead scores are an easy way for sales and marketing to determine whether a lead is sales-ready, or if they need to be further nurtured
• Set up scoring proﬁles for contacts and accounts. • Score actions such as web activity, email campaigns, forms, events, and more. • Go beyond scoring actions and assign scores to ﬁrmographic information, demographic data, social activity, purchase details, intent and more. • Create scoring thresholds to help you qualify your leads, such as initial engagement, warm lead, marketing qualiﬁed lead, etc.
Based on your scoring thresholds, you can set up various actions for your leads, such as: – Create/Update lead – Assign to user – Send alert to owner – Push to CRM – Send email – Add to nurture campaign – Create opportunity – Create task
the Scoring Summary from the Sugar Market iFrame in Leads and Contacts. • Map Lead and Account scores to Sugar, along with Lead Stage. • Using SugarBPM, you can leverage scores in your Sugar processes, such as sending email alerts, round-robin assignments, and more.
• Automatically assign scores based on actions and contact data and behavior • Create as many account and lead scoring proﬁles as you need • Automate marketing and sales efforts based on lead score stages • Integrate within your CRM and enable sales users to easily access qualiﬁed leads