SugarCRM Q3 2022 Lunch & Learn with Sara Tatam

21 September, 2022

Watch on-demand our exclusive Lunch & Learn Virtual Demo Session

If you missed the live session, you can still check out all of SugarCRM’s newest updates and enhancements by requesting the recording here.

In this session, Sara Tatam, Senior Sales Executive from Provident CRM, covered:

• Report-viewing user experience improvements
• Sugar Sell:
  • Forecasting updates
  • Pipeline review
  • Responsive forecast metrics
  • Additional deal filtering
  • Responsive data chart visualisation
• Sugar Market:
  • Internationalisation enhancements
  • Updated UI for managing and creating custom fields
• Sugar Sell & Serve:
  • Improved readability of emails in the email focus drawer
  • Dropbox cloud-drive integration
  • DocuSign status notifications
• Live Q&A

And more!

Request the recording here:

What are Lunch & Learn sessions?

Our Lunch & Learn sessions allow us to interact with our customers and other SugarCRM users, bring value to attendees and help them leverage the platform to accelerate business growth by letting the platform do the work. With help from our experts, users learn to build their confidence in using the system, so that whether they’re just getting started or have been using SugarCRM for some time, they’ll discover new tips and tricks and ways to improve customer experience. We don’t ever want our customers to miss a new update or feature that might be helpful for their business, and we hope that these sessions truly ensure they’re getting the most out of the platform.