SugarCRM's SugarU Podcast

Hosted by Andrea Ayers

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Nov 2024

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About the show

The SugarU Podcast is designed for SugarCRM Administrators to inform, excite, and teach them about all the exciting ways we can help them be champions for success. SugarU website: https://sugarclub.sugarcrm.com/learn

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53 recent

November 25, 2024Episode 88 min

Season 4 Episode 8: Thanksgiving Message

Show Notes: This episode all about being thankful from the SugarU and SugarClub Teams. Music Reference: Waiting in the Restaurant: Music by Novifi from Pixabay.

November 12, 2024Episode 72 min

Season 4 Episode 7: Celebrating the 50th Episode

Show Notes: How to join in the fun Playing along with us is easy! Here’s how it will work: 1. First things first, make sure you’re logged on to SugarClub. Second, click the Turn Blog notifications on button. 2. As mentioned in the podcast, each day next week (November 18-22), then we’ll post on the blog post link below a question or task related to the SugarU Admin Podcast. This is the time to share what you learned and loved over the last 3 ½ years, plus what you look forward to hearing on the podcast in the future. 3. Be sure to reply to each question or task with #SugarUPodcastPrize. Don’t forget, you have until November 22, 2024 at 11:59 PM PT! You’ll be entered to win once per task or question you reply to. This is the blog post where the questions will be posted: 50th SugarU Admin Podcast Episode. 4. Around November 25, 2024, we’ll randomly select 3 winners who will each receive an awesome SugarClub t-shirt and mug. We’ll email you to let you know you’ve won. Keep your eyes peeled We’ll update this blog post every day from November 18-22 with tasks you should complete to enter. We can’t wait for the fun to begin! *No purchase necessary. Void where prohibited. Contest open from November 18, 2024, 12:01 a.m. PT to November 22, 2024, 11:59 p.m. PT. Happy Birthday to You: Music by Music for Video from Pixabay.

November 4, 2024Episode 69 min

Season 4 Episode 6: Harness the Power of Module Builder

Show Notes: In this episode we’re going walk how you can see your new module come to life in just minutes and see the impact on your organization using Module Builder. Module Builder can be used to improve your user’s Sugar experience. We review the 4 basic steps to creating a module at a high-level. The links below are discussed in the episode. Best Practices When Building Custom Modules How to Create a New Module in Builder

October 29, 2024Episode 57 min

Season 4 Episode 5: SugarPredict AI Driving Business Predictability and Performance

Show Notes: In this episode we explore SugarPredict and if it’s right for your organization. We’ll explain what it is, how it can benefit your sales team, how to activate it, set it up, and use SugarPredict. Sugar Predict for Sell User Guide SugarPredict Release Notes The Sugar AI Engine

October 15, 2024Episode 46 min

Season 4 Episode 4: Explore the Q4 2024 Release Updates

Show Notes: This episode reviews all the major changes and updates in the Q4 2024 (or version 14.2) Release. There are improvements in Sugar Market, Sugar Sell, Serve, and Enterprise, Cloud Platform, Sugar Connect, and Artificial Intelligence. Additional resource links are provided below. SugarClub’s Release Central – specifically for Q4 2024 (October) Release • Specific Content to prepare you for your next Sugar instance update • Help Forums • Product Updates • Access to Training Videos, Release Notes, Product Guides, and much more.

October 14, 20249 min

Season 4 Episode 3: Best Practices to Cleaning Your Data

Show Notes: Poor-quality Sugar data poses significant risks to marketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers. Without effective cleansing, these challenges escalate, hindering personalization in campaigns and perpetuating issues throughout the customer lifecycle. In this episode, we review four best practices you can implement now to prevent or correct “bad” data. Gartner research: How to Create a Business Case for Data Quality Improvements Econsultancy: Cost of Bad Data Stats Harvard Business Review: Bad Data Cost the US $3 Trillion Per Year Contact SugarOutfitters

June 24, 2024Episode 24 min

Season 4 Episode 2: Exploring the Benefits of SugarLive

Show Notes: In this episode, we review the benefits of our multi-channel tool that lets your reps communicate with your customers without leaving Sugar. Now, there's one place to call or chat with customers using Amazon Connect. Below are the links mentioned in the podcast episode. Amazon Connect Application Guide for SugarLive (for end-users) Admin Guide for Configuring SugarLive

January 23, 2024Episode 15 min

Season 4 Episode 1: 2024 Sugar New Year's Resolutions

Show Notes: This first episode in 2024 is all about Sugar New Year’s resolution ideas. Level up your new year with several tips to make your Sugar Instance shine and help your users excel. The links below were referenced in this episode. Release Central (SugarClub) SugarOutfitters Data Quality

November 21, 2023Episode 105 min

Season 3 Episode 10: Appreciation

Show Note: During the holiday season, this episode focuses on appreciation. In the US, it's Thanksgiving. It is a time that we focus on appreciating our friends and family. But, it should also be a time we start reflecting on the past year and recognize those whom we need to show appreciation.

November 15, 2023Episode 98 min

Season 3 Episode 9: Troubleshooting Sugar

Show Notes: This episode covers common issues users have and how you can troubleshoot them. Steps and tools that help you troubleshoot. Clearing Browser Cache Performing a Quick Repair & Rebuild Troubleshooting Being Unable to Log In to Sugar