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An exciting new development for SugarCRM is the new Visual Pipeline plugin based on the popular Japanese Kanban Card system. This new plugin allows you to view your opportunities as a Kanban board allowing you to drag and drop your opportunities sorting them by sales stage or time thus greatly reducing the time it usually takes to update your pipeline. Beautifully simple.
In this video, we'll walk you through Kanban View in SugarCRM. This only the first video in a series for SugarCRM Tips and trick so be sure to subscribe to our YouTube channel so you won't miss a thing.
Digital transformation is the process of using technology to fundamentally improve how your business operates and delivers value to customers. For New Zealand SMEs, this typically means moving from disconnected, manual processes to integrated digital systems that work together.
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Full article...What if a product return could become your next sale - automatically? In our recent webinar "AI that Delivers: Transforming CX in Retail" we outlined where AI is delivering measurable CX impact today, from service automation to revenue recovery. We include a practical high-impact workflow demonstrating how AI can resolve a return and drive a new purchase in seconds. Review the insights, watch the workflow in action, and then unlock the full webinar for the deeper strategic and technical walkthrough. If AI is on your roadmap this year, this is required viewing.
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