https://sugarclub.sugarai.com/engage/c/e/5694<p>Sugar’s CX & Product teams are looking for participation from customers who have an interest in sharing use cases and challenges to help drive changes to Sugar’s platform to support your business needs.  </p> <p>April’s open conversation will have breakout sessions to cover two main topics: </p> <p><span style="font-size:inherit;"><strong>1. Improving Service / Support Team productivity - led by Eric Okimoto, Senior Director of Product Management </strong></span></p> <ul> <li>What challenges do your support agents encounter when working in SugarCRM? </li> <li>What problems do you have managing your Support Agents’ workload?  </li> <li>What communication channels is your team leveraging outside of SugarCRM?  </li> <li>Do you have an omnichannel presence that you would like to see better embedded into your SugarCRM  (Zoom, Microsoft Teams, or other channels of Customer Engagement)? </li> <li>Does your team communicate in the platform (SugarCRM) and if so what challenges do they have? </li> </ul> <p><span style="font-size:inherit;"><strong>2. Viewing & Logging Communications and Interactions with your Customers – led by Ellen True, Senior Director of Product Management </strong></span></p> <ul> <li><span style="font-size:inherit;">How do you capture and leverage communication touchpoints within your CRM? </span></li> <li><span style="font-size:inherit;">Do you currently look at your customers’ or prospects’ engagement (such as opens, clicks)? How would you like engagement information to show within your CRM?  </span></li> <li><span style="font-size:inherit;">Challenges you face having your CRM keep a log of interactions happening outside of your CRM </span></li> <li><span style="font-size:inherit;">Do you / how do you use Sugar’s Timeline feature? </span></li> </ul> <p><span style="font-size:150%;"><strong>This session is best for: </strong></span></p> <ul> <li>Sales or Customer Success users who are on the lookout for recent communications to customers </li> <li>Support Agents (anyone who uses the case management module) </li> <li>Service or Sales Managers </li> <li>CRM Administrators </li> </ul> <table style="margin-left:auto;margin-right:auto;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:middle;width:25%;"><a href="/members/etrue" rel="noopener noreferrer" target="_blank"><img alt=" " src="/resized-image/__size/550x550/__key/telligent-evolution-extensions-calendar-calendarfiles/00-00-00-00-15/EllenT.png" /></a></td> <td style="text-align:center;vertical-align:middle;width:25%;"><a href="/members/loverlund"><img alt=" " src="/resized-image/__size/550x550/__key/telligent-evolution-extensions-calendar-calendarfiles/00-00-00-00-15/Lizzy-O.png" /> </a></td> <td style="text-align:center;vertical-align:middle;width:25%;"><a href="/members/eric-okimoto"><img alt=" " src="/resized-image/__size/550x550/__key/telligent-evolution-extensions-calendar-calendarfiles/00-00-00-00-15/EO_5F00_2.png" /> </a></td> <td style="text-align:center;vertical-align:middle;width:25%;"><a href="/members/brett-christenson"><img alt=" " src="/resized-image/__size/550x550/__key/telligent-evolution-extensions-calendar-calendarfiles/00-00-00-00-15/Brett-C.png" /> </a></td> </tr> </tbody> </table> <p style="text-align:center;"><span style="font-size:150%;"><strong></strong></span><span style="color:#ff8200;font-size:200%;"><strong><a style="color:#ff8200;" href="https://sugarcrm.zoom.us/meeting/register/tJckcuqrrDgoHd0kNOj-kpud0MeDmqXjoW0x">Register now to secure your spot!</a></strong></span></p>en-USTelligent Community 12https://sugarclub.sugarai.com/engage/c/e/5694Thu, 27 Apr 2023 17:30:58 GMT5c521d64-519d-47a6-9065-134618b211bf:3581fa63-25f7-4f98-8a81-cbf5cc085cdbTony Romano<p>Shame I missed this, will there be another, and was this session recorded?</p> <p>Thanks in advance</p><div style="clear:both;"></div>