SugarClub

The Power of Good Lead Qualification: From Theory to Action - Building Your Lead Qualification Framework in Sugar

Anamaria Vintila — Fri, 29 May 2026 14:04:33 GMT

In this video, we’ll turn lead qualification strategy into action by configuring Sugar to capture the right data, apply consistent scoring, and guide every rep through the same qualification process.

Opportunity Management that Works: Forecasting with Confidence - The Power of Expected Close Date

Anamaria Vintila — Fri, 29 May 2026 13:59:45 GMT

In this video, we’ll explore why the Expected Close Date matters, how Sugar uses it behind the scenes, and best practices for keeping your pipeline accurate and actionable.

Opportunity Management that Works: Building Your Sales Stages in SugarAI

Anamaria Vintila — Fri, 29 May 2026 13:50:34 GMT

In this video, we’ll show you how to review existing stages, update them to match your process, and set probabilities so your pipeline is easier to manage and your forecast is more accurate.

The Power of Good Lead Qualification: Run the Business - Measuring and Managing Lead Qualification Performance

Anamaria Vintila — Fri, 22 May 2026 11:08:42 GMT

In this video, we’ll explore how Sugar dashboards and reports help leaders measure, manage, and continuously improve lead qualification performance.

Reports Exporting: From Sugar to Excel Explained

Anamaria Vintila — Thu, 21 May 2026 10:28:22 GMT

In this video, we’ll look at how to export reports correctly, understand why exported data may differ, and avoid unnecessary concern when totals don’t match. At the end, we’ll also share some best practices to help you know what to check before opening a support case.

sales-i Classic: Quick Tips: Preparing for a Customer Call

Keegan Sullivan — Tue, 28 Apr 2026 17:29:49 GMT

Learn how to prepare effectively for a customer call using Sales-i Classic by leveraging key insights from your customer’s sales history. This video walks you through Sales Comparison, Campaigns, and Sales Versus Gaps to help you identify trends, opportunities, and priority talking points. By the end, you’ll be equipped to have more focused, meaningful, and profitable conversations with your customers

sales-i Classic: Quick Tips: Creating & Saving Advanced Account Searches

Keegan Sullivan — Tue, 28 Apr 2026 17:22:22 GMT

Learn how to create Advanced Searches in sales-i to quickly find the exact customers and prospects you need. This step-by-step guide shows you how to filter, refine, and save searches to save time and boost efficiency. Discover how to turn thousands of records into targeted insights in just a few clicks.

sales-i Classic: Quick Tips: Creating & Running a Snapshot Report

Keegan Sullivan — Tue, 28 Apr 2026 17:11:44 GMT

Create professional, customer-ready Snapshot Reports in Sales-i platform in just a few clicks. In this quick tutorial, learn how to generate, customize, and export powerful account insights for meetings, reviews, and customer conversations. Follow along step-by-step to turn your customer data into clear, impactful reports that elevate your sales approach.

Why Report Math Looks Wrong — and What’s Really Causing It

Anamaria Vintila — Tue, 28 Apr 2026 13:34:52 GMT

In this video, we’ll explore why totals can differ, how duplicate-looking records appear, and how grouping changes counts and sums in Summation and Matrix reports. We’ll wrap up by showing how to troubleshoot mismatched totals more effectively.

Reports Date Filters Demystified: Time Zones, ‘Last Month,’ and Data Range Confusion

Alex Nassi — Thu, 23 Apr 2026 14:33:45 GMT

In this video, we’ll explain how date logic works for accurate reporting. Date filters can be misleading—if you've used "Last Month" and your results didn't match expectations or saw records outside your selected range, you're not alone.

sales-i Classic: Quick Tips: Finding your Sales Gaps with Enquiries

Brie Rowe — Mon, 23 Mar 2026 20:25:23 GMT

Discover how to quickly identify missed sales opportunities using the Sales vs Gaps Enquiry in sales-i. This quick tip walks you through finding customers who have stopped buying or reduced their spending over time. Learn how to drill into customer and product data to uncover gaps and take action. Start turning lost opportunities into revenue today.

Deliver Reports Automatically

Anamaria Vintila — Thu, 19 Mar 2026 13:59:57 GMT

If a scheduled report disappeared from your list or shows “Deactivated,” this short video explains the most common causes, how to check and fix them, and what to share with Support if you need additional help.

sales-i 25: Who hasn't spent this month with Insights

David Jewison — Thu, 12 Feb 2026 12:05:27 GMT

Find out in this lesson how to use insights to see who hasn't spent this month in a few seconds flat. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Who Hasn't Spent this Month with the Variance Report

David Jewison — Thu, 12 Feb 2026 12:01:58 GMT

Find out how to quickly utilise the Variance Enquiry to see who hasn't spent this month. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Customising Your Dashboards

David Jewison — Thu, 12 Feb 2026 11:57:45 GMT

In this quick win, find out how to customise your home dashboard to make running daily and valuable sales data reports a breeze. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: AI Assisted Opportunities

David Jewison — Thu, 12 Feb 2026 11:56:13 GMT

Find out how to read and use the AI generated opportunities in sales-i. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25 Extras: Sharing Reports and What To Do With Shared Reports

David Jewison — Thu, 12 Feb 2026 11:55:00 GMT

Find out how to quickly share valuable sales reports with colleagues and what to do with reports once they are shared with you. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

Choosing the Right Sugar Report Type

Anamaria Vintila — Wed, 11 Feb 2026 14:36:55 GMT

Picking the right report type is the fastest way to get the answers you need. In this video, we’ll walk through the four core Sugar report types and explain when to use each one—so your reports become the answers, not more work.

From Template to Transformation – Building Dashboards with OOTB Tools

Anamaria Vintila — Wed, 04 Feb 2026 16:26:20 GMT

Dashboards are more than data—they’re your command center for running the business. In this video, we’ll take an out-of-the-box dashboard template, tailor widgets and filters to your team, and show how a dashboard turns raw information into insight—and insight into immediate action.

How to Use and Duplicate Role Based Dashboards

Alex Nassi — Tue, 27 Jan 2026 21:57:37 GMT

Pipeline Power — Gaining Control and Visibility Across the Sales Process

Anamaria Vintila — Tue, 27 Jan 2026 15:25:42 GMT

Visibility drives performance. In this short video, you’ll see how Sugar helps you control the sales process from lead to close by making stages consistent, surfacing progress across the pipeline, and spotting bottlenecks before they slow you down.

Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation

Anamaria Vintila — Tue, 20 Jan 2026 15:39:00 GMT

This video explains how automation eliminates busywork while preserving the importance of human touch. Smart Guides in Sugar Automate offer a manual-first way to run processes: people complete guided steps while lightweight automations—such as reminders, assignments, and handovers—remove friction and keep work moving smoothly.

Everyday Mobile Wins: Using Sugar in the Field

Anamaria Vintila — Tue, 13 Jan 2026 15:47:29 GMT

In this short video, we’ll follow a day in the life of a field sales rep using Sugar Mobile—from preparing for a customer visit to logging notes and updating the opportunity as they walk back to the car.

Sales Activities Made Easy: 1 - Click Actions in Sugar

David Jewison — Tue, 06 Jan 2026 16:44:27 GMT

Tracking customer interactions shouldn’t slow you down. In this video, you’ll see how Sugar’s 1-click action buttons make it easy to log calls, schedule meetings, and create follow-ups—right from your record view.

Opportunity Management that Works: Building Your Sales Stages in Sugar

Anamaria Vintila — Tue, 16 Dec 2025 14:17:01 GMT

In this video, we’ll show how to build and customize your sales stages in Sugar, so your pipeline stays consistent, structured, and forecast-ready.