SugarU Podcast

Season 4 Episode 8: Thanksgiving Messages

Andrea Ayers — Mon, 25 Nov 2024 18:39:50 GMT

Show Notes:

This episode all about being thankful from the SugarU and SugarClub Teams.

Music: Waiting in the Restaurant: Music by Novifi from Pixabay.

Season 4 Episode 7: Celebrating the 50th Episode

Andrea Ayers — Thu, 14 Nov 2024 17:03:18 GMT

Show Notes:

How to join in the fun

Playing along with us is easy! Here’s how it will work:

First things first, make sure you’re logged on to SugarClub. Second, click the Turn Blog notifications on
As mentioned above, each day next week (November 18-22), then we’ll post on this page 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.
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: 50^th SugarU Admin Podcast Episode.
Around November 20, 2024, we’ll randomly select 3 winners who will each receive an awesome SugarClub Sweatshirt 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.

Season 4 Episode 6: Harness the Power of Module Builder

Andrea Ayers — Mon, 04 Nov 2024 17:09:59 GMT

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

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

Andrea Ayers — Mon, 04 Nov 2024 14:20:47 GMT

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

Season 4 Episode 4: Explore the Q4 2024 Release Updates

Andrea Ayers — Wed, 16 Oct 2024 12:17:14 GMT

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.

SugarClub Scoop on Q4 2024 Release

Season 4 Episode 3: Best Practices to Cleaning Your Data

Andrea Ayers — Mon, 14 Oct 2024 16:02:42 GMT

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

Season 4 Episode 2: Exploring the Benefits of SugarLive

Andrea Ayers — Mon, 24 Jun 2024 14:32:05 GMT

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

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

Andrea Ayers — Thu, 15 Feb 2024 19:52:24 GMT

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

Season 3 Episode 10: Appreciation

Andrea Ayers — Tue, 21 Nov 2023 17:12:30 GMT

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 being with our friends and family. And, it should also be a time we start reflecting on the past year and recognize those we need to show appreciation for.

Season 3 Episode 9: Troubleshooting Sugar

Andrea Ayers — Wed, 15 Nov 2023 18:03:10 GMT

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

Season 3 Episode 8: Halloween Treats - 7 Things You Might Now Have Known about Sugar

Andrea Ayers — Mon, 30 Oct 2023 19:15:54 GMT

Show Notes:

In this Halloween Episode, we’ll explore seven things you might now have known you can do to improve your user’s experience in Sugar. All the links below are mentioned in the episode.

Amazon Web Services

Supported Platforms Page

Sugar Application Guide – Email Archiving

SugarCRM Mobile App

DocuSign Documentation

DocuSign website

License Types Matrix

Season 3 Episode 7: Managing Users

Andrea Ayers — Thu, 19 Oct 2023 20:20:04 GMT

In this episode, we'll explore what it means to manage users in Sugar. We also provide examples of how to track your user requests in Sugar and how to help your users use Sugar more easily.

⁠Users, Teams, and Roles Help Articles

Season 3 Episode 6: What's New in SugarClub with Alex Nassi

Andrea Ayers — Thu, 31 Aug 2023 16:41:47 GMT

Show Notes:

In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM’s Digital CX Operations Director. Alex discussed the following topics:

Why use SugarClub,
Updates and upgrades,
What’s coming in the future, and
How to get involved in a community.

He also shares his experience at a recent conference with other community managers. He encourages listeners to get involved in the SugarClub community and promotes creating your own communities within your organization. Contact SugarClub if you want help creating a community site at your organization (see email below).

Here are additional links discussed in this podcast episode for your reference:

SugarClub Update and Upgrade

SugarClub Help

Navigating the SugarClub Site

Community Quick Start Guide

SugarCRM Support Page Update blog post

sugarclub@sugarcrm.com to contact the SugarClub Team

Season 3 Episode 5: Release Overview of v. 13.1/Q3 2023

Andrea Ayers — Tue, 25 Jul 2023 16:44:15 GMT

Show Notes:

This episode provides an overview of version 13.1 or Q3 2023 Release. We review two major changes in this release and supply the links below for more learning.

13.1 Release Notes – Sell

13.1 Release Notes – Serve

What to Expect When Upgrading to 13.1

Tile View Improvements Video

Dashboard Filtering Capabilities Video

Image of Pipeline Metrics Dashlet

Season 3 Episode 4: Asking Why

Andrea Ayers — Thu, 01 Jun 2023 20:51:20 GMT

Show Notes:

In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.