SugarCRM's SugarU Podcast

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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.

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This episode covers common issues users have and how you can troubleshoot them. Steps and tools that help you troubleshoot.

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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.

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.

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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:

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.

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This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what’s included in this release to help prepare yourself and your Sugar users for what’s changed.

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In this episode, we review ten posts from SugarClub from last quarter that you don’t want to miss.  This episode will hopefully entice you to look at one or all of these post links listed below.

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In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming Release Week on SugarClub starting on January 23rd.

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In this episode, I’m going to talk about the skills you should look for in a new Sugar Admin. Whether you need to hire another Admin because you’re just starting with Sugar or you need a second or third Sugar Admin, hopefully, the skills shared with you in this episode will help you write a job description and interview candidates.

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In this episode, we highlight the GROW Adoption Framework that’s available in SugarClub to you identify where you are in your journey and provide guidance and resources to help you advance through each phase.  We want to help you get your adoption garden growing!

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Many customers have asked “So, what’s team-based permission, again?” in Sugar and how does it work. This episode explores what team-based permission is and how you might want to use it to help your sales or support teams. We also give an overview of Teams and Roles in conjunction with team-based permissions, since they all work together to create Sugar’s robust access control to modules, fields, and records.

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In this episode, we discuss how the self-service customer portal is just a part of the solution for your customer experience. We talk about what self-service means to your customer and you and how it can be configured to best meet your ideal customer experience.

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In this episode, we review 10 posts from SugarClub from last quarter that we don’t want you to miss. This episode will hopefully entice you to take a look at one or all of these post links listed below.

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In this episode, we explore the improvements and enhancements in the Q3 2022 or version 12.1 release. This is a cloud-only release, but these features will be available for on-premise customers in the next major release. In this podcast episode, we provide only the top or major changes in the release. Please refer to the links below for all the changes available in this release. And, since it’s only audio, you’d benefit from watching the SugarU training videos to see the actual changes in Sugar.

In this episode, we talk with Olivia Englehart from SugarU about the Sugar Market and Sugar Sell integration. She explains who, what, when, where, and how to implement these two products together.

In this episode, we talk about Hint. What is it? How can it benefit your organization? What you’ll need to do to make it work and how your users can use it. It’s a great tool to help our users spend more time on what they do best – building customer relationships instead of doing research.

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In this episode, we speak with Matt Marum about SugarOutfitters. Starting with what SugarOutfitters is, how it can benefit your organization, the kinds of tools available, cost, support, and the difference between our old marketplace and SugarOutfitters. We referenced the links below in the podcast.

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In this episode, we explore the DocuSign and Cloud Drive integration now in Sugar. Refer to the links below for more information on the step-by-step instruction on how to configure and set up these two integrations referenced in the podcast.

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In this Podcast episode, we review the Q2 2022 a.k.a v.12.0 release features and enhancements that affect Sugar Sell, Serve, and Enterprise. We review the top five changes in version 12.0, but all release materials are found in the links below.

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In this episode, we recap the last quarter’s interesting finds in SugarClub. For the last quarter, there’s a ton to talk about. Our community has been busy typing, they are burning up the keyboards and posting new information for the rest of us. Check out the links below referenced in this episode.

Product Updates:

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In this podcast episode, we review how to choose the right Sugar Administrator. We started by defining what a Sugar Administrator is, reviewing the qualities of an admin, explaining how many admins are needed, discussing Sugar Care Services, and finally reviewing what you need to do if you’re selected as the admin for your organization’s instance of Sugar. Use the links for more information concerning the search for your Sugar Administrator.

**The Customer Journey Plug-in is now named Sugar Automate. (updated 4/8/2022)

In this episode, we discuss:

· What is the Customer Journey Plug-in (CJP)?

· How it benefits your organization.

· What you’ll have to do, as the Sugar Admin, to make it work in your Sugar Instance?

· What are the high-level steps to Creating a Customer Journey Template?

Use the links below to help you download, install, activate, and configure the Customer Journey Plug-in. Also, how you can create the Customer Journey Templates and your end-user learn how to use the CJP.

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In this episode, we have a special guest, Dan Godwin, who will help us understand the SugarCRM Support Team’s role and how they can help you. We review the support offerings, holidays, SLAs, the Case Portal, and Bug Tracker. The links below are referenced in the episode to learn a bit more about support.

This episode talks about the powerful Service Console available to your customer service agents in Sugar Serve. We define what the Service Console is and its basic functionality. And we explain its benefits and how it can improve your Customer Service department’s focus on the customer and make sure they are not neglected.

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In this episode, we discuss the top 5 changes in User Experience for Admins in version 11.3 or Q1 2022 Release. We discuss each new feature and how it can benefit you. Also check out the links below to the associated Release Notes and Product Guides to see other enhancements and new features in other areas of Sugar.

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This episode reviews the New Calendar (Sidecar Calendar) and Doc Merge that came out in version 11.2 for Sugar Sell and Sugar Serve. The benefits and major features of both features are reviewed. Please use the links below to find more detailed information on how to create a calendar and merge documents.

In this holiday episode, we count down our top 10 favorite tips for Sugar Admins. All the links to each tip are below. Hope you have a wonderful holiday season and see you next year for another season of the SugarU Podcast.

Show notes:

This episode is all about Action Buttons introduced in version 11.1 for Sugar Serve, Sell, and Enterprise. We review the 6 different action button options and provide real-life examples for each. We hope this episode encourages you to think about ways you can use action buttons in your instance of Sugar.

In this episode, we discuss customer service gratitude. We review when and how to demonstrate appreciation for your customers not just during the holiday season but all year around. And we also announce our top five submissions to the SugarU Best Practice Giveaway.

In this episode, we discuss nine features in your admin toolbox that allow you to configure and customize your instance of Sugar to meet your organization’s needs. You have control. These tools are available in the Developer Tools panel to help you configure your instance of Sugar within the user interface (without touching the code) and using the Styleguide to help developers customize your instance in the code.

Have you heard of SugarBPM? It’s SugarCRM’s business process application. In this episode of SugarU Podcast, we discuss what SugarBPM is, the benefits of SugarBPM, and what information to gather when someone approaches you from your organization to create a new workflow.

In this episode, we talk about SugarClub and what a resource it can be for a new admin. We review the …

· 5 ways to get you started using SugarClub,

· how to earn points and what you can do with them,

· how to engage, learn, and explore SugarClub, and

· introduced the Adoption section.

In this episode, we talk about the Sugar Administration Specialist Exam. We review the purpose and benefits, the exam specifics, how to register, how to prepare, and explored the topics and objectives of the exam.  Refer to the links below to access more information about all the certification programs, sample exam questions, purchasing the exam, renewing your certification, and deep dive into preparing for the exam. And, don’t forget to submit your Sugar Serve Best Practice Giveaway Idea (link below).

In this podcast episode, we review five major features and what you need to configure, set up, or adjusted in Sugar Serve to take advantage of the benefits they offer your end-users. We also are announcing a giveaway in this episode. Listen to find out how you can win a free SugarU class.

Below are links mentioned in this podcast episode that you might want to reference for more information.

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In this episode, we review the Q3 2021 a.k.a v.11.1 release features and enhancements that affect Sugar Serve. This release is only available for SugarCloud deployments, which means SugarCRM is hosting the instance.

Not every single feature and enhancement will be covered, only the most important ones. But, please refer to the links below for all the new release updates and new features.

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For the fifth episode of the SugarU Podcast, we discuss with special guest Brie Rowe the upcoming ClubZone event. We review the what, when, and where of the ClubZone. As, Director of SugarUniversity, Brie is a part of the team helping to plan the event. one of the ones in charge of the event. This free customer event is now accepting pre-registration.

Session Dates and Times:

APAC: Tuesday, Sept 28
1:00-5:00 PM AEST / 8:30 AM-12:30 PM IST

Americas: Wednesday, Sept 29
9:00 AM-1:00 PM PDT / Noon-4:00 PM EDT

EMEA: Thursday, Sept 30
Noon-4:00 PM BST /1:00-5:00 PM CEST

For the fourth episode of the SugarU Podcast, we review several importing of data in Sugar best practice. One of the first challenges in implementing Sugar when moving from a previous CRM system is to migrate your existing data to Sugar. This episode walks through some best practices that you can use to move external data into Sugar.

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In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means is a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps.

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Episode 2 is about defining what a Target, Lead, and Contact records are in Sugar sprinkled with best practices and important admin configurations. Hopefully, after listening to this podcast episode you’ll have a better understanding of these three modules and how they work together.

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For the first episode of the SugarU Podcast, we explore the idea of using Team Huddles to drive Sugar user adoption. We share the how, when, where, and what of team huddles. Hope you enjoy it!

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Welcome to the SugarU Podcast designed for SugarCRM Administrators to inform, excite, and teach them about all the sensational ways we can help them be champions for success.