Keep Your CRM Free of Scares

Halloween is right around the corner and while you are looking for spooky decorations and creepy costumes, we’ve got everything covered for your trusty CRM. Here is how Sugar can protect you from the three haunts lurking in your day-to-day life.

Menacing Roadblocks

What better time to rid yourself of menacing roadblocks than now? Meet our spooktacular new document template manager that merges Sugar data from one or more Sugar modules.

SugarCRM document template manager screenshot

You can merge data in Microsoft or PDF documents without writing a single line of code! Scary!

Scary clown gif

Spine-Chilling Busy Work

No one should do what a machine can do for them easily. It’s time to summon the new Calendar!

SugarCRM New Calendar Screenshot

The new, fully manageable Calendar solution displays any standard or custom Sugar module directly in Sugar and empowers you to visualize data in a way that makes the most sense to you.

Caution—Only use it if you are seeking terrifying good collaboration across your organization.

Wicked Blind Spots

Double, double, toil, and trouble. Remember that awesome feeling when you found answers to problems because you could see the whole picture instantly? If you don’t, then it’s time to meet the new enchanted Escalation Management feature that made its appearance just in time for the new season!

With the new “Escalation” action, you can now escalate cases, bugs, accounts, and opportunities for faster review, all without ever leaving the platform. Not only does this eliminate major customer blind spots, but it takes away the monstrous busywork that you usually perform outside of Sugar.

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We loved giving you three haunted Sugar tips just in time for Halloween! Make sure to watch our video below to get you in the holiday mood for a spooktacular Halloween courtesy of SugarCRM!

  • Sugar Sell
  • SugarCRM
About the Contributor
Roxana Rangu
Roxana Rangu Prior to joining the SugarCRM team, Roxana worked in the marketing field for more than a decade. She loves good content, virtual events, and smart marketing. Though she fell in love with every aspect of digital marketing, video editing, and organizing high-level of experience webinars tops Roxana’s list of favorite projects. When she’s not making magic at her desk, you’re likely to find her painting, lifecasting, or admiring architecture when exploring her way through the world.