​Resources

Resources

Watch our CRM demos, find upcoming events and download the latest guides, eBooks, whitepapers, analyst reports and more.

eBooks

It's Your Customer Data: Avoiding SaaS CRM Risks

A modern CRM can be a critical system of record for data and the company’s revenue stream, and can also act as a platform for business transformation. The right CRM decision can pave the way for all these things. The wrong decision can be disastrous. This eBook will outline some of the potential pitfalls, and suggest some questions to ask your CRM provider and partners as you embark on a strategic CRM initiative.

eBooks

Manage the Customer Journey for B2B Success

Your customers are on a journey with you. Creating an exceptional experience at every step means more to the success of your business than anything else you do. But how do you operationalize the real, practical changes you need to make to delight your customers every time you interact with them? This eBook outlines the 5 steps you need to manage the customer journey.

eBooks

Align or Die in the Age of the Customer

In a competitive business climate, having your business processes tightly aligned with your customers’ needs is critical to survival. Download the eBook to learn how to break down silos and provide a better customer experience, why a total customer view helps win and retain more revenue, and how to decrease time to revenue through integrated process automation.

Demos

Real Estate CRM Demo

Watch our demo to learn how Property Managers can use Sugar to review vacancies and service requests, investigate expiring leases, collaborate with potential clients, and more!

Demos

Financial Services CRM Demo

Watch our demo to learn how Investment Professionals can use SugarCRM to view information sourced from 3rd party applications, collaborate with clients, proactively target based on market and sector movements, and more!

Analyst reports

IBM Transforms Its Sales Team with Sugar

IBM leveraged Sugar's unique user-focused CRM to transform its global sales organization, successfully deploying a new system for salespeople that manage millions of opportunities worldwide.