Wednesday, 21 August 2024 @ 12:00 p.m. (BST)
Join us for our SugarCRM Lunch & Learn sessions hosted by your experts at Provident CRM. In this session, we’ll cover the latest platform updates and improvements, including new generative AI features, user interface updates, mobile app upgrades, and more!
Our quarterly sessions provide a unique opportunity to connect with other SugarCRM users, learn from our experts, and discover insider tips for your specific use case.
Fill in your details below to reserve your spot:
Join your host Rachael Sheridan, Provident CRM’s Customer Success Representative, alongside special guest Nicola Dunn, Customer Success Manager from SugarCRM, as they provide valuable takeaways to enhance your SugarCRM journey.
During this insightful 30-minute session, they’ll cover the following:
Generative AI
– New AI summarisation tool to better analyse and generate concise summaries of your opportunities and cases
Service Insights
– Brand new, out-of-the-box reports for better visibility into case metrics
– Sugar Discover dashlet
– Sugar Admin controls access
Reports
– Consistent chart colours update
– Two new report templates
User Interface
– Improved error messaging for emails
– Enhancements for yearly calls and meetings
– Product catalog added
Administration
– SugarLive package library upgrade
And more!
Be sure to register today to join us, and bring your questions, challenges, and ideas – we’re here to help you maximise your SugarCRM experience.
See you there!
SugarCRM Lunch & Learn sessions help you to connect with other platform users and maximise your experience using SugarCRM. Our team of experts is always ready to showcase the latest features and improvements on the platform, providing you with tips and best practices for different use cases every quarter.
Whether you’re just getting started or have been using SugarCRM for a while, you’ll discover new and better ways to improve your organisation’s processes, reports, and collaboration.
Watch Previous SessionsOver two million people worldwide trust SugarCRM to manage their entire customer lifecycle, help them generate more leads, close sales faster, and create customers for life.
Sugar empowers you and your team to develop long-lasting relationships, and their motto, “let the platform do the work”, means that you know what your customers need before they do.
Learn More![]() |
Sara Tatam |
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Head of Sales |
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+44 (0) 7939 615303 |
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sara@providentcrm.com |
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Trevor Rogerson |
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Senior Sales Executive |
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+353 1 6930000 |
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trevor@providentcrm.com |