Ireland Flag Contact Icon +353 1 693 0000   UK Flag Contact Icon +44 203 411 6799

SugarCRM Quarterly Updates

Q2 2024: New Releases Uncovered

ProvidentCRM-CRM-Lunch-and-Learn-Logo

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.

Register Today

Fill in your details below to reserve your spot:

Why attend a SugarCRM Lunch & Learn session?

  • Learn from product experts
  • Connect with other SugarCRM users
  • Share knowledge and insights
  • Build a support community
  • Get firsthand information and insider tips
  • Ask questions live

What you’ll learn

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!

 

Why attend a SugarCRM Lunch & Learn session?

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 Sessions

What is SugarCRM?

Over 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

Meet our CRM experts

expert name Sara Tatam
expert title Head of Sales
expert phone +44 (0) 7939 615303
expert email sara@providentcrm.com
expert name Trevor Rogerson
expert title Senior Sales Executive
expert phone +353 1 6930000
expert email trevor@providentcrm.com