What are the benefits and challenges of CRM?

Every sales team needs a CRM platform to organize customer data, but challenges such as manual data entry can make the tool difficult for organizations to maintain. CRM platforms have always tracked customer interactions during the sales cycle, but over the years, vendors have adapted the tools to do […]

SugarCRM Introduces Integrated Playbook Functionality to Support Guided Selling and CRM Process Automation

Barbara P. Sherrill

SugarCRM, provider of the award-winning AI-driven CRM platform, introduced integrated “playbook” functionality to support guided selling and advanced CRM process automation. The no-code toolset enables business users to easily design, visualize and automate sales, service and marketing processes. SugarCRM customers can create playbooks and templates for sales plays, sales methodologies, […]