|Staying ahead of the game:
Performance Insights, a dedicated series of how-to videos and instructions are available for our clients with a current Helpdesk subscription. These short videos are available from directly within your Sugar environment, and are easily accessible by staff.
Geared toward specific outcomes, you can think of Performance Insights videos as a performance booster for staff looking to improve their day-to-day Sugar knowledge. They contain how-tos, why-tos and shortcuts for getting more done, faster.
In Focus: Mass Update
A client was recently faced with a challenge of updating a large number of contact records. The person responsible for this had not completed the task and the next morning, things were heating up. The phones were ringing and they desperately needed that information to be current in order to process sales. It was starting to look grim for the team.
Enter Sugar’s Mass Update feature. The Team Leader, remembering the Sugar’s Mass Update feature quickly turned things around. Within thirty minutes, she had updated hundreds of records, and the team was again able to handle sales calls, being fully informed.
You can learn more about Mass Update by checking out your Performance Insights module in Sugar.
Slow Down to Speed Up:
At CRM Strategy we don’t work with businesses, we work with people. We are fortunate to work with dedicated and passionate professionals, who care deeply about what they do. But as they say, life’s a journey, and at times parts of that journey can more challenging than others.
We’d like to call out that it’s worth taking the time to take time, to breathe and find peace of mind in a busy world.
Here’s a link we thought might be useful regarding peace of mind.
As part of our community development programme, we are involved with select not for profit organisations, who are advocates of mental health and issues in that domain. If you would like to know more, please contact firstname.lastname@example.org