Customer Journey Plugin Version 5.4.0 is now available The major feature enhancements to the Customer Journey Plugin fall into two major categories: enhancing the user experience and expanding template control and automation for administrators. New Template: Priority 1 Critical Problem To show off the new capabilities that increase automation and even further reduce the
The Customer Journey Mobile™ by Addoptify brings the capabilities of the popular Customer Journey Plug-in for Sugar to the Sugar Mobile app for iOS devices. Using the Customer Journey Mobile app means one can not only see but assign, interact and use customer journeys as on the desktop. The Customer Journey Mobile app is
The Customer Journey Plug-in defines processes, whether simple or complex. For all processes, there will be an optimal amount of time between steps and activities to maximize return or minimize risk. This is known as process Momentum. Depending on the type of journey, this is sometimes called velocity, efficiency or forward motion.
A Customer Journey Plugin task can be defined so that a series of actions can take place on 1 click. The capability extends to being able to call an external application and pass it appropriate data so that it can also be completed with 1 click. You can view a video of the capabilities
The link below will take you to all the release notes on Customer Journey Plug-in. Note: To get all the latest updates you will be redirected to sugarcrm.com. Release notes
This guide walks through the steps to download, install, and activate the Customer Journey Plug-In in a Sugar instance. Note: To get the latest version of the guide you will be redirected to sugar.com. Go to the guide
This guide covers how users can engage with the plug-in after it has been installed, activated, and configured by an administrator. Note: To get the latest version of the guide you will be redirected to sugar.com. Go to the guide
Issues of Marketing and Sales Alignment is a common challenge in today’s business. As with many organisations there is a raging river of silos and more flowing between these two areas. Internal fights about lead hand-over procedures, lead quality, sales follow up and support are all widening the gap between the two. The result?
How diligent is your Opportunity Management? Is it based on the mood of the individual Sales rep or simply guessing? Sales opportunities are often created hastily based on gut feelings, causing sales people to spread themselves too thin and spend too much time on low priority opportunities. They may even be spending time with
The success factors: streamlined processes, a unified sales methodology and stronger onboarding efficiency. The key ingredient: Customer Journey Integration with Sugar! With a presence in more than 80 markets, Roxtec has become a global brand and a world-leading supplier of flexible cable and pipe sealing solutions to various industries.