Upsert

10/30/2023

Customer service impacts whether customers switch brands. If your agents don't have a quick, 360-degree view of the customer's history and interactions, then you're doing your customers a disservice. Customers want their issues resolved by speaking to one agent - and they want it done fast. Add Upsert® Call Center to your SugarCRM implementation to serve up customer details on the fly. Your agents never need to leave the call screen.

Integrate with your existing call software

You can use Upsert® Call Center with any type of call-pop integration. If you already use Microsoft Teams Phone or RingCentral, we've got Call Center products that specifically integrate Sugar with those, too.

Do More Before "Hello"

Before making a call, agents can also access phone-number derived insights like line type, location, and time zone. Plus, Call Center identifies invalid numbers, saving valuable time. No more wasted dials!

Hands-Free Call Logging (Well, mostly)

When you make or take a call, Upsert® Call Center automatically creates SugarCRM call records, links them to the right contacts and accounts, and logs the call duration. Say goodbye to manual data entry and focus on the conversation's essence.

Introducing Call Sheets

Organize and execute your call campaigns with a centralized list of call targets and real-time insights. Build stronger relationships and close deals faster. Elevate your sales game with Call Sheets, and watch productivity and conversion rates soar!


https://upsertconsulting.com/plugins/call-center/


https://upsertconsulting.com/plugins/call-center-microsoft-teams-phone/


https://upsertconsulting.com/plugins/call-center-ringcentral/

11/01/2022

Find duplicates? More like find and destroy duplicates! Upsert® Deduplicate takes Sugar's familiar merge screen and duplicate-check mechanism to the next level by letting you create advanced detection queries, have them process in the background, and then auto-merge the duplicates it finds for you.
https://upsertconsulting.com/plugins/deduplicate/

08/12/2022

IP Restriction Manager - Now faster, safer, and great at parties!

https://upsertconsulting.com/blog/2022/an-oldie-but-a-goodie/

I'm pleased to announce the IP Restriction Manager For SugarCRM's triumphant return, which comes completely overhauled and backed by Upsert's world-class support and product guarantee. Best of all, it's free!

08/12/2022

Follow the Audit Trail! Upsert® Last Modified By for SugarCRM lets users quickly see when a field was last changed and by whom without opening the Audit Log. An easily readable label appears under the field, serving up handy audit information at a glance.

https://upsertconsulting.com/plugins/last-modified-by/

05/17/2022

Upsert is in the business of helping you make the right decisions. Make sure you reach the right people with the right message through the right channel at the right time. Hit us up to learn how Sugar can improve your ROI!

04/19/2022

We’re excited to announce that we have been awarded SugarCRM's 2021 Fastest Growing Partner. We couldn’t have done it without our customers and are so appreciative to them for trusting us! https://www.sugarcrm.com/press-releases/2022-partner-award-winners/

04/11/2022

Customer interaction is critical to your business. How are you utilizing your CRM to ensure you are constantly in the know?

04/07/2022

Were you unable to attend our webinar, "Navigating Your Customer Journeys with SugarCRM"? Don't worry! You can catch the recording anytime by following this link: https://youtu.be/vAJYlqDKfw8

03/18/2022

Join us during this webinar as we discuss how to leverage Sugar's advanced features to effectively map a customer journey.

https://pages.upsertconsulting.com/Upsert-Customer-Journey-Webinar

02/17/2022

Let Upsert help you with implementation, strategy, and best practices to get your SugarCRM instance to its fullest potential for your company!

Get the most out of your SugarCRM instance with Upsert. We can assist you with best practices, implementation, and strategy to ensure your CRM reaches its fullest potential for your company!

01/31/2022

At Upsert, we deliver the perfect balance between automation and configuration in your CRM to spur productivity. What would you do with all of this extra time?

01/11/2022

“How you gather, manage and use information will determine whether you win or lose.” - Bill Gates. Upsert can help you win with our CRM implementation services. Hit us up to learn more!