[Video Tutorial]: Creating User-Defined Functions in Sapiens.BI for SuiteCRM
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of Sapiens.BI.
Collaborate with Teams in a Social Workplace Platform Built for SuiteCRM
Communicate more efficiently within your team and across departments to problem solve and keep everything moving along smoothly. The SuiteCRM Collaboration add-on is a one-stop solution for sales opportunities, projects, support and other collective teamwork needs.
Distribute Leads Equally with Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
Turn Online Visitors into SuiteCRM Leads with FreshChat
FreshChat is an all-in-one messaging software for all your sales, marketing and support needs. A leap from legacy live-chat systems, FreshChat helps teams and businesses focus on a continuous and context-driven messaging experience on the website, in-product, mobile and even social apps like Messenger. It saves all the conversion details in SuiteCRM.
Activate a Pop-up Preview of Related Records in SuiteCRM
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
Random Spotlight
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Social Login For SuiteCRM
Value Proposition Social Login for SuiteCRM reduces the end user’s tiring job to remember the password for their CRM. It also facilitates the admin to manage User Requests of new users. Moreover, admin can also choose whether to ‘Auto Approve’ or ‘Manual’ approve the new sign-up reques...
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Quick Field Filters
With the Quick Field Filters add-on, filter your data directly from the SuiteCRM List View and better manage interactions with customers throughout the sales conversion funnel.
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Quick Email Preview
View email messages directly in the history panel itself or detach the Emails and Notes sub panel and see them in their own separate sub panel.
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