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Top 10 Highlights of SugarCRM’s 7.11 Release - BrainSell Technologies - Blog

Top 10 Highlights of SugarCRM’s 7.11 Release

The 2018 SugarCRM release (v7.11) is brimming with updates that range from subtle to stellar. From its fresh new look and feel to improved functionality through the ability to duplicate quote records, SugarCRM’s 2018 release facilitates efficiency while optimizing the user experience. As a result of these enhancements, sales representatives can complete quotes and communicate with clients faster and more easily directly from SugarCRM. Customers also benefit from SugarCRM’s new updates, as they are able to receive the pricing they need faster. Below is a look at the top ten updates to SugarCRM and how they benefit sales professionals. And you can review the full release notes on Sugar’s site here!

SugarCRM’s commitment to ongoing quality improvement

“We’d observed that CRM products were among the most disliked among users. The goal was to build something that actually helped the salesperson, the end-user, to do their job. As opposed to something that was about Big Brother, management, and tracking what they were doing. That was the original concept and it’s stuck through the company. We still focus on that.”
- Larry Augustin, CEO of SugarCRM

As illustrated by his comments in a recent interview with Diginomica, Larry Augustin reminds users that SugarCRM was introduced to help sales professionals succeed in their jobs. In keeping with this goal, the 2018 release of SugarCRM is designed to delight existing users and attract new customers seeking a versatile, user-friendly CRM. Below are the top ten highlights of SugarCRM’s new release.

1) A sleek new design
SugarCRM introduced a host of cosmetic changes to produce a fresh new look and feel for users. Design-related changes include a more vibrant Sugar Sidecar user interface that features bold colors and shapes. Examples include colorful, eye-catching sales pipeline graphics and colorful buttons that denote call and opportunity status. These aesthetic changes combine to produce a more positive user experience for sales representatives.


2) A more user-friendly record preview layout
Record previews are vital to busy sales professionals seeking a quick snapshot of a customer’s account details. SugarCRM’s new release features a more sophisticated record preview interface for users. Through an updated intelligence pane, SugarCRM users can quickly preview a customer’s account details to facilitate targeted sales.


3) Advanced workflow updates
The ability to track lead status changes enables salespeople to successfully manage accounts and focus their energies on new leads. Lead tracking also facilitates opportunity forecasting for sales managers. With Sugar’s advanced workflow updates, users receive message events that summarize changes to a lead’s status, enabling sales professionals to quickly swing into action if warranted.

4) Quote duplication
Sales professionals serving customers who frequently reorder the same collection of products will be delighted with this update. SugarCRM’s new release enables users to replicate past quotes with the click of a button. The duplicate quote will contain the same account information, line items, and products referenced in the original to ensure accuracy. This feature enables sales professionals to save valuable time while providing their customers with quotes in lightning fast time. In these ways, quote duplication improves sales efficiency and higher customer satisfaction.


5) Enhanced email forwarding
The ability to send emails to customers directly to customers from SugarCRM is another time-saving feature. Additionally, it enables sales representatives to effortlessly track and store electronic correspondence with customers. With SugarCRM’s new release, sales professionals are now able to easily forward archived email messages to customers and other recipients.


6) Email unlinking
Sometimes users need to unlink emails from an account record to streamline customer data or simply condense data associated with a large account. SugarCRM 2018 enables sales representatives to easily unlink emails from an email subpanel of related records. Whether a user simply wishes to condense an account record or customize the customer’s email subpanel, SugarCRM makes it simple to unlink emails.

7) Email sorting
Finding emails with attachments quickly enables sales representatives to confirm quotes and specifications on the spot. SugarCRM’s new release features the addition of a filter that allows users to quickly sort emails to locate emails that were sent with quotes and other attachments.

8) An enhanced product catalog dashlet
Finding products with minimal effort and searching is vital to a salesperson’s ability to quickly confirm product availability and cost. With this update, SugarCRM users can locate product details rapidly and respond faster to customers. Additionally, users now have access to a visual representation of every product available in the catalog dashlet.


9) Interactive report charts
With SugarCRM’s latest updates, users are now able to access and drill through a report chart. By simply clicking on a report chart, sales professionals can actively engage with data in Sugar. They can choose from a variety of report operations such as Record Actions menu, Favorite designation, Refresh, and Mass Actions menu. Through the availability of these operations, sales reps can actually engage with reporting data.


10) Enhanced saved reports chart dashlet
Accessing data contained in originating reports can help sales professionals target their outreach efforts and adjust their individual sales approach. Through the introduction of a View Report option, SugarCRM 2018 enables users to access a detailed view of originating reports. This option can be found in the Saved Reports Chart dashlet.

The Bottom Line
The 2018 SugarCRM enhancements promote efficiency and convenience for busy sales representatives who yearn to meet customer demands quickly and professionally. With an eye-catching new look and a host of new options, SugarCRM’s 2018 release enables sales managers and their staff to optimize their communication, quoting, and data reporting. Customers, in turn, receive quotes and correspondence faster. This enables customers to expedite purchasing decisions and respond faster to the demands of key stakeholders. The end results are shorter sales cycles and higher levels of customer satisfaction.

To learn more about SugarCRM’s enhanced design, please contact us at BrainSell. One of our industry experts will be happy to introduce you to the specific ways that SugarCRM can benefit your business. As a leader in the advisory and technology industries since 1994, BrainSell is committed to providing companies of all sizes with the software and business process tools that will help them thrive. We look forward to serving as your trusted resource for business software solutions!


Publish Date: March 7, 2018 5:00 AM

2021 Buyers Guide Cloud Contact Center Solutions

Page: 1234
Accordia Solution

Accordia Solution CIS
Accordia Solution is an innovative developer of seamlessly integrated cost-effective omnichannel Contact Center Solutions specifically targeted at the micro, small and medium operations.Our core business model involves the development and marketing of IP Telephony and IP Contact Center Solutions. We also strive to develop customer interaction solutions which include contact center and customer relationship management (CRM) that enhances Customer Experience Of The Future (CEOTF) and optimizes agent productivity.

Our flagship product, the Accordia Customer Interaction Suites (CIS), offers comprehensive functionality by helping your business meet and exceed the level of service in line with...
(read more)

Adversus Dialer

Adverus Dialer
Adversus is a web-based dialer and practical CRM solution for telemarketing, fundraising, and appointment scheduling businesses.

Alcor Consulting, Inc.

Omnichannel contact center platform which can be deployed on-premise, private cloud or public cloud subscription. Our contact center provides all of the modern features expected in a full contact center solution. Includes voice, SMS, chat, email, and social media integration. Built-in integrations for all major CRM's (Plus a built-in CRM). Survey module and QA module are also available.


Alvaria Cloud
Alvaria Cloud is the only enterprise cloud contact center solution that allows you to adopt best-of-breed Customer Experience (CX) and Workforce Engagement Management (WEM) applications modularly. Start with one or more applications and then add applications with ease when ready for additional capabilities, as your needs change. With the Alvaria Cloud Platform, you have the advantage of knowing that all provisioning, security, user management and other administrative tasks are already configured and in place.


Noble Contact Center
Noble offers a modern communications platform for optimizing all customer interaction. Put Noble’s unified platform to work for you — building performance and productivity, improving the quality and effectiveness of customer contacts, and reducing costs. With the critical software technologies that contact centres need most, our solutions provide seamless integration to existing corporate environments, reduce your learning curve and protect your technology investments.


Genesis Intelligent Series
Genesis is the latest advancement in Amtelco’s long line of call center solutions. This call center technology is entirely software-based and virtualized, with cloud-based capability. Genesis provides skills-based automatic call distribution (ACD), built-in speech recognition, text-to-speech (TTS), and voice services to improve call routing and management.

Arise Virtual Solutions

The Arise Platform
Arise is a pioneer of on-demand customer management business process outsourcing solutions, headquartered in Florida. Through the cloud-based Arise Platform, Fortune 50 and other companies connect to Service Partners who deliver authentic, loyalty-building interactions with their customers. Delivering radical flexibility to meet even extreme contact volume fluctuations, the award-winning Arise Platform is an innovative alternative to the traditional contact center.

Astute Solutions

Astute Agent
Astute Agent gives your agents everything they need to work cases confidently and efficiently. This modern case management CRM is the preferred choice for Consumer Relations and Customer Care teams who support some of the world’s most prestigious brands.

Astute Agent balances agent efficiency with customer experience. Here’s how:

- Automated email responses
Using natural language processing, Astute Agent reads incoming customer emails and automatically supplies a response to agents to review and send.

- Auto-populated case fields
AI capabilities automatically suggest reason codes, product codes, and other case information, saving agents minutes per case.

- Time-saving case feat...
(read more)

Britannic Technologies

INBOX allows any digital interaction to be blended into single or multiple queues with zero service interruption with implementation. Organising them by business context with smart tagging and search filters, the events can be automatically prioritised and categorised. Automating the route to the correct agent or business orchestration rule. It also connects with all your social media channels, enabling you to respond and route accordingly in real-time. Customer sentiment is also indicated. Use it to measure trends across your business or by a single event so that your agents can easily prioritise responses.

Brook Trout Solutions

CCaaS, SIP Trunking, SD WAN, Interconnectivity
Brook Trout Solutions provides Technology Guide services to help Contact Centers to the best possible solution for their business. This includes:
CCaaS: Talk Desk, Five 9s, Nice, Genesys and more
SIP Trunks: Many Global Providers to lower cost and improve operational efficiency
SD WAN: Connect to customers rapidly with the latest network technology to scale with flexibility.
Our service are at no cost to our customers. We look forward to meeting you!

Call Center Studio

Call Center Studio
Call Center Studio is the world’s first call center built on Google and is one of the most secure and stable systems with some of the industry’s best reporting. It is one of the most full-featured enterprise grade systems (with the most calling features, one of the best call distribution, outbound dialing features and integrations—including IVR, AI Speech Recognition, blended inbound/outbound calling and includes Google’s new Dialogflow and Speech API. Call Center Studio is the absolute easiest to use (with a 10 minute setup), and is the price performance leader with lower equipment cost and less setup time.

Call Tracking Metrics

CallTrackingMetrics is the only contact center solution with marketing attribution software built in. Our powerful UCaaS platform lets you know upfront who is calling in, what campaigns they were referencing, and their previous history with your company. Partnering this data with tools to automate and streamline your team’s workflow frees you up to focus on truly delighting your customers.

Conditionally direct calls, texts, chats and forms based on:

• Actions the customer has taken on your website
• Whether they’ve previously contacted your business
• Which agent they last interacted with
• Custom criteria unique to your business needs
• The location nearest to your customer

(read more)


Welcome to CallShaper – Harnessing the Power of the Cloud for Greater Sales Efficiency
For sales-based call centers, where margins are so tight, it’s all about closing. Thanks to CallShaper, inbound or outbound call center directors can have a dynamic, highly flexible platform that enables sales agents to focus on making the sale.

Thanks to CallShaper’s flexibility, call center directors who are managing multiple vendors from multiple locations can have everything they need on one platform that offers 99.999% reliability. And when it comes to reporting, CallShaper has no equal in providing real-time transparency.

With CallShaper, clients quickly find that they are better able to manage efficiencies at the sales rep level – and make more money!

Cloud Call Center Search

From AI - WFO and everything in between!
Cloud Call Center Search has spent hundreds of hours evaluating and vetting leading cloud software applications (Omni-Channel, Artificial Intelligence, Business Intelligence, Workforce Management and many others) and their actual use in the trenches with real-world clients. As a result, we understand the strengths and weaknesses of cloud-based call center software solutions. At NO charge, Cloud Call Center Search will match your organization with the cloud software providers that are the best fit to drive positive ROI in your customer experience, sales, and back-office operations.

Cloud IT Services GmbH

Dialfire offers you a complete call center solution that is simple and intuitive to use and adapts to your needs. It's completely cloud-based, saving you the hassle of setting up a phone system and installing software. In addition to predictive dialing and call blending of inbound calls, you can create personalized campaigns through an intuitive and easy-to-use interface. Features include automated workflows and full control over the agent screen.

You can see the full list of features here:

Connex One

Cloud contact centre technology with built in gamification tools, workforce optimiser, omni-channel, speech analytics, artificial intelligence, quality assurance, PCI-DSS payment platform, form builder and much more features. All seamlessly integrating with almost 100% of your inhouse applications & CRM systems - creating one powerful workflow platform. Increasing productivity, customer engagement, saving you cost. Available in opex model - pay per license per month. No binding contracts with NO cost for 24/7/365 support and full training with built in SLA.

Consilium Software

Consilium AWS and Amazon Connect Offering
Imagine a cloud-based contact center that can make customer engagement easy, deliver answers, assistance, and resolutions in a very personal manner, and in the context of your customers’ actions. Amazon Connect is a self-service, cloud-based contact center that provides a seamless omnichannel experience through a single unified platform for voice and chat. Contact center agents and managers don’t have to learn multiple tools, because Amazon Connect has the same contact routing, queuing, analytics, and management tools in a single UI across voice, chat, and mobile interface. Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 175 fully...
(read more)


Cloud contact software that makes customer contact pain free, so your team aren’t worrying about complex technology and can focus on what they do best. Take control, and design the perfect agent interface with a drag-n-drop visual editor. Combined with AI, leverage data-driven contact strategies to ensure the right agent is contacting your customers at the right time & on the right channel.

Content Guru

Content Guru makes engagement easy. A global leader in cloud communications solutions, we deliver off-the-shelf and bespoke customer engagement and cloud contact centre services, through the multi-award-winning 𝘀𝘁𝗼𝗿𝗺® platform.

Europe’s largest Customer Engagement and Experience platform, 𝘀𝘁𝗼𝗿𝗺, brings together intelligent automation, third-party systems integration, and on-demand scalability to enhance all customer communication functions. With true omni-channel engagement capabilities, 𝘀𝘁𝗼𝗿𝗺 gives organisations the power to create consistent and seamless experiences for customers, inspiring loyalty and powering success.


Convoso is the #1 dialer software for outbound lead gen/sales-related contact centers. Our cloud-based omnichannel solution solves the biggest frustrations call centers have with their dialer, including:

*Caller ID reputation
*Call flagging/blocking
*Low contact rates
*Limited insight into list performance
*Time wasted resetting lead lists
*Dropped calls
*Poor answering machine detection

Customers report dramatic increases in contact rates of up to 300%, delivering more conversions and significantly improved ROI.
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