https://upsertconsulting.com/blog/ Catch up on the latest insights in SugarCRM development and configuration from our expert team https://upsertconsulting.com/assets/img/branding/upsert/logoWhiteBackground.png https://upsertconsulting.com/blog/ en-us © Upsert, LLC Thu, 20 Aug 2026 18:06:40 +0000 Upsert RSS Generator How to get more from Sugar with AI—inside Sugar, in development, and for documentation. Practical steps for SugarAI (formerly SugarCRM) and AI. Wed, 11 Mar 2026 00:00:00 +0000 https://upsertconsulting.com/blog/2026/sugarcrm-and-ai-using-ai-to-get-more-from-sugarcrm/ https://upsertconsulting.com/blog/2026/sugarcrm-and-ai-using-ai-to-get-more-from-sugarcrm/ Upsert, LLC SugarAI, SugarCRM, AI, CRM, Development, Documentation Upsert 60 A practical guide to evaluating and choosing a SugarAI (formerly SugarCRM) implementation partner. What to look for, in-house vs. partner, and what to expect from SugarAI consulting. Fri, 27 Feb 2026 00:00:00 +0000 https://upsertconsulting.com/blog/2026/how-to-choose-a-sugarcrm-implementation-partner/ https://upsertconsulting.com/blog/2026/how-to-choose-a-sugarcrm-implementation-partner/ Upsert, LLC SugarAI, SugarCRM, Implementation, Partner, Consulting, CRM Upsert 60 Capturing leads visiting your website is often one of the most critical pipelines for potential business. Sugar provides a variety of options for accepting lead data to accommodate the easiest and most complex needs. Tue, 27 Aug 2024 00:00:00 +0000 https://upsertconsulting.com/blog/2024/integrating-lead-capture-forms-with-sugarcrm/ https://upsertconsulting.com/blog/2024/integrating-lead-capture-forms-with-sugarcrm/ Jerry Clark SugarAI, Forms, Lead capture, Leads, SugarCRM, Web-to-lead Upsert 60 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! Wed, 27 Jul 2022 00:00:00 +0000 https://upsertconsulting.com/blog/2022/an-oldie-but-a-goodie/ https://upsertconsulting.com/blog/2022/an-oldie-but-a-goodie/ Jerry Clark SugarAI, Announcements, Company, Customer, Customers, Experiences, Growth, IP, IP restriction manager, IP restrictions, Open source, Partner, Partnership, Solutions, Sugar, SugarCRM Upsert 60 We are excited to share how we have grown in our first year and how we will continue that momentum into 2021 and beyond! Thu, 10 Dec 2020 00:00:00 +0000 https://upsertconsulting.com/blog/2020/upsert-turns-1-year-old/ https://upsertconsulting.com/blog/2020/upsert-turns-1-year-old/ Chris Raffle SugarAI, Announcements, Company, Customer, Customers, Experiences, Growth, LinkedIn, Monday.com, Partner, Partnership, Solutions, Sugar, SugarCRM Upsert 60 Learn how to use the new upsert endpoints in SugarCRM 10.2.0 Thu, 12 Nov 2020 00:00:00 +0000 https://upsertconsulting.com/blog/2020/upsert-as-explained-by-upsert/ https://upsertconsulting.com/blog/2020/upsert-as-explained-by-upsert/ Jerry Clark SugarAI, API, CRM, Integrate API, Postman, SugarCRM, SugarCRM 10.2.0, Upsert Upsert 60 Do not let your company be the next Initech. Learn why, what, when, and how to automate and keep your company growing. Fri, 29 Nov 2019 00:00:00 +0000 https://upsertconsulting.com/blog/2019/executing-a-successful-automation-strategy-with-sugar/ https://upsertconsulting.com/blog/2019/executing-a-successful-automation-strategy-with-sugar/ Chris Raffle Automation, BPM, Business process, CRM, Initech, Office Space, Strategy Upsert 60 We are excited to share we are now a SugarCRM Authorized Partner! Thu, 07 Nov 2019 00:00:00 +0000 https://upsertconsulting.com/blog/2019/announcing-our-partnership-with-sugarcrm/ https://upsertconsulting.com/blog/2019/announcing-our-partnership-with-sugarcrm/ Chris Raffle SugarAI, Announcements, Authorized partner, Partner, Partnership, Sugar, SugarCRM Upsert 60 Building custom record views and routes for Sugar isn't as scary as you think. Here's how! Thu, 31 Oct 2019 00:00:00 +0000 https://upsertconsulting.com/blog/2019/how-to-build-custom-record-views/ https://upsertconsulting.com/blog/2019/how-to-build-custom-record-views/ Jerry Clark Code, Halloween, Record views Upsert 60 Vanilla Ice embodies some of the most critical skills for you and your team to evolve; none of them are plagiarizing Queen & David Bowie. Wed, 30 Oct 2019 00:00:00 +0000 https://upsertconsulting.com/blog/2019/what-you-can-learn-from-vanilla-ice/ https://upsertconsulting.com/blog/2019/what-you-can-learn-from-vanilla-ice/ Chris Raffle Collaboration, Customer service, Culture, Leadership, Vanilla Ice Upsert 60 Our business launched this month! Learn more about our company name and philosophy as we embark on this exciting journey. Mon, 21 Oct 2019 00:00:00 +0000 https://upsertconsulting.com/blog/2019/welcome-to-upsert/ https://upsertconsulting.com/blog/2019/welcome-to-upsert/ Chris Raffle Customer, Customers, Data, Database, Experiences, Facebook, Instagram, LinkedIn, Solutions, Tools, Twitter, Venture Upsert 60