Sugar CRM software

Sugar CRM is an open-source software solution vendor which produces the Sugar CRM (Customer Relationship Management) system.

Sugar CRM Sales Force Automation

Sugar CRM drives sales performance by allowing sales representative to track and share contacts and opportunities, forecast revenue, manage and upsell into existing accounts, manage quotes and contracts, monitor performance through dashboards, collaborate through integration with Microsoft Outlook and other groupware applications and work offline through our mobile solutions.

  • Focus attention on the most profitable deals
  • Share sales data across individuals and teams
  • Monitor quota progress and business performance
  • Bring new sales representatives up to speed
  • Use effective presentations and proposals to customers

Sugar CRM Marketing Automation

Sugar CRM closes the loop between marketing and sales. Create, execute and track marketing campaigns across different channels with the campaign wizard. Design successful email marketing programs and capture leads straight into your Sugar CRM system using web-to-lead forms. Manage and allocate leads to your sales team and track the ROI of your marketing programs.

  • Captures leads directly into CRM System
  • Create and execute campaigns across marketing channels
  • Measures return on investment of campaigns

Sugar CRM Customer Support

The aquisition of new customers is more expensive than selling to existing customers. Using Sugar CRM customer support, companies can be confident customer cases will be dealt with quickly and effectively. Sugar CRM customer support centralizes service and support requests across channels to allow organizations to resolve customer issues, manage inbound emails, share knowledge, and diagnose bugs. In addition, companies can lower customer support costs using the Customer Self-Service Portal.

  • Share information across individuals and teams
  • Centrally manage and share all customer service issues
  • Measure the responsiveness of customer support
  • Understand frequency of incidents to improve product quality

Sugar CRM Reporting

Sugar CRM Reporting turns data into useful information. Management can monitor business performance across the entire business using reporting tools on Customer Profiles, Case Reports, Sales Trends, and Marketing Analytics. The dashboards and reports in Sugar CRM can be customized to meet the individual needs of users or to track key metrics across the company. Basis for each report is actual data, so managers can drill down and explore the data impacting their organization.

  • Share/restrict access to reports and dashboards across teams
  • Create real-time reports and dashboards on any CRM metric
  • Monitor the effectiveness of marketing programs, sales opportunities, and support cases

Sugar CRM Collaboration

To further enhance marketing, sales and support activities, the Sugar CRM Collaboration module provides capabilities to manage email, schedule and track activities, manage projects within Sugar CRM while integrating with Microsoft Outlook and work in offline or mobile settings. The collaboration module streamlines common tasks and promotes effective communication with employees and customers.

  • Integrate Sugar CRM with popular applications such as Microsoft Outlook
  • Manage schedules, calls, meetings and emails from a single location
  • Allow workers to access Sugar CRM in mobile and offline settings
  • Create, assign and manage key projects across teams

Sugar CRM Software Platform

The Platform capabilities allow developers and administrators to create and manage powerful (new) business processes quickly and easily. Administrators can control access rights to modules and fields, define teams, create new dashlets from third-party data sources and change homepage layout or modify existing screens. Simple yet powerful workflow tools provide the user with the ability to create and enforce business rules. Sugar CRM offers the functionality to create custom fields within a given module or create an entire new module using the Module Builder. These new modules can be unique to your organization or they can be shared or sold through Sugar CRM Exchange and loaded into other Sugar CRM instances through the Module Loader.

  • Deep customization features allow for the creation of custom fields and modules
  • Simple drag-and-drop user interface for easy configuration
  • Reveal and protect information based on user role and profile
  • Streamlined business processes to match business requirements
  • Share and add additional Sugar CRM modules based on your company needs