With SugarCRM, your entire company shares the same timely, accurate information. Sugar supports your business processes, your business applications, and whatever solutions you choose to integrate with your CRM. The power and breadth of features alone make SugarCRM the smart choice, not to mention the low price tag.
Sales Force Automation
SugarCRM drives sales force performance by allowing sales representatives to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through Sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.
- Share sales data across individuals and teams
- Focus attention on the most profitable deals
- Bring new sales representatives up to speed
- Present effective presentations and proposals to customers
- Monitor quota progress and business performance
Marketing Automation
Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.
- Create and execute campaigns across marketing channels
- Captures leads directly into the CRM system
- Measures return on investment of campaigns
Customer Support
Acquiring new customers is much more expensive than selling to existing ones. With SugarCRM customer support, companies have confidence that customer cases will be handled quickly and effectively. Sugar customer support centralises customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies that subscribe to Sugar Enterprise or Sugar Ultimate can defray customer support costs with the included Customer Self-Service Portal.
- Centrally manage and share all customer service issues
- Understand frequency of incidents to improve product quality
- Share information across individuals and teams
- Measure the responsiveness of customer support
Mobile CRM
Sugar offers smartphone and tablet access that is hassle-free so you can continue to work away from the office. Check out SugarCRM mobile options.
Social CRM
Sugar is fully Social CRM ready:
- Access different Social CRM solutions directly from Sugar
- Keep sales people inside their CRM applications
- Use Sugar Studio, Cloud Connectors and Module Builder to easily add additional Social CRM capabilities.
- Empower your employees with the latest Social Media capabilities
The following Social CRM capabilities and integrations are available for all subscriptions out of the box:
Social Media
- Facebook: read your friends’ news feeds in the Activity Streams dashlet
- LinkedIn: See who you know or who can provide you with an introduction at a company
- Twitter: read tweets of all the people you follow in the Activity Streams dashlet and add the Twitter name to a contact or lead and read their tweets directly in the contact or lead record
Email Integration
- Sugar Plug-in for Microsoft Outlook: archive emails to Sugar and sync calendar, contacts and tasks
- Sugar Plug-in for IBM Lotus Notes: archive emails to Sugar and sync calendar, contacts and tasks
- Gmail, Yahoo! Mail and IMAP mail: use the Sugar email client to archive emails to Sugar
- Send email using your mail account credentials directly from Sugar
Online Collaboration
Schedule, start or join LotusLive, Cisco WebEx or GoToMeeting online meetings directly from Sugar
Document Sharing
Relate documents to any record in Sugar and store them in the cloud using LotusLive or Google Docs
Sales Intelligence
- InsideView: Use the pre-installed InsideView module to get the most up to date information on customers and prospects
- Hoovers, Jigsaw and Zoominfo: Get account and contact data using the Sugar Cloud Connectors
SugarExchange Extensions
- Box.net: Relate documents to any record in Sugar and store them in the cloud using Box.net
- Qontext: Secure, cloud-based, social collaboration between co-workers, customers, prospects and partners.
Additional Social CRM integrations can easily be built using Sugar Studio, Sugar Cloud Connectors and Module Builder.
Reporting
Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so end users and managers can drill down and explore the data impacting their business.Sugar Enterprise and Sugar Ultimate also support advanced SQL reporting queries.
- Create real-time reports and dashboards on any CRM metric, without having to rely on administrators for support
- Monitor the effectiveness of marketing programs, sales opportunities, and support cases
- Share/restrict access to reports and dashboards across teams
- Review HTML-5 compliant charts on tablet computers such as Apple iPad
Project and Activity Management
Sugar’s Project Management delivers a full project management solution combined with the sales management, marketing automation, and customer support used by employees to manage customer-centric activities. These capabilities allow users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Since project management is integrated with Sugar’s customer information, users no longer need to be concerned with redundant or inaccurate information, lost customer data, poor information sharing, or lack of user adoption.
- Build and manage projects across teams
- Create projects from pre-defined templates
- Monitor activity and dependencies with Gantt Charts
- Manage upcoming tasks, open items, percentage completion, open cases, etc.
Email CRM Integration
Essential to marketing, sales, and support activities, Sugar email integration provides email management within Sugar by integrating with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers.
Users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects, and work offline or from a mobile device. Sugar email integration streamlines common tasks and promotes more effective communication with employees and customers.
- Manage schedules, calls, meetings, and emails from a single location
- Create, assign, and manage key projects across teams
- Sugar Plug-in for Microsoft Outlook
- Sugar Plug-in for IBM Lotus Notes
- Gmail, Yahoo! Mail and IMAP mail integration
- Allow workers to access CRM in mobile and offline settings
To learn more about SugarCRM contact us now! Call 1300 LOADED, or email us.