Build, Maintain & Strengthen your Customer Relationships with SugarCRM

• Single, shared system for managing leads, opportunities and accounts
• Focus attention on the most profitable deals
• Manage and upsell into existing accounts
• Work offline through Sugar mobile 
• Collaborate through integration with Microsoft Outlook, Lotus Notes and other applications.
• Access control and workflows coordinate interactions across teams
• Forecasting capabilities give visibility into future performance

Opportunity Management

• Track all opportunity-related data including, decision makers, customer communications, and any other information unique to your company’s sales process, all in one place. 
   
• Customise SugarCRM to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Contact Management

• Get a complete picture of your customer with everything you need in one place - including interactions history, social media profiles, opportunities
   
• Close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. 

Account Management

• Build tighter, more profitable relationships by understanding the status of each account
   
• Get a single view of customers across products, geographies, account, and status
   
• In one single page, view all associated sales opportunities, contacts, activities, history, cases and quotes. 

Forecasting

• Get an at-a-glance, personalized view of your business, all in real time
   
• Leverage sales opportunity and sales stage information within Sugar to develop more meaningful and accurate sales forecasts

• Share business insights in real time to keep your numbers on track and your forecast accurate

• Create, assign and edit quotas, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts.

Quotes & Contracts

• Generate accurate quotes with support for multiple line items, currencies and tax codes
   
• Manage revisions and approvals through sales process 
   
• Gain a single view of associated quotes and contracts for each opportunity

Dashboards

• Get real-time information about leads, opportunities and accounts
  
  
• Manage access based on user profile and expose employees only to the information they need to know
   
• Present user-specific information about sales opportunities and progress
   
• Customize charts and reports based on key metrics and drill down to understand account progress and individual performance