SugarCRM Capabilities

A Single View of Customer Interactions

Award-winning SugarCRM is a powerful CRM software/CRM solutions that provides a single view of customer interactions across your different lines of business, offering organization-wide intimate understanding of customer requirements and buying patterns. Different from its key competitors that provide the solutions only a hosted model, SugarCRM gives the end user the flexibility to host the solution at their own premise/data centre or subscribe to its on demand services.

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Marketing can use this information to include the right customers in their campaigns, sales can cross-sell and up-sell and your support team can identify customers who might need product or service upgrades and inform sales.

You can also read about SugarCRM capabilities in this article

Feature-rich set of collaborative and platform tools and reporting capabilities

Sugar offers a feature-rich set of collaborative and platform tools so your departments can coordinate their efforts and interact seamlessly with customers. Executives and senior managers get real-time mission critical business information via an advanced suite of reporting modules.

• Sales Force Automation
• Marketing Automation
• Customer Support
• Reporting
• Collaboration
• Platform

Sales Force Automation

Sugar optimizes sales performance by allowing sales executives 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 the mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

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Impact

• 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 enables seamless collaboration between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. 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 executives and track the marketing ROI of your programs.

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Impact

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

Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.

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Impact

• 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

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 managers can drill down and explore the data impacting their business.

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Impact

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

Collaboration

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

Impact

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

Platform

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

SugarCRM also supports the following languages:
French
Intalian
Japanese
Hebrew
Simplified Chinese
Traditional Chinese
Thai
Bahasa Indonesia
Bahasa Malaysia
Korean
Vietnamese



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Impact

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