| Features & Benefits of Sugar CRM |
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| Home >Sugar CRM > Features & Benefits |
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| SugarCRM is the commercial Open Source Customer Relationship Management (CRM) software for companies of all sizes. Sugar easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. SugarCRM's open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. SugarCRM comes in three editions SugarCRM Open Source, SugarCRM Professional and SugarCRM Enterprise Edition. |
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| SugarCRM is an excellent product due to its rich features. It is convenient to every organization from all sizes and industries/businesses as it is built/developed on the pure Open Source LAMPS platform: Linux or Windows, Apache or IIS, MySQL, PHP, and SugarCRM. |
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Integrated set of over 40 tools |
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Web-based, Easy to use, Intuitive, and no Training Necessary |
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No licensing cost, only customization and support chares |
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Domain experts to take care of any level of customization |
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Remote development and support model to make solution cost effective |
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Presence in more than 10 countries to take Care of any physical support |
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| SugarCRM provides Sales Guys with the tools to effectively monitor and direct their sales teams & reps by enabling marketing, sales, and management teams to collaborate with one system. SugarCRM provides a real-time view of sales opportunities at all times, from anywhere in the world. |
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| Sugar mobile solutions translate to less downtime and greater productivity & efficiency. Sugar can integrate e-mail and calendar information with Microsoft Outlook, ensuring that company communications are centralized and coordinated. |
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| Features of Sugar CRM |
| Easy Set-Up and Administration |
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Downloadable plug-ins for integration with Microsoft® Outlook and Word |
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Pre-built dashboards, with the ability to customise if required, which provide real-time information about business performance |
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Access Control allows certain information to be shared or restricted based on user credentials |
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Ability to bulk import existing customer data (Ex. from other CRM tools such as Sales Force and ACT, or as a .CSV file) |
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| Customer Relationship Management |
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Account creation and management, with any number of contacts associated with each account |
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Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case |
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Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks |
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| Sales Force Automation |
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Dashboard-The Dashboard provides a single-view of the important statistics about sales performance including: Pipeline by sales stage, Pipeline by month & Opportunity by outcome, and opportunity by sales stage |
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Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility |
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Sales lead creation and tracking, and conversion of sales leads into opportunities |
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Graphical dashboard display of opportunities pipeline, lead sources and outcomes |
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| Track Sales Opportunities |
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Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence |
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Sort and filter your contacts and sales opportunities with views to see only the most relevant information |
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Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand |
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| Customer Service Tracking |
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A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve customer satisfaction |
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Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history |
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| Advanced Reporting |
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Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business |
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Run customised reports to quickly filter and summarise information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline) |
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| Corporate Calendar |
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Calendar view (by day, week, month or year) of all corporate activities, with an associated task list |
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Shared calendar for viewing other users' calendars to help to avoid scheduling conflicts |
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| Work Flow & Contract Management |
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Control how information moves through your business more efficiently |
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Tasks may be assigned to users, with the option to have automatic email notifications sent to advise users of new tasks or leads requiring action or follow-up |
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Log contract start and end dates, and create workflow to make a task appear prior to a contract expiry |
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Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline |
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Synchronise SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the Outlook plug-in and synchronise your email and calendar in Outlook 2003* with SugarCRM |
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| Create Quotes & Invoices |
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Create a product or item list within SugarCRM to generate quotes for your products and/or services |
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Convert Opportunity records into PDF quotes and invoices that can then be emailed to the account contact |
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Import price lists so you can have the most current product information for your quotes |
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| Manage Customer Information |
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Organise and access all of your prospect and customer information in one central place - SugarCRM gives small businesses one place to manage customer information, and track key information about sales opportunities, accounts, and individual business contacts |
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Automatically associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later |
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Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly |
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| Share Customer Information with Co-Workers |
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Share your customer information across your business with designated co-workers (for example, the business owner, another sales person, the administrative assistant, or a customer service person) |
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Provides managers with a comprehensive view of customer information and sales opportunities across the company and assists co-workers to fill in for each other |
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Help your sales leads easily see who is working on what and what stage in the sales process each account is in |
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| Email Campaign Management |
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Compose HTML emails and send them to selected records from within SugarCRM |
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Any email campaigns sent are automatically assigned to the account record, enabling you to track each customer's exposure to your different communications and campaigns over time |
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