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SugarCRM
Community Edition Version 5.0 Features |
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SugarCRM™ OS
is an enterprise class CRM application for managing
mission-critical interactions related to sales, marketing,
services and support. It is the perfect solution for
companies who desire an effective core CRM solution. |
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Why SugarCRM? : If you need a web-based
Customer Relationship Management (CRM) application that is
reliable, easy to implement, and can help organize and
manage your sales, marketing and customer support
functions, SugarCRM™ OS offers excellent functionality to
track accounts, contacts, leads, sales opportunities and
all the associated activities such as phone calls,
meetings and tasks. With the help of a Sugar Outlook
Plug-in you can synchronize contacts, meetings and tasks
directly with Sugar. |
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SugarCRM™ OS provides a hosted
web-based information system especially designed for
streamlining your sales process from first lead / enquiry
to contract signing through to after-sales customer care.
SugarCRM™ OS enables sales,
marketing, and support organizations to manage their
customer interactions more efficiently and profitably and
is intended for both large and small companies worldwide. |
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SugarCRM provides best practice systems to: |
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Centrally manage valuable customer
contact details. |
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Automatically generate accurate
pipeline forecasts. |
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Ensure that all qualified leads are
followed up. |
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Provide structured process for account
and opportunity lifecycle management. |
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As a web-based CRM tool hosted in our
secure data centre, there is no need for you to purchase
or install any specialized software, infrastructure, or
employ specialist IT staff to get up and running. SugarCRM
can be accessed via a web browser on any
internet-connected PC or laptop, and all your important
business data is regularly backed up by us. |
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SugarCRM is ideal for any type of
business that needs to provide their sales force,
marketing and customer service and administrative staff
with greater automation for improved account, contact,
opportunity and sales pipeline management. |
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Modules in SugarCRM |
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| 1 |
Lead Management |
8 |
Emails: Inbuilt email client |
| 2 |
Sales Opportunity Management |
9 |
Document Storage and
Management |
| 3 |
Account Management |
10 |
Campaign Management |
| 4 |
Contact Management |
11 |
Dashboard with graphical
reports |
| 5 |
Project Management |
12 |
Bugs tracking for product
development |
| 6 |
Activities: tracking & sharing |
13 |
Employee Directory |
| 7 |
Support Case Management |
14 |
Application Wide Search |
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SugarCRM
Key Features |
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Easy Set-Up and Administration |
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Feature rich plug-ins for integration
with Microsoft® Outlook and Word |
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Graphical dashboards to provide
real-time information about business performance |
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Full control over certain information
to be shared or restricted based on user credentials
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Ability to bulk import / export
existing data |
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Customer Relationship Management |
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Account creation & management, with
unlimited 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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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. |
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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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Manage Customer Information |
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Organize and access all of your
prospect and customer information in one central place
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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 other users / employees |
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Share your customer information
across your business with specific users / employees |
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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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Track email campaigns in terms of
number of emails sent, details of contacts who opened
the email and then details of contacts who clicked on
the link in the email. |
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Role-Based Demos
: Learn how Sugar can help your business succeed in these role-based product demonstrations. |
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