Books on SugarCRM

SugarCRM for Dummies

Implementing SugarCRM

SugarCRM Developer's Manual

Skype Status

My status
SugarCRM PDF Print E-mail

SugarCRM is an open-source software-solution vendor which produces the Sugar Customer Relationship Management (CRM) system.

Sugar Open Source 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. Sugar Open Source is the least complex, most portable, and most cost-efficient customer relationship management (CRM) solution.

Features

Easy Set-Up and Administration     
   
Feature rich plug-ins for integration with Microsoft® Outlook and Word
Graphical dashboards to provide real-time information about business performance
Full control over certain information to be shared or restricted based on user credentials
Ability to bulk import / export existing data
       
Customer Relationship Management    

Account creation & management, with unlimited contacts associated with each account
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
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
       
Sales Force Automation    
   
Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility
Sales lead creation and tracking, and conversion of sales leads into opportunities
Graphical dashboard display of opportunities pipeline, lead sources and outcomes
       
Track Sales Opportunities    

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
Sort and filter your contacts and sales opportunities with views to see only the most relevant information
Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand
       
Customer Service Tracking    
   
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
Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history
   
Manage Customer Information    
   
Organize and access all of your prospect and customer information in one central place
Automatically associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later
Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly
   
Share Customer Information with other users / employees    
   
Share your customer information across your business with specific users / employees
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
Help your sales leads easily see who is working on what and what stage in the sales process each account is in
   
Email Campaign Management    
       
Compose HTML emails and send them to selected records from within SugarCRM
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
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.