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SAP-SugarCRM Integration

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SugarCRM Capabilities PDF Print E-mail

SugarCRM Capabilities

Marketing Automation

Sugar closes the loop 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 reps and track the marketing ROI of your programs.

Market Automation
Impact
Multi-Channel Campaigns
Create and execute campaigns across marketing channels
Campaign Wizard
Captures leads directly into CRM System
Email Marketing
Measures return on investment of campaigns
Web-to-Lead Forms
 
Lead Management
 
Marketing Analytics
 

Sales Automation

Sugar drives sales performance by allowing sales representative 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 our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Sales Automation
Impact
Opportunity Management
Share sales data across individuals and teams
Contact Management
Focus attention on the most profitable deals
Account Management
Bring new sales representatives up to speed
Forecasting
Present effective presentations and proposals to customers
Quotes & Contracts
Monitor quota progress and business performance
Outlook Plug-In
 
Dashboards
 
Customer Support
 

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.

Customer Support
Impact
Case Management
Centrally manage and share all customer service issues
Inbound Email
Understand frequency of incidents to improve product quality
Knowledgebase
Share information across individuals and teams
Bug Tracking
Measure the responsiveness of customer support
Self-Service Portal
 

Collaboration

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.

Collaboration
Impact
Email Client
Manage schedules, calls, meetings and emails from a single location
Project Management
Create, assign and manage key projects across teams
Outlook Plug-In
Integrate Sugar with popular applications such as Microsoft Outlook
Mobile Solution
Allow workers to access CRM in mobile and offline settings
Activity Management
 

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.

Reporting
Impact
Sales Trends
Create real-time reports and dashboards on any CRM metric
Marketing Analytics
Monitor the effectiveness of marketing programs, sales opportunities, and support cases
Case Reports
Share/restrict access to reports and dashboards across teams
Dashboards
 
Customer Profiles
 
 
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