SugarCRM

Easy Set-Up and Administration

• Downloadable plug-ins to enhance basic functionalities
• Pre-built dashboards, with the ability to customize if required, provides real-time information about business performance
• Access Control allows certain information to be shared or restricted based on user credentials
• Ability to bulk import existing customer data (Ex. from other CRM tools such as Sales Force and ACT, or as a .CSV file)

Customer Relationship Management

• Account creation and management, with any number of 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
• Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Sales Force Automation

• 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
• 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

• Track customer problems and resolutions
• Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

Advanced Reporting

• Informative, preformatted reports track the status of sales efforts, help you prioritize sales tasks, and can offer insight into your business
• Run customized reports to quickly filter and summarize information about your business contacts and opportunities

Corporate Calendar

• Calendar view (by day, week, month or year) of all corporate activities, with an associated task list
• Shared calendar for viewing other users’ calendars to help to avoid scheduling conflicts

Work Flow & Contract Management

• Control how information moves through your business more efficiently
• 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
• Log contract start and end dates, and create workflow to make a task appear prior to a contract expiration
• Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline
• Synchronize SugarCRM with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers

Create Quotes & Invoices

• Create a product or item list within SugarCRM to generate quotes for your products and/or services
• Convert Opportunity records into PDF quotes and invoices that can then be emailed to the account contact
• Import price lists so you can have the most current product information for your quotes

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 Co-Workers

• Share your customer information across your business with designated co-workers
• 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

Go Mobile

• Provides smartphone and tablet access that is hassle-free so you can continue to work away from the office on your iPhone, Android, Blackberry and iPad devices.
• Less downtime and greater productivity.

Multilingual Support

• Comes with support for 22 languages and support for right-to-left languages
• Multi-currency support
• Ready for global deployment

Examples of SugarCRM Services We Provide:

• Consulting & Implementation
• Support & Maintenance
• Business Analysis & Process Mapping
• Migration to SugarCRM
• Integration Services
• Customizing reports that are not available by default
• Enhancing work flows, such as project management, HR and other functionalities
• Complex scheduling, including staffing, fleet Management, and maintenance tracking, etc.