Sugar drives sales force performance by allowing sales representatives 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 sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.
Opportunity Management
Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling. The benefits include:
- Share opportunity information across individuals and teams
- Increase sales productivity through standardized sales processes
- Ensure effective opportunity handling through collaboration and workflow
- Tailor sales methodologies to meet your business needs
Contact Management
Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.
- Contact Imports- Import contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for Salesforce.com, Act, Microsoft Outlook, Excel and CSV formats.
- De-Duplication- Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.
- Record Merge- Merge similar records in a few simple steps. With record merge, companies can combine information from multiple companies to create a single master, reducing duplicate contacts while increasing data cleanliness.
Account Management
Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account. With Account Management you will better:
- Understand account status and relationships
- Improve up-selling and cross-selling opportunities
- Ensure consistent interactions with customers
- Share account information across marketing, sales and support departments
Forecasting
Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit ammounts. Sales representatives can take advantage of scenario planning to generate high, medium and low forecasts, use worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.
Quotes and Contracts
With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Microsoft Word, or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts. The benefits include:
- Generate and present accurate quotes and contracts to customers
- Integrates with the Sugar Products module
- Manage multiple revisions in a single location
- Gain a clearer picture of customer agreements and products purchased
Plug-In for Microsoft Outlook
Sugar Plug-In for Microsoft Outlook integrates your CRM data with your Outlook client. With a few clicks, Sugar users can sync email, contacts and calendar information into Sugar modules. With the Plug-In for Microsoft Outlook you will be able to better:
- Capture important customer communications within Sugar
- Archive email directly from Outlook to Sugar
- Synch your Outlook calendar, contacts, and tasks with Sugar
- Available for Microsoft Outlook 2007 and 2010
Mobile
SugarCRM is raising the bar and setting a new standard in Mobile CRM. Stay in touch while on-the-go with Sugar Mobile functionality. Sugar offers smartphone and tablet access that is hassle-free so you can continue to work away from the office.
- Sugar Mobile Browser- Access Sugar from any smartphone using the mobile browser. Access Sugar from any tablet using the mobile browser. Included in all CRM subscriptions
- Sugar Mobile- Access Sugar from a smartphone using a native application. Available today for Android and iPhone and included in all CRM subscriptions.
- Sugar Mobile Plus- Access Sugar from a smartphone or tablet using a native application with offline sync capabilities, which also stores a copy of the CRM data securely on the mobile device. Available for Blackberry, iPad, and iPhone. Android support is coming later in 2011. Included in Sugar Corporate, Enterprise, and Ultimate subcriptions, available a-la-carte add-on with Sugar Professional.
- Offline Client- In addition, subscribers to Sugar Enterprise and Sugar Ultimate also get access to the Sugar Offline Client, allowing them access to their customer data from their computer when not connected to the internet. Sugar will automatically update any changes made when they connect to the network.
- Sugar mobile solutions translate to less downtime and greater productivity