CUSTOMER RELATIONSHIP MANAGEMENT
is the premier commercial open source customer relationship
management application provider, breaking the rules set by conventional
CRM solutions. The limitations of traditional CRM software can
be summarized by the lack of flexibility, high costs, and closed-source
structure which is embedded into the traditional product offerings.
This has led to a failure rate of over 70% with traditional
3 founders who started SugarCRM created a new kind of software
company that smashes the CRM industry's antiquated methodologies
- using distributed, open source product development. By leveraging
the combined intelligence of CRM developers across the globe,
SugarCRM has built a more revolutionary CRM application than
what is offered by most proprietary software or hosting companies’
Sugar Professional Features
The Sugar Suite offers extensive user-friendly functionality
which makes using the application enjoyable and effective.
New Features in 3.5:
Allows users to merge data sets from different Sugar Suite modules.
This enhancement to Sugar Professional's reporting capabilities
makes it possible to filter customer data in hundreds of ways
to gain new insights and information that can help drive sales.
This new feature enables the use of embedded graphics and formatted
text both in single-use emails and in email marketing campaigns
created and managed through Sugar Professional. This complements
existing plain-text email abilities and helps users attract
the attention of prospects and customers.
SOAP API calls
These calls are created to query and easily traverse module
relationships. Now complex interactions don’t require
heavy enhancements to the API.
Faster Database Responses
Increased database performance with a single connection instance.
Your users will notice the difference in response times.
This tool completely manages upgrades from within the system
administration screen, eliminating the need to manually copy
and paste files. Offers controlled upgrade to speed-up the upgrade
process and reduce the potential for errors.
New upgrade-safe event handlers preserve modifications during
future release upgrades.
Improved Sugar Plug-in for Outlook
For faster navigation and greater control over synchronization
of contacts and calendars. Users can archive customer emails
to a contact, opportunity, lead or account with one click; transfer
scheduled meeting information from Outlook to Sugar Professional
through the Free/ Busy Server; and more.
New Sugar Module Loader
This feature users to add or remove third-party modules without
programming and keeps the add-ons separate from the base application
code, allowing core updates to be made without affecting accessory
modules. This removes deployment barriers and makes it easier
for developers to build Sugar Professional enhancements.
Additional Sugar Suite Features:
Manage your marketing campaigns
The Campaign Manager allows users to organize marketing activities
and measure their effectiveness and influence on the sales pipeline.
Users can manage and track marketing efforts associated to leads,
contacts and opportunities for closed-loop marketing analysis.
Email list designer
The list designer provides query, list management and list filtering
tools that allows personnel to segment contact databases for
target marketing purposes. Users can query the system to generate
lists targeting specific audiences, then save the queries for
re-use for similar future campaigns. Users can also import temporary
lists such as those rented from brokers or data service providers.
Manage your email marketing
This component enables marketing teams to create text email
templates that can be personalized for recipients and sent as
email blasts on any desired schedule. The email is then recorded
as sent within the lead or contact history, enabling a 360-degree
view of the customer.
See sales' forecasts
Forecasting allows sales managers to calculate potential sales
and associated revenues based on projections from sales representatives
related to deals that are in their pipeline. This provides essential
visibility and flexibility to alter expected performance commits,
help establish sales goals, and aid in resource planning.
Access Sugar Suite on any wireless device
Use any browser-equipped mobile device via a new separate application
that interfaces with Sugar Suite. Users can view, search, modify
or add contacts, leads, opportunities, accounts, meetings and
calls instantly through a wireless device with web access.
Manage your key documents within Sugar Suite
Provides a central repository for product briefs, data sheets,
collateral materials and other documents required by sales,
marketing, and support teams.
Manage your key projects within Sugar Suite
Project management is a group collaboration tool that allows
organizations to define steps, establish timelines, and assign
work to members on any project relevant to end users.
Access your corporate employee directory
See complete corporate resources list and have search functions
by first or last names, roles, departments and basic contact
Synchronize your schedule with non-Sugar Suite calendars
Enable users to use Sugar Suite with full group calendaring,
utilizing scheduling information managed both inside and outside
of the Sugar Suite application. The new Sugar free/busy server
can communicate with any client calendaring system
that can reference a free/busy published service such as Microsoft
Outlook? or Mac iCal?.
Customize your Sugar application without coding
Your business process is unique. Sugar Suite allows you to customize
the information flow to fit your organization like a glove.
All of this customization is now easy to do with a drag-and-drop
field manager available through the administrator tools.
Point-and-click portal creation
Add new modules into your Sugar Suite that are web-based applications
- such as forms, document repositories, order management systems
and more. Get quick access to all of your web based tools without
leaving the Sugar interface.
Automatic web lead imports
Leads can be automatically imported from a web form where attributes
for tracking and assignment purposes are customizable. Sugar
is also built to integrate with one of the best open source
CMS applications available - Mambo. Transfer your web leads
automatically to your employees through Sugar.
Microsoft Outlook email archive
Sugar Pro offers email archiving directly from Microsoft Outlook
without logging into Sugar Pro. A user can also create an account,
case, lead and opportunity The 2.5 release offers additional
Gain a real-time understanding of the Sales and Marketing activities
through the interactive, Macromedia Flash based, drillable dashboard
panel. You can customize what it displays too!
Integrated RSS feeds & team notices
Communicate the latest news and activities through the new RSS
feeds from your favorite media sources and also display internal
team blogs on the Team Notices board.
Easy to learn interface
Sugar Suite is designed for intuitive interactions allowing
fast human interaction time and ease of use
Fast application response time
Sugar Suite's architecture (LAMP) has the fastest server response
times in comparison to other CRM applications due to the clean
coding and optimized development
Totally customizable application
Written in PHP and MySQL, all aspects of the application can
be customized to better fit business needs
Complete application search feature
The search functionality in Sugar spans all components, and
displays every similarity in an organized presentation on one
User defined templates
The user selects which template to interact with - which doesn't
interfere with other user selections
User defined languages
Perfect for multi-lingual organizations, there are more than
15 languages the user can select to interact with
Last viewed list
Every page offers the user their last set of data points they
looked at, for quickly returning to a screen
Every component has a shortcut table customized to display the
commands most requested within that component
Quick data entry tool
Users can easily add data through a sub-menu table located within
Built for B2B and B2C companies
The accounts tab can be modified to become the customer tab,
offering the same advanced SFA system to business to consumer
User controlled lead conversion
Users have the option to create accounts, contacts, opportunities
and follow-through activities when converting leads
Advanced matching logic
Sugar uses "stop and check" technique for reduction
of duplicates in the system
Dynamic calendar displays scheduled meetings, calls and tasks
for a singe view of activities
Email alerts communicate newly assigned leads, contacts, accounts
and opportunities to a user
Team selling with data security
Sugar Pro can assign leads, contacts, accounts and opportunities
to user teams and track activates as a group controlled by user
Click on chart results and get the detailed information and
to edit the view
vCard creator and importer
vCards can be created, imported, and exported through Sugar.
user data import tool
Offers a data import tool that lets end-users easily import
data from most proprietary CRM products and spreadsheets like
salesforce.com®, Microsoft®, Act!®, and more.
End user data export tool
Users can easily export selected data into a commonly used format
for external use