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Sugar OS is an open source CRM application bringing a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. It is a preferable choice for customers of all sizes across a broad range of industries because of its collaboration and administration capabilities to adapt how their company operates.
SugarCRM provides Sales Guys with the tools to effectively monitor and direct their sales teams & reps by enabling marketing, sales, and management teams to collaborate with one system. SugarCRM provides a real-time view of sales opportunities at all times, from anywhere in the world.
Features of Sugar CRM
Easy Set-Up and Administration
Downloadable plug-ins for integration with Microsoft® Outlook and Word
Pre-built dashboards, with the ability to customise if required, which provide 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
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
Dashboard-The 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
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
Advanced Reporting
Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business
Run customised reports to quickly filter and summarise information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)
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 expiry
Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline
Synchronise SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the Outlook plug-in and synchronise your email and calendar in Outlook 2003* with SugarCRM
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
Organise and access all of your prospect and customer information in one central place - SugarCRM gives small businesses one place to manage customer information, and track key information about sales opportunities, accounts, and individual business contacts.
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 (for example, the business owner, another sales person, the administrative assistant, or a customer service person)
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