Sugar : Customer Relationship Management Open Source Soultion

The Customer Relationship Management system or “CRM” as it is mainly known as, is a widely implemented software model for managing a company’s interactions with its customers, clients, and sales prospects.

SugarCRM is a crm software which is based upon technology by which to organize, automate, and synchronize business processes—principally sales activities, however it also those for marketing, customer service, and technical support.
The overall goals of a CRM are to seek, and attract new clients, services and retain those which the company already possesses, as well as to entice former clients to return, and reduce the costs of marketing and client service.

sugarcrm

Customer relationship management describes a company-wide business strategy, including customer-interface departments as well as other departments. Measuring and valuing customer relationships is critical to implementing this strategy. With Sugar Ultimate Customer Relationship Management Software by SugarCRM the main focus is mainly centered upon Large Businesses and offers various analytics, collaboration, market and sales automation, channel management features and more by which to help users when it comes to managing their client-base more efficiently and effectively.

It has following features.

Analytics Features

Sugar Ultimate by SugarCRM CRM software offers 5 analytics feature(s), including Dashboards, Dashboard Customization, Distilled View, Forecasting and Reporting, which is far more than the average for all Customer Management Software.

Customer Relationship Management

The CRM includes creation of accounts and management of any contacts associated with each account. It provides details of activities such as meetings, calls tasks, notes with attachments, emails, account, lead, opportunity and case. The software also helps to manage the leads and sales prospects throughout the sales cycle.

Tracking Sales Opportunity

The software enables users to track important information such as status of sales opportunities, revenue potential, probability of closing, and expected close date for procuring sales forecast. Further, it sorts and filters the most important contacts and sales opportunities.

Channel Management

Sugar Ultimate offers 4 channel management feature(s), including Multi-Language, Multi-Currency, Customizable Forms & Data Fields and Customizable Features, which is far more than the average for all Customer Management Software.

Managing Customer Information

Information about the customers and prospects are organized in a one central database. Key information about the sales opportunities, accounts, and individual business contacts can be obtained from the central database. The incoming and outgoing email messages and appointments are automatically associated with the business contacts, business opportunities and accounts. The tasks, notes, files and phone logs can be attached to the accounts, business contacts or sales opportunities, so that they can be retrieved quickly.

Tracking Sales Opportunity

The software allows tracking of important information such as status of sales opportunities, revenue potential, probability of closing, and expected close date for procuring sales forecast. Further, it sorts and filters the most important contacts and sales opportunities.

Setup and Administration

The set up is easy to handle. It allows the user to integrate plug-ins for Microsoft Outlook and Word. The customizable dashboard offers real time information about business performance. Bulk of customer data can be imported from other CRM tools such as Sales Force and ACT.

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