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Sugar CRM
Our CRM team specializes in Sugar CRM consulting, development, systems integration and has developed proven, structured approaches for this. Our approaches are driven by business needs, creating strong business and IT partnerships.
With a strong focus on adoption from start to finish, IBN brings certainty to results by blending its deep technical expertise in SugarCRM as a 'platform' with its understanding of systems, data, business processes and organizations.
Sugar CRM Services Profile
• Consulting & Services
• Complete Implementations
• Custom Development
• Training and Adoption
• Hosting
• Consulting & Services
• Complete Implementations
• Custom Development
• Training and Adoption
• Hosting
Overview
SugarCRM is the commercial Open Source Customer Relationship Management (CRM) software for companies of all sizes. Sugar easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. SugarCRM's open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships.
SugarCRM is an excellent product due to its rich features. It is convenient to every organization from all sizes and industries/businesses as it is built/developed on the pure Open Source LAMPS platform: Linux or Windows, Apache or IIS, MySQL, PHP, and SugarCRM.
Benefits and Features of Sugar CRM
1. General Features
• Integrated set of over 40 tools
• Web-based, Easy to use, Intuitive, and no Training Necessary
• Domain experts to take care of any level of customization
• 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.
• Sugar mobile solutions translate to less downtime and greater productivity & efficiency. Sugar can integrate e-mail and
calendar information with Microsoft Outlook, ensuring that company communications are centralized and coordinated.
Downloadable plug-ins for integration with Microsoft® Outlook and Word
• Pre-built dashboards, with the ability to customize 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)
2. 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
3. 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
4. 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
5. 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
6. 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 (eg. run a
report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)
7. 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
8. 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
• Synchronize SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the
Outlook plug-in and synchronies your email and calendar in Outlook 2003* with SugarCRM
9. 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
10. Manage Customer Information
• Organize 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
11. 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
• Integrated set of over 40 tools
• Web-based, Easy to use, Intuitive, and no Training Necessary
• Domain experts to take care of any level of customization
• 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.
• Sugar mobile solutions translate to less downtime and greater productivity & efficiency. Sugar can integrate e-mail and
calendar information with Microsoft Outlook, ensuring that company communications are centralized and coordinated.
Downloadable plug-ins for integration with Microsoft® Outlook and Word
• Pre-built dashboards, with the ability to customize 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)
2. 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
3. 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
4. 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
5. 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
6. 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 (eg. run a
report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)
7. 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
8. 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
• Synchronize SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the
Outlook plug-in and synchronies your email and calendar in Outlook 2003* with SugarCRM
9. 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
10. Manage Customer Information
• Organize 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
11. 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