By :

MAYUSHA KASHETTI
MBA – 1 YEAR
18-MD-04
 ABOUT SugarCRM:
• Founded :California ,2004
• Founder : Clint Oram, John Roberts, Jacob Taylor
• Headquarters : Cupertino, California
• Key people : Larry Augustin (CEO 2009–present)
• Products : Sugar Community Edition, Sugar Professional, Sugar Corporate,
Sugar Enterprise and Sugar Ultimate
• Revenue : $96 million
• Number of employees :450
 PRODUCTS: INDUSTRY

• CRM pricing and editors • Manufacturing

• Sales CRM • Business Services
• Marketing CRM • Financial Services
• Service CRM
• IT CRM
FEATURES:
1.QUOTE MANAGEMENT

• Combines both an intuitive user experience with an extensible platform

serving the needs of businesses of all sizes.
• Categorize quoted line items with grouping capabilities for superior
organization and readability along with the ability to add inline comments for
better detail.
• Build quotes with greater efficiency via drag and drop reordering and export
functionality to send to customers in their preferred PDF custom template.
• Sell globally with multi-currency support. Work within your preferred currency
while accommodating your customer’s choice within the same quote
proposal.
 2.CRM Reporting & Dashboards
• Sugar Dashboards show real-time insights
into customer data like Leads,
Opportunities and Accounts.
• Customize charts and reports or filter on
CRM reports to analyse sales
performance.
• Reports and Dashboards show customer
profiles by industry, geography, company
size, product assets, revenue and other
important attribute.
 3.CRM for Sales Forecasting

• Get comprehensive and detailed view of your pipeline and make data-driven
decisions.
• Users can see in real-time how they are performing against their quotas and
adapt quickly.
• Get real-time visibility and track your top performers.
• Sales managers can use Sugar’s drill down capabilities to track and guide
their sales reps.
• Track even your most complex sales with Sugar Forecasts.
 4.Mobile CRM App
• Quick create, dynamic search, quick summary, filters, and favourite
features, so you can locate and use key information to easily manage your
sales, marketing, and support activities.
• Native device integrations such as click-to-call, click-to-text, and GPS
mapping, which allow you to get the most out of every customer interaction
by engaging your customers quickly and effectively from the device you
have at hand.
• Market-leading offline sync capabilities to ensure that the information you
need most is available from your mobile device even when the network
isn’t.
5.CRM Customization and Configuration

Customizations can vary from and

include:
• Custom fields
• Custom modules
• Custom layouts
• Code customizations
• Third party plug-ins.
6.Case Management and Bug Tracking Solution

• Measure Case metrics, including response time and customer satisfaction

rates.
• Define the priority level for each case and rank product defects for faster
attention.
• Inbound Email functionality allows emails to be automatically routed to the
right customers.
• Use Sugar's Bugs module to track and manage product related problems,
either found internally or reported by your customers.Support agent that is
handling the case.
 7.CRM for Sales Lead Management

• Sugar comes with a wide range of out-of-the-box Google Apps integrations.

• Easily integrate Sugar with Gmail, Google Docs, Google Calendar, Google
Contacts, and Android mobile devices.
• Archive your customer emails from your Gmail account in Accounts,
Contacts, Leads, Opportunities, or Cases modules.
• SugarCRM Mobile App gives you access to your customer data whether
you're in a meeting with your customer, in an airport, or working remotely.
• Sugar's Google Maps integration allows for fully-functional maps.
8.Search, Filters and Tagging
• Global Search lets users search on select fields and across Modules.
• With Sugar’s Quick View, you’ll get a preview of search results without
leaving the page.
• Sugar Administrators can use easy drag and drop interface to designate
specific modules, even custom modules, for Global Search.
• Find data with specific criteria using Filters. Sugar also allows you to
create and save multiple custom filters for more efficient data retrieval.
• Use Tags to create key words or phrases to group records. Users can easily
create and add tags to organize the data.
 9.Social CRM
• Twitter dashlet allows users to view and access various feeds for specific
twitter accounts via the record’s Dashboard and list view's Dashboard.
• Use Sugar Studio, Cloud Connectors and Module Builder to easily add
additional Social CRM capabilities.
 10.CRM Campaign Management

• Use Sugar Campaigns to streamline the development, execution, monitoring

and management of your campaigns across multiple channels.
• Benchmark campaign effectiveness to quickly identify what is working and
what is not delivering the results.
• Sugar Campaign Wizard simplifies campaign design, execution and tracking
of a campaign.
• Use Sugar’s Web-To-Lead Form to easily capture your website visitors
information and store them as Leads.
 11.Teams, Roles and Security

• Sugar provides a comprehensive set of capabilities to manage teams, roles,

and access privileges.
• Roles work in conjunction with Teams to form a robust security model for
non-admin users in Sugar.
• Team membership determines which records a user is allowed to see, while
role membership determines module availability and what a user can do
with the records he can see.
• Users belonging to a particular role will have the ability to access increased
or reduced functionality depending on the module and field-level changes
made within the role.
12.CRM for Project Management
• SugarCRM’s Project Management feature to create projects from pre-defined
templates for all customer-facing tasks including campaigns, opportunities,
accounts, and customer cases.
• Archive emails
• Attach meeting notes
• Store call records to build a comprehensive view of your customer activity
• Track activity and dependencies easily with Gantt Charts
• Manage upcoming tasks, open cases, meetings, emails and calls in a single
location.
• Ensure your customer facing teams work together to close more opportunities
in a shorter period of time.
13.Knowledge Base Management

• Knowledge Base enables your teams to create, maintain, and publish

articles. Share custom business and product information through an easy-
to-use interface.
• It articles for internal reference or publish externally for your customers to
access via the Sugar Self-Service Portal.
• It gives you a purpose-designed user interface for managing simple, non-
technical content.
• Knowledge Base module contains a number of stock fields which come out-
of-the-box with Sugar.
• Allow self-service customers to search for content and rate the articles.
Improve all customer care experience.
 14. ​Activity streams
• Sugar's Activity Streams allows users to view a list of activities performed on
records, create, preview, comment on posts and more.
• Activity Streams can be accessed via dashboards, module list and record
views, as well as the Sugar Intelligence Panel.
• 15. CRM for G Suite
• 16. Advanced Workflow CRM
• 17. Multilingual and Multicurrency Support
• 18. Self-Service Portal
• 19. CRM Deployment Options: on premise, on-demand
and cloud-based
• 20. CRM & Email and Calendar Integration
CRM HEROES
Awards:
THANK YOU