SugarCRM
SugarCRM offers open source CRM, enabling SMB companies to leverage free code to manage and
enhance sales, service, and marketing functions. The open source model allows companies to take
the basic CRM platform application and scale it up using their own IT resources or Add-on modules
made available through SugarCRM’s partner and developer communities.
Deployable in SaaS (hosted by SugarCRM), Customer On-site, Partner On-demand, and Public Cloud
(hosted by Amazon, Rackspace, or Microsoft Azure clouds), SugarCRM meets the business process automation
requirements for companies looking for Sales Force Automation, Marketing Automation, Customer Care/Service,
Mobile CRM, Project Management, and Social CRM.
SugarCRM helps businesses communicate with prospects, share sales information with team members, be
productive in selling, and enhancing customer relationships.
SugarCRM drives sales force automation (SFA) by enabling sales managers to track/share prospect and
opportunity information, manage and up-sell to existing customers, forecast revenue, manage quotes and
contracts, monitor performance through KPI Dashboards, and collaborate remotely using Mobile CRM technology.
SFA impacts Sales representatives/teams by enabling the sharing of sales data throughout the front-office,
focusing attention to profitable deals, presenting effective proposals/quotes to customers, and through
dashboards that provide a portal view into existing quotes and business profitability/performance.
Marketing seamlessly connects with sales in SugarCRM. Utilizing the Campaign Wizard, marketing managers
can plan, create, and execute Campaigns to Targeted Contacts/Groups. Develop innovative email marketing
campaigns, capture leads through Web-to-Lead functionality, and track campaign responses in one easy-to-use
solution. Manage/assign leads to the sales staff and run Campaign Activity Reports to track ROI for all
marketing campaigns. The real impacts to your organizations are, creating/executing campaigns to Targeted
Contacts or groups, capturing Leads directly into CRM, and Campaign reporting for measurable results.
SugarCRM delivers a comprehensive project management solution that brings together sales management, marketing
automation, and customer support for employees managing customer-centric activities. These enhanced business
processes allow users to generate front-office projects and customer-facing tasks including campaigns,
opportunities, accounts, and customer service tickets.