360-Degree view of your Customers
Sell proactively and avoid surprises by knowing what matters to your accounts and contacts, when it matters. Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise. Understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel and social media activity.
Expert Collaboration
Sell with the power of the collective enterprise. Get every resource you need when you need it. Connect in real time with experts across your organization, collaborate and share winning practices to accelerate every stage of the deal cycle.
Mobile
Sell anywhere and stay on top of your leads and opportunities, meetings or calls — across any mobile device. Move seamlessly between your mobile and desktop app to stay on top of every deal wherever you are.
Sales Analytics
Sell smarter. Sugar’s customizable intelligence panes, reporting, and dashboards provide you with real-time information about your pipeline, progress to quota, key opportunity and account activity, and rep performance. Sugar reports and dashlets can be personalized for every user, on every screen, so the sales professional is always armed with the selling and customer insight they need to drive results.
Social Selling
Sales based on relationships. Leverage social networks to expand your prospect base. Manage all social interactions along with your other communications in the context of your CRM system. Sugar is fully Social CRM ready.
Prospect and Customer Targeting
Personalize your pitch by identifying key segments of targets and prospects with Sugar’s reporting engine. Leverage information captured from multiple channels to focus your marketing efforts on the best prospects. With Sugar you get high personalization with low effort. The result? Improved customer engagement.
Multi-Channel Marketing
Market across channels. Sugar supports tracking of both digital (email and newsletter) and traditional (trade shows, events, radio ads, etc.) campaigns. Sugar also enables you to easily incorporate social promotions and apps into your campaign mix, so you can track the effectiveness of all channel initiatives and messages in a single system. [/block_grid_item]
Multi-Touch Campaigns
Stay on your customer’s mind. Leverage information on prospect and customer events and activities across your business and social communities to identify relevant, timely opportunities to engage your customers and leads. Nurture leads based on their activity and interest levels across channels so your solution is always top of mind, no matter where your customer is.
Closed Loop Intelligence
Close the loop. Close the loop by understanding which channels, messages, campaigns, leads, and accounts resulted in the highest lead conversions and opportunity wins. Use Sugar’s campaign-to-deal reporting to monitor your marketing investment and return.
360-Degree Customer Activity History
Deliver real insight. Know your customers inside and out with Sugar’s 360-degree view of customer activity history. Get the most relevant, up to date customer insight across your business in a single view. Spend more time addressing your customer’s requests and less time searching for basic information and entering data updates.
Social Service
Deliver proactive service. Know what your customers are saying about you across social media channels and take action. Stay current with up to the minute information about key topics across your customer base and route issues into a single agent queue. Leverage your customers’ social voice to build real customer insight across your organization. Sugar is fully Social CRM ready.
Expert Collaboration
Deliver expert service backed by the power of the collective enterprise. Connect to and collaborate with experts in real time across the extended support and technical organization. Get rapid answers, share documents and videos, and collaborate on best practices across the globe in real time.
Inbound Routing and Workflow Management
Deliver on time service. Respond faster by routing calls and emails to the right service representative. Address issues proactively and eliminate escalations by monitoring and prioritizing customer activity across channels. Enhance customer satisfaction by turning every channel into a rapid response support channel.
Case and Defect Management
Deliver on your promises by logging and monitoring your customer cases centrally, allowing for a detailed history of customer requests and alerts as part of every account. Close the loop between engineering and support with integrated bug and case tools. Track the effectiveness of your case and issue handling including response time to ensure customer satisfaction.
Knowledge Base
Deliver smarter service by providing accurate, user-ranked content across your knowledge base as well as Google, business and technical communities, and social media channels. Empower every customer to get rapid access to the answers they need quickly.
Support & Service Analytics
Deliver on your promises by logging and monitoring your customer cases centrally, allowing for a detailed history of customer requests and alerts as part of every account. Close the loop between engineering and support with integrated bug and case tools. Track the effectiveness of your case and issue handling including response time to ensure customer satisfaction.
Email, Calendar and File Management
Use your favorite applications with Sugar’s built-in integration for Microsoft Outlook, Gmail, IBM Lotus Notes, Yahoo! Mail, and IMAP based email servers. Sugar also comes with a wide range of collaboration integrations right out of the box like Google apps and Box.com.
Integrations & Extensions
The Sugar Community has developed thousands of extensions, integrations, and custom applications for Sugar. Explore thousands of free and commercial extensions on SugarExchange and SugarForge. To build your own extensions, Sugar provides a library of no-cost standard APIs, available with all editions.
Sugar APIs are easily extended if you need functionality that isn’t provided natively. And, since Sugar uses open web technologies and an open platform, there are literally millions of developers who can support you and help you build your dream solution.
Automate
Sugar Workflow Management lets you automate your day-to day-tasks. Using Sugar templates, you can create custom business processes based on any Sugar object. Change alerts and discount approvals, record routing, and account and customer activity monitoring are just a few examples of alerts, actions, and triggers you can implement to make your teams more productive and responsive.
Configure
Sugar Studio® lets you rapidly configure the way information is presented in Sugar so it most effectively supports your business processes. Leverage Sugar Studio’s powerful WYSIWYG interface to create custom fields, hide unused fields and customize Sugar Logic to create calculated, dependent, and dynamic fields. [/block_grid_item][/block_grid]
Sugar Logic™ lets you incorporate business logic throughout the user experience. Studio means no need for code-level customizations — instead use simple drag-and-drop editors and formula builders to design your powerful, dynamic solutions in Sugar.
Data Enrichment
Sell more with account and contact information from leading business aggregators like D&B. You’ll always have the latest information on your contacts and their relationships so you’re aware and informed whenever you engage 1:1 with your accounts.
SugarCRM offers maximum value for minimum cost
- The TCO (Total Cost of Ownership) of Sugar is the lowest compared to other CRM systems.
- Sugar offers sophisticated functionality out of the box whereas others charge extra.
- The mostly sold edition is the Professional Edition, the one with the lowest price.
- You can run Sugar in the Cloud (public or private) or Inhouse for the same price.
No hidden extra cost for:
- Email Marketing
- Interfaces
- Hosting on premise or Saas
- Email and Case Routing
- Analytics
- Mobile App