John Roberts, Clint Oram and Jacob Taylor founded SugarCRM in 2004. The company began as an open-source project on Sourceforge in April 2004. By September 2004, potential users had downloaded 25,000 copies of Sugar Open Source. In October 2004, the company was named "Project of the Month" on Sourceforge. The popularity of the project allowed the company to raise $46 million of venture capital from Draper Fisher Jurvetson, Walden International, and New Enterprise Associates. SugarCRM currently employs over 150 people. Sugar Open Source has been downloaded over 4,000,000 times and the project remains one of the most active on SourceForge.
The company operates a number of web sites, including its commercial web site SugarCRM.com, a development web site (SugarForge.org), Sugar Exchange (for third-party extensions), and user forums. SugarCRM comes with a set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance.
It is the most preferred choice for customers of all sizes across a broad range of industries because of its collaboration and administration capabilities to adapt how their company operates.
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.
SugarCRM develops CRM software in four editions:
• Sugar Community Edition
• Sugar Express
• Sugar Professional
• Sugar Enterprise
Benifits of Sugar CRM
• Integrated set of over 40 tools
• Web-based, Easy to use, Intuitive, and no Training Necessary
• No licensing cost, only customization and support chares
• Domain experts to take care of any level of customization
• Remote development and support model to make solution cost effective
• Presence in more than 10 countries to take Care of any physical support
Features of Sugar CRM
Easy Set-Up and Administration
• Downloadable plug-ins for integration with Microsoft® Outlook and Word
• Pre-built dashboards, with the ability to customise 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)
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
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
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
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
Advanced Reporting
• Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business
• Run customised reports to quickly filter and summarise 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)
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
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
• Synchronise SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the Outlook plug-in and synchronise your email and calendar in Outlook 2003* with SugarCRM
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
Manage Customer Information
• Organise 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
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
Email Campaign Management
• Compose HTML emails and send them to selected records from within SugarCRM
• Any email campaigns sent are automatically assigned to the account record, enabling you to track each customer's exposure to your different communications and campaigns over time
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