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SugarCRM

SugarCRM Overview

SugarCRM defines the new CRM generation SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.

Flexible Deployment Options

Why should your CRM provider decide how you manage your customer information? At SugarCRM, the customer is in control.

Choose Sugar On-Demand, if you would like SugarCRM to host your information. Choose Sugar Cube, if you need a plug-and-play CRM appliance inside your firewall. Choose Sugar On-Site, if you want to manage Sugar on your own servers.

Do not let marketing dollars and bold pronouncements fool you: if a vendor tells you there is only one way to deploy software, it is more about their business model than yours.

Transparent and Customizable

Sugar offers point-and-click capabilities for user interface customization, but for companies who want more detailed customizations, we offer something more: access to the underlying source code.

This approach differs greatly from closed vendors whose business model is driven on locking-in customers and taxing them over the long-term. Sugar is written in a simple, popular programming language (PHP) that can be customized in an instant.

Stop paying extra to customize your own information in closed environments that are difficult, if not impossible, to understand. With Sugar, it is much easier to get to your destination because you can actually see where you are going.

 Employees Love It

CRM success begins with the user. SugarCRM has designed a CRM application that is fast, friendly, and even fun to use.

Accessing Sugar through a web browser, users can choose their own themes to suit their individual tastes, manage multiple information sources through Microsoft Outlook integration and content syndication, and access the information they need as fast as they can click. The joy of using Sugar translates into a more organized and efficient sales force, which drives greater productivity and more visibility for managers.

A Better Way to Build Software

SugarCRM is changing the game by finding a better way to develop software. We author and release Sugar Open Source to a community of 2,400 CRM experts and developers who use the software, provide feedback and develop extensions to the Sugar. We then use revenues from our corporate customers to fund the development and release of new functionality for our development community. That is why Sugar was translated into 24 languages in the last 18 months. This distributed development cycle produces a product that is more innovative and of better quality than closed vendors could ever produce. Put another way, who understands the CRM market better: 8 engineers or 2,400 CRM experts?

Make Your CFO Smile

SugarCRM’s grass roots approach means that we do not spend $.70 of every dollar on sales and marketing.

Important operations that do not, however, make the product of better quality or more innovative. The Sugar product speaks for itself and we pass the savings on to you. A novel concept that will make your CFO smile.

SugarCRM Products

CRM Matters Now More Than Ever

Customers are the most valuable asset of any organization. Over 50,000 companies use SugarCRM to manage relationships.

Sugar Professional has become the platform for our vital business systems, which encompass finance, sales, marketing, and support.

Complete CRM Application

With SugarCRM, your entire company gets on the same page.

Sales Automation

Sales

Increase productivity, accelerate sales cycles and reduce surprises
CRM Marketing

Marketing

Generate more leads, align with sales and measure effectiveness

CRM Support

Support

Improve customer satisfaction and keep costs under control

CRM Reporting

Reporting

Monitor and measure key metrics across your business
CRM Mobile

Mobile

Access SugarCRM anywhere, anytime
CRM Collaboration

Collaboration

Align employees around customers
CRM Platform

Platform

Extend SugarCRM to match your business processes

Sales Force Automation

Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Impact

  • Share sales data across individuals and teams
  • Focus attention on the most profitable deals
  • Bring new sales representatives up to speed
  • Present effective presentations and proposals to customers
  • Monitor quota progress and business performance

Marketing Automation

Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Impact

  • Create and execute campaigns across marketing channels
  • Captures leads directly into CRM System
  • Measures return on investment of campaigns

Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.

Impact

  • Centrally manage and share all customer service issues
  • Understand frequency of incidents to improve product quality
  • Share information across individuals and teams
  • Measure the responsiveness of customer support

Reporting

Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

Impact

  • Create real-time reports and dashboards on any CRM metric
  • Monitor the effectiveness of marketing programs, sales opportunities, and support cases
  • Share/restrict access to reports and dashboards across teams

Collaboration

Underlying marketing, sales and support activities, Sugar Collaboration provides capabilities to manage email within Sugar while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Sugar collaboration streamlines common tasks and promotes more effective communication with employees and customers.

Impact

  • Manage schedules, calls, meetings and emails from a single location
  • Create, assign and manage key projects across teams
  • Integrate Sugar with popular applications such as Microsoft Outlook
  • Allow workers to access CRM in mobile and offline settings

Platform

Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify and existing screen with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give user the ability to create and enforce business rules. Sugar offers the ability to create custom fields within a given module or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.

Impact

  • Simple drag-and-drop user interface for easy configuration
  • Deep customization features allow for the creation of custom fields and modules
  • Streamlined business processes to match business requirements
  • Reveal and protect information based on user role and profile
  • Share and add additional modules based on your company needs

SugarCRM Deployment Options

Why should software vendors decide where you manage your customer information?

At SugarCRM, we believe the role of software development is to build great software, not to impose false limitations on how you manage your data. With that in mind, SugarCRM offers flexible deployment options with an automated migration path: On-Demand, Appliance and On-Site.

SugarCRM also provides a web services installer that can get your on-site Sugar deployment up and running in minutes.



In talking with customers of all sizes, we have found that deployment decisions are made based on two criteria. The first concerns how comfortable companies are with having another company manage their customer assets. The second deals with the amount of IT expertise that resides within a company.

SugarCRM Editions

Access Sugar on demand or on site. SugarCRM offers Sugar Professional and Sugar Enterprise editions designed to help companies in different stages of growth.

Sugar Professional

Advanced CRM for small & medium-sized businesses

Sugar Professional offers a full set of sales, marketing, support and platform features that align employees and drive higher revenue and customer satisfaction. Sugar Professional offers unmatched flexibility with the option to use Sugar On-Demand or On-Site.

Sales, Marketing, Service and Collaboration

  • Lead, Opportunity and Account Management
  • Campaign Management, Email Marketing
  • Case Management and Incident Tracking
  • Plug-ins for Microsoft Office, Excel and Word
  • Advanced Dashboards

Advanced Features

  • Reporting
  • Sales Forecasting
  • Quotes
  • Product Catalog
  • Contracts
  • Mobile

Administration

  • Workflow
  • Access Controls
  • Field-Level Security
  • Data Quality Controls

Support from the SugarCRM team

  • Unlimited Online and Email Support
  • Automatic updates and upgrades


Sugar Enterprise

CRM for the most demanding business

Sugar Enterprise is a full-featured CRM suite that combines industry-leading features with the most modern CRM platform architecture. Sugar Enterprise allows large companies to collaborate across extended teams, publish and manage CRM functionality to customers and partners, and receive the administration and support services expected of mission-critical applications. Sugar Enterprise offers unmatched flexibility with the option to use Sugar On-Demand or On-Site.

Sales, Marketing, and Support

  • Lead, Opportunity and Account Management
  • Campaign Management, Email Marketing
  • Case Management and Incident Tracking
  • Plug-ins for Microsoft Office, Excel and Word
  • Advanced Dashboards

Advanced Features

  • Reporting
  • Sales Forecasting
  • Quotes
  • Product Catalog
  • Contracts
  • Mobile

Administration

  • Workflow
  • Access Controls
  • Field-Level Security
  • Data Quality Controls

Plus Enterprise-Class Functionality and Support

  • Customer Self-Service Portal
  • Advanced SQL reporting
  • Offline Client Synchronization
  • MySQL, Oracle 9i and 10g database compatibility
  • Unlimited Online and Email Support

What's New in Sugar

Anywhere, Everywhere

Explore some of the new functionality in SugarCRM, including new cloud services, social features and administration enhancements.

  • Mobile Studio
  • Dynamic Teams
  • Cloud Connectors
  • Social Feeds
  • My Portal Dashlet

Why Sugar

Sugar Enterprise furthers the high standards set by the open source community around the world. Unlike most proprietary CRM offerings, Sugar Enterprise is natively built on the pure Open Source LAMPS platform: Linux or Windows, Apache or IIS, MySQL, PHP, and SugarCRM.