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Sugar CRM Open Source

SugarCRM is the world's leading provider of commercial open source customer relationship management (CRM) software for companies of all sizes. Sugar Open Source has been downloaded over 2,000,000 times, and has gained tremendous success in North America, Europe, Japan and China. By open source distribution, you have unlimited freedom and flexibility to utilize SugarCRM.

SugarCRM enables sales, marketing, and support organizations to manage their customer interactions more efficiently and profitably and is intended for both large and small companies worldwide. SugarCRM provides a refreshing new approach to CRM that combines simplicity of user interface design with an industrial-grade infrastructure tuned for maximum reliability and extensibility. It can be deployed in virtually any environment (Linux/Windows, Apache/IIS, MySQL/Microsoft SQL Server).

After a careful evaluation, Goodwill Consulting recommends SugarCRM to our clients who prefer an open source approach for their CRM needs, a lower cost solution, yet giving you the peace of mind of knowing that your mission critical CRM business application is backed by the full resources of SugarCRM Inc. and worldwide community.

Sugar UI

Sugar Suite Capabilities*

* Sales Management
Sugar Suite drives sales performance by allowing sales representative to track and share opportunities, manage and upsell into existing accounts, coordinate activities across teams, monitor pipeline stages through dashboards, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

  • Lead management
  • Contact management
  • Opportunity management
  • Account management
  • Activity management
  • Document library
  • Notes and attachments
  • PDF an opportunity
  • Sales forecasting
  • Team management
  • Real-time reminders and alerts
  • Product catalog
  • Quote management
  • Custom PDF quote
  • Account team selling
  • Opportunity team selling

* Marketing Automation
Sugar Suite closes the loop between marketing activities and deal signings. Manage leads from multiple sources, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have to up-to-date information necessary to close the deal. With Sugar Suite, companies are more confident about how their marketing dollars are spent and how campaign activities drive the top-line.

  • HTML email templates
  • HTML email tracking
  • Online lead capture
  • Target management
  • List management
  • Email marketing
  • Microsoft Word mail-merge integration
  • Campaign management
  • Campaign dashboard
  • Subscription lists
  • Supression rules
  • Group segmentation

* Customer Support
Acquiring new customers is much more expensive than selling to existing ones. With Sugar Suite customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar Suite customer support centralizes customer service requests across channels to allow companies to diagnose bugs, assign and escalate customer issues to resolution. Better customer support with Sugar Suite drives repeat sales and lasting customer relationships.

  • Case management
  • Bug tracking
  • Email management (email-to-case)
  • Bug portal
  • Case escalation and queuing
  • Asset management
  • Advanced case escalation and notification

* Reporting
Sugar Suite reporting turns data into actionable information. Managers can monitor business performance across customer segments, marketing campaigns, sales opportunities and customer satisfaction levels. Charts can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying the reports is that actual data, so managers can drill down and explore the opportunities shaping the entire business.

  • Reporting
  • Sales pipeline dashboard
  • Lead source dashboard
  • Monthly pipeline by outcome dashboard
  • Opportunities by lead source dashboard
  • Customizable dashboards
  • Custom reports
  • Cross-module reporting
  • Charts from custom reports
  • SQL reporting
  • Charts from SQL report
  • Integration to Jasper Report and Jasper Intelligence

* Collaboration
Underlying marketing, sales and support activities, Sugar Suite collaboration provides capabilities to manage activities and projects, share documents, and integrate third-party information into Sugar Suite with content syndication. Sugar Suite collaboration streamlines common tasks and promotes more effective communication across the company.

  • Collaboration
  • Project management
  • Activity management
  • Content syndication
  • Document management
  • Shared calendar
  • Employee directory
  • Web portals
  • Team notices
  • Knowledge-base management
  • Forum

* Tools and Administration
Sugar Suite tools and administration allow managers to quickly customize the Sugar Suite application to fit unique business demands. Change a field, tab or the layout with a simple drag-and-drop user interface in the Sugar Studio. Design workflow processes within your organization to streamline the information flow within your organization. Access Control Levels allow information to be shared or restricted based on user profile, role or team. Finally, extend Sugar Suite with hundreds of additional business modules with the Sugar Module Loader.

    Mobile:
  • Sugar Plug-in for Microsoft Outlook
  • Sugar Plug-in for Thunderbird
  • Wireless edition
  • PDA edition
  • Offline client synchronization

    Customization:
  • Full source code access
  • Unlimited number of custom fields
  • Custom formula fields
  • Unlimited number of custom objects
  • Custom record types
  • Drag-and-drop custom layouts
  • Rename tabs
  • Custom tabs and web tabs by admin
  • Custom tabs and web tabs by user
  • Assignment notification
  • Multiple page layouts
  • Multiple custom page layouts
  • User based time and date formatting
  • Multi-currency conversion
  • Multi-lingual support
  • Workflow automation rules
  • Workflow automation tasks
  • Oracle support
  • Microsoft SQL Server support

    Migration and Integration:
  • Unlimited data import and exports
  • Import/export utilities
  • Import de-duplication
  • Custom links
  • Web-services API
  • Module loader
  • Upgrade wizard

    Security:
  • Record-level security
  • Multi-departmental administration
  • Profile-based departmental security
  • Portal only user
  • Access control by user role
  • Access control by team


*Some capabilities are only available in commercial edition or other third party

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