CRM used to be known of as software for large businesses with sizable sales teams. As technology has changed, we know that is no longer true. CRMs are for anyone who sells. That being said, it’s still important to look for a CRM that fits the size of your business well. In this post, we’ll talk about why Sugar works well for small-to-medium sized businesses (SMBs).
One of Sugar’s most applauded features is the ability to customize it. Being open sourced makes Sugar great for a company with a smaller budget but internal developer resources. The options here are literally endless--pretty much anything you can dream of can be built with enough time and expertise. Sometimes organizations customize the Sugar platform so much that you wouldn’t even recognize it as Sugar. For examples of Sugar customizations, check out our blog category on Sugar customizations.
Another feature that contributes to the adaptability of the Sugar platform is the tool known as Studio. Studio is used by administrators to modify the look and feel of Sugar without the help of an engineer. This includes creating custom fields, marking fields as required, hiding fields, creating dependent fields, etc. This is a great way to customize the platform if you don't have internal development resources. By modifying your Sugar instance to the only relevant fields, users will find that Sugar is simple to use and will use it more often.
At W-Systems we believe one of the tenants of CRM success is expanding CRM to more than just your sales team so that all departments can have data transparency. This often means adding seats over time, but you can only do this with a product that fits you long term. Sugar’s affordable price allows you to scale your CRM use as you grow to new cities, add new people to your team, or expand Sugar or more departments. With Sugar, you won’t find yourself breaking the bank as your company grows.
A year or two after deploying a CRM, you may decide you need added functionality in your CRM. Maybe you want to use click-to-call, or want to integrate CRM with a newly adopted financial software. Sugar can meet your needs as they grow and change over time with your business. There are hundreds of third-party integrators, add-ons, plugins, and custom developers to choose from to adjust Sugar to meet your needs. These are often more cost effective than building an integration from scratch or switching to another CRM that has more out-of-the-box functionality. To see more of what’s within the Sugar Ecosystem, take a look at Sugar Exchange.
Smaller companies often have people who work from home, especially if they are starting small teams in new locations. Sugar works for field reps or employees that work from home because it is a browser-based platform, it comes with a free mobile app, and it syncs in real time. While there are other platforms designed for SMBs such as Zoho or even Sugar’s free Community Edition, they often don’t scale well once a company starts to grow quickly, and they may not offer enough flexibility to meet your needs as your business goals change. For more information on choosing a CRM that fits your business size, reach out to W-Systems here.