Maximize your productivity with a sales CRM platform that promotes best practices. Prioritize your sales pipeline with personalized dashboards and personal productivity tools. Increase win rates with rich customer insight and collaborative selling tools. Drive best practices with powerful process automation that aligns with your sales playbook.
Personalized dashboards give sellers a central place they can track and monitor their activities, to-do's and metrics against defined KPIs. Drill into reports to gain a complete view of any segment of the business, getting powerful insights with just a few clicks.
Empower management teams to uncover business trends, better understand rep and team performance with roll up reports capturing teams' activities and progress towards goals. Uncover insights and focus on providing attention to appropriate aspects of the business while spending a fraction of the time looking for information.
Learn more about: CRM Reporting & Dashboards
A successful CRM roll-out starts with an awesome user experience. Sugar's award-winning and modern user-interface provides every employee with the right information, at the right time, before they even ask. SugarUX is a simple, engaging, and consistent experience that’s tailored to every user's unique needs and ways of working across any device. This helps drive adoption, increases productivity, fosters collaboration, and enables better decision making.
Built-in tools like collaboration, Dashlets, deduplicate checks and an integrated contact data service eliminate the burden of tedious data entry and time-consuming updates, so every employee can focus more time on delighting customers.
Sugar enables sales managers to embed your organization's sales processes visually into the application to guide your sellers through the next steps towards success. Leverage configurable task templates and automated workflows to define what actions, milestones or activities need to be carried out when and by whom. Your organization will:
Learn more about: Customer Journey Management
Learn more about: Advanced Workflow
Sugar’s pipeline management allows sales leadership to manage their sales team better with real-time sales analytics and insights on every deal. Sugar’s pipeline management enables sales leadership and sales reps to better collaborate around deals with real-time analytics and insights on every prospect. Track early indicators and changes affecting a rep's pipeline and increase revenue by spending time on the right deals at the right time. With Sugar, sales managers spend less time doing administrative tasks, and more time guiding and coaching their team while focusing on strategic sales initiatives.
Learn more about: Forecasting
Spend less time on data entry, research and maintenance. Sugar helps businesses keep customer records up-to-date and duplicate-free with tools like Hint and duplicate check. By simply entering a name and an email address, the Hint relationship intelligence service augments your records by pulling in the latest contact, company and social network information and automatically writes it back into the system. Additionally, Sugar enables you to:
Learn more about: SugarCRM Hint
With Sugar, you will uncover up-sell and cross-sell opportunities at your existing customers by better capturing their needs, understanding previous purchase history and future potential. Map this information to your product or service catalog to run targeted promotions and expand your product footprint at the customer. Sales reps can now offer more relevant products and services to your customers that have a higher chance of conversion and additional sales revenue.
Leveraging the power of Activity Streams, sellers uncover relationships within key accounts they may not know exist. By analyzing email activity, Sugar helps sales teams better understand customer health, find missing contacts and opportunities and unlock warm introductions, uncovering white spaces and making renewals more predictable.
Sugar's Quote Management enables businesses to configure, manage and deliver robust quotes more efficiently than ever. Sales teams leverage product catalogs to drag and drop line items into quotes where they can dynamically group, reorder, apply discounts, and add comments to build accurate, multi-currency invoices and quotes. Leverage the platform's Advanced Workflow engine to ensure the proper review and approval rules are in place before sending to customers using preferred PDF templates. As negotiations unfold, stay ahead of your competitors with tools to quickly iterate and version your quotes.
Learn more about: Quote Management
Sugar's mobile app helps maximize productivity and usage with access to a world-class CRM optimized for mobile and tablet devices. While on the road, users can access all of their data to stay on top of every deal, look up or update information, and never miss a moment to engage with customers. Leverage the mobile SDK to extend and build custom functionality unique to your business.
Learn more about: Mobile
Hint is a relationship intelligence service that accelerates call preparation time by providing you with all the customer contact and social network information you need with just a name and an email. Hint helps you spend less time on researching people and updating data so that you can spend more time getting to know your customer.