Phillips Campbell en IT - Information Technology, Customer service, Business Marketing Manager • ROLUSTECH 7/10/2016 · 2 min de lectura · 1,1K

All you need to know about SugarCRM

All you need to know about SugarCRM


Table of contents:

  • Introduction to CRM

  • SugarCRM software features:

    • Marketing Automation
    • Sales Force Automation
    • Contact and Support Centre automation
    • Geo-locational technology
  • How much will a SugarCRM cost?

    • Sugar Professional Edition
    • Sugar Enterprise Edition
    • Sugar Ultimate Edition
  • How will SugarCRM help my business?

    • Conversion tracking
    • Marketing campaign reports
    • E-mail open rate
    • Customer record information
    • Customer Segmentation
  • What makes SugarCRM different and unique?

  • How to successfully adopt the SugarCRM culture?

    • Help your employees understand the benefits of SugarCRM
    • Optimize SugarCRM culture implementation
    • Keep reinforcing
  • Summary and verdict

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Introduction to CRM:

Customer relationship management (CRM) is a reference to all the applications, strategies, exercises and methodologies which businesses utilize for superintending and scrutinizing consumer interactions and information. Indispensible business data has to be monitored throughout the customer life cycle with the intention of refining professional relationships with customers, accommodating retention of consumers and augmenting growth of the organization. Almost all CRM arrangements are designed in such a way that they organize customer data across varying routes such as the firm’s primary websites, telephonic conversations, direct e-mails, marketing reserves and platforms of social interaction. A CRM system will also enable access to detailed statistics on customers’ personal data, buying history, purchase preferences / trends and concerns. A tool, which can be used to dilate and streamline business processes.

An eminent CRM like SugarCRM will enable your firm to anchor on your business’s relationships with individual people – it does not matter whether they are consumers, employees, suppliers or teammates. Initially, finer business repercussions are noticed when SugarCRM is deployed as a sales and marketing tool. But the most stupendous achievements in efficiencies are attained when SugarCRM is embedded within all domains of the business development cycle; from Human Resources to financial accountancy, customer services and supply chain management.

SugarCRM software features:

SugarCRM software will consolidate all the imperative merchandising data and documents into a primary CRM database. This will authorize users across all the business domains an easy access to invigorating facts about their venture. They will be able to manage and implement professional tactics with much more simplicity. For example, a team of sales professionals usually generate an entire sea of data. While working on the field, all the vital information gets stored in form of hard copies, excel sheets, or in some cases, even inside the minds of your salespeople. Consumers might be contacting the sales people via phones, email, social media or various other communication platforms. Remember, details can be lost. After all, err is human.  Now suppose your sales employees are diamonds in the rough and are somehow successful in accumulating and managing all this information. But now you’re faced with the challenge of extracting valuable information from this raw chunk of consumer data. It can be quite cumbersome to extract trends and preferences from raw data. SugarCRM will not only pave the way for an easy collection and storage of business data, but will also present you with trends and preferences that can potentially evolve your business at an unprecedented rate.

Apart from these, other leading functionalities SugarCRM include recording various customer interactions over emails, telephonic conversations, social media and various other channels. Automation of various workflow processes such as tasks, calendar functions and providing production managers the ability to track and analyze performances and productivity based on information logged within the system becomes much less of a headache.

Other widely used features of SugarCRM include:

1) Marketing automation:

With the help of an overrunning SugarCRM, marketing teams can reach out more customer details with lesser time constrains and almost negligible manual effort. The customers’ data is present in the central dashboard of SugarCRM which makes it easy for the marketing team to access customer insights and target audience. With the simplified data presentation and communication system, it becomes much easier to carry out marketing activities and campaigns.

What does this mean? It means that the SugarCRM will provide important business functionalities such as email marketing, target marketing, social media management, and much more. The Social Media Metrics, such as Sentiment, Influence, and Overall Reach, will allow businesses to determine the level of engagement with the customers.

2) Sales force automation:

Businesses will be able to invigorate their processes by enhancing the power of their SugarCRM system by integration of some really neat and convenient tools. Sales teams would be able to access customer information throughout the day which makes sense to centralize them at one place.

The goal of any business worldwide is to convert leads and generate revenue. SugarCRM will trace your fresh and existing business leads, convert these leads into opportunities and relate these new opportunities to the accounts, contacts, and employees in charge of selling to those accounts.

This will allow your sales team to follow up with a newly created lead instantly. And since sales teams will have consumer data on their fingertips, the likelihood of closing deals swiftly will be skyrocketed. The entire sales process will now be smooth as silk.

3) Contact and support center automation:


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