Sales Force Automation
- Leads, contacts and sales opportunity management allows for getting essential information for current business projects,
- Account management - information about interactions with customers helps to understand their habits and needs.
Marketing Automation
- Leads management for establishing and keeping relationships with customers,
- E-mail marketing - it allows for capturing leads directly in the CRM system, sending mail merge, using defined e-mail templates,
- Marketing campaign management,
- Analysis of marketing campaign efficiency.
Customer Support
- Central management and share of all customer service issues (inbound e-mails, bugs diagnosis, knowledge share),
- Quick and effective handling of customer cases,
- Measurement of the responsiveness of customer support,
- Measurement and analysis of frequency of incidents to improve product quality.
Collaboration
- Management of schedules, calls, meetings and emails from a single location
- Shared calendar and e-mail integrated with Microsoft Outlook,
Reports
- Reports and charts creation, basing on data from all areas of the system,
- Real-time report update,
- Personalized dashboard panel - a user can decide what kind of reports he wants to follow.
Administration
- Customizing the profile view, according to user's needs,
- Advanced options of customization by an intuitive tool called Sugar Studio.
Platform
- Integration with external news and web application - it assures the coherent information source for all users,