Sugar Old

Flexible, robust and mobile CRM system under Commercial Open Source license.

Contact our consultant and find out more about Sugar and how can it help your company.

Personalization

SugarCRM is a system created with the end-user in mind. By enriching your company with SugarCRM, you are providing your employees a tool that they will understand and embrace.

The authors of SugarCRM perfectly realize, that the primary goal of a CRM system is not to cause more duties to employees but to speed up work and increase its efficiency. Modern and transparent Sugar UX™ interface is optimized for convenient usage. Additionally, users are free to adjust the layout and functionality of the platform to their own preferences. Thanks to that, SugarCRM is not only a fancy management tool but also a system loved by its users.

The most flexible CRM on the market

Open source code provided with SugarCRM license is – in the hands of specialists – a powerful tool that allows to develop a system perfectly adjusted to the needs of every company and institution.

SugarCRM gives nearly unlimited possibilities in terms of expanding its functionality and integrating it with 3rd party systems, which means that implementing this platform does not require any revolution in the existing IT infrastructure. Advanced and intuitive administration tools combined with possibility of in-depth customization of the system on the source code level are the main reasons thanks to which integrating SugarCRM with other systems is easy and efficient.

Robustness, security and support

The Commercial Open Source license is a guarantee of optimal security standards and robustness. Although the source code is not publicly available, SugarCRM customers have access to it. It allows to be perfectly sure that software is free of any back-doors. Moreover, official support quickly solves even the tiniest issues.

For many companies and institutions, data stored within a CRM system is crucial – that is why security is in this case very often top priority. The highest security standards implemented in SugarCRM caused that this platform was chosen by IBM Inc. which is currently a technology partner of SugarCRM Inc. Within SugarCRM implementation projects, eVolpe additionally offers three options of setting up a system: (1) Sugar Open Cloud maintained by SugarCRM Inc., (2) cloud infrastructure optimized for SugarCRM and maintained by eVolpe and (3) in-house server owned by a customer.

Mobility

SugarCRM Mobile is an app available for iOS and Android system and transferring functionality of SugarCRM on your tablet of smartphone. Unlike competing solutions, SugarCRM Mobile enables user to use the system without Internet connection.

A decent mobile app can drastically increase the efficiency and quality of usage of a CRM system. Beside of basic functionality, SugarCRM accessed from a smartphone or tablet comes with a variety of additional conveniences such as making phone calls to customers and registering related activities.

Explore the potential of SugarCRM with eVolpe

eVolpe’s analysts and developers are a group of highly qualified experts in the area of SugarCRM with dozens of SugarCRM-based projects on account. We are a certified Advanced Partner of SugarCRM Inc. and we have at our disposal a wide range of already developed authorial solutions increasing the functionality of SugarCRM.

Each project realized in eVolpe is a combination of enormous possibilities provided by Commercial Open Source license with professional knowledge of technology and effective utilization of IT systems in business. Thanks to that, our SugarCRM-based solutions are perfectly crafted tools giving our customers a true comparative advantage.

Functionality

Customer base – Leads, Contacts and Accounts

An organized and coherent knowledge about customers (also the potential ones) with easy and quick access to information.

  • Central database of key information about accounts and contact persons, shared by all departments,
  • Creating advanced hierarchical structures, both between accounts and contact persons,
  • Registry of leads, that is potential customers, starting from first contact up to acquiring the status of a client,
  • Advanced options of managing and tracking the status of leads,
  • Automatic generation of new leads from e-mail and web-to-lead form,
  • Simple conversion of leads, without having to re-enter information,
  • Advanced management of duplicates,
  • 360º view of your customers – all existing activities, sales opportunities, sold products, etc. in a single summary view.

Sales

Tracking opportunities, forecasting and effective management of sales operations.

  • Ability to track the entire sales process, from initial interest in the services or products, right up to closing the transaction (won or lost),
  • Sales opportunity management – determining the probability and expected close date, current sales stage, lead source, next step and anticipated opportunity amount,
  • Registry of lost opportunities (along with losing reasons) in order to minimize the number of lost transactions,
  • Reporting sales performance divided by sales representatives, stage and lead source,
  • Observing pipeline and implementing optimal sales strategies,
  • Independent creation of advanced, custom sales reports and charts,
  • Sales forecasting – setting team and personal targets in certain periods, current performance control, forecast of potential profits,
  • Management of product and services catalog,
  • Generation and registration of qoutes, sales invoices and other sales documents.

Marketing

Mass mailing, budgeting and analysis of responses to marketing campaigns.

  • Management of mass-mailing campaigns: budgetisation of activities, simple creation of templates and personalization of outgoing emails, management of target groups,
  • A report (including a chart) of reaction to the sent campaign, i.e.: who received the message, read it, removed, clicked in a nested link with the new quote, opted out from the campaign, etc.,
  • Tracking ROI from campaigns,
  • Advanced management of a target group – possibility of selecting accounts database based on any criteria,
  • Advanced integration with social media: LinkedIn, Twitter, Facebook, Goldenline, InsideView, etc.

Post-sales service

Assignment and handling of complaints, control of the status of the cases.

  • Management of complaints and customer service process, i.e.: identification and analysis of reported problem, selection of the person responsible for solving the problem, control of the status of the cases, registry of all communications,
  • Automatic generation of a case based on an email received to a defined group mailbox or personal e-mail of a sales rep,
  • Assignment of cases to appropriate service workers using the „Least busy” algorithm or fair „Round-Robin” algorithm,
  • Possibility of automatic generation of e-mail notifications for the client or service worker about change in the status of the complaint,
  • Providing clients with self-service portal along with knowledge base,

Activities

An intuitive personal and shared calendar, registry of the history of contacts with particular accounts.

  • Ability to track the entire sales process, from initial interest in the services or products, right up to closing the transaction (won or lost),
  • Sales opportunity management – determining the probability and expected close date, current sales stage, lead source, next step and anticipated opportunity amount,
  • Registry of lost opportunities (along with losing reasons) in order to minimize the number of lost transactions,
  • Reporting sales performance divided by sales representatives, stage and lead source,
  • Observing pipeline and implementing optimal sales strategies,
  • Independent creation of advanced, custom sales reports and charts,
  • Sales forecasting – setting team and personal targets in certain periods, current performance control, forecast of potential profits,
  • Management of product and services catalog,
  • Generation and registration of qoutes, sales invoices and other sales documents.

Collaboration and comunication

Sharing information and documents, execution of projects and delegation of tasks.

  • Management of projects and individual project tasks in within executed undertakings,
  • Ability to visualize scheduled tasks on the Gantt chart,
  • Delegation of tasks in case of required cooperation with other employees over a specific issue – determining deadlines, priorities, monitoring the status of execution, ability of current control of your tasks to-do in the near future,
  • Ability to define advanced notification mechanism in case of failing to execute a task within specified time, to both assigned person and their supervisor,
  • Following the most important activities in the system and company messages through Sugar Activities,
  • Quick exchange of files of any format and possibility of collaborative work and versioning of Accounts documents with a simple data repository,
  • Sharing and common structure of registered data allows for quick and efficient access to the information entered by other employees.

Reports

Generating advanced reports and charts based on data from all areas of the system.

  • Possibility of multicriterial data filtering, using a mechanism of regular expressions,
  • Exporting search results to CSV,
  • Global search, efficiently searching the entire database of the system,
  • Graphic visualization of the company’s condition thanks to built-in charts,
  • Possibility of creating custom advanced reports,
  • Tabular and graphical reports, allowing for advanced filtering of data (based on the AND/OR group conditions), free grouping and calculation of sum or average values, number of records, bar, pie, line, funnels charts, etc.,
  • Exporting results of the report (e.g. a selected target group) to CSV or PDF,
  • Scheduling of reports – cyclic shipment of current reports to defined users.

Automation

Workflow mechanism, process standardization and notifications.

  • Automatic generation of email notifications about the assignment of a record to a user,
  • Notification about upcoming events,
  • Workflow mechanism – possibility of creating any number of sales process paths,
  • Stand-alone defining of email notification and conditions of the shipment,
  • Stand-alone defining of system actions (e.g. creating a new record, updating an existing record) based on specific conditions,
  • Defining of the calculation formulas for any fields,
  • Creating templates of any PDF files using the WISYWIG editor.

Let us talk about Sugar in your company!

We will get back to you within 24 hours.

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