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Fully Integrated with SugarCRM

What if you want to organize and share customer information, measure and report across company and analyze and collaborate with customers and employees more easily? In such a case the most apt advice would be to integrate business with SugarCRM system.

Now you can :

Organize and Share Customer Information

As your first CRM system, SugarCRM will unlock information trapped in email and on desktops and ensures that every employee is on the same page.

When managing customers in spreadsheets and email becomes too difficult, Sugar simplifies how your company organizes and tracks people, companies and sales opportunities. With a single line of truth, you can be more productive and can focus on what really matters i.e. creating and retaining customers.

Measure and Report across Company

Is your CRM system built for the Web? Is it flexible to respond to your changing business?

With SugarCRM, your company will gain insights across marketing, sales and support so everyone is working toward common goals.

Is your CRM system an obstacle instead of an aid to progress? SugarCRM offers a more modern, flexible CRM system - one that is built for the Web with maximum flexibility in mind. With Sugar, you will gain better insight into who your customers are and how your company is performing across marketing, sales and support.

Analyze and Collaborate with Customers and Employees

CRM is most powerful when it encompasses not only employees, but partners and customers as well. SugarCRM offers companies, unrivaled flexibility to design the processes and expose the right information that makes for more successful partners and happier customers. CRM works best when all stakeholders are involved. That means, sharing information with customer and partners so that everyone is on the same page.

Additional Features

SugarCRM's award-winning applications offer a single system of truth for managing customer interactions across different lines of business.

  • Reporting
  • Marketing Automation
  • Sales Force Automation
  • Customer Support
  • Collaboration
  • Platform
Reporting

Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is an actual data for managers to drill down and explore the data impacting their business.
We have reporting tools for:-

  • Sales Trends
  • Marketing Analytics
  • Case Reports
  • Dashboards
  • Customer Profiles

Impact

  • Help create real-time reports and dashboards on any CRM metric.
  • The effectiveness of marketing programs, sales opportunities and support cases gets monitored periodically.
  • It enables sharing or restricting access to reports and dashboards across teams.
Marketing Automation

Sugar closes the loop between marketing and sales. It creates, executes and tracks campaigns across multiple channels with the campaign wizard. SugarCRM develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms and last but not the least, manages and assigns leads to your sales representatives and track the marketing ROI of your programs.
We do:-

  • Multi-Channels Campaigns
  • Create Campaign Wizard
  • Email Marketing
  • Web-to-Lead Forms
  • Lead Management
  • Marketing Analytics

Impact:

  • Campaigns are created and executed across marketing channels.
  • Leads get captured directly into CRM System.
  • Measures return on investment of campaigns.
Sales Force Automation

Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and up sell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.
We undertake:-

  • Opportunity Management
  • Contact Management
  • Account Management
  • Forecasting
  • Quotes and Contracts
  • Plug-Ins for Microsoft Office
  • Mobile Solutions
  • Dashboards

Impact

  • Sales data gets shared across individuals and teams.
  • Attention is solely focused on the most profitable deals.
  • New sales representatives are brought into the forefront.
  • Effective presentations and proposals to customers.
Quota progress and business performance are constantly monitored.
Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.
We provide support for:-

  • Case Management
  • Inbound Email
  • Knowledgebase
  • Bug Tracking
  • Self-Service Portals

Impact

  • Customer service issues are managed and shared centrally.
  • Frequency of incidents to improve product quality is well interpreted.
  • Information gets shared across individuals and teams.
  • Responsiveness of customer support gets measured.
Collaboration

Along with the underlying marketing, sales and support activities, Sugar Collaboration provides capabilities to manage email within Sugar while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Sugar collaboration streamlines common tasks and promotes more effective communication with employees and customers.

  • Email Client
  • Project Management
  • Plug-Ins for Microsoft Office
  • Mobile Solutions
  • Activity Management

Impact

  • Schedules, calls, meetings and emails are managed from a single location.
  • Key projects are created, assigned and managed across teams.
  • Sugar gets integrated with popular applications such as Microsoft Outlook.
  • CRM in mobile and offline settings get accessible.
Platform

Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights, to modules and fields, change the homepage layout or modify existing screen with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give user the ability to create and enforce business rules. Sugar offers the ability to create custom fields within a given module or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Platform is provided for:-

  • Team Management
  • Access Control
  • Workflow Management
  • Layout Editor
  • Customer Fields
  • Module Builder
  • Module Loader
  • Homepage Layout
  • Dashlets
  • Exchange Apps

Impact

  • Simple drag-and-drop user interface gets created for easy configuration.
  • Deep customization features are allowed for the creation of custom fields and modules.
  • Streamlined business processes match up with the business requirements.
  • Protect information is revealed, based on user role and profile.
  • User can share and add additional modules based on your company needs.