SugaLive.Com

Enabling Customer Relationship Management

Overview - What Sugar CRM Offers PDF Print E-mail

Sugar CRM is a hosted and fully featured CRM System

 
  1. As a hosted solution it is available to you anywhere that you have an Internet connection. Work from the office, home, hotel or coffee shop with ease.

  2. It is is modular system - each module accesses your Customer database to enable specific client relationship tasks. Such as:


    1. Sales Opportunity Tracking
    2. The holding of clear client information via easy notation of meetings, calls, tasks, cases, opportunities and account information
    3. Creation of marketing campaigns targetted at selected customers or selectied prospective customers
    4. Track emails against customers
    5. Clear dispaly of all ongoing tasks and meetings - forecast your level of activity with confidence.
    6. Case manage all aspects of a customer problem from first reporting through to resolution. Each case has a links to all related information such as contacts, tasks, notes, telephone calls and emails.
    7. Associate emails with clients to better manage tasks arising out of emails.
    8. A customisable personal home page in the system - allowing you to see the information you need at a glance.
    9. Upload and attach files into Sugar CRM to - helping you to keep important documents filed securely against your clients.
    10. Work with your existing client information. Import from various sources to store safely in your Sugar CRM database.


  3. A world class solution. Sugar CRM Community is an open source project build over a period of years. It is driven by the needs of its users. What this means is that you only ever pay for hosting and support - not the software. You gain a robust and proven solution for a very low cost.