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Sales automation and forecasting
Marketing lead management
Call center automation
Reporting & Dashboards
Cloud or on-premise deployment
Unlimited Studio customizations
Unlimited online support
Support for MySQL and SQL Server (On-Site)
Revenue Line Item Level Opportunity Tracking Forecasting
Product Level Quotes
100 Concurrent Customer Self-service Portal Users
SQL-Based Reporting Access
Support for Oracle and DB2 (On-Site)
12x5 (hours/days) Email and Phone Support
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
Sugar CRM is one of the best open source CRM software in the world. It is one of the most customization friendly CRM which can be tweaked according to needs of sales, marketing and other teams. Even without customization, Sugar CRM caters to most of the needs of sales, marketing and customer support departments. Complete customer profile and past interactions are available on Sugar CRM interface. It even integrates with various social media platforms and pulls all the information so that customer support and sales teams know about the customer and their views about their company. Everything can be tracked from what campaigns the customer was targeted, whether customer was exposed to the campaign and what services or products the customer is interested in.
Sugar CRM offers complete customization facility using Sugar Studio. Sugar Studio is a web based tool which helps to add custom functionalities or remove any functionality from the dashboard. This offers customization at the most granular level. Everything from a screen to a particular logic can be modified to suit or match the way your enterprise or teams work. Sugar CRM offers a free community version for the small and medium organizations and a commercial version which can be hosted on the company’s servers for higher security of your customer data. Sugar CRM has also launched Sugar Exchange where commercial CRM version users can find a host of third party applications to enhance the functionalities for their CRM. Sugar CRM offers a broad set of APIs which enables it developer partners to develop a large number of applications that can seamlessly integrate with Sugar CRM. Even the source code is available to the developers being an open source which makes these third party applications a lot better.
There is a minimum requirement of 5 users and a subscription of one year for all paid versions. This is a deviation from the industry standards where most of the CRMs require a commitment of only 1 user. It restricts small and medium enterprises to use Sugar CRM. Customer support is not uniform for all the versions. Telephonic support should be available for all the customers with paid versions rather than only to customers with Enterprise or Ultimate versions.
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
Wednesday 31 December 1969
SFA is very sales-process oriented. The natural account sales stage progression—from a suspect to a lead to a contact to an opportunity and to a win or a loss—can be accomplished with one or very few clicks and from single instance page views. The user interface is uncluttered, simple and gets the job done in a minimum number of keystrokes, but as mentioned it lacks the inviting user experience of a Web 2.0 or consumer technologies application.More about SugarCRM
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