CRM software is grooving into each industrial use-case to manage the workflow in a highly efficient way. In any organization, there exist some crucial modules based on which the success of a business is dependent. The foundation thus must be firm enough to give wings to brand image and revenue as expected. SugarCRM is among the top CRM systems that provide enhanced capabilities to businesses taking into consideration all the modules that tend to play a significant part in streamlining the way to success.
SugarCRM is a versatile Customer Relationship Management (CRM) software that suits the requirements of all sizes of businesses and provides a number of advantages mentioned below:
[su_list icon=”icon: gears” icon_color=”#f22e2e”]
- It automates the process of sales funnels management to guide the sales team with intelligent decisions that increase the chances of onboarding a potential client.
- It makes it easy for users to access the system from anywhere at any time.
- The software helps businesses ensure easy collaboration among departments and communicate with them without any barriers.
- The highly customized dashboard personalizes the software according to business interests that make navigation and predictability easier.
- It helps make effective decisions by identifying the complex data patterns and performance of the system.
[/su_list]
Read: SugarCRM for Small Business – CRM Benefits for Startups
Workflow Automation
The SugarCRM consists of some activities that help businesses manage the tasks and modules. From sales management to data management, Human resource management to accounting and marketing analysis to revenue prediction, all functions need to be managed in an effective manner. Gone are the days when all the tasks used to be managed manually. Such processes were cumbersome and time-consuming. Moreover, all the work was recorded on paper manually which tends to be highly inefficient. Below are some ways through which workflow automation can be ensured through SugarCRM implementation:
[su_list icon=”icon: gears” icon_color=”#f22e2e”]
- Manage all the data in a centralized place for easy look-up.
- Send automated emails to clients through specific templates.
- Schedule calls and meetings with clients.
- Schedule reminders to attend meetings with clients.
- Get meaningful insights through consolidated data.
- Marketing processes automation to get the most out of investments.
[/su_list]
Enhanced Productivity
SugarCRM streamlines the entire workflow of an organization. It helps provide a wide range of capabilities to businesses that contribute to the success of businesses. Whether it is through seamless communication mediums or the powerful capabilities that eliminate the overhead of manual tasks and ultimately streamline the workflow by increasing productivity. The resources thus could be utilized in additional priority tasks to ensure the high quality of tasks.
Easy Reports
SugarCRM is responsible for generating reports for the businesses. These reports comprehensively cover all the aspects that contribute to the success of the business. The AI-enabled features of SugarCRM include advanced analytical features that play a critical role in giving actionable insights to businesses. The identification of complex patterns makes the process of decision making easy for businesses.
For instance, the reports take certain parameters and attributes as input that help identify the performance of businesses efficiently. The AI-generated reports thus give directions to business analysts about which module needs improvement. The following are some features mentioned explicitly to understand the power of analytics reports generated by SugarCRM implementation:
[su_list icon=”icon: gears” icon_color=”#f22e2e”]
- The customer activities, leads, and accounts can be viewed through real-time information.
- The customer page revisits, traffic ion website, sales closed and similar parameters can be identified through graphical representations.
- The revenue forecast reports can be generated that help businesses employ dynamic strategies to maximize business profits.
- Personalized sales information can be checked in order to identify the capacity with which leads are converted into sales.
- Lead score analysis can be made in order to prioritize the sales and identify channels that are bringing more leads.
- Marketing campaigns analysis can be done in order to identify the campaigns that are accelerating the leads and sales of a business so that more investments could be made or revamp strategies if required.
- ROI can be measured through the report’s analysis.
- The most performing marketing campaigns can be determined to invest more in them.
[/su_list]
Also Read: SugarCRM Analytics Tightening the Reins on Rational Decision Making
Sales Prediction
One of the most crucial functionalities of SugarCRM implementation is that it helps predict sales in long run. The insights allow businesses to remodel the strategies and marketing techniques such that sales could be increased. The more the report says, the more there will be the chances to convert potential leads into sales. SugarCRM can be configured as per the choice of a business. For instance, the time period after which reports should be generated can be set. Moreover, the ranges and scenarios can be defined based on which results are expected.
Third-party Integrations
Scalability is the promise of SugarCRM implementation. One platform opens the doors for various opportunities that help extend the scope of businesses through high-scale features. This can be done by integrating third-party tools and apps with the system. For instance, useful tools like Gmail, Asana, Dropbox, Mailchimp, Xero, etc. can be integrated with the system in order to extend its capabilities that do not require any other software to employ additionally.
SugarChimp is the combination of Mailchimp and SugarCRM that extends the scope of sales and marketing by allowing businesses to leverage the power of AI-based marketing features that Mailchimp provides by automating them. Thus, the more productivity would be, the more leads will be generated and they can be converted into sales with a high proportion.
Also Read: SugarCRM Integrations – One Size Fits All Solution for SMBs
Techloyce is your partner to assist you to employ the enhanced capabilities of SugarCRM in your system. Our certified consultants and developers are trained to provide customized solutions to businesses to help them ensure a seamless SugarCRM implementation. Get a tailored solution to align it as per your business requirements at highly affordable prices.
