Customer Relationship Management (CRM)

1. Customer Relationship Management (CRM)

2. Sugar CRM Boost Sales, Retain Customers and Save Money Sugar is a customizable, affordable and easy to use customer relationship management (CRM) platform, designed to help your business communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use Sugar everyday to manage sales, marketing and support. It’s a web based system and accessible from any where. CRM allows the formation of individualized relationship with customers, with the aim of improving customer satisfaction and maximizing profit; identifying the most profitable customers and providing them the highest level of service. It helps an enterprise to enable its marketing and sales departments to identify and target their best customers, manage marketing events and generate quality leads for the sales team.

4. Key Features • Customer Accounts and Contacts • Sales Leads • Sales Opportunities • Marketing Campaigns • Products • Quotes • Dashboard • Reports

5. Account • Create and manage Customer Profile with detail information. • It can be assigned to individual Sales person. • It can be associated with Contacts and Sales Opportunities. • Import Customer profiles in CSV format.

6. Customer Account

7. Contact • Create and manage Customer’s multiple point of Contacts information integrated with Customer Account • Contact vCard generation for other applications

8. Customer Contact

9. Leads • Generate sales Lead on fly • Maintain Lead Status and Lead Source • Manage relevant Tasks, Calls and Meetings • Manage discussion Notes history • Clone or convert into Opportunity • A lead can be associated with marketing Campaign to track the effectiveness of the Campaign • Sales Lead can be assigned to sales persons

10. Sales Lead

11. Leads Tasks Sales Lead

12. Opportunity • Create and manage sales Opportunities • Maintain sales Stages and Probability • Specify Product or Services • Manage relevant Tasks, Calls and Meetings • Manage discussion Notes history • It can be assigned to sales person

13. Sales Opportunity

14. Marketing Campaigns • Get real time information into the success of individual and ongoing campaigns by tracking them from initial lead generation right through to close. • Match sales revenues to specific campaigns. • Analyze marketing campaigns by lead source by using user friendly tools and reports.

15. Marketing Campaign

16. Products • Create and manage Products and Services catalog with Cost and Price, and Product image • Products can be retrieved in Quotation

17. Products Product

18. Quotes • Effectively generate and manage Quotation • Maintain Quote Stages • Add multiple Products and Sales Price • Calculate Discount and Tax for each Product

19. Quotation

20. Dashboard • Customized Dashboard display • View overall Sales Activities made by individuals; maintain discussion history • View My Accounts, Calls, Meetings, Leads and open Opportunities

21. Dashboard

22. Reports • Sales Activities Report Sales person wise • Sales Opportunities Report with various aspects • Sales Opportunities Report by Lead Source by Outcome • Campaign Return On Investment • Pipeline by sales Stage • Outcome by Month

23. Reports

24. Reports

25. Contact