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CRM Customer relationship management

404.60Â RON

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Dashboard
2. Calendar
3. Activities
4. Contacts
5. Accounts
6. Leads
7. Opportunities
8. Cases
9. Documents
10. Emails
11. Quotes
12. Contracts
13. Invoices
14. Teams
15. Projects
16. Cases
17. Reports
18. Forecasts
19. Products
20. Outlook plugin
21. Word plugin

-Synchronize Tasks
-Synchronize Calendar
-Synchronize Contacts
-Send received mail from Outlook to CRM

Dashboards Sugar Suite
Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business Impact Present user-specific information about sales opportunities and progress Consolidate sales information from across the business for executives Customize charts and reports based on key metrics Drill down on charts to understand account progress and individual performance Real-Time Information See information as it happens with real-time dashboards of sales performance. Drill-Down on Charts Investigate account progress and sales performance by viewing the account information contained within sales dashboards Customizable Dashboards Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers. Personalized Dashboards See your personalized sales information on your Sugar Suite homepage when you log-in each morning. Monitor automatic changes as you progress thorough the day. Capabilities: Create Contact; Enter Business Card; Create Account; Create Lead; Create Opportunity Create Case; Schedule Meeting; Schedule Call; Create Task; Compose Email. Activities Activity Management Sugar Suite's activity management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time. Impact Schedule and assign calls attached to a specific account to ensure a more complete customer record Archive emails and meetings notes to individual accounts Manage schedule, meetings and calendars in a single location Shared Calendar Synchronize calendars with groupware applications such as Microsoft Outlook and share information across the organization. Today View View the most important tasks and meeting for the day, prioritize them and monitor status. Account Attachments Attach important notes, activities and emails to specific accounts.
Capabilities:
Create Task;
Calls;
Create Note or Attachment;
Archive Email;
Meetings;
Tasks;
Notes
Emails;
Today Activities : Schedule Call; Schedule Meeting; Create Task;
Create Note or Attachment Create Archived Email;
Calls; Meetings;
Tasks;
Notes;
Emails;
Today; Import Notes
Account Management Understand account status and relationships Improve up-selling and cross-selling opportunities Ensure consistent interactions with customers Share account information across marketing, sales and support departments Single Account View View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes. Customer Satisfaction Monitor the customer satisfaction of accounts, their willingness to act as a reference to the media, in sales deals, and other opportunities. Account Ownership Define who in your organization owns the account relationship and who else is involved in selling or supporting the account. Coordinated Interactions See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account. Capabilities:
Create Account -Accounts -Import -Leads Leads Lead Management Sugar Suite's lead management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With Sugar Suite lead management, companies have the tools to populate the pipeline with more qualified leads. Impact Segment leads based on the attributes that drive your business Import and export lists from third-parties Automatically capture leads across multiple channels Convert leads to opportunities and ensure appropriate follow-up Lead Segmentation Segment leads based on industry, channel, lead source, geography or other attributes to build offers that address prospect needs Complete List Management Import leads from multiple data types and manage leads across campaigns. Ensure accurate prospect lists so that offers reach the intended audience. Automated Lead Capture and Handling Capture leads from multiple campaigns and channels. Automatically route the lead to the appropriate internal contact for follow-up. Lead Conversion Close-the-loop between marketing and sales by automating the lead hand-off process. Design business rules to route the lead to the correct salesperson based on territory, team or specialty. Auto-Design Web Form for Lead Capture Marketers can design a web form that integrates with Sugar that can capture and manage leads from a website landing page. The Auto-designer eliminates IT support for marketing programs. ROI Calculation As leads are converted from campaigns, marketers can see real-time ROI calculations on the campaign effectiveness.
Opportunities Opportunity Tracking and Reports Track and manage multiple opportunities through real-time reporting. View opportunities by team, product or geography in charts and then drill down to understand how the opportunity is progressing. Business Process Reminders Ensure follow-through as opportunities progress across sales stages. Designate certain actions that need to be taken and automate reminders to ensure that teams and individuals take the necessary steps to close the sale. Customized Sales Processes Adjust Sugar Suite to fit your sales process. Customize the application to mirror how your organization tracks opportunities or download extensions from the SugarCRM community that track opportunities based on your industry and company size. Opportunity Analysis Roll-up and analyze opportunities from across your organization. Understand how different units are performing and what improvements can be made.
Cases Case Management Sugar Suite case management centralizes the service history of each customer, allowing for a detailed view of customer requests and responses. Case management metrics allow managers to monitor how cases are handled and to escalate issues to ensure customer satisfaction. Impact Gain a complete view of customer service request history Escalate unresolved issues before they become large problems Monitor the effectiveness of case responses Integrated Case and Account Management Ensure sales and marketing understand the service status of each account to prevent surprises when calling upon the account. Case Escalation Route cases and their escalation status to the appropriate representatives to ensure timely resolution. Case Metrics Measure case metrics, including response time and customer satisfaction rates. Email: With email marketing, Sugar allows marketing managers to design campaigns that convey the brand identity of the organization and to interact with targets and customers to ensure higher response rates and more respectful communication. Impact Ensure campaigns are brand consistent and coordinated across customer channels Monitor campaign execution to ensure offers reach the targeted audience Track and assign opportunities to campaign leads Control opt-in and opt-out lists Email Design Present a consistent brand identity through HTML templates and design tools to ensure your best is presented to customers Email Monitoring Monitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated Queue Management Manage campaign execution and unsubcribes to ensure campaigns target the intended audience In-Bound Email Processing Create metrics from in-bound e-mails and automatically assign leads to sales representatives
Newsletter Management Create newsletter email groups, manage subscriptions independently, track activity and plan newsletters periodically. ROI Calculation View a real-time ROI calculator on the value created by the email or newsletter campaign. Capabilities: My Inbox ( x New); My Drafts; Sent Emails; My Archives; Group Inbox ( x New); Compose Email; ; Create Archived Email; Create Email Template; All Drafts; All Emails Email Templates. Documents Document Management Sugar Suite's document management provides a single location for all company documents. Manage multiple format types including Word, PDF, PPT and Excel documents in a central location to ensure reps have the tools to close the deal. Ensure relevance by managing expiration dates and revisions so that the team presents a unified message to the market. Impact Present a consistent message to the market Possess the tools to dazzle customers and close more deals Manage time-sensitive materials and presentation revisions Category Management Define documents by category and subcategory, publication date, publisher or date of revision. Document Search Search for relevant documents based on various attributes, including author, topic and date. Collateral Controls Assign expiration dates and visibility rules to ensure the security of important information and to delete materials that are no longer relevant.
Project Management Project Management Sugar Projects allows users to initiate projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Assign projects to individual employees and then monitor project progress by utilizing new features such as Gannt Charts, Project Dashboards, and Project Collaboration History. By utilizing existing information within CRM,
Sugar Projects gives users a head-start in tackling their most complex customer-facing projects. Impact Balance employee workload with estimated task completion Manage projects across individuals and teams Improved communication and collaboration amongst project participants Campaign Management Campaign Management Sugar campaign management centralizes the development, execution and monitoring of campaigns across multiple channels. With Sugar campaign management, companies achieve better visibility into the effectiveness of marketing spend. Impact Campaign wizard standardizes the campaign development and ensures complete programs Provide detailed views into campaign effectiveness across marketing and sales stages Define campaign routing and approvals to ensure buy-in across the organization Benchmark campaigns to understand which campaigns produce the most revenue Multi-Channel Campaign Management Manage web media, email, newsletter subscriptions, webcasts, telesales, print advertising, TV and radio advertising. Prospect-to-Lead Conversion Track campaigns based on campaign type, account or industry so salespeople understand why customer responded. Workflow Approvals Define the information flow for the campaign so that the appropriate stakeholders can view and test the campaign before launch. Campaign Benchmarking Benchmark campaign effectiveness based on direct mail, phone, trade shows and email. Bug Tracking Bug Tracking Effective service organizations resolve customer problems quickly and recycle feedback from customers into the next generation of product.
With Sugar Suite bug tracking, companies gain a complete view of product problems, their frequency and the effort needed to resolve the problem. Sugar Suite bug tracking not only ensures that customer problems are solved, but that products are improved. Impact Ensure all customer cases are managed based on priority, status and category Identify and prioritize customer problems Assign incidents to employees based on availability, expertise or account relationship Bug Priority Define the level of priority for any given incident. Assign higher proprieties for larger problems or more valuable customers. Resolution Tracking Track resolution times across accounts and representatives and define reminders to ensure bugs are handled quickly.
- Integrated with the accounting system.
- Free CRM Online Demo
- Price for 1 user. (min 5 users)

Program contabilitate

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