Platform
CRM Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify an existing screen with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give user the ability to create and enforce business rules. The CRM offers the ability to create custom fields within a given module or create an entire new module with Module Builder.
Impact
- Simple drag-and-drop user interface for easy configuration
- Deep customization features allow for the creation of custom fields and modules
- Streamlined business processes to match business requirements
- Reveal and protect information based on user role and profile
- Share and add additional modules based on your company needs
Collaboration
Underlying marketing, sales and support activities, CRM Collaboration provides capabilities to manage email within the CRM while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Sugar collaboration streamlines common tasks and promotes more effective communication with employees and customers.
Impact
- Manage schedules, calls, meetings and emails from a single location
- Create, assign and manage key projects across teams
- Integrate Sugar with popular applications such as Microsoft Outlook
- Allow workers to access CRM in mobile and offline settings