What is a CRM?

Regardless of size, every company engages in customer relationship management (CRM). When a company builds a customer list, tracks interactions with customers, designates activities to close business, or handles a customer problem, they are undertaking CRM-related activities. Customer Relationship Management systems standardize, automate and share these activities across the organization to improve these existing processes.

CRM applications address four major functional areas. A CRM application integrates this information so companies have a complete view across these various activities.

  • Marketing – Manage customer lists, identify prospects, create marketing campaigns, track success rates, capture leads for sales follow-up.
  • Sales – Identify leads, manage sales opportunities and accounts, present product and quote information, forecast quota attainment.
  • Customer Support – Handle customer cases, manage customer incidents, escalate customer issues.
  • Collaboration – Manage activities and projects, share customer and product information, access third-party content.

What is SugarCRM?

Before SugarCRM, Customer Relationship Management systems were the province of large businesses that had million dollar technology budgets. The SugarCRM project was started with the belief that open source technologies had reached a point of maturation where a fast, flexible and feature-rich product could be delivered to companies who did not have money to burn.

In less than two years, SugarCRM has proven that a best-in-class CRM system can be built and delivered to customers in a more economical fashion.

SugarCRM and You

Risk-Free CRM for Anyone

At no cost or obligation, SugarCRM delivers a feature-rich CRM application. Sugar Open Source is right for you if you do not have a current CRM system; your current system is too expensive; or is not delivering the value you expect.

Great Functionality

If your company does not have a systematic way to handle CRM processes such as coordinating contacts, opportunities, and accounts, managing email lists and marketing campaigns, or handling service requests and customer issues, give SugarCRM a try. We think you’ll like it.

Flexible

SugarCRM was built with flexibility in mind, so you can easily import data and customize tabs, views and layouts to display only the information that is important to your business.

Quick Installation

Sugar Open Source is a “light-weight” web application so it can be installed quickly without the need for additional hardware and long implementation processes. You’ll be surprised how quickly you are up and running.

Easy-to-Use

The user interface is fast and intuitive so your employees will understand how to use the application in a matter of hours.

Community Support

You are not alone! SugarCRM is supporting thousands of small businesses who contribute their thoughts and practices for using Sugar Open Source on our user forums. Learn some best practices and gain valuable insight into the SugarCRM user community http://www.sugarcrm.com/forums/.

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