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1CRM Modules

SugarCRM for Sales

When Every Call Counts

SugarCRM Sales goes beyond traditional sales systems designed to force data entry and empowers you to
actually spend more time selling. Focus your time and energy on who matters most in your pipeline and
managed accounts, what matters most, and when it matters, so you can be prepared, engage at the
right time, and stay ahead of your accounts.

360-Degree Customer Activity History

Sell proactively and avoid surprises by knowing what matters to your accounts and contacts, when it matters. Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise. Understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel and social media activity.

Expert Collaboration

Sell with the power of the collective enterprise and get every resource you need when you need it — when selling. Connect in real time with proven experts across the extended selling enterprise to collaborate and share winning practices to accelerate each deal and win every stage of the deal cycle.

Social Selling

Sell based on relationships. Leverage LinkedIn to network and augment your contact discovery. Scan for relevant tweets of all the people you follow in your activity streams and interact with your contacts directly. Sugar is fully Social CRM ready.

Mobile

Sell anywhere and stay on top of your leads and opportunities, tasks and calendar, meetings and calls — across any mobile device. Move seamlessly between your mobile and desktop app to stay ahead of every deal wherever you are.

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Real Time Pipeline Management

Sell on time with real time, personalized access into where every deal is in the pipeline. Track early indicators and changes impacting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets on time, every time.

Workflow and Approvals

Sell more by automating your day to day tasks so you can spend more time selling. Automatically drive deal change alerts and discount approvals, route leads and opportunities, and monitor account activity updates and changes based on your business.

Email, Calendar, and File Management

Sell with your favorite applications with Sugar’s built-in email integration Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers. Sugar also comes with a wide range of collaboration integrations right out of the box. You can easily integrate Sugar with Gmail, Google Docs, Google Calendar, Google Contacts, and Box.com.

Sales Analytics

Sell smart. Sugar reporting and dashboards provide you with real-time information about the sales pipeline, progress to quota, key opportunity and account activity, and rep performance. Sugar reports are designed for the end user so every sales team can securely access the insight they need to drive performance.

Sales Intelligence

Sell personally with Sugar’s pre-installed InsideView module to get the most up to date information on customers and prospects. Get account and contact data from Hoovers and other business data providers using the Sugar Cloud Connectors.

Sugar’s Best In Class CRM Platform

Sell your way… Unlike traditional CRM solutions that record your work in monolithic systems only IT controls, Sugar has the flexibility, agility, and ease of use that enables anyone to personalize the platform across different selling roles so you can sell the way you want to: your way. Configure Sugar to fit your sales process. Your opportunities. Your forecasting categories. Your account details. Your team. Your business. In your words.