Understand your customers like never before. With SugarCRM, you have all your customer information exactly where you need it so you can engage with them at exactly the right time and offer them the exact product and services they need when they need them.
SugarCRM helps your sales team be at their best by giving them access to their customer information regardless of whether they are in the office or on the road using SugarCRM Mobile. This highly-adaptable platform is an ideal CRM for sales teams as it can be customised to your businesses exact sales process to ensure that everyone is on the same page on every sale, helping sales close swiftly and making it easy for team members to pick up on deals when others are away. The in-depth reporting suites allows the leadership team to view everyone’s performance at both an individual and team level.
SugarCRM brings reporting to life with personalised dashboards that give your sales team a central place to track and monitor all their activities, tasks and metrics against defined KPIs. Delve deeper into the reports behind the dashboards with a click to get a complete view of any segment of your business.
When you use your CRM for sales reporting, your management team can uncover business trends and better understand the performance of both individuals and teams with roll-up reports that capture their team’s activities as they progress towards their goals.
SugarCRM Mobile has been built to empower your mobile workforce, no matter where they are.
SugarCRM Mobile has made being on the go easier by allowing your team to have full access to their customer data on their mobile device. Your mobile sales team will never miss a moment to engage with your customers and can stay on top of every deal with the native SugarCRM Mobile app for popular phones and tablets. What’s more, it is fully customisable to your business and the individual using it.
The quoting module allows you to build quotes with greater efficiency with drag-and-drop reordering, send quotes to customers in their preferred PDF custom template. You can sell globally with multi-currency support, working in your preferred currency while accommodating your customers choice within the same quote proposal. The intuitive interface makes all this and more easy to do for any user.
SugarCRM’s Hint automatically gathers and analyses actionable insights from a broad range of social and business data sources, all with just a name and an email. In addition, users can proactively receive important updates on key accounts through a variety of user-configurable alerts, including real-time push notifications.
Hint helps your team:
Save time with the Sugar Productivity Suite*.
SugarCRM guides sales teams step-by-step through the actions, milestones and activities needed to ensure the whole sales process is fulfilled. It also offers beautiful, customer-centric progress maps so your team always knows at a glance where they are in the sales cycle.
*Available at an additional cost
SugarCRM’s pipeline management allows your sales leadership to manage their team better with real-time sales analytics and insights on every deal. They can track early indicators and changes affecting a team members pipeline and help them increase revenue by coaching and guiding them through strategic sales initiatives.
SugarCRM is designed for every part of the business.
Sugar Market delivers campaigns that speak directly to your customers at the best possible moment.
SugarCRM offers a multitude of exciting features to serve each area of your business.
Provide outstanding service and support with rapid access to your customer information, insights and real-time collaboration.
Our team has skills and experiences from a range of different customer experience, software development and technology backgrounds. We take pride in contributing to your vision, developing your technology ambitions, and helping you to get the technical parts of your business right.
Format14CRM has the skills, experience and knowledge to turn even the most challenging set of requirements into a real world software application. If that means a customised CRM or creating a new business software application that you just can’t seem to find anywhere, we’d love to hear from you!