CRM to sweeten your customer experience CRM software trusted by millions There’s a reason sales teams love SugarCRM: it’s easy to learn, easy to use, and designed to get you results, by optimising and enhancing almost everything you do. SugarCRM will unify customer engagement across your entire organisation, and allow you to build meaningful customer relationships so you can close your pipeline faster. Best of all, its highly flexible and open architecture means SugarCRM can be deployed almost anywhere – in your cloud, a public cloud or even SugarCRM’s cloud – for no additional charge, now or ever. Place Sugar in the hands of each and every customer–facing employee, and witness outstanding sales results, and an incredible return on your investment. CRM | 2 Discover a different kind of CRM Close more deals, build long-lasting relationships, and dramatically transform your business with Sugar, the most innovative, flexible and affordable CRM solution on the market. Open, powerful, visionary: SugarCRM will intergrate with almost any system you can think of. Over 1.5 million users in over 120 countries worldwide. Deploy SugarCRM anywhere and everywhere, and completely on your own terms. Pure Price: SugarCRM’s pricing is simple and predictable, and you can forget hidden fees or forced upsells. CRM | 3 Close more deals, build long-lasting relationships, and dramatically transform your business with Sugar, the most innovative, flexible and affordable CRM solution on the market. CRM | 4 Close more deals Empower your sales personnel with an immersive and engaging CRM experience, offering all the tools needed to boost sales and close more deals. With groundbreaking UX and an individually-tailored dashboard, optimise sales processes and generate value from each and every customer interaction. Keep your finger on the pulse with relevant customer insights, and know when to make that sales call with automated sales alerts. It’s the most innovative, optimised and intuitive CRM on the market, and it’ll have you enjoying sales conversions like never before. CRM | 5 Closing • Opportunity management Know exactly what stage your deal is in and everything you need to do to close it. Tailor Sugar to reflect internal sales methodologies, and increase sales productivity through standardisation. Track and manage multiple opportunities through real-time reporting and close deals faster by sharing information and progress across teams. • Personalised dashboards Build individually-tailored dashboards with drag-and-drop dashlets, enabling a highly unique CRM experience for each and every user. Dashboards can be configured according to pre-defined roles or adjusted to suit personal preferences. • Customer journey workflows Automate the sales process and keep deals in motion. Build complex lead routing rules, discount approval pathways and other critical process automations in an intuitive, drag-and-drop environment. Easily follow, or check-in on the status of any customer process, and mend broken or incomplete processes in seconds. • Sale alerts Minimise delays in response times and optimise the customer’s experience, with smart alerts and notifications, pushed to any user on any device. When the conditions of a certain workflow are triggered, prompt the next action to be taken in the customer journey, enhancing productivity and ensuring deals close faster. CRM | 6 Build extraordinary customer relationships Unify customer engagement across your entire organisation and build extraordinary customer relationships with Sugar’s industry-leading CRM solution. By centralising complex workflows onto one unique and seamless interface, you’ll empower your business with a universal, 360-degree view of your customer. With Sugar, you’ll always be predicting the next move, choreographing the touch points and facilitating every interaction across the entire customer journey. CRM | 7 Relationships • Account & contact management Get to know your customers inside and out, including how to engage with them and what makes them tick, with key contact information stored intuitively upon one universal platform. Easily filter and explore activity history, account dialogues, and internal account decisions, with timesaving preview panels enabling complete visibility over your data. • Collaboration panel Stay up-to-date with sales opportunities across your team, with real-time updates from other Sugar users and event notifications. View, share and collaborate around related documents, and quickly see and share what’s relevant in context. • Intelligence panel Make more informed and timely decisions based on real-time customer intelligence, retrieved from internal and external data sources and aggregated onto a single panel. Whether it’s a contact’s twitter stream, financials, or presence in the news, Sugar will find what’s relevant and keep you in the loop. CRM | 8 Open, powerful, visionary Built on a foundation of openness and transparency, and with over 200 partners for easy deployment, Sugar runs virtually anywhere, giving you complete control over where you’re storing sensitive customer data. Infinitely flexible, and integrating with hundreds of 3rd party systems and apps, sync Sugar with email, fileshare, social media and more, and continue using all the tools that you know and prefer. And, with over 1.5 million users in over 120 countries across the globe, take advantage of more than 26 supported languages and currencies to make Sugar work for you, no matter where you are in the world. CRM | 9 Openness • Multiple deployment options Host Sugar on-site, in the cloud of your choice, or in Sugar’s cloud at no additional charge. As your business expands, you can alter this deployment to suit new business requirements, location or budget. • 3rd party App intergrations With APIs enabling smooth integration with almost any application or system you can think of, waste less time, by spending more time in Sugar, with everything you need, synced to the one platform. • Email With plug-ins for Microsoft Outlook, Gmail, Yahoo! IMAP email integrations and more, get all the benefits of Sugar while using the tools that you know and prefer. You can archive email to Sugar, send email directly from Sugar, sync your email calendars and schedule, and increase productivity by streamlining common tasks. • Global Deploy Sugar anywhere, and completely on your own terms, permitting greater control over sensitive data, and enabling easy compliance with government and industry mandates. With over 26 supported languages and currencies, and 200 deployment partners globally, Sugar will suit your business no matter where you choose to operate. • Mobile With the Sugar mobile app, access your personalised sales dashboard anywhere in the world, and easily update CRM data, complete tasks, or prepare for meetings on-the-go, in an online or offline environment. CRM | 10 Forecast, measure and transform Sugar ensures sales forecasting is easy, predictable, and accurate. See your quota achievement, and pipeline numbers in active graphs, so you always know where you stand. Then, with Sugar reporting, monitor performance across your entire business, obtaining actionable and transformative insights that always help you improve. CRM | 11 Measuring • Case trends Gauge customer satisfaction levels and increase organisational performance by monitoring customer problems and improving time taken to respond. • Customer profiles Gain first-rate insight into who your customers are, with detailed reports, profiling customers by industry, geography, company size, and more, and make more intelligent decisions resulting in wins and superior customer experiences. • Sales trends Monitor sales representatives by sales stage as well as closed and expected quarterly revenue, and stay ahead of the curve, with the insight needed to adjust to changing business conditions. • Sales rep forecasting Simplify the forecasting process with streamlined sales rep worksheets with intuitive inline editing that allows outcomes to be explored before committing to achievable numbers. • Sales manager visibility Obtain a graphical, real-time representation of your team’s forecast and quota achievement, including “likely” and “best” projections, so you know exactly how your team is performing. CRM | 12 Thrive in a digital first world All of our technologies and services work together in harmony, to help you deliver a great customer experience. No gaps or silos. We call this our Customer Experience Platform (CXP). Services to enable & Technologies to empower Business Transformation Support CMS CRM You are here Optimisation Strategy Intranet Training Cloud Search Innovation Marketing Automation Build UX Design Content We combine strategic thinking, smart technology and a customercentric focus to help transform your business. CRM | 13 Adelaide | Auckland | Brisbane | Canberra | Edinburgh | Hobart | London | Melbourne | New York | Perth | Seattle | Sydney | Szczecin | Wellington squiz.net
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