CRM Blog

Is SugarCRM 6 worth the upgrade?

Which SugarCRM modules fit your needs? Will SugarCRM hosting meet your requirements? Is the Open Source model all that it supposed to be? Do the new SugarCRM themes give my users what they need?

At Accent Gold, we’ve done a thorough review of Sugar 6. And the answer is an emphatic Yes.  

Here are the 5 key improvements in Sugar 6 – that will make your users enthusiastic about adopting it and investing their time and energy:  

1. Easy Set Up. Sugar 6 provides a simple set-up process that collects your user information and preferences that get you up and running in a few clicks
2. Less Screens, More Action. The Sugar 6 Shortcut bar allows users to create contacts, leads & opportunities, schedule calls and meetings right from your homepage.
3. Simple Search. Sugar 6 delivers powerful search capabilities context-aware Global Search field which filters search results based on the module in use (e.g., Contacts, Opportunities & Accounts) - find results faster without leaving the page.
4. Mobile Support. Want to see Sugar6 on your Blackberry or iPhone? How about the iPad? Sugar 6 has you covered with native mobile support for mobile devices.
5. Any Cloud. Sugar 6 is built for the Web: you can run Sugar across different cloud environments, including Sugar On-Demand, Microsoft Azure, Amazon EC2 or your own private cloud. With SugarCRM, you control your data and where it resides.

“Sugar has done an incredible job creating the most modern look and feel for a CRM system, while also significantly increasing usability.”

 - Chad Hutchins, Milsoft Utility Solutions  

Sugar 6 will be available for purchase this summer. In the meantime, if you would like to learn more about Sugar 6, please schedule a product demonstration with one of our SugarCRM consultants today. Whether you want to integrate your iPhone, Android EVO, Blackberry – or just your Microsoft Outlook, please don’t hesitate to contact our CRM Consulting and Training team.

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Why is Sugar 6 simple? Why will your users quickly adopt it as their CRM tool?

1. The first key is Reduced Steps. SugarCRM  has identified the most common tasks performed by users – and has reduced the number of steps required.

In some cases, down to one button!

2. The new Shortcut Bar allows user to perform tasks with a single click (e.g. Creating an Account, Contact, or Sales Opportunity)

3. Sugar 6 allows workers to find information fast. The Search/Lookup functionality has been optimized for speed and intelligent suggestions.

4. The new SugarCRM Home Page displays all the information that employees need to be effective in their jobs.

5. Users can easily personalize the  information they view on their Home Page – to match their most crucial tasks and to flag their key productivity needs (e.g. “Show me my overdue, hot tasks“).

6. Users can also easily monitor key metrics by area of interest (e.g. “Show me my Sales Pipeline – broken down by product group”).

If you are interested in a SugarCRM demo or need assistance with a SugarCRM upgrade, let us know. If you need help with understanding SugarCRM features or SugarCRM pricing, please don’t hesitate to contact us.

If you are in search of information regarding SugarCRM licenses or the SugarCRM community in general and how that fits your needs, we would be glad to assist you.

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Simple and Easy CRM

Does CRM have to look like this?

What’s the secret regarding CRM products? Users in the worldwide marketplace are becoming more comfortable with modern productivity tools (i.e. Google, Amazon, Twitter), most CRM tools are stuck in the 20th century. Bottom line, CRM innovation has remained stagnant.

Until now.

CRM User Adoption

The world of CRM usability is being redefined – and Sugar 6 is changing the game. No longer is the user compelled to combine the world of (a) spreadsheets (b) email and (c) complicated and antiquated CRM tools.

Sugar 6 is:

1. Intuitive. Simply put, it is easy to use!
2. Flexible. It is easy to change – to match your business processes.
3. Open. It is easy to integrate. The Open Source architecture allows for unmatched integration possibilities.

Web Based CRM Software

Sugar 6 allows you to truly manage your business rlationships, increase your marketing effectiveness, optimize lead generation, measure and grow sales revenues, and better support existing customers.

Sugar 6 delivers a Web Experience that users are familiar with. If you feel comfortable with Facebook, LinkedIn or Google Docs, then you will love your SugarCRM experience.

Do you need a review of Sugar as an ondemand web based CRM software (windows CRM application vs web CRM software)? Do you have questions regarding the pricing model (Licenses, Software as a Service SAAS CRM) and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in a SugarCRM upgrade or in need of a download to install SugarCRM 6? No worries! Just give us a call! We’ll help you understand just how powerful this web based online customer management tool can be as a hosted sales CRM – especially in an Open Source or Call Center software environment.

Do you need a live demo of how SugarCRM as an online CRM compares to SageSalesLogix (Cloud) CRM, vTiger (Open Source CRM) or Salesforce (on Demand CRM) - or the differences to online MS CRM? Are you concerned with understanding free web CRM Software and your options? Do you have questions regarding how the world of web CRM, hosted CRM  and cloud CRM in a local CRM environment? Do you need clarity regarding CRM lead generation services or CRM  support (incl. CRM Help) plans? No worries! Just contact us!

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Have you seen how easy and flexible Sugar 6 is? Here are 4 Teasers.

Custom Reports and Dashboards
With a few clicks, users can create a custom report or dashboard chart, display it on their Home Page and even share it with others.

Administrators can build custom fields, custom layouts and even custom modules (i.e. “Billable Hour Tracking”).

Workflow
Sugar 6 also empowers users to design workflow automation that controls the flow of information and action within your business.

Email Alerts
Do you need to be alerted via email each time a Sales Opportunity is created or closed? No worries. This is easily handled within SugarCRM’s workflow.

Microsoft Office Integration
SugarCRM’s open architecture is designed to easily integrate with 3rd party data sources – so that the user stays in control.

Need to integrate SugarCRM 6 with Microsoft Outlook, Word or Excel? No worries! Integrate Sugar with Outlook E-mail and Calendar.

Need to mail-merge to Microsoft Word? Sugar automatically populates form letters, direct mail and other Microsoft documents.

Need to see your reports in Microsoft Excel? No worries. Sugar easily exports into Microsoft Excel so that you can analyze your data as much as you need – including Pivot Tables!

Need more information or a demo/review of Sugar? Do you have questions regarding the pricing and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in upgrading or in need of a download of SugarCRM 6 to install? Not sure which mobile (Android, iPhone, Blackberry) will work the best? No worries! Just give us a call!

Do you need a review of how SugarCRM compares to Zoho CRM or Salesforce.com? Do you have questions regarding the world of online website CRM  and how the CRM cloud (Saleslogix) can work for you in a hosting CRM environment? Do you need clarity regarding CRM lead generation tools or CRM support/help plans? No worries! Just contact us!

Join us for our newest Webinar Series.

We will be examining and evaluating Microsoft’s newest product Dynamics CRM 2011.

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Sugar 6 just came out on July 13th. And it is the best version yet. It’s also the best tested version to date. Thoroughly beta tested – our customers are going to love this release!

Call us for a personal demo and learn about the new user interface, how Sugar 6 helps workers be more productive and how Sugar 6 can help your company meets its goal in the second half of 2010.

So what’s new in SugarCRM 6.0?

1. Everything you expect in a CRM – only faster.
2. Do just about anything inside the application – in one click.
3. A simplified design with a Web 2.0 interface.
4. Built for speed, simplicity and easy integration.