CRM Tips
In this blog, I will try to show you several more reasons for sticking with SugarCRM CE (Community Edition) and not upgrading to SugarCRM Professional Edition. Click here to view a detailed Feature Comparison Chart.
Reason A: Workflow would not help your User Adoption
The Workflow Module in SugarCRM Professional is absolutely powerful. It allows you to automatically send Email alerts and create automated tasks. It allows you to even create and update records and thus update your dashboards automatically.
Reason B: Microsoft Integration is meaningless to you
The Microsoft Plugins for SugarCRM Pro are extremely powerful. They allow for merging record data into documents. But the most powerful plugin is the Outlook plugin. This amazing and simple tool allows users to synchronize their contacts and tasks between Sugar and Outlook. This can be done automatically or manually. Users are also able to archive outbound as well as inbound email to contact records.
Reason C: Free Mobile Integration means nothing to you
SugarCRM Professional provides the best Mobile CRM options on the market. Regardless of the mobile device, users are able to access SugarCRM! If this isn’t important for your sales staff, then you are an exception.
SugarCRM – Free Assessment PDF
Click here to access our Free Sugar 6 Document.
With this document, you will be able to identify the key enhancements within Sugar CRM.
Topics addressed include:
- Twitter and Social Media integration
- Calculated Fields
- Favorites and Favorites Dashlet
- Reporting (filtering, scheduling)
- User interface improvements (there are many!)
- Sugar Mobile 1.0 details
- and much more.
Free TCO Tool for Calculating CRM Project Costs
Click here for our Free CRM TCO Tool.
With this free tool, readers will be able to see the chief TCO line items that are crucial for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- Annual License/User price
- Support
- Hardware (incl. Server and Users)
- Implementation
- Staff
- Network
- Mobile
- and much more.
Free Spreadsheet to Compare CRM Systems
Click here to download our Excel CRM Comparison Tool.
With this spreadsheet, you will be able to view the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.
Topics include:
- Key CRM Features
- Pricing (Licensing, etc..)
- Available Modules (e.g. SFA, Marketing, Service, etc)
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
- Hardware and Network support (Microsoft, Linux, etc…)
- Industry/NAICS
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