SugarCRM – Simple Sales Process and Pipeline Stages

Simplified Sales Process and Pipeline Stages with SugarCRM

We often get asked about which simple CRM tool best integrates the sales process for Sales Reps. We can recommend ACT, Microsoft CRM, Salesforce and SugarCRM as the top CRM software products available for Sales departements. This blog will focus on how Sugar excellently handles the Sales Process for users.

SugarCRM Sales Force Automation – Video

We created this video to help our clients understand the value that SugarCRM provides for sales forces.

SugarCRM Account Management

First of all, Sugar empowers Account Management. While ACT is contact-centric, (which might be preferable, depending on the environment), SugarCRM is Account-centric and thus provides and excellent overview of a Key Account. The Account view displays information regarding all involved contacts, leads, influences, opportunities, activities, histories, quotes, projects, and contracts.

SugarCRM Opportunity Management

Secondly, Sugar’s opportunity process is a breeze. Updating the Stage and Status of an Opportunity can be easily customized and more easily implemented by users. Need custom fields? Sugar’s got it.

Sales Workflow and Automation

Need workflow or automation in your sales process? Sugar’s got that built in. Once an event or meeting has occurred, it is now listed as a history item. Updating the status of an opportunity to “Closed Won” automatically updates the probability to 100%. This then affects the pipeline, which in turn simplifies reporting analysis for sales management.

Security within the Sales Process

Need Opportunity security? No worries. Sugar allows for simple or highly complex security models. Need to hide opportunities or accounts from certain users? No worries. Just create your teams and roles at the outset. Then limiting access for each new employee or sales rep is a 5 minute process!

SugarCRM Marketing Automation

Do you need a personal demo for this fantastic Open Source CRM solution? Then please call us for a free presentation. Our goal is to review with you your options. And our hope is that in the end you will feel well advised and look to us for further knowledge, training and services.

Do you need a demo or review of Sugar as an online 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 software - especially in an Open Source or Call Center software environment.

Do you need a review of how SugarCRM as a web based CRM compares to Sage SalesLogix (Cloud) CRM, vTiger (Open Source CRM) or (on Demand CRM) - or the differences to hosted MS CRM? Are you concerned with understanding free online CRM Software and your options? Do you have questions regarding how the world of online CRM, website CRM  and cloud CRM in a locally hosted CRM environment? Do you need clarity regarding CRM lead generation tools or CRM maintenance and support (incl. CRM Help) plans? No worries! Just contact us!

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Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google