Sugar 6 is Easily Customizable

August 31st, 2010 by Mark Shaw

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!

Free Microsoft CRM 2011 WebinarJoin us for our newest Webinar Series.

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

 Microsoft CRM 2011 Webinar Series

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