SugarCRM Project Management Module
Many CRM users need the ability to manage their projects from within their CRM. But unfortunately few CRM software systems provide this. SugarCRM is one of the few that comes with a Project Management module out of the box. This includes a Gannt Chart and dependent activities.
This article and video describes how SugarCRM can be used for Project Management.
Sugar CRM Project Management module provides a complete project management solution combined with the sales management, marketing automation, and customer service used by employees to manage their normal, day to day customer-centric activities. These capabilities allow users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases.
Because project management is integrated with SugarCRM’s client information, users no longer need to be concerned with redundant or inaccurate information, lost customer data, poor information sharing, or lack of user adoption.
SugarCRM as a solid platform for managing projects
1) SugarCRM Project Planning Grids
This feature allows users to build a project quickly, and manage from a top-line perspective.
2) SugarCRM Project Templates
These allow you to create projects from pre-defined templates. This minimizes the time to create repetitive and frequently-executed projects.
3) SugarCRM Gantt Charts
These Gantt charts present a time-phased bar chart that lists tasks or activities along with a time-length bar which represents the duration of the activity.
4) SugarCRM Project Dashboard Reports
These dashboars provide a visual representation of key project metrics such as upcoming tasks, open items, percentage completion, and open cases. Project managers and users see different views of the dashboard depending on their role.
How SugarCRM can be used as a solid platform for any kind of project inside or outside of the scope of CRM. SugarCRM provides project teams with a wide infrastructure of functionality and code that can be leveraged to achieve quick, robust results in any business scenario.
Click here to access our Free Microsoft Dynamics CRM Analysis.
Topics addressed include:
- Salesforce.com vs Microsoft CRM
- Crucial User Adoption Factors
- Pros and Cons of SaaS vs On-premise CRM
- Total Cost of Ownership of Microsoft CRM
Free SugarCRM Assessment
Click here to access our Free Sugar CRM PDF.
With this document, you will be able to identify the key enhancements within Sugar CRM.
Topics addressed include:
- Calculated Fields
- Twitter and Social Media integration
- Favorites and Favorites Dashlet
- Reporting (filtering, scheduling)
- User interface improvements (there are many!)
- Sugar Mobile 1.0 details
- and much more.
Free ACT! Feature Review
Click here to access our Free Sage ACT! Feature Review.
With this document, you will be able to identify the key improvements within ACT!.
Items addressed include:
- User interface enhancements
- E-Marketing, Mail-Merge and Online Surveys
- Sales Opportunity redesign
- Flexible Reporting, Dashboard and OLEDB interface
- Advanced Outlook Integration and Invitations
- Advanced Outlook Sync for Contacts and Calendar
- Simplified Importing design
- Smart Tasks (Workflow)
- Advanced Lead Management and Importing
- Administrative improvements
- and much more.
Microsoft CRM Review
Join us for ON DEMAND webinar as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.
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