SugarCRM - ISW Partner Product - ISW Actions
Communicate with prospects.
Share sales information.
Keep customers happy.
As an open-source, web-based CRM solution, Sugar is easy to customise and adapt to your changing needs. Ideal for small and medium-sized companies, large enterprises and government organisations, Sugar can run in the cloud or on-site.
Manage your contacts and opportunities better.
Increase sales productivity and close deals faster
Make sales information consistent across the board so you can share details effectively, track progress and record interactions.
Understand your opportunities for better prospecting
Searchable opportunities are displayed in charts, you can then drill down to understand how an opportunity is progressing, or roll-up to see opportunities across your whole organisation.
Keep your data clean
Avoid duplicate errors and embarrassment by combining information from multiple records to create a single master contact.
Discover opportunities from your current database
Get a single view of all account information, including all associated sales opportunities, contacts, activities, history, cases and quotes.
Keep on top of all activities regarding your account
See who in your organisation is interacting with the account before engaging and understand if there are other marketing, sales or service interactions occurring with the account.
Accurately forecast using sales data for appropriate quota assignment
Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts.
Drive performance across your organisation with an executive view of data
Automatic consolidation of sales data from across teams reveals the information executives need to drive performance across their business.
- Customisable to fit your current CRM processes
- Designate opportunity reminders across teams
- Simple steps to import contacts from a variety of data sources
- Single view of accounts and associated information
- Quote generation within Sugar with strong version control
- Real time sale performance dashboards
- Customise charts and reports based on key metrics
- Personalised dashboards for information relevant to you!
Close the loop between marketing and sales.
Manage email campaigns from a central location
Sugar email management integrates with Lotus Notes, as well as Microsoft Outlook, Gmail, Yahoo! Mail and IMAP based mail services. Archive and send email, sync schedules and track and manage projects all from within Sugar. Capture leads directly into the CRM system.
Increase multi-channel campaign visibility and effectiveness
Develop, execute and monitor multi-channel campaigns from a central Sugar location. View campaign effectiveness across marketing and sales stages. Track success based on campaign type, account, or industry. Benchmark for better ROI.
Faster, simpler campaign generation that’s measurable
Sugar’s Campaign Wizard gathers all the information needed to execute a campaign – marketing channel, target, program dates, budget, expected revenue, offer.
Lead management for better targeting and results
Qualify and track leads from multiple campaigns. Segment your leads and design business rules to automatically assign opportunities to your sales people.
Understand and report ROI of campaigns
Measure effectiveness of campaigns from initial offer to a closed sale opportunity using Sugar Marketing Analytics.
- HTML email templates
- Email marketing monitoring – click throughs, unsubscribes, leads
- Web-to-lead forms for automatic CRM system capture
- Automated lead capture and handling
- Real time ROI reports
- Campaign benchmarking
- Workflow approval
- Target to lead tracking
Keep your customers happy and loyal.
View customer interactions in a centralised location
Sugar Case Management provides a detailed view of customer requests and responses to keep track of issues and how their resolution has been handled.
Ensure inbound customer emails are attended to correctly
Create workflow rules for inbound emails that see them referred to the correct customer support representative. Emails can be automatically attached to the customer account to keep records of issues.
Save time and allow customers to manage their basic information
Through a self-service portal customers, can update their contacts, addresses and newsletter subscriptions among other things.
- Case metrics measure response time and satisfaction rates
- Monitor customer issue resolution
- Bug tracking for customer problems
- Self service customer portal
ISW is the number one facilitator of Sugar and IBM integration. SugarCRM is compatible with a number of IBM products, all helping to achieve greater, more efficient management of your customers and data.
Combine your Sugar data—along with all the other data housed in your ERP, databases, HR systems, and more—into one true picture of performance.
Use Sugar's Lotus Notes Plug-in to instantly synchronise your Lotus Notes email, calendar, tasks, and contact information with Sugar. Archive your Notes email to Sugar, too. Choose to install locally at the client level or centrally from the Lotus Domino server.
WebSphere Cast Iron
Easily sync Sugar data in real time with data from other systems, including product information, pricing, marketing automation campaigns, external reporting systems, billing systems, and much more. Both Sugar and Cast Iron can be deployed securely in the cloud or on-premise.
IBM Connections (Coming Soon)!