Why you should use SugarCRM for your systems and project management
If you’re reading this, you’ll probably identify with this scenario:
You own a business, or run a team that delivers projects, manages multiple layers of operations, speaks with clients on a regular basis, or a mixture of all three. It’s likely that you rely on several internal systems and tools to manage your projects and day-to-day operations.
And you’ve grown tired of working in silos, across multiple systems that barely interact with one another,causing you to spend more time fixing fragmented data sets than actually delivering for your clients.
You might have a CRM, several communication channels, and a collection of tools that you need to actually do your job.
Having worked with organisations where this exact scenario plays out, we can sympathise. It’s not an effective way to optimise systems or project management.
But we also find that each company is only one step away from a solution to this headache: utilising Sugar, a system from SugarCRM that brings together your tech stack to work together in harmony using its open API (which we’ll explain shortly).
Here’s why you should use SugarCRM for your systems and project management.
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1. SugarCRM centralises everything your business needs
The easiest way to overcome silos in any organisation is to find a common thread that unites every part of your business. For most organisations, those threads are people and relationships.
That could be as part of a sales process, working and managing projects with clients, or even testing internal system processes that your teams need for efficient working.
The strength of Sugar is it handles all of these things fantastically, bridging the silos to offer a single source of truth for everything your company does. This unites data from projects and communications to clients automatically, as well as testing data and changes across the business. Everything is accountable, so handovers from any part of the business to another are seamless.
You’ll gain trust and confidence from stakeholders across the business, leading to fewer errors and better (often data-driven) decision-making.
2. Customisable to suit your business
Unlike many CRMs which ask you to know the product inside and out to configure it, Sugar is a breath of fresh air. Almost everything can be adjusted and it’s all done from the easy to use Studio within the product.
You can model the CRM on your real-world systems rather than fitting to a rigid structure. The last thing you want as a business is to be forced into a process that doesn’t suit your model. You work best your way, and Sugar facilitates that.
And if you need a little extra to assist with your processes, then it comes bundled with a host of custom modules you can activate, such as extensions to the Projects module that gives milestones, risks and approvals, that provide the additional boost.
Even further, automations are programmable through features such as SmartGuides that guide staff through actions automatically, or create records and processes that cut your manual workload.
3. End-to-end project visibility
So that your projects go as planned, it’s important to know that you have everything that you need in relation to each one. Seeing everything is important to track progress, deadlines, tasks, dependencies, and so forth.
It’s great for accountability. If there’s a blocker, you’re not going to identify the cause without the ability to see the whole pipeline holistically and dig deeper from there.
SugarCRM’s project modules offer this visibility. It tracks projects, no matter the size and type from start to finish, with activity logs to each change. If someone has made a mistake, or a client has demonstrated a lack of respect to the agreed project parameters, you’ll see it and can take action.
Especially for project managers that need to be in control at all times, Sugar will be just what you need to encounter fewer surprises and stronger delivery of projects.
4. Powerful reporting for better insights and smarter decisions
Making decisions that could jeopardise your system, or make-or-break your projects, should be kept to a minimum. Mitigation of these risks is something every business faces at some point, so having as much insight as you can get usually results in decisions that work out for the best.
This is why CRMs place so much importance on the power of its reporting capabilities. Data-driven decision making has grown to such importance that the majority of businesses won’t make critical decisions without consulting their data, and reports make this as simple, yet comprehensive as possible. Research by Cloudtalk believes that 65% of all organisations will make fully data-driven decisions by the end of 2026.
Sugar’s strengths lie in its reporting suite. Extensive and detailed reports presented in a visual way go beyond basic dashboards and spreadsheet formulas. You’ll find trends, identify blockers, and make discoveries using Sugar’s reports that would normally require specialist software to find.
We’ve previously detailed what reporting is and what offers for your business, and the influence in data-driven decision making means the importance of reporting continues to grow. Sugar’s reporting suite is one of the best in the industry, so you’ll always be informed in your direction.
Conclusion
Finding tools that manage your system and your projects takes you down a rabbit hole that more often than not results in purchasing licences for multiple products to get the same result that SugarCRM provides.
Not only that, but it includes the best of both worlds, as you’ll manage your sales and clients completely within the same ecosystem. It’s flexible enough to mould it to your vision while providing the business critical information that keeps your systems running and projects progressing smoothly.
As a result, you benefit from a more measured approach, with better collaboration and positive, predictable outcomes.
If you’d like to see it for yourself, then you can through the enableCRM page.
