Sugar is a platform and, unlike its competitors, allows you to create new modules and fit data where it needs to be; you wouldn't try and force a square peg in a round hole.
But this is what you have to do with the data that doesn't fit in a traditional Sales CRM.
If you are a charity, donations should have their own module. You should not try to bend this data into opportunities. Maybe you are a travel organisation, you may need a passport module; or maybe a tech company, an assets module; or maybe a financial organisation, you may need bank details or legal entities.
This is the beauty and power of Sugar. You simply create new modules with the fields required to fit the data.
What makes things so much better? BPM workflow automation, security, and reporting, work for these new modules built by you!
Sugar is a platform and a base for your master data. All data, internal and external, should be entered into Sugar using custom modules and the brilliant REST API. Automations should work and trigger on your fields changing or not changing over time. Dashboards should show your custom reports that you need, with reports automatically updating when other users or the API enters data and displaying the information you need. If you need them for a management meeting at 7am you can simply schedule it to be sent as a PDF straight to your, or your manager’s, inbox.
Of course you may have other core modules that need to be related to one of your many new custom modules, so simply relate them to one another. For example, your activities (calls, meetings, tasks, notes), or maybe the emails from the Outlook plugin, need to be archived and viewed in your new custom modules.
All this can be seen and viewed either online using any supported Internet browser on your Mac, PC, or mobile device, or maybe you are on the underground or in the valleys of Wales and need offline access, simply access sugar via the mobile app to update and see all your data you need, and then sync when you have an Internet connection.
All this for no hidden fees and all-inclusive within the license of Sugar.
Remember STOP trying to fit square pegs in round holes, which other CRM's force you to do!
Sugar helps you accomplish the following;
- It is scalable to support your business growth.
- It is highly flexible and gives you the ability to customise and configure.
- It is easy to use and intuitive.
- It integrates with your back-office systems.
- It shows the reporting and analytical reports you require.
- It is accessible where ever you need it.
Contact me today to learn more and let me show you the power of Sugar!
Office 01473 618980 Mob 07904 268348 Email email@example.com
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Blog written by Joe Busnhell, Sales and Marketing Director