New year, new CRM

HomeNew year, new CRM

Starting off the new year is exciting – you have a clean sheet to try new ideas and continue successes. However, it can quickly become overwhelming if you don’t have the right tools in place. 

If you struggled with your CRM in 2021, or you wish it had better or more features, it’s worth looking at SugarCRM. 

SugarCRM is a platform that improves sales, marketing, services, operations, and more. It can run your whole business or just a single department – it’s flexible and adaptable to any business structure.

Reporting on last year’s performance

As we enter the new year, it’s important to see what worked well last year and what needed improvement. This way, you can plan and execute new strategies accordingly, with confidence in what you’re doing. 

It’s key that your CRM allows you to create and modify reports easily without needing to have extensive technical knowledge. Although it is a new year and a chance to learn new skills, you shouldn’t have to work around your CRM – your CRM should work for you. With Sugar, you can create reports in seconds. With a range of different report types, you can display your data in the most relevant way to you.

SugarCRM can give you a detailed overview of your 2020 performance, including:
  • Sales targets vs. actual results
  • Number of leads generated and where they came from
  • Marketing efforts and how they performed
  • Department, team, and individual performance 
  • Inbound vs. outbound calls
  • Support cases, average resolution time, and how many were solved

Setting and tracking new targets and goals

After you’ve understood what worked well in 2021, you can plan your objectives and strategies for 2022. Your CRM should be able to track these goals, showing you at all levels how you are performing. This allows you to optimise as necessary, without wasting time, money, or effort.

You can also display this information on a dashboard, giving you a quick overview of how you, your department, and your team, are performing. This can also be colour-coded to make it more visual.

Book in a free consultation to get started – our team has over 18 years of SugarCRM experience and are a trusted UK Partner.

Streamlining processes and automating tasks

The easiest way to spring-clean your data is to put it in a CRM where it does the work for you. 

With SugarCRM, you can automatically see which fields are not being used. This makes it easy to remove any unnecessary fields, making your CRM more visually pleasing. 

Our SugarCRM experts can help you map out exactly what data needs to be in your CRM to optimise your workflows.

Automation is also a key part of any CRM. If your system isn’t reducing your workload and undertaking those manual tasks for you, we can help. With SugarCRM, the platform does the work. You can automatically manage opportunities, raise invoices, assign tasks, route cases and enquiries, and more.

Sugar’s business process management feature allows you to configure automations without needing code. 

SugarCRM is a scalable solution that will grow with the needs of your company. Throughout the year your products, marketing techniques and staffing might change, and you’ll need a CRM that can support this.’ configuration and development expertise will ensure your CRM always meets the needs of you and your business, so you never have to worry about outsourcing for customised features.


Get a headstart for 2022. Book in now to plan your success.