As part of SugarCRM’s version 12 upgrade, if you’re using the Enterprise edition on SugarCRM on the enable.services cloud, you’ll gain access to a range of new features and functionalities.
Here’s what you’ll get when you’re upgraded to version 12 of Enterprise:
The new Doc Merge feature enables users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code.
Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
You’ll also get access to Focus Drawers, which give you a 360-degree view of everything related to a record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Employee schedule management
With this upgrade, you’ll have access to Business Centres. This means that you can create automation, reports, and filters based on your organisation’s centres of operation. Whether you need one or many, you can customise each business centre to include a time zone, operating hours, holidays, geographical region, customer type, and more.
Your upgrade will add Sugar’s renewal console to your system. This allows you to manage subscription-based business easily.
Users can quickly find each product’s subscription duration, start, and end dates in an intuitive timeline format. They can also add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
When you close an opportunity containing a renewable service, your SugarCRM system will automatically create a renewal opportunity with an aligning expected close date – your pipeline will be built automatically.
If you want to see this in action, please feel free to book in for a free consultation with our SugarCRM experts – click here.
The new upgrade will bring a Purchases module that allows you to track the products and services you have sold to your clients. You’ll also have a Purchase History dashlet which gives quick overviews of what has been sold to your clients.
*Please note that some of these features may require set-up by an administrator before use.