As part of SugarCRM’s version 12 upgrade, if you’re using the Professional 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:
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.
You’re also able to define employee working hours, create shift exceptions based on individuals, and set up automations to ensure that records are assigned only to on-shift employees.
This brings a whole new dimension to SugarCRM – you’ll find it much easier to schedule meetings, route leads, escalate support cases, and more since Sugar will know who is working and who is not.
Enhanced automation
Action Buttons are a great addition to SugarCRM. You can perform recurring tasks with fewer clicks by creating custom Action Buttons that enable users to perform quick actions like sending an email, creating or editing a record, or opening a web page, all without leaving the current record.
You’ll also have access to SugarBPM – business process management.
SugarBPM enables admins to streamline standard business processes by managing approvals, sales processes, call triaging, and more.
It’s an intuitive BPM and workflow tool that allows you to increase efficiency and productivity across the business through automating and optimising key business and customer-facing processes. This also comes with pre-built sales templates.
External multi-channel communication
Create a Knowledge Base of help articles, giving your customers a place to go when they need assistance – saving time for your support agents.
Internal communications
The new Escalations module brings faster attention to records when needed, allowing you to collaborate better with your team members. You will also be able to use the Comment Log dashlet to avoid long, unnecessary email threads and instead communicate directly on the relevant record.
No-code customisations
The Advanced Reports feature allows users to create custom reports using a single or a combination of SQL statements to query your Sugar database directly.
You’ll also be able to create role-based dropdown lists, role-based record views, and dropdown based views. These will all help to make user permissions more tailored and specific.
Purchase tracking
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.
Tile view
Tile view allows you to display and edit records with an intuitive drag-and-drop interface, making opportunities, cases, tasks, and leads more colourful and visual.
*Please note that some of these features may require set-up by an administrator before use.
