
Are you losing opportunities by limiting CRM access?
When your Sugar system isn't accessible for the entire business, you're missing out on cross-selling opportunities, department collaboration and high-quality customer experiences.
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Give your teams a single source of truth
Which departments have access to your CRM system? Uncover the depths of the iceberg to find out which departments are negatively affected when they're unable to view customer information in Sugar or are simply utilising the software incorrectly.
How your customers are affected
It's not just your departments that will struggle with limited access, when you're hiding important information, your customers are affected too.


Inconsistent Service
Ever had to ask a customer for information that they've already provided to another department? When a customer has to repeat themselves, it can be frustrating.
Impersonal Expereince
Departments lacking visibility do not have the information to provide tailored customer service. Customers may have a great initial sales experience, but become frustrated when they communicate with other departments.

Untapped cross-selling opportunities
Cross-selling often involves collaboration between different departments (sales, support, marketing, finance etc...). If you're restricting departments from your customer information, history and preferences, you might be missing triggers that indicate potential sales opportunities.
- View all customer support cases to spot potential opportunities
- Access all communication between departments (email, meetings notes, calls) to personalise the sale
- Create target lists for cross-selling email campaigns

Purchase Sugar Lite Users
Introducing departments to your CRM doesn’t have to be complicated or costly. Sugar lite users have access to most modules and are able to configure reports and dashboards to utilise the platform to benefit them.
Plus, with enable.services’ assistance, we’re here to help if individuals need training or support. Contact us to learn more, or call us to chat with one of our experts.
Add SugarCRM Lite Users
- Edit records in Contacts, Accounts, Tasks, Calls, Meetings and Notes modules, along with up to 5 custom modules
- View access to all other modules included in the licensed product
- Configure and view dashboards and reports for insightful decision-making
- Edit activity streams for efficient collaboration
- Run advanced workflows to automate processes and save time
Enquire Now
Whether you want to add more users, or you're unsure if your CRM access needs adjusting, fill out the form below or give us a call on 01473 618980 to learn more.