Loaded Technologies

Key Features

Summary

• Better track and manage your sales leads, opportunities, accounts, customer and prospect interactions
• Suitable for businesses of all sizes, from one user to thousands 
  
• Available on a flexible month-by-month basis , with no minimum number of users or seats required 
  
• 250MB of allocated data storage per user 
  
• All your important customer and business data is securely hosted with double redundant backup procedures 
  
• See all your activities related to an account, business contact, or prospect in one central place, helping to improve business efficiency and help you to convert leads and opportunities into sales
• Manage information about the companies and individuals you do business with so that you can easily check the standing of a specific account 
  
• Generate reports to forecast sales, track account activity, and much more

Easy Set-Up and Administration

• Pre-built dashboards, with the ability to customise if required, which provide real-time information about business performance
• Access Control allows certain information to be shared or restricted based on user credentials 
  
• Ability to bulk import existing customer data (eg. from other CRM tools such as Sales Force and ACT, or as a .CSV file)

Comprehensive Technical Support

• Includes 24/7 telephone and job ticketing system support
• Automatic product updates.
• Downloadable user manual available

Customer Relationship Management

• Account creation and management, with any number of contacts associated with each account
• Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case
• Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Microsoft outlook integration

• Synchronise SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer – Simply download the Outlook plug-in and synchronise your email and calendar in Outlook 2003* with SugarCRM

Sales Force Automation

• Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility
• Sales lead creation and tracking, and conversion of sales leads into opportunities
• Graphical dashboard display of opportunities pipeline, lead sources and outcomes

Track Sales Opportunities

• Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence 
  
• Sort and filter your contacts and sales opportunities with views to see only the most relevant information 
  
• Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand

Customer Service Tracking

• A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve customer satisfaction 
  
• Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

Advanced Reporting

• Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business 
  
• Run customised reports to quickly filter and summarise information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)

Corporate Calendar

• Calendar view (by day, week, month or year) of all corporate activities, with an associated task list
• Shared calendar for viewing other users' calendars to help to avoid scheduling conflicts

Work Flow

• Control how information moves through your business more efficiently
• Tasks may be assigned to users, with the option to have automatic email notifications sent to advise users of new tasks or leads requiring action or follow-up
• Log contract start and end dates, and create workflow to make a task appear prior to a contract expiry
• Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline

Create Quotes & Invoices

• Create a product or item list within SugarCRM to generate quotes for your products and/or services
• Convert Opportunity records into PDF quotes and invoices that can then be emailed to the account contact
• Import price lists so you can have the most current product information for your quotes

Manage Customer Information

• Organise and access all of your prospect and customer information in one central place - SugarCRM gives small businesses one place to manage customer information, and track key information about sales opportunities, accounts, and individual business contacts
• Automatically associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later
• Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly

Share Customer Information with Co-Workers

• Share your customer information across your business with designated co-workers (for example, the business owner, another sales person, the administrative assistant, or a customer service person)
• Provides managers with a comprehensive view of customer information and sales opportunities across the company and assists co-workers to fill in for each other
• Help your sales leads easily see who is working on what and what stage in the sales process each account is in

Email Campaign Management

• Compose HTML emails and send them to selected records from within SugarCRM
• Any email campaigns sent are automatically assigned to the account record, enabling you to track each customer's exposure to your different communications and campaigns over time
• Includes opt in opt out tracking