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SugarCRM Professional Edition |
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Sugar PROFESSIONAL™ helps companies align marketing, sales, support and executive management. Marketing can manage all campaigns across channels in Sugar and feed qualified leads to the appropriate sales teams with the click of the button. Sales people receive the tools and information to prioritize and close more deals. Customer support can view customer assets and account information to better handle customer requests. And executives gain visibility into the return on investment of marketing campaigns, up-to-date sales forecasts, and customer satisfaction levels through advanced reporting functionality.
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Advanced Sales and Reporting Features
Sugar Professional accelerates sales cycles and helps executives make better decisions by providing the tools and information needed to keep pace in today’s market. SugarCRM® Reports and Dashboards allow users to gain real-time insight into how your company is performing across key
areas. Sales Forecasts allow sales representatives and managers to gain ac leared understanding of quote attainment and reduce surprises at the end of the quarter.
Greater Control over Information
As companies grow, it becomes increasingly important to ensure the right people get access to the right information and that sensitive data is protected. Sugar Professional offers the workflow automation and team and field-level security controls that streamline the flow of information through your company while ensuring that sensitive information is protected.
From the Cloud to Your Browser
Sugar Professional is accessed through a web browser with maintenance and updates managed by Sugar Open Cloud technology—a global on-demand platform that delivers application updates and data services from third-party providers like Hoover’s, LinkedIn and Jigsaw. The Sugar Open Cloud lets you focus on your business while we take care of the rest. Offered as an annual subscription, Sugar Professional reduces the risk inherent with traditional software purchases and allows your company to adjust usage levels based on need.
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| Features |
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Sales Force Automation
- Leads
- Contacts
- Opportunities
- Accounts
- Activities
- Documents
- Sales forecasting
- Contracts
- Product catalog
- Quotes
Marketing Automation
- Campaigns
- Email marketing
- Online lead capture
- Web-to-Lead forms
- List management
- Newsletter management
- Campaign dashboard
- Marketing reports
Customer Support
- Case management
- Bug tracking
- Email management
- Case escalation and queuing
- Knowledgebase
- Advanced case escalation and notification
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Reporting
- Customizable dashboards
- Custom reports
- Multiple dashboards on homepage
- Advanced reports
- Advanced charts
Collaboration
- Activity management
- Document management
- Shared calendar
- Employee directory
- Project management
- Ajax email client
- Sugar Plug-in for Microsoft Outlook
- Sugar Plug-in for Microsoft
Word
- Advanced project
management (Gantt Charts
and Grids)
- Reminders and alerts
- Team notices
Mobile
- Wireless edition
- PDA edition
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Customization
- Module builder
- Custom fields
- Custom objects
- Custom modules
- Custom record types
- Drag-and-drop custom
layouts
- Configure tabs
- Assignment notification
- Workflow automation rules
Migration
- Data import and exports
- Import de-duplication
- Upgrade wizard
- Data quality controls
Integration
- Custom links
- Web-services API
- Sugar Feeds Dashlets
- Cloud Connectors
- My Portal Dashlet
- Module Loader
- Cloud Connectors Data Merge
Security
- Access control by user role
- Access control by team
- Field-level security
- Module Administration
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