The main benefits of SugarCRM are it streamlines your help desk process, helps you launch campaigns faster, gives you full-team engagement, supports mobile apps, generates intelligent reporting, provides an in-built support hub, and it integrates with plenty of other SugarCRM-based apps. Here are the details of its benefits:

Full-team engagement

While amassing all support tasks to helpdesk agents is a sensible way to save money, it is the biggest talent and energy-wasting system that the CRM world has seen. Picture yourself as a customer: Is it just frustrating to call ten people before you reach the marketing vice-president and have your answer.

SugarCRM provides a substantial solution for this issue as it involves customers in the problem-solving process. There are eight user types in the system, from the main administrator down to the support and account representatives handling different channels and campaigns. The whole workforce will operate in a joined platform for easier collaboration rather than obstructing each other on the info. Lastly, the whole workforce can have a centralized database of contact behavior to further help with the decisionmaking.

Practical campaigns

One of SugarCRM’s features to help users get familiar with the app is through Campaign Wizard. Users can execute, create, and record their communication channels and marketing campaigns. This tool can also gather leads in the system and distribute the data in web-to-load forms and other engagement programs. The Campaign Wizard also assists in this task as agents can evaluate their leads, and even assign the leads to the right agents.

Outstanding contact management

SugarCRM goes the extra mile in your contact listing as the app also collects related information in profiles, even some behavior data that you may have missed. Editing is as easy as simply adding accounts and contacts through few clicks to get them done.

Once you’re done filling up the contact’s profile, SugarCRM can support your creativity: Document and note modification is possible according to your liking, attaching big files easily, mark contacts for easier managing, and sort them out by priority. With the app’s bulk editing capacity, you can be efficient with your time when sorting out your contacts. Similarly, you can make a specialized list and export it out to other integrated apps as easy and as much as needed.

Lastly, the app’s multilingual and multicurrency features make it easy to adapt and work well for many companies around the globe.

Lots of handy integration

Some users may be frustrated that SugarCRM doesn’t integrate natively with known business apps, but its SugarExchange(a public accessible API code) feature is a better solution to this issue. With this feature, you can associate the product with other popular providers that cover Zapier, CloudAgent, MailChimp, Zendesk, Pardot, and many others. The LDAP integrations are also allowed and even streamline the access for customers to simplify the company’s ways of managing leads.

Intelligent reporting

SugarCRM’s reporting is professional and even shows you the boundaries of Business Intelligence’s data analysis. The app summarizes performances effects and allows trend forecasting and notices issue patterns. It can handle many visualization dashboards to illustrate your data, even adjust modules and types that come with customizable search parameters and filters.

In-built support hub

SugarCRM’s Help & Support button is a built-in feature in its platform and placed in the lower left corner for easy access. On the customer service side of this feature, a 24/7 experienced SugarCRM agent will assist you in its situations. SugarCRM also provides excellent training about the app and grants a large knowledge database from Sugar University. Meanwhile, The Help Dashlet is a specialty support page that shows you relevant discussions and provides your feedback to the developers and other SugarCRM users.

Sugar Mobile

SugarCRM is aware that most customers are always on the go and rely on their mobile devices and provides a mobile app service in response to that need. The Sugar Mobile app allows agents to assist customers even out of the office and managers can perform their duties such as performance tracking and campaign managing out of the reach of a personal computer.