Underlying marketing, sales and support activities, Sugar collaboration provides capabilities to manage activities and projects, share documents, and integrate third-party information into Sugarcrm with content syndication. Sugarcrm collaboration streamlines common tasks and promotes more effective communication with employees and customers.
Impact
- Manage schedules, calls, meetings and emails from a single location
- Create, assign and manage key projects and associated tasks
- Manage and share internal and customer-facing documents
- Integrate third-party information directly into Sugarcrm
- Share information to partners and customers
Activity Management
Sugarcrm's activity management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time.
Impact
- Schedule and assign calls attached to a specific account to ensure a more complete customer record
- Archive emails and meetings notes to individual accounts
- Manage schedule, meetings and calendars in a single location
Shared Calendar
Synchronize calendars with groupware applications and share information across the organization.
Today View
View the most important tasks and meeting for the day, prioritize them and monitor status.
Account Attachments
Attach important notes, activities and emails to specific accounts.
Project Management
Sugarcrm Projects allows users to initiate projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Assign projects to individual employees and then monitor project progress by utilizing new features such as Gannt Charts, Project Dashboards, and Project Collaboration History. By utilizing existing information within CRM, Sugarcrm Projects gives users a head-start in tackling their most complex customer-facing projects.
Impact
- Balance employee workload with estimated task completion
- Manage projects across individuals and teams
- Improved communication and collaboration amongst project participants
Document Management
Sugarcrm document management provides a single location for all company documents. Manage multiple format types including Word, PDF, PPT and Excel documents in a central location to ensure reps have the tools to close the deal. Ensure relevance by managing expiration dates and revisions so that the team presents a unified message to the market.
Impact
- Present a consistent message to the market
- Possess the tools to dazzle customers and close more deals
- Manage time-sensitive materials and presentation revisions
Category Management
Define documents by category and subcategory, publication date, publisher or date of revision.
Document Search
Search for relevant documents based on various attributes, including author, topic and date.
Collateral Controls
Assign expiration dates and visibility rules to ensure the security of important information and to delete materials that are no longer relevant.
Content Syndication
Sugarcrm content syndication reduces the amount of time employees spend searching for information. With content syndication, individuals can designate what information is important to their job and have that information 'pushed' to them via Real Simple Syndication (RSS). Whether it is CNN, Yahoo Business News or an information source specific to your industry, employees will be kept up-to-date with Sugarcrm.
Impact
- Reduce the amount of time employees spend searching for information
- Disseminate relevant information to your employees in real-time
- Prevent virus and spam threats to your internal network
RSS Feeds
Provide streaming news about important developments in your industry through Sugarcrm.