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What is SugarCRM?

what is sugarcrm

If you’re looking for a customer relationship management software, then SugarCRM may be what you need. Sugar is a software company based in Silicon Valley that produces an on-premises web application. Here’s a closer look at how Sugar works. Read on for more information! You’ll want to take advantage of its customization options and integrations, as well as pricing. You’ll be glad you did!

Campaign Wizard

The SugarCRM Campaign Wizard lets you set up and manage campaigns for SugarCRM customers. Upon successful campaign completion, you can export the campaign result data as a CSV file. To create reports, you can follow the steps listed in the Reports documentation. You can select the type of reports that you want, and then click the “Create” button. You can also export your campaign result data to Excel. Using the Reports section, you can also create reports for your SugarCRM customers.

Customization

When you’re customizing a SugarCRM system, you’re changing its interface and functionality to meet your specific business needs. While Sugar comes with many default modules, you can also create your own. MPower Energy, for example, needed case module customization to allow the users to categorize their cases. There’s also a Payment Module Customization to accommodate multiple currencies, and an Email Customization for automatic lead generation and email archiving.

Integrations

You can use Sugar Market as a marketing automation platform by integrating it with your existing CRM. Before you begin integrating Sugar Market with your CRM, read the guide on integration first. This guide will show you how to map fields to your CRM and configure sync preferences. In addition, you can integrate Sugar Market with a variety of CRM systems. Integrations with CRMs can be complex, and you should consult a consultant for advice.

Pricing

If you’re looking for a cloud-based CRM solution for your small business, look no further than SugarCRM. Built on an open-source platform, this CRM application handles sales automation, marketing automation, and account management. It offers customizable home pages, a new-user wizard tool, shortcut bars, and enhanced-view global search functions. It is also available as a downloadable plug-in. SugarCRM can be deployed anywhere on a variety of cloud platforms.

Support

If you are having trouble using SugarCRM, you should consider contacting our support team. We’ll respond to your queries and provide you with the necessary information in a timely manner. The Sugarcrm support team is available to answer any questions you may have, so you can get back to work immediately. However, if your problem is not related to the software, you can also call us at our toll-free number: 1-800-SUGARCRM.