1 Easy Set-Up and Administration

• ·Pre-built dashboards, with the ability to customise if required, which provide real-time information about business performance

• Downloadable plug-ins for integration with Microsoft® Outlook and Word

• Access Control allows certain information to be shared or restricted based on user credentials

• Ability to bulk import existing customer data (Ex. from other CRM tools such as Sales Force and ACT, or as a .CSV file)
  
  
   

1 Easy Set-Up and Administration

 2. Work Flow & Contract Management

• Have full Control on how information moves through your web development India business more powerfully
• Works might be assigned to users, with the alternative to send automatic email to advocate users for new tasks or leads needing action or follow-u
• Log agreement beginning and ending dates, and make workflow to create a task emerge previous to a contract termination
• Enhanced lead sharing automates the transfer of leads created from marketing into the sales outline
• Customize Sugar CRM by the help of your Microsoft® Outlook*, in a way that you never forget to contact a up-coming customer– In this simply you have to download the Outlook plug-in and synchronize your email and calendar in Outlook 2003* with Sugar CRM

 2. Work Flow & Contract Management

• The vtiger CRM Customer Portal is an access point for your customers.
• Over a special, password protected website your customers get direct access to the Trouble Ticket System (Helpdesk)
• .Over a knowledge database containing the frequently asked questions (FAQs) you can offer your customers additional information to services and products, which means less work for your helpdesk.
• Customer portal members can start threaded discussions to different subjects and discuss issues or problems with other members, thus enlarging the knowledgebase
• The portal can be customized with your CI and made available on your website.

 3. Build Quotes & Invoices

• Make a item or product list inside Sugar CRM to produce quotes for the particular products and/or services
• Translate prospect records into PDF quotes and invoices which can then be emailed to the prescribed account contact
• Import price lists so that you can have the most relevant and latest product information for your quotes

 3. Build Quotes & Invoices

• This function includes the creation and management of price lists, from which you can directly generate offers.
• Inventory stocks, purchase and sales orders can be managed and pursued with this feature, too
• Also integrated, an invoice management system that covers all areas from generating the invoice up to controlling and invoice pursuit.

 4. Manage Customer Information

• Manage and access the entire of your prospect and customer information at a centralize place - Sugar CRM provides small businesses one place to administer customer information, and track the important information about sales opportunities, accounts, and personality web development India business contacts

• Automatically connect incoming and outgoing email messages and actions with your accounts, business contacts, or business opportunities so that you can easily search them later when ever necessary

• Link tasks, phone logs, notes, and files to your accounts, relevant business contacts, or sales opportunities so that you can search them quickly

 4. Manage Customer Information

•  customer related contact data, notes from meetings and telephone calls or emails can be saved in an intuitive Group Calendar and managed and maintained from one central point.

• A centralized task planning with integrated calendar, simplifies workforce distribution.

6.Email Campaign Management

• Create HTML emails and send them to selected records from within Sugar CRM
•   The email campaigns sent are mechanically putted to the account record, enabling you to track each customer's disclosure to your diverse communications and campaigns over time

6.Email Campaign Management

·  Manage mailing lists based on existing data related to leads, accounts, and contacts

• Create HTML templates directly from the system

Send mass E-mail campaigns from the selected mailing lists