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SALES
Account ManagementContact ManagementActivity Management
(meetings, calls, tasks, etc.)Lead Management and RoutingCampaigns
Management Opportunity ManagementPersonalized Dashboards and
HomepageProduct Catalog, Categories, and TypesQuotes and Quoted
Line Items - Quote templates, PDF generation, support for multiple
currencies and tax rates - Product catalog that tracks
manufacturers and inventorySales Opportunity ForecastingProduct
Level ForecastingSales Team ManagementTeam Collaboration for
SalesQuotasSales Email CampaignsContractsLead ConversionLead
response Sales Centers for SLATile View for Opportunities and Tasks
(visual view at Sales rep or manager level, drag and drop
interface)Out-of-the-Box Workflows for Common Sales
ProcessesOut-of-the-Box Sales ReportsSERVICE
Account ManagementContact Management Activity Management
(Meetings, calls, tasks etc.)Case/Ticket ManagementBug and Feature
Request ManagementInternal and Self-help Knowledge BaseCase
Deflection and Knowledge SearchService Console for AgentsPortal -
User management - Secure communications with agentBusiness Centers
for Response SLA ManagementTeam Collaboration for ServiceOOB
Service ReportsTile View for Cases and Tasks (visual view at agent
or supervisor level, drag and drop interface)Out-of-the-Box
Workflows for Common Service ProcessesSUGARBPMBasic Sugar Workflow
(Notifications and alerts, auto-update, Email templates, change
management, etc.)Business Process Visual DesignerBusiness Process
Email Template DesignerProcess Execution and MonitoringBusiness
Process Rules DesignerActivity StreamsCOMMUNICATION
Customizable Email TemplatesEmail Management, Archiving and
Email TemplatesCTI Connectors + + + +SMS + + + +MOBILE
Mobile Web (1)Native Applications (Phones and tablets running
iOS and Android) (1)Administration and CustomizationSugar
LogicOffline AccessCollaboration Comment Log
Product Comparison Chart 2
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REPORTINGAdvanced Graph and Chart SupportCustomizable Dashboards
and HomepageCustom Report EditorMatrix ReportsRead-only Report
AccessScheduled ReportsAdvanced Reporting (SQL based)
CORE PLATFORMReminders, Alerts and Pop-upsShared
CalendarEmployee DirectoryCustom Fields and ModulesModule
BuilderCalculated FieldsCustomizable Home PageMultiple Dashboards
on HomepageRole-based-views Configuration for AdminWeb Services
REST API Web Services SAOP APIProject ManagementSugar Studio
INTERNATIONALIZATION38 Supported LanguagesAdditional Language
Packs + + + +Multi-Currency SupportRTL Support
SUGARCRM PROVIDED CONNECTORS/ADD-ONSCustomer Journey Plugin $ $
$ $Google Apps (Google Drive, Google Contacts) Microsoft Word and
Excel (WPI/EPI plugins)Exchange, Yahoo, and other IMAP MailSugar
Connector for LinkedIn Sales Navigator $ $ $ $Marketo and Act-On
(via 3rd party) + + + +DocuSign Connectors (via 3rd party) + + +
+3rd Party Applications Downloadable from Sugar Exchange
(https://sugarexchange.sugarcrm.com/apps?q=DocuSign) + + + +
Sugar HINT $ $ $ $Sugar Connect $ $ $ $Sugar Discover (Sales and
Revenue Analytics) $, # $, # $ $
SECURITYAccess Control by UserAccess Control by TeamAccess
Control by RoleAdvanced Password ManagementLDAP / Microsoft Active
DirectorySingle Sign-on (SAML)
DATA MANAGEMENT AND BACKUPData ImportRelational Database
BackupIsolation of Customer DataSugarCloud Secure Database Back-up
(for Customer Download) Bi-Weekly Daily Daily DailySupport for
MySQL DatabaseSupport for Microsoft SQL Server (2)Support for
Oracle Database (2)Support for DB2 Database (2)Full Access to
Database (On-Site Only)
Product Comparison Chart 3
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CLOUD COMPUTING AND STORAGESugarCloud (SaaS) (3, 4)SugarCloud
Document Storage (3, 4) 60GB 60GBSugarCloud Sandbox (for SugarCloud
Only) (4) 2 2Sugar On-PremisePartner Cloud (VAR or Service
Provider)Public Cloud (Amazon EC2, Microsoft Azure, or Rackspace
Cloud)
Release Schedule Annual Annual Bi-weekly Quarterly Quarterly
KEY:
Can be built in Sugar Studio or is available as a downloadable
application on SugarExchange for free or at an additional fee,
contact your SugarCRM representative to discuss this addition
Additional subscription fees apply, contact your SugarCRM
representative for more information
Requires the Sugar Cloud version of Sugar Enterprise or
Professional
SugarCRM provides access to mobile phones and tablets either
through mobile browsers or mobile applications. Refer to the
supported platform page
(http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms)
for a list of current access methods.
Available for Sugar On-Premise, parter and public cloud
deployments. Not available in Sugar On-Demand. Contact your
SugarCRM representative for availablity.
Sugar On-Demand sandboxes are only available to Sugar
On-Demand.
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10050 N Wolfe Rd, Cupertino, CA 95014 // www.sugarcrm.com // +1
(877) 842-7276
SugarCRM empowers your marketing, sales and services teams to
collaborate across the entire customer lifecycle for more
meaningful, memorable experiences.
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