One of the best things about Sugar CRM is that it is so easy to integrate to your website. No more doubling handling of web generated leads. As soon as someone enters their details into your website Sugar CRM will be automatically updated and all the important information stored. Depending on your configuration it may trigger a series of tasks (such as follow up calls or an email marketing sequence), so you can take the required actions immediately to begin converting that web lead into a sale. Sugar CRM will also record which web campaign (or webpage) that lead came from making it easier to evaluate which marketing activities are the most effective.

Once you have a lead you may want to know a little more about them before making contact. Sugar Cloud Connectors connect with third party data services like LinkedIn, so you can obtain the most up to date account and lead information, all within Sugar CRM. The “Get Data” button allows you to select information from multiple data providers such as Hoovers, Jigsaw and Zoom Info and merge it directly into Sugar CRM. With Sugar Cloud Connectors you’ll have all the relevant information at your fingertips, so you can be fully prepared for every meeting.

Sugar CRM cuts down your admin time leaving you more time to work with leads and covert them into sales. Sugar CRM captures all customer interactions in a single repository and shares this information across the company. Using the "Opportunity View" you can see all the related activities history, leads, contacts, quotes, projects, and contracts for this particular prospect or lead. From this section you can easily schedule a meeting, close a completed task or even update the status of the lead. You don’t even need to be in the office, just jump on your blackberry on the way back from the meeting and update the status to “Closed/Won”. Awesome.

So you’ve closed a sale, how do you decide what to work on next? Sugar provides you with reports and forecasting tools that can help you prioritize your workflow. It’s so easy to use and Sugar CRM shows your top opportunities, individual forecasts and pipeline all on your home page. You can even add a dashboard to your home page which provides you with updates relevant to your industry so you’re always in the know. With Sugar CRM you can stay on top of everything and prioritize your tasks at a glance.

Knowing where your customers are within your pipeline is important to your next step in obtaining their business. This saves you valuable time as well as saves you from embarrassing moments like duplicating steps. You will be able to easily follow your tasks, history, etc. So you have an all-in-one customer management tool at your fingertips. With this Web Based CRM Software, you will always know where you left off with a customer. This will easily allow you to proceed with the next step in converting your customer into a sale.

Don’t have a computer handy? No problem! With a Web Based CRM System, you can access your information easily and securely via your handheld Blackberry device. Need a customer’s contact information? No problem! You can easily access accounts and related contact information from your Blackberry. In addition, there’s no more waiting to return to the office to enter your data. This system allows you to enter the data remotely and will even alert your supervisor to any updates in the customers file.