Enhances core offerings with new collaboration, reporting, and automation features
Cupertino, California-based SugarCRM has added customer-driven innovations to its CRM offering and to SugarCRM Hint, its flagship intelligence product.
The Lowdown: With the changes, SugarCRM aims to help customers “build lasting relationships and stay relevant in a highly competitive marketplace,” according to Rich Green, CTO and chief product officer at SugarCRM (pictured above).
The Details: New features and updates in SugarCRM Winter ’19:
• Collaboration – A Comments Log allows employees to keep relevant conversations in SugarCRM.
• Real-Time Business insights – Data reporting is simplified, as users can now download any report type to a CSV file.
• Product Catalog Quick Picks Dashlet – New dashboard component gives users a view of their most recent and frequently used products.
• Business automation – Improvements to Advanced Workflow enable users to create and update multiple related records automatically, and to generate actionable, constructive feedback as part of process design.
Also, SugarCRM has unveiled Hint Insights, an addition to its SugarCRM Hint intelligence offering. Users now receive real-time multi-channel alerts and can set up filters for viewing data events. The new capabilities keep users updated on breaking developments, news activity, and messages from key accounts and within their wider industry.
Background: SugarCRM works with both resellers and systems integrators around the globe, leveraging their expertise in vertical markets to deliver CRM solutions to end users.
The Buzz: “When it comes to business success, understanding customers is key. At SugarCRM we’ve always focused on helping our customers to develop better business relationships,” said Green. “To build those relationships and stay relevant in the eyes of their customers, businesses need to pay close attention to what their customers’ behavior is telling them.
“The latest Sugar release gives our customers access to higher quality information and improved collaboration facilities, ensuring businesses can base decisions on customer and employee insights,” Green added. “It’s an approach we take ourselves here at SugarCRM, with the habits, feedback and insight of our customers helping to drive our own innovation.”