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Product Overview




Sugar Professional
Gain and Retain More Customers
with Sugar Professional: Flexible,
Intuitive, and Open CRM Loved
by Businesses Worldwide




Get CRM that Works the Way You Work
Sugar Professional organises sales, marketing, and support information in a single application that keeps CRM
simple. It’s easy to use and easy to modify. Sugar’s intuitive interface doesn’t disrupt your business processes
and guarantees easy adoption by your team members. The road warriors on your team can access all vital
customer information from the award-winning Sugar Mobile application. Discover for yourself why, according to
a recent Gartner study, Sugar is one of the top 3 CRM applications in the world.

Boost Team Productivity and Focus on Sales Success
Sugar Professional automates everyday, repetitive sales tasks, so your salespeople can spend more time in
front of customers—closing more business—and less time on administrative overhead. Your team will love using
Sugar and your customers will love how your sales team’s keen insight enables them to tailor their sales efforts
to your customer’s needs.

Use the Open CRM Solution that Grows with Your Business
Award-winning Sugar Professional is recognized for the ease-of-use and flexibility of its open architecture. It
adapts easily to your unique or changing business processes: alter the look and feel of the application, add
custom fields or modules, integrate with third-party or legacy systems. Sugar Professional is CRM without limits.
Expand Sales, Enhance Marketing,
    and Engage Customers


    Make CRM easy and             Increase Sales                          Improve Internal and
    intuitive                     Effectiveness and                       External Collaboration
                                  Performance                             •	   Integrate with social media
    Monitor sales, marketing,     •	   Reduce sales effort with                including Facebook,
    and support                        repeatable processes                    Twitter, LinkedIn

                                  •	   Make the sales cycle shorter and   •	   Schedule, start, or join online
    Configure and extend                                                       meetings directly from Sugar
                                       more efficient
    easily to meet changing
                                                                          •	   Archive email and files related
    needs                         •	   Automate sales reporting and
                                       revenue forecasting                     to accounts, contacts, leads,
                                                                               opportunities, and cases
    Access anywhere: from
                                  Turn Customer Support
    the Web or mobile devices                                             Grow Your Business with
                                  into Customer Satisfaction
                                                                          Sugar’s Open Platform
       Within a                   •	   Improve customer service quality
                                       and consistency                    •	   Run Sugar anywhere: in the

       few weeks                  •	   Handle support cases quickly
                                                                               cloud or behind your firewall


       of rolling                      and efficiently                    •	   Own and control your data in
                                                                               your own database

       out Sugar                  •	   Diagnose bugs, share
                                       knowledge, and track customer      •	   Integrate with other applications
                                                                               and data sources through open
       Professional,                   issues
                                                                               APIs

       we were able
       to realize the
       benefits. It’s
       changed the
       way we do                  Access
                                  SugarCRM

       business.                  data on the
                                  go with Sugar
       Dave Wilson                Mobile.
       Director of Technology,
       University Readers, Inc.




2                                                                                                    Sugar Professional
Get your FREE TRIAL of Sugar Professional at
    www.sugarcrm.com/freetrial or call +1.877.842.7276


                                                                             One of the
                                                                             things we love
                                                                             about Sugar
                                                                             Professional
                                                                             is that it is so
                                                                             intuitive. You
                                                                             can tell this
                                                                             was designed
   Monitor lead sources and see the impact of
                                                                             by sales
   marketing expenditures on demand generation.
                                                                             people who
                                                                             understand
  Automate and Measure                   Boost Efficiency of Mobile
  Marketing Programs                     Teams                               what I need to
  •	   Capture leads with Web-to-lead    •	   Provide current customer       make my job
       forms                                  information any time, in any
                                              location                       easier.
  •	   Track and measure lead flow and
                                                                             Martin Umeh
       distribution                      •	   Access Sugar from any
                                                                             Regional Sales Manager
                                              smartphone or tablet           Control Technology Corp.
  •	   Create, execute, and track
       campaigns across multiple         •	   Give management real-time
       channels                               access to remote sales data




                             SugarCRM




Sugar Professional                                                                                      3
SugarCRM
Customer relationship management CRM software
for business. In the cloud, online, on demand, onsite -
the best sales, email and mobile CRM integration.

www.sugarcrm.com




                                                          www.dotbase.com
                                                          info@dotbase.com
                                                          Route des Acacias 25
                                                          1227 Geneva • Switzerland
                                                          +41 22 301 07 07
                                                          dotBase is an 11 years old company based in
10050 North Wolfe Road | SW2-130                          Geneva, and deserves international and local
Cupertino, CA 95014                                       companies and organizations. We provide a
                                                          full range of Business Solutions and
T: 408.454.6900 | F: 408.873.2872
                                                          SugarCRM professional services: Business
SugarCRM Deutschland GmbH                                 analysis; Installation and setup;
Erika-Mann-Strasse 53 | 80636 Munich | Germany            Implementation advices; Customizations and
T: +49 (0) 89 1 89 17 20 | F: +49 (0) 89 1 89 17 21 50    extensions; Integration with third party solu-
sales-emea@sugarcrm.com                                   tions (ERP, e-commerce, accounting, CMS,
                                                          etc); Training and change management;
www.sugarcrm.com                                          Hosting; Long term support and maintenance.
Copyright © 2012 SugarCRM, Inc.
All rights reserved. SugarCRM and the SugarCRM
logo are registered trademarks of SugarCRM, Inc.
in the United States, the European Union and other
countries. All other trademarks are the properties of
their respective companies.

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SugarCRM Professional edition

  • 1. Product Overview Sugar Professional Gain and Retain More Customers with Sugar Professional: Flexible, Intuitive, and Open CRM Loved by Businesses Worldwide Get CRM that Works the Way You Work Sugar Professional organises sales, marketing, and support information in a single application that keeps CRM simple. It’s easy to use and easy to modify. Sugar’s intuitive interface doesn’t disrupt your business processes and guarantees easy adoption by your team members. The road warriors on your team can access all vital customer information from the award-winning Sugar Mobile application. Discover for yourself why, according to a recent Gartner study, Sugar is one of the top 3 CRM applications in the world. Boost Team Productivity and Focus on Sales Success Sugar Professional automates everyday, repetitive sales tasks, so your salespeople can spend more time in front of customers—closing more business—and less time on administrative overhead. Your team will love using Sugar and your customers will love how your sales team’s keen insight enables them to tailor their sales efforts to your customer’s needs. Use the Open CRM Solution that Grows with Your Business Award-winning Sugar Professional is recognized for the ease-of-use and flexibility of its open architecture. It adapts easily to your unique or changing business processes: alter the look and feel of the application, add custom fields or modules, integrate with third-party or legacy systems. Sugar Professional is CRM without limits.
  • 2. Expand Sales, Enhance Marketing, and Engage Customers Make CRM easy and Increase Sales Improve Internal and intuitive Effectiveness and External Collaboration Performance • Integrate with social media Monitor sales, marketing, • Reduce sales effort with including Facebook, and support repeatable processes Twitter, LinkedIn • Make the sales cycle shorter and • Schedule, start, or join online Configure and extend meetings directly from Sugar more efficient easily to meet changing • Archive email and files related needs • Automate sales reporting and revenue forecasting to accounts, contacts, leads, opportunities, and cases Access anywhere: from Turn Customer Support the Web or mobile devices Grow Your Business with into Customer Satisfaction Sugar’s Open Platform Within a • Improve customer service quality and consistency • Run Sugar anywhere: in the few weeks • Handle support cases quickly cloud or behind your firewall of rolling and efficiently • Own and control your data in your own database out Sugar • Diagnose bugs, share knowledge, and track customer • Integrate with other applications and data sources through open Professional, issues APIs we were able to realize the benefits. It’s changed the way we do Access SugarCRM business. data on the go with Sugar Dave Wilson Mobile. Director of Technology, University Readers, Inc. 2 Sugar Professional
  • 3. Get your FREE TRIAL of Sugar Professional at www.sugarcrm.com/freetrial or call +1.877.842.7276 One of the things we love about Sugar Professional is that it is so intuitive. You can tell this was designed Monitor lead sources and see the impact of by sales marketing expenditures on demand generation. people who understand Automate and Measure Boost Efficiency of Mobile Marketing Programs Teams what I need to • Capture leads with Web-to-lead • Provide current customer make my job forms information any time, in any location easier. • Track and measure lead flow and Martin Umeh distribution • Access Sugar from any Regional Sales Manager smartphone or tablet Control Technology Corp. • Create, execute, and track campaigns across multiple • Give management real-time channels access to remote sales data SugarCRM Sugar Professional 3
  • 4. SugarCRM Customer relationship management CRM software for business. In the cloud, online, on demand, onsite - the best sales, email and mobile CRM integration. www.sugarcrm.com www.dotbase.com info@dotbase.com Route des Acacias 25 1227 Geneva • Switzerland +41 22 301 07 07 dotBase is an 11 years old company based in 10050 North Wolfe Road | SW2-130 Geneva, and deserves international and local Cupertino, CA 95014 companies and organizations. We provide a full range of Business Solutions and T: 408.454.6900 | F: 408.873.2872 SugarCRM professional services: Business SugarCRM Deutschland GmbH analysis; Installation and setup; Erika-Mann-Strasse 53 | 80636 Munich | Germany Implementation advices; Customizations and T: +49 (0) 89 1 89 17 20 | F: +49 (0) 89 1 89 17 21 50 extensions; Integration with third party solu- sales-emea@sugarcrm.com tions (ERP, e-commerce, accounting, CMS, etc); Training and change management; www.sugarcrm.com Hosting; Long term support and maintenance. Copyright © 2012 SugarCRM, Inc. All rights reserved. SugarCRM and the SugarCRM logo are registered trademarks of SugarCRM, Inc. in the United States, the European Union and other countries. All other trademarks are the properties of their respective companies.