‘Informative CRM’ Enhancements Introduced in Sugar 7.7

Latest update to SugarCRM‘s customer relationship management (CRM) platform adds several new capabilities aimed at providing sales and marketing professionals with “more timely and relevant” information about their customers.

Sugar 7.7 includes new support for custom tags to help users better classify information about customers in ways that work for them, and as per company requirement. The updated platform also improves search capabilities to deliver the most relevant results quickly, according to SugarCRM.

The new version of SugarCRM also enhances the platform’s existing knowledge base, streamlines lead conversion and provides better highlighting of key quotes and forecast information, the company said.

Custom Tags
Sugar 7.7 now allows individuals to tag any record in the application. The inclusion of tags allows individuals to better classify customer information in a manner that makes sense to them and to share that same classification with their fellow employees. Sugar tags are completely integrated into the Sugar database and are not limited by user or customer. The integration of tags into the Sugar database enables the availability of tags through the improved global search experience instead of a separate tag search mechanism.

Optimized Search Experience
The new search UI includes all of the advantages of the Sugar UXTM that help individuals pinpoint the right information as quickly as possible. The search option automatically expands upon selection, and the result sets can be readily filtered by module and other criteria, while the individual color-coded search results can be evaluated using the preview option. More importantly, each query searches across all Sugar standard and custom modules, will match any text or number stored in the application, and prioritizes frequently viewed records in the result set.

Enhanced Knowledge Base
The Sugar Knowledge Base is a great resource for shared information. Users can write articles about any topic and make them available internally or externally. The Sugar 7.7 Knowledge Base is enriched with the easy-to-use and easy-to-navigate benefits of the Sugar UX. It includes an intelligence panel where context-sensitive display enables agents and customers to quickly find the most relevant articles.

Industry-Leading Capabilities for Marketing, Sales and Service
Sugar 7.7 also includes enhancements that streamline lead conversion for individuals, better highlight key quote and forecast information, and support Sugar Logic in the Sugar Customer Portal. These enhancements, combined with improvements to Sugar’s UI and Advanced Workflow functionality, make it the CRM of choice for organizations looking to empower all customer-facing employees to build extraordinary customer relationships.

Ambit Software is a SugarCRM Technology Partner with extensive experience in implementing SugarCRM across industries like Tech/High-Tech, Distribution, Services, Light Manufacturing, Media and Hospitality. For more details on Ambit’s SugarCRM practice Click Here

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