Microgénesis

See content

SugarCRM: Customer Relationship Management System

A CRM is a system which makes it possible to centralize all of the information on an organization’s relationships with its clients. The idea is to manage that information in such a way that it is oriented towards clients, thereby increasing their loyalty.


SugarCRM is the leading open source commercial software solution in the market and was developed for companies of all sizes. It is easily adapted to all needs, with costs lower than those of proprietary software solutions.


Microgénesis is an official partner of SugarCRM and offers all of the services necessary for its implementation and maintenance.



Why SugarCRM?


  • Because it is a CRM based on free software, thereby reducing the cost of licensing while allowing, for the same amount of money, to have a final solution much better adapted to the organization’s needs.


  • Because there is access to the code, and therefore customized development can be performed.


  • Because it allows for several distribution models:


    1. On-Demand
    2. Appliance
    3. FastStack
    4. On-Site

  • Because it was developed using standards from the Open Source community.


  • Because it has all of the modules inherent to a CRM:


    1. Marketing
    2. Sales
    3. Customer service
    4. Reports
    5. Tools for cooperation
    6. System administration
 
 

Functionalities

 

  • Marketing: Creation and execution of campaigns through several channels for attracting clients and making them loyal, including the assignment of potential clients and the calculation of the ROI of marketing campaigns:


    1. Multi-channel campaigns
    2. Wizard for creating campaigns
    3. E-mail marketing
    4. Attracting potential clients using web forms
    5. Management of potential clients
    6. Analysis of the efficiency of marketing campaigns

  • Sales: Improvement in the efficiency of the sales force, thanks to which the information can be shared on contacts, opportunities and all of the information necessary to be able to carry out commercial tasks:


    1. Management of opportunities
    2. Management of contacts
    3. Management of accounts
    4. Sales forecasts
    5. Budgets and contracts
    6. Outlook Plug-in
    7. Offline work
    8. Graphic panels

  • Customer service: This makes it possible to perform centralized management of the support provided to clients, thereby decreasing response times and improving client satisfaction:


    1. Case management
    2. Incoming e-mail management
    3. FAQ repository
    4. Management of bugs
    5. Self-service portal for clients

  • Reports: Analysis of the activity related with the organization’s relationships with clients, in order to measure the efficiency of marketing campaigns, sales force, customer service:


    1. Analysis of marketing campaigns
    2. Instantaneous information panels
    3. Analysis of sales trends
    4. Analysis of client profiles
    5. Analysis of customer assistance service

  • Tools for cooperation: Making it easier for the users themselves to communicate with each other and clients:


    1. E-mail client
    2. Project management
    3. Outlook Plug-in
    4. Offline work
    5. Management of activities

  • System administration: Allows the administration and personalization of the tool by the administrator and makes the work of developers easier:


    1. Management of teams
    2. User role
    3. Management of workflows and alerts
    4. Editor of fields and forms
    5. Creation of personalized modules
    6. Personalization of the home page
    7. Exchange Apps