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CUSTOMISATION

Customisable CRM Platform

Sugar platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Define, control and modify layouts using simple drag-and-drop functionality. Simple yet powerful workflow tools give users the ability to create and enforce business rules.

CUSTOMISATION

Customisable CRM Platform

Sugar platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Define, control and modify layouts using simple drag-and-drop functionality. Simple yet powerful workflow tools give users the ability to create and enforce business rules.


Create powerful business processes quickly and easily.

Expand the drop downs below for more information



Create powerful business processes quickly and easily.

Expand the drop downs below for more information


The Layout Editor provides administrators with the ability to tailor the look of each Sugar screen by editing and renaming tabs, changing dropdown values, and choosing to hide unused modules. With the Sugar Layout editor, administrators can tailor the application to meet the specific use cases of the company, while hiding unneeded modules. For applications with mobile users, Sugar’s Mobile Layout Editor allows administrators to optimize Sugar for Sugar Mobile.

Positive Impacts

 Change the appearance of Sugar to fit your company needs
 Hide unused modules to focus user attention on core processes
 Prioritize module appearance based on company objectives
 User Mobile Layout Editor to configure the Sugar Mobile user interface

The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases, and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow, and Sugar Studio tools. Upgrades for custom modules are fully supported. Building new modules allows developers to extend Sugar beyond the typical CRM functions and optimize Sugar for any xRM (any Relationship Management) function.

Positive Impacts

 Create custom modules to track information critical to your business
 Use pre-defined objects or create custom objects for the new module
 Share or charge for custom objects on SugarForge and Sugar Exchange.

Industry-Specific

Create new modules tailored to specific industry needs

Custom Objects

Create custom objects and assign business rules in a few simple steps

Mash-Ups

Integrate Sugar custom objects and custom modules with third-party data sources

The Sugar Community has developed hundreds of module extensions for Sugar. These modules and extensions are posted on SugarExchange and SugarForge. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of their CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

Positive Impacts

 Extend Sugar functionality based on business need
 Choose from hundreds of different projects across a broad range of categories
 Automated installation of new modules with fully supported upgrades

Language Support

Sugar supports over 70 languages that can be installed and used to display Sugar in foreign languages

Exchange Apps

Browse, test and buy applications from Sugar Exchange for use within Sugar

 

Sugar Logic gives administrators and developers an easy expression engine to make more complex customizations to Sugar Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic add the following capabilities to Sugar:

  • Calculated Fields
  • Dependent Fields
  • Dependent Dropdowns
  • Related Fields
  • Related Dropdowns
  • Data Range search
  • Formula Builder

Positive Impacts

 Upgrade safe customizations
 Replace code-level customizations by Excel-like formulas and expressions
 Customize Sugar to fit your business processes

Sugar’s Team Management allows companies to create and manage teams based on job type, division, geography or other attributes. Once roles are assigned, administrators can assign access rights to a given role to ensure team members have access. Team Management ensures more effective information sharing and better information about team performance.

Positive Impacts

 Define teams based on company and customer needs.
 Assign leads to teams based on expertise and existing relationships.
 Analyse how teams are working together and identify potential gaps in performance.

Team Assignment

Assign leads to teams based on various attributes, including skill level, product expertise, or geography.

Team Analysis

Monitor the effectiveness of teams by leads generated, sales stage progression and quota attainment.

Team Changes

Change your teams based on market needs and skill sets to pursue opportunities with the right team members.

Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions, and triggers to become more responsive to customer demands.

Positive Impacts

 Standardise business processes across the organisation
 Create custom business processes based on unique company needs
 Define alerts, triggers, and actions to ensure follow-through

Templates

Define workflow templates based Sugar business objects.

Alerts

Define alerts based on saved records, time lapse, users and teams.

Triggers

Trigger actions based on Sugar field changes, record count, current state and timestamp.

Actions

Define actions for users such as when to update fields, create new records or other actions specified by business demands.

Sugar Studio is the starting place for an administrator to configure the way information is presented in Sugar. Administrators can use Sugar Studio to create and add custom fields, hide fields that are not relevant, and use the extensive customization capabilities of Sugar Logic to create calculated, dependent, and related fields. Sugar Studio is a very simple but powerful WYSIWYG interface that administrators and developers use to configure Sugar to complement a company’s existing business processes..

Positive Impacts

 Rearrange the order of fields according to your company’s requirements
 Hide fields that are not relevant to your business process
 Create and add new custom fields
 Calculate variable values based on the value of other fields like opportunity amount or expected close date
 Present fields only when necessary using dependent fields

Sugar platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of recent activities performed, including changes to customer data, and allow users to post messages, share documents and rich content, and view related social media content. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio.

Positive Impacts

Simply drag-and-drop for easy configuration
Create custom, calculated, dependent, and related fields, as well as custom modules
Streamline business processes to match business requirements
Reveal and protect information based on user role and profile
Share and add additional modules based on company needs

Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can control information access at either a module, view or field level. Access control rights include the ability to access, view, edit, import, or export.

Positive Impacts
 Ensure information security by controlling edit privileges
 Protect confidential information within the organization
 Reveal general information across the company

Field-Level Access Controls
Control access to information at the field level.

Role Management
Define what a user can view based on role within the organization.

Edit Privileges
Define read-write and edit permissions based on user role.

Activity Streams are feeds and updates from customer records in the Contact, Leads, Account, Opportunity and Cases modules. They are part of the dashlet framework. Activity Streams can also show social media updates. Administrators control access to Activity Streams and which modules are enabled.
Users can install as many Activity Stream dashlets on their Sugar Home Page as desired. They also can configure dashlets to show all streams for all records or only updates to their favorite records. If Twitter is are enabled, users can see the tweets of people or organizations they follow. Industry reports have shown that Activity Streams improve team collaboration and reduce the amount of email sent.

Positive Impacts
 Subscribe to critical customer updates
 Reply to and delete specific Activity Streams
 See the tweets of the customers and prospects you follow

Sugar Cloud Connectors is the framework used to build integrations with Cloud-based applications. Sugar comes pre-built with a series of sales intelligence, social media and social collaboration applications. Customers, Partners and Developers use the Cloud Connector framework to build integrations with other applications.

Sales/Business Intelligence

  • Hoovers
  • InsideView
  • Jigsaw
  • Zoominfo

Sugar Media

  • LinkedIn
  • Twitter

Social Collaboration

  • Cisco WebEx
  • GoToMeeting
  • Google Docs
  • IBM Connections
  • IBM SmartCloud for Social Business

Cloud Connectors need to be enabled by Sugar Administrators before they are visible to users. Administrators and developers can build cloud connectors to other externals services to meet their business needs.

Positive Impacts

 Provide scalable solutions to connect to external and Social CRM applications
 Drive more productivity by representing external information directly inside Sugar
 Transform unstructured “Internet noise” into structured and actionable business data

A SugarCRM Dashlet® is a highly configurable container which display Sugar module data, Sugar charts and reports, or Sugar Activity Streams, along with external sources such as your favorite web pages, RSS feeds, and web services like Google Maps. Sugar Dashlets are a powerful new way to combine highly-functional mash-ups in an attractive, modern, web 2.0 framework.

Positive Impacts

 Create web mash-ups between Sugar and external data sources
 Add, edit, move, or remove Sugar Dashlets with a few simple clicks
 Change information within Sugar Dashlets to reflect the information you want to see

Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of any changes to customer data and integrate with Twitter and Facebook. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio.

Positive Impacts

 Simply drag-and-drop for easy configuration
 Create custom, calculated, dependent, and related fields, as well as custom modules
 Streamline business processes to match business requirements
 Reveal and protect information based on user role and profile
 Share and add additional modules based on company needs

Sugar gives end users control over what information they see on their screens. Using drag-and-drop capabilities, users can change the layout of their homepage, hide unused dashlets, or create new dashlets reflecting information important to them. With Sugar, CRM becomes a little less staid and a little more like a modern web 2.0 page.

Positive Impacts

 Configure homepage to display only information relevant to your job
 Create multiple dashlets based on Sugar modules or outside data sources
 Edit the information display of any dashlet

The Layout Editor provides administrators with the ability to tailor the look of each Sugar screen by editing and renaming tabs, changing dropdown values, and choosing to hide unused modules. With the Sugar Layout editor, administrators can tailor the application to meet the specific use cases of the company, while hiding unneeded modules. For applications with mobile users, Sugar’s Mobile Layout Editor allows administrators to optimize Sugar for Sugar Mobile.

Positive Impacts

 Change the appearance of Sugar to fit your company needs
 Hide unused modules to focus user attention on core processes
 Prioritize module appearance based on company objectives
 User Mobile Layout Editor to configure the Sugar Mobile user interface

The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases, and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow, and Sugar Studio tools. Upgrades for custom modules are fully supported. Building new modules allows developers to extend Sugar beyond the typical CRM functions and optimize Sugar for any xRM (any Relationship Management) function.

Positive Impacts

 Create custom modules to track information critical to your business
 Use pre-defined objects or create custom objects for the new module
 Share or charge for custom objects on SugarForge and Sugar Exchange.

Industry-Specific

Create new modules tailored to specific industry needs

Custom Objects

Create custom objects and assign business rules in a few simple steps

Mash-Ups

Integrate Sugar custom objects and custom modules with third-party data sources

The Sugar Community has developed hundreds of module extensions for Sugar. These modules and extensions are posted on SugarExchange and SugarForge. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of their CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

Positive Impacts

 Extend Sugar functionality based on business need
 Choose from hundreds of different projects across a broad range of categories
 Automated installation of new modules with fully supported upgrades

Language Support

Sugar supports over 70 languages that can be installed and used to display Sugar in foreign languages

Exchange Apps

Browse, test and buy applications from Sugar Exchange for use within Sugar

 

Sugar Logic gives administrators and developers an easy expression engine to make more complex customizations to Sugar Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic add the following capabilities to Sugar:

  • Calculated Fields
  • Dependent Fields
  • Dependent Dropdowns
  • Related Fields
  • Related Dropdowns
  • Data Range search
  • Formula Builder

Positive Impacts

 Upgrade safe customizations
 Replace code-level customizations by Excel-like formulas and expressions
 Customize Sugar to fit your business processes

Sugar’s Team Management allows companies to create and manage teams based on job type, division, geography or other attributes. Once roles are assigned, administrators can assign access rights to a given role to ensure team members have access. Team Management ensures more effective information sharing and better information about team performance.

Positive Impacts

 Define teams based on company and customer needs.
 Assign leads to teams based on expertise and existing relationships.
 Analyse how teams are working together and identify potential gaps in performance.

Team Assignment

Assign leads to teams based on various attributes, including skill level, product expertise, or geography.

Team Analysis

Monitor the effectiveness of teams by leads generated, sales stage progression and quota attainment.

Team Changes

Change your teams based on market needs and skill sets to pursue opportunities with the right team members.

Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions, and triggers to become more responsive to customer demands.

Positive Impacts

 Standardise business processes across the organisation
 Create custom business processes based on unique company needs
 Define alerts, triggers, and actions to ensure follow-through

Templates

Define workflow templates based Sugar business objects.

Alerts

Define alerts based on saved records, time lapse, users and teams.

Triggers

Trigger actions based on Sugar field changes, record count, current state and timestamp.

Actions

Define actions for users such as when to update fields, create new records or other actions specified by business demands.

Sugar Studio is the starting place for an administrator to configure the way information is presented in Sugar. Administrators can use Sugar Studio to create and add custom fields, hide fields that are not relevant, and use the extensive customization capabilities of Sugar Logic to create calculated, dependent, and related fields. Sugar Studio is a very simple but powerful WYSIWYG interface that administrators and developers use to configure Sugar to complement a company’s existing business processes..

Positive Impacts

 Rearrange the order of fields according to your company’s requirements
 Hide fields that are not relevant to your business process
 Create and add new custom fields
 Calculate variable values based on the value of other fields like opportunity amount or expected close date
 Present fields only when necessary using dependent fields

Sugar platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of recent activities performed, including changes to customer data, and allow users to post messages, share documents and rich content, and view related social media content. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio.

Positive Impacts

Simply drag-and-drop for easy configuration
Create custom, calculated, dependent, and related fields, as well as custom modules
Streamline business processes to match business requirements
Reveal and protect information based on user role and profile
Share and add additional modules based on company needs

Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can control information access at either a module, view or field level. Access control rights include the ability to access, view, edit, import, or export.

Positive Impacts
 Ensure information security by controlling edit privileges
 Protect confidential information within the organization
 Reveal general information across the company

Field-Level Access Controls
Control access to information at the field level.

Role Management
Define what a user can view based on role within the organization.

Edit Privileges
Define read-write and edit permissions based on user role.

Activity Streams are feeds and updates from customer records in the Contact, Leads, Account, Opportunity and Cases modules. They are part of the dashlet framework. Activity Streams can also show social media updates. Administrators control access to Activity Streams and which modules are enabled.
Users can install as many Activity Stream dashlets on their Sugar Home Page as desired. They also can configure dashlets to show all streams for all records or only updates to their favorite records. If Twitter is are enabled, users can see the tweets of people or organizations they follow. Industry reports have shown that Activity Streams improve team collaboration and reduce the amount of email sent.

Positive Impacts
 Subscribe to critical customer updates
 Reply to and delete specific Activity Streams
 See the tweets of the customers and prospects you follow

Sugar Cloud Connectors is the framework used to build integrations with Cloud-based applications. Sugar comes pre-built with a series of sales intelligence, social media and social collaboration applications. Customers, Partners and Developers use the Cloud Connector framework to build integrations with other applications.

Sales/Business Intelligence

  • Hoovers
  • InsideView
  • Jigsaw
  • Zoominfo

Sugar Media

  • LinkedIn
  • Twitter

Social Collaboration

  • Cisco WebEx
  • GoToMeeting
  • Google Docs
  • IBM Connections
  • IBM SmartCloud for Social Business

Cloud Connectors need to be enabled by Sugar Administrators before they are visible to users. Administrators and developers can build cloud connectors to other externals services to meet their business needs.

Positive Impacts

 Provide scalable solutions to connect to external and Social CRM applications
 Drive more productivity by representing external information directly inside Sugar
 Transform unstructured “Internet noise” into structured and actionable business data

A SugarCRM Dashlet® is a highly configurable container which display Sugar module data, Sugar charts and reports, or Sugar Activity Streams, along with external sources such as your favorite web pages, RSS feeds, and web services like Google Maps. Sugar Dashlets are a powerful new way to combine highly-functional mash-ups in an attractive, modern, web 2.0 framework.

Positive Impacts

 Create web mash-ups between Sugar and external data sources
 Add, edit, move, or remove Sugar Dashlets with a few simple clicks
 Change information within Sugar Dashlets to reflect the information you want to see

Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of any changes to customer data and integrate with Twitter and Facebook. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio.

Positive Impacts

 Simply drag-and-drop for easy configuration
 Create custom, calculated, dependent, and related fields, as well as custom modules
 Streamline business processes to match business requirements
 Reveal and protect information based on user role and profile
 Share and add additional modules based on company needs

Sugar gives end users control over what information they see on their screens. Using drag-and-drop capabilities, users can change the layout of their homepage, hide unused dashlets, or create new dashlets reflecting information important to them. With Sugar, CRM becomes a little less staid and a little more like a modern web 2.0 page.

Positive Impacts

 Configure homepage to display only information relevant to your job
 Create multiple dashlets based on Sugar modules or outside data sources
 Edit the information display of any dashlet

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