Sugar’s Project Management delivers a full project management solution combined with the sales management, marketing automation and customer support used by employees to manage customer-centric activities. These new capabilities allow users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Since Project Management is integrated with Sugar’s customer information, users no longer need to be concerned with redundant or inaccurate information, lost customer data, poor information sharing, or lack of user adoption
Impact
Build and manage projects across teams
Create projects from pre-defined templates
Monitor activity and dependencies with Gantt Charts
Manages upcoming tasks, open items, percentage completion, open cases, etc.
Allows users view can build a project quickly, and manage from a top-line perspective.
Project Templates
Create projects from pre-defined templates. This minimizes the time to create repeated and most frequently executed projects.
Gantt Charts
Presents a time-phased bar chart that lists tasks or activities along with a time length bar which represents the duration of the activity.
Project Dashboards
Provides a visual representation of key project metrics such as upcoming tasks, open items, percentage completion and open cases. Project managers and users see different views of the dashboard depending on their role.
Current SugarCRM customers have an opportunity to gain even greater return on investment by using Sugar Projects; others looking for a CRM solution with tight project management integration should investigate the Sugar offering.”
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Current SugarCRM customers have an opportunity to gain even greater return on investment by using Sugar Projects; others looking for a CRM solution with tight project management integration should investigate the Sugar offering.”
