Sales Force Automation

Automate Your Lead to Cash

Sugar drives sales force performance by allowing you to share sales data, build repeatable sales processes, reduce sales cycles by focusing on profitable deals, automate sales reporting and forecasting, and monitor business performance metrics.

Sugar drives sales force performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.

Positive Impacts

  • Share sales data across individuals and teams
  • Focus attention on the most profitable deals
  • Bring new sales representatives up to speed
  • Present effective presentations and proposals to customers
  • Monitor quota progress and business performance

Opportunity Management

Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Positive Impacts

  • Share opportunity information across individuals and teams
  • Increase sales productivity through standardized sales processes
  • Ensure effective opportunity handling through collaboration and workflow
  • Tailor sales methodologies to meet your business needs

Opportunity Tracking and Reports

Track and manage multiple opportunities through real-time reporting. View opportunities by team, product or geography in charts and then drill down to understand how the opportunity is progressing. Roll-up and analyze opportunities from across your organization. Understand how different units are performing and what improvements can be made.


Customized Sales Processes

Adjust Sugar to fit your sales process. Customize the application to mirror how your organization tracks opportunities or download extensions from the SugarCRM community that track opportunities based on your industry and company size.

Opportunity Reminders

Ensure follow-through as opportunities progress across sales stages. Designate certain actions that need to be taken and automate reminders to ensure that teams and individuals take the necessary steps to close the sale.


Contact Management

Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.


Contact Imports

Import contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for, Act, Microsoft Outlook, Excel and CSV formats.



Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.

Record Merge

Merge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.


Account Management

Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.

Positive Impacts

  • Understand account status and relationships
  • Improve up-selling and cross-selling opportunities
  • Ensure consistent interactions with customers
  • Share account information across marketing, sales and support departments

Account Ownership

Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.

Coordinated Interactions

See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.


Single Account View

View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.



Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, use worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.


Scenario Planning

Generate more accurate forecasts with high, medium and low commit amounts to produce a more complete view of future sales results.


Forecast Worksheets

Leverage sales opportunity and sales stage information within Sugar to develop more meaningful and accurate sales forecasts.

Forecast Roll-Ups

Consolidate sales forecasts from individuals, teams or divisions to gain a macro view of how the company is performing relative to quota.


Quotes & Contracts

With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Microsoft Word, or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.

Positive Impacts

  • Generate and present accurate quotes and contracts to customers
  • Integrates with the Sugar Products module
  • Manage multiple revisions in a single location
  • a clearer picture of customer agreements and products purchased


Sugar Dashboards provide employees and managers with real-time information about leads, opportunities and accounts. Automatic consolidation of sales data from across teams reveals the information executives need to drive performance across their business. Manage access based on user profile and expose employees only to the information they need to know.

Positive Impacts

  • Present user-specific information about sales opportunities and progress
  • Consolidate sales information from across the business for executives
  • Customize charts and reports based on key metrics
  • Drill down on charts to understand account progress and individual performance

Real-Time Information

See information as it happens with real-time sales performance dashboards. Share dashboards with team members to align goals.

Chart Drill-Down

Investigate account progress and sales performance by viewing the account information contained within sales dashboards.


Personalized Dashboards

See your personalized sales information on your Sugar homepage when you log-in each morning. Display multiple dashboards on your homepage in a variety of formats, including line, pie, bar, performance, and scatter plot charts.