Customizable CRM Platform

Endless Flexibility

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.


Find out more:

Overview
Access Control & Activity Streams
Cloud Connectors & Custom Fields
Dashlets & Exchange Apps
Homepage Layout & Layout Editor
Module Builder & Module Loader
Sugar Logic
Team Management & Workflow Management
Sugar Studio


Overview

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

Access Control

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

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

Cloud Connectors

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

  • Dun & Bradstreet
  • 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

Custom Fields

Custom Fields allow companies to capture information specific to their business and business processes in Sugar. Sugar administrators can create fields with fully-configurable custom values that reflect the information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

Positive Impacts

  • Use custom fields to configure Sugar to complement your business process
  • Create custom fields to capture critical information about marketing programs, sales opportunities, and support cases
  • Required fields ensure information is populated before a record is saved
  • Full upgrade support means customizations are preserved when Sugar is upgraded.

Dashlets

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

Exchange Apps

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

Homepage Layout

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

Layout Editor

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

Module Builder

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 Modules

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

Module Loader

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

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

Team Management

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.
  • Analyze 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.

Workflow Management

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

  • Standardize business processes across the organization
  • 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

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

 

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