Simplifying Your To-Do List

Every business uses not only tasks, calls and meetings but also key dates and deadlines to develop successful and profitable relationships. SugarCRM is a fantastic tool that helps to collect and manage all your customer data.

The flexible structure of Sugar data allows for creating tasks, calls and meetings related to any CRM object, both standard (Account, Contact, Task, Quote, Opportunity, etc.) and custom.

Sugar Studio allows easy adding of new date-time fields into regular or custom modules where needed. In addition to standard fields such as “Opportunity/RLI expected close date” and “Quota valid until”, you can add a set of useful key dates such as the following:

  • Return to target – Renewing contact with a prospect who asked you not to disturb them for a set period of time
  • Opportunity postpone until – Do not disturb the customer during the requested period of time
  • Covenant check date – Ensure all agreements were completed in the agreed time
  • Invoice due date –Receive money according to contract terms
  • Subscription renewal – Continuation of subscription with an existing customer
  • Contract renewal – Renewal of the contract for a new term
  • Expected NPS survey date – Collection of important customer feedback

Of course, every company is unique and has its own set of key dates and deadlines. However, each company faces the same challenge: the more of these they utilize, the more they need to see all these dates in a serial stream alongside planned activities. This is regardless of what CRM entity they were planned with or placed in or which CRM user or information system have issued them.

All of the above drive one key immutable aspect of our daily lives: when we plan our day or a particular visit to the customer, when we review our pipeline or prepare a marketing campaign, and, of course, when we answer an unexpected customer call, we need the right data. The Sugar add-on Need ToDo Viewer  makes this simple by monitoring activities and deadlines of all related entities at any level where you need them: the main dashboard, a list view or record  view.

You can see not only key dates but also a business-oriented description that helps you to derive maximum information without digging into details. This may be the status of a task or a meeting address with an active link to Google Maps, a sales stage of opportunity or its total amount. It’s up to you; the configuration options are numerous.

Better awareness leads to fewer mistakes; fewer mistakes lead to more efficient planning. All of this together contributes to higher overall efficiency in CRM users’ work. Automatic display of data-related entities significantly saves time and facilitates their work, which positively impacts user adoption.

See? Isn’t that simpler?

Would you like to see the above in action? Click here for the webinar replay.

To discuss this blog with other members of the SugarCRM community, please visit the SugarCRM Partner Corner.