CRM Tools and Best Practices

Download our Essential Guide to CRM featuring 37 pages full of helpful tips, how-to's and practical checklists!

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Analyst reports

​​Gartner Magic Quadrant for Sales Force Automation

Gartner Magic Quadrant for SFA helps buyers select the best solution for sales execution by evaluating 15 different vendors, analyzing vendor strengths and cautions and reporting on new and dropped vendors. Download the report to learn more.

Demos

Sugar Demo

Sugar's open, flexible platform easily solves real business problems. From automating sales, marketing and customer support to creating a custom CRM application, we give you the tools that empower every customer-facing individual to create extraordinary customer relationships.

Analyst reports

G2 Crowd Report for CRM

SugarCRM has been named a Leader in the G2 Crowd Mid-Market Grid℠ for CRM. Read the report for competitive data on SugarCRM vs. other CRM vendors, such as satisfaction ratings, market presence, feature comparisons, deployment and implementation and much more!

Analyst reports

PCMag Business Choice Winner: SugarCRM

SugarCRM earns highest overall satisfaction and likelihood to recommend scores in PCMag readers poll, beating Microsoft, Oracle, and Salesforce.

Guides

The CRM Buyer’s Guide for Manufacturing

Digital transformation continues to disrupt the way manufacturing businesses interact with their customers, which in turn provides new ways to rethink age-old processes. So, if you’ve been managing customer relationships for the same way for decades, now is the time to change things up.

Guides

GDPR – From compliance to CX excellence

The new General Data Protection Regulation is deeply affecting not only the way you manage personal data but has the potential to revolutionize your customer relationship management. Download our eBook to learn how to move from GDPR readiness to CX excellence.

eBooks

Avoid CRM Regrets

CRM Change Makers are thinking and doing things differently, using CRM to transform sales, service, marketing and overall business. This eBook looks at how CRM Change Makers weigh pros and cons when deciding which CRM system to choose and how to avoid pitfalls in the evaluation process.

Analyst reports

The 2017 SalesTech Survey Report

Cite Research, on behalf of SugarCRM, conducted a survey among 400 business professionals. The primary objective of this research was to define what a modern sales team looks like. Moreover, research explored: what tools are most important to optimizing the customer experience, Barriers to using tools, the amount of money it takes to equip a modern sales team and the amount of research (measured in time) it takes to prepare for a meeting with a new contact.

Guides

CRM Glossary

From CRM basics to reporting and analytics, get the complete list of commonly used CRM terms and industry definitions.

Guides

​​Understand the hidden costs of Salesforce before it's too late

Don't let Salesforce draw you into a dysfunctional CRM relationship. Look before you leap. Read our guide to the hidden costs of Salesforce.

Whitepapers

A Blueprint for CRM Success

Identify the right people and processes to optimize your CRM initiatives. Learn how to identify an "A-Team" for effective CRM change management within your organization, map the customer lifecycle to optimize your CRM initiatives, and align with IT to make a business case for your CRM deployment.

Demos

Real Estate CRM Demo

Watch our demo to learn how Property Managers can use Sugar to review vacancies and service requests, investigate expiring leases, collaborate with potential clients, and more!

Demos

Financial Services CRM Demo

Watch our demo to learn how Investment Professionals can use SugarCRM to view information sourced from 3rd party applications, collaborate with clients, proactively target based on market and sector movements, and more!

Whitepapers

Controlling CRM Costs: A Buyer's Guide

The way companies use and pay for customer relationship management software has changed significantly over the past decade. The following report provides a comparative price analysis of three CRM solutions: Microsoft Dynamics CRM, Salesforce.com and SugarCRM.