CRM Tools and Best Practices

Check our Essential Guide to CRM featuring helpful tips, how-to's and practical checklists!

Learn more about CRM

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.

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.

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.

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!

Whitepapers

The Modern Manufacturer's Guide to CRMs

You know you need it. But how do you go about selecting the right customer relationship management (CRM) software for your manufacturing company? In this white paper, we break down the essential elements of modern CRM to help manufacturers determine what features and functions are essential and what red flags and risks to be aware of when comparing solutions.

Guides

The 2019 CRM Buyer's Guide

Download the 2019 CRM Buyer's Guide featuring 37 pages including the questions to ask when evaluating solutions and some tips for getting started on the path to modern, game-changing CRM.

Guides

CRM Evaluation Checklists Toolkit

If you’re thinking about moving to a new CRM, it’s important to first figure out exactly what you’ll need to create the ultimate experience for your customers. From product features to platform evaluation and vendor pricing, use these checklists to ask the right questions as you evaluate CRM for your business.

Guides

Navigating Sales Statistics

From cold-calling to social selling, leveraging data to inform sales strategy is a must in today's digital market. Savvy sellers use CRM to make sense of the numbers and focus their time on activity with the highest likelihood to drive revenue. Here's the top sales statistics that every seller should know.

Webinars

CRM Blueprint Series #4: Sales Automation

In our latest CRM Blueprint Series webinar, Product Expert Martin Schneider discusses sales CRM best practices and demos cloud-based sales tools that organizations like Audi, IBM and Tyson are using to delight customers and drive profitability.

Webinars

CRM Blueprint Series #3: Manufacturing

CRM experts Clint Oram and Ross Peetoom discuss the latest industry trends and break down how CRM can bring customers closer to your brand and deliver differentiated value.

Webinars

CRM Blueprint Series #2: User Adoption

For a CRM project to succeed, the simple fact is that user adoption is a key element to making or breaking any CRM deployment. Learn effective adoption strategies to ensure your software rollout exceeds expectations.

Webinars

CRM Blueprint Series #1: Vendor Evaluation

How should your business select a CRM vendor? Learn how to evaluate vendors, decide on the right features and plan a smooth rollout.

Guides

User Adoption Playbook

Use this User Adoption Playbook to guide your users
to effectively embrace change and communicate
the value of implementing a CRM. Combine modern
CRM and effective adoption strategies to ensure
your software rollout exceeds expectations.

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.