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.

Webinars

A Manufacturer's Guide To CRM

Join CRM experts Clint Oram and Ross Peetoom on March 27th as they discuss the latest industry trends and break down how CRM can bring customers closer to your brand and deliver differentiated value.

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.

Webinars

Go From Good To Great CRM

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

A Blueprint for CRM Success

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

Guides

Essential CRM Guide

Download our Essential Guide to CRM 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.

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.

Guides

CRM Glossary

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

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.