Resources

Watch our CRM demos, find upcoming events and download the latest guides, eBooks, whitepapers, analyst reports and 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.

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

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.

Guides

5 Dirty Little Secrets of CRM Exposed

Find out what the legacy CRM vendors don’t want you to know. If you’re considering a CRM solution, there are some secrets that the traditional first-generation CRM vendors would prefer you didn’t know. Read on as we reveal the truth about how conventional approaches and assumptions benefit the old-school, first-generation CRM vendors.

Analyst reports

​​Gartner Magic Quadrant for Sales Force Automation

SugarCRM was positioned as a Visionary in the recently published Gartner Magic Quadrant for Sales Force Automation. Download the Gartner Magic Quadrant for SFA to learn more!

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.

Guides

2017 CRM Disruption Guide

New digital technologies emerging from mobile, social, and big data are changing how your customers expect to interact with your company. Learn how digital leaders are using CRM to disrupt the status quo.

Analyst reports

IBM Transforms Its Sales Team with Sugar

IBM leveraged Sugar's unique user-focused CRM to transform its global sales organization, successfully deploying a new system for salespeople that manage millions of opportunities worldwide.

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!

eBooks

Align or Die in the Age of the Customer

In a competitive business climate, having your business processes tightly aligned with your customers’ needs is critical to survival. Download the eBook to learn how to break down silos and provide a better customer experience, why a total customer view helps win and retain more revenue, and how to decrease time to revenue through integrated process automation.

eBooks

Manage the Customer Journey for B2B Success

Your customers are on a journey with you. Creating an exceptional experience at every step means more to the success of your business than anything else you do. But how do you operationalize the real, practical changes you need to make to delight your customers every time you interact with them? This eBook outlines the 5 steps you need to manage the customer journey.

eBooks

It's Your Customer Data: Avoiding SaaS CRM Risks

A modern CRM can be a critical system of record for data and the company’s revenue stream, and can also act as a platform for business transformation. The right CRM decision can pave the way for all these things. The wrong decision can be disastrous. This eBook will outline some of the potential pitfalls, and suggest some questions to ask your CRM provider and partners as you embark on a strategic CRM initiative.

eBooks

6 Tips to Put Your CRM Into Overdrive

Sales organizations reap multiple benefits when they choose a CRM system built for the individual. Not only do individual reps have greater access to customer data in order to better identify and engage with every prospect, their system is seen as a tool that guides their path to quota – not as a drain on precious time. With more meaningful use comes more data, more insight and more predictable revenue streams.

Guides

​​5 Things to Consider Before You Fall for Salesforce

Save yourself some CRM heartache. Here are 5 things you better think about before getting into a Salesforce relationship you'll regret.