A whopping 76% of professionals using CRM software claimed that their biggest pain point is that their CRM is either too sophisticated, not intuitive or user friendly, or cannot be customized. Because this has been felt across the board in the SaaS world, therefore CRM customization has become the next big thing. Usually, businesses either hire technical resources on their own team or – and this happens more frequently because it is a more cost-friendly offer for small businesses – they simply pay for the services of technical experts to help them customize their CRM system.
In this blog, we will be going over the ways in which SugarCRM – a cloud-based CRM system – can be customized to better suit the needs of a small business. In doing so, we will first understand the services that SugarCRM already offers, then we will see how they can be customized, all of which will be followed by a final word on whether you, as a small business owner, should even be investing in SugarCRM customization services.
Read more: From Acquisition to Advocacy: How to Retain Customer in SugarCRM
What is SugarCRM used for?
SugarCRM enables organizations to manage and nurture their client interactions, sales processes, and marketing initiatives more efficiently. SugarCRM is extensively used across industries to simplify many elements of customer relationship management, boost sales effectiveness, and improve overall operational efficiency because of its strong tools and flexible design.
Key Features of SugarCRM:
-
Customer Data Management and Insights
SugarCRM acts as a central repository for all customer-related data, allowing organizations to have a complete and up-to-date perspective of their clients. It allows for the capture, storage, and management of vital consumer information such as contact information, interactions, purchase history, and preferences.
-
Management of Sales and Opportunities
The software helps sales teams by offering tools for tracking leads, prospects, and deals as they move through the sales pipeline. SugarCRM’s user-friendly interface assists sales professionals in managing activities, prioritizing prospects, and tracking progress, resulting in more successful sales tactics and higher conversion rates.
-
Automated Marketing
SugarCRM includes marketing automation features that enable firms to design targeted campaigns, manage email marketing, and measure consumer replies. This feature helps with lead creation, nurturing, and measuring the efficacy of marketing initiatives.
-
Customer Support and Service
SugarCRM’s integrated support capabilities enable enterprises to deliver excellent customer service. Customer profiles and histories may be accessed by service agents in order to provide tailored help, track support requests, and ensure prompt issue resolution.
-
Workflow Automation
SugarCRM helps organizations automate processes by allowing them to build workflows and automate routine actions. This saves manual labor and mistakes and improves overall operating efficiency.
-
Reporting and Analytics
The reporting and analytics features of the platform give useful insights into sales success, consumer behavior, and marketing initiatives. Businesses may develop customized reports, dashboards, and visualizations to help them make data-driven choices and fine-tune their strategy.
-
Customization and Integration
SugarCRM’s versatility and customization possibilities are among its most notable characteristics. Businesses may customize the platform to meet their own needs, combining it with other systems and apps to develop a unified corporate environment.
Leveraging SugarCRM Customization and Consulting Services for Business Success
The way that SugarCRM customization and consulting services work is that you find a list of expert consultants with whom you would like to work with. Then, after discussing your business’s needs and disparate pain points with them, you devise a strategy with the consultant that you finally choose. Doing this enables you to have a clear understanding of how the chosen consultant will then go about customizing your CRM for you to help suit your business’s needs.
Now, let us go over the ways in which consultants can help you customize SugarCRM:
-
Custom Modules
In this realm, everything is possible: expert consultants can add missing fields, hide undesired ones, modify field names and layouts, update or configure additional controls, and set up data auto-fill on any of the web pages that you may set up using SugarCRM. The software lets you set up your customer checkout pages and invoices, which can easily be customized by these expert consultants.
-
Custom Processes
An efficient consultant should be able to document creation from an email template and handle its distribution to recipients, bulk up updates and rule-based decision-making, event escalation, data quality, and completeness management. These features will help you by making the automation process of your workflows further efficient.
-
Customized Integrations
You will no longer need to utilize several systems to obtain client data or to enter data that has already been entered into another system. All data can be centralized and automatically transported from one system to the next by customizing SugarCRM with the help of expert consultants who know the software inside and out.
-
Customized Reporting and Analytics
Various dashlets, Excel, PDF, or XML reports, data preparation for BI systems, and data preparation for BI systems will supply you with all the essential information in any location and form required.
Furthermore, expert consultants can even help you customize your dashboard so that it only shows the KPIs you wish to see in the management of your business and not the other ones that SugarCRM may have added as part of their generalized suite of offerings.
Read more: Sweet Success: Empowering Businesses with SugarCRM Consultants
The final word
Overall, it will almost entirely depend on your business’s needs to decide whether you need to customize SugarCRM or not. Furthermore, it will also depend on factors like the level of customization you require, and whether you already have the technical resources to bring about these customizations or not, to then determine the extent of services you require from expert consultants to customize SugarCRM.
That said, more than 20 million companies – more than 60% of the companies worldwide – are using CRM. And since SugarCRM is one of the market-leading software, then owing to them having to cater to so wide a variety of businesses, it will be likely that without customization you will be paying for services that you may not necessarily need within SugarCRM. And to cut down on these costs in the long term you may require SugarCRM customization and consulting services to ensure you make its best possible use.
Get in touch with the expert consultants at Techloyce to customize SugarCRM for your business’s success!
