Maulik Shah

Sugar 9 is Out with Some Major Advancements

Blog Post created by Maulik Shah on Jun 5, 2019

CRM (Customer Relationship Management) was built with an intent to keep all the customer data at one place. Aiming to make some of the business operations smoother and streamlined. But we all know how CRM has become more than just customer data storing software. Now, you can conduct almost all of your business operations with CRM and there is no bar set for its advancement.

 

Sugar, a CRM which is widely adopted by approximately 2 million users around the globe, is continuing the advancement in the CRM industry one step further. Sugar recently hit a major milestone with the release of Sugar 9. All the new advancements are developed with one goal in mind: Business-Acceleration. They want a smooth for their users and provide them with a powerful platform to collaborate. Their users will now be able to understand communicate effectively with their customer data resulting in better, informed and quick decisions.

 

Sugar developed Sugar 9 keeping these three business accelerators in mind: Collaborate More, Know More, and Do More. Sugar 9 sounds really promising and is worth upgrading to. But first, let’s dive deep to understand this launch properly.

 

Here is what’s inside it:

 

Collaborations:

Communicating is critical. Especially when it is with your customers. In the new Sugar 9, you can now leverage their enhanced email features and make use of group outbound emails. On the other hand, there’s a comment log which enables you to have searchable conversations associated with specific CRM records. Plus, they have introduced the emoji support throughout Sugar in order to enhance the way you communicate with your customers and vice versa.

 

Deep Analysis:
To help make decisions faster, Sugar 9 has increased the number of re-usable reports which you can as the basis for your personalized reports. You can include a ton of visuals in your reports to present data more accurately. Plus, you can export these reports as CSV as well. Additionally, they have integrated Pendo. It helps to make decisions easier based on the whole data without any direct access to customer’s confidential data.

 

More Opportunities:
In the new version of Sugar 9, you can manage and customize quotes, their description, and shipping information with their all-new upgrade-safe capabilities. Secondly, sellers can utilize Product Catalog Quickpicks Dashlet to add their most frequently quoted line items to quotes. Other than that, you can fill out and send email templates on updates records with SugarBPM engine’s newly added features.

 

Other than these, other updates include added platform support, and most importantly the developers have improved the overall performance of Sugar that allows you to access your information more quickly!

 

To leverage the new capabilities of Sugar 9 you can make use these products which are already compatible with Sugar 9.

 

Survey Rocket: This Sugar CRM survey plugin help you modernize your way of conducting surveys. It’s a one-stop survey solution as you can manage and run your survey campaigns from the CRM itself.

 

Trash Bin: With this product, you can easily restore the deleted CRM data whenever required. Other than that, it sends you notifications whenever there is an event of deleting the data.

 

Dynamic Login Screen Pro: To get customized login screens on your CRM login screen, you can use Dynamic Login screen pro which is now compatible with Sugar 9.

 

There are many other upgrades offered with this update which you can check out here.

Outcomes