SugarCRM For Sales Force Automation

SugarCRM is majorly used for Marketing Automation, Sales Force Automation and Customer Support Automation. SugarCRM provides modules that are used for leads management, accounts management, contacts management, opportunity management and activity management like calls, meetings, notes and tasks.

Apart from these features, it can also be used for product catalogue and quote management. The standard out of the box modules provided by SugarCRM can be customised to get the right fields in this area. Whatever may be the industry a company is in SugarCRM can be configured easily for Sales Force Automation.

Some of the key features of Sales Force Automation are

Account Management

Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.


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  • Understand account status and relationships.
  • Improve up-selling and cross-selling opportunities.
  • Ensure consistent interactions with customers.
  • Share account information across marketing, sales and support departments.

Contact Management

Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.

Contact Imports

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Import contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for, Act, Microsoft Outlook, Excel and CSV formats.


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Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.

Record Merge

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Merge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.

Opportunity Management

Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customise Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.


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  • Share opportunity information across individuals and teams.
  • Increase sales productivity through standardised sales processes.
  • Ensure effective opportunity handling through collaboration and workflow.
  • Tailor sales methodologies to meet your business needs.

Sales Opportunity Forecasting

Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

Activity Tracking and History of Communications

Sugar Activity Tracking gives sales representatives and managers the ability to track their calls, meetings, tasks, emails and notes. Sales executives and managers can create, assign and edit calls and meetings records and this can be shared across individuals and teams. This also helps in effectively tracking the productivity of the sales team. More than anything else, Sugar Activity Tracking module creates a comprehensive history of communication with the customers and among the team members.


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  • Maintain a team wide calendar of calls, meetings and tasks.
  • Manage account level / contact level / opportunity level history of communication.
  • Gain a clearer picture of customer engagement.

Product Catalog and Tracking

With SugarCRM product catalog and price functionality, product management team can maintain the latest list products and their pricing structure at one point of reference. As and when the price changes or currency fluctuations happen, there is no need to communicate to all sales folks, as quotes are generated using the product catalog that is mentioned. What all products have been quoted by Sales Engineers is maintained at the central point and can give an indication of product movement to the management.

Quotes and Contracts

With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.


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  • Generate and present accurate quotes and contracts to customers.
  • Manage multiple revisions in a single location.
  • Gain a clearer picture of customer agreements and products purchased.

Plug In for Microsoft Office

Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.


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  • Capture important customers communications within Sugar.
  • Export CRM data into Microsoft Word.
  • Integrate data between Sugar and Microsoft Excel.


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