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PRODUCT OVERVIEW
SUGAR
ENTERPRISE
CREATE EXTRAORDINARY
CUSTOMER RELATIONSHIPS
CRM THAT PUTS INDIVIDUALS FIRST
Sugar helps you make personal, one-to-one connections with every customer. With Sugar, your entire organization
can build better customer relationships that set you apart from your competitors, grow sales, improve satisfaction,
and drive more effective marketing campaigns.
Sugar puts your individual needs first, unlike traditional CRM systems that focus on tracking and managing sales
by using a “one size fits all” approach. Our innovative user-focused design, Sugar UX™, is simple, engaging, and
consistent whether you’re at your desk or on a mobile device. Sugar UX’s contextual intelligence helps you discover
new customer insights, collaborate more effectively, and make better, faster decisions.
ENTERPRISE-READY CRM
Sugar Enterprise’s powerful, flexible platform integrates seamlessly with your business processes today and
tomorrow. You’ll have unlimited versatility and control with unparalleled platform configurability. Also, because Sugar
is built on industry-standard technologies including HTML5, REST, JavaScript, and PHP, it delivers reduced cost,
less risk, and long-term peace of mind.
Sugar’s versatility also makes it the most agile CRM solution. It can be deployed on-premise behind your firewall
or on a wide variety of SaaS (cloud) environments managed by SugarCRM, by SugarCRM partners, or by public
cloud providers. And, unlike other CRM systems, Sugar gives you control of your data in a dedicated database
You’ll never be locked-in by inflexible solutions that eventually become too expensive and too cumbersome to meet
business needs.
Sugar Enterprise
INCREASE SALES GROWTH
AND PRODUCTIVITY
•	 Help your reps connect and sell, not
bog down with data entry
•	 Focus reps on the right opportunities
and tasks to make quota every time
•	 Provide expertise and team
collaboration to sell more effectively
•	 Maximize efficiency by tailoring views
and application logic to specific
business roles using role-based layouts
TURN CUSTOMER SUPPORT INTO
CUSTOMER SATISFACTION
•	 Use Sugar’s customer insight to
improve service and reduce
handling time
•	 Deliver expert service backed by
the power of shared knowledge
•	 Enhance customer satisfaction
by turning every channel into a
rapidresponse support channel
IMPROVE MARKETING AND SALES
EFFECTIVENESS
•	 Use personalized information across
your business to engage and drive
customer responses
•	 Create, manage, and analyze
sophisticated marketing programs
with Marketo integration
•	 Increase lead conversions by
understanding which campaigns,
leads, and accounts contribute the
most to your sales pipeline
STAY CONNECTED WITH SUGARCRM
MOBILE
•	 Work seamlessly with no-cost native
apps for iOS and Android, plus Sugar’s
mobile browser support for any
smartphone or tablet
•	 Increase productivity and improve user
experience on the go with calculations
and dynamic screens powered by
Sugar Logic
COLLABORATE WITH ACTIVITY
STREAMS AND SOCIAL
INTEGRATIONS
•	 Have immediate visibility into data
updates, activities, and interactions
with Sugar activity streams
•	 Meet and collaborate from within Sugar
using IBM SmartCloud Engage, Google
Docs, Cisco WebEx, GoToMeeting
•	 Use your existing business applications
with Sugar: Microsoft Outlook,
Word, Excel, IBM Lotus Notes,
Dun & Bradstreet, Twitter and more
BEST-IN-CLASS BUSINESS
PROCESS AUTOMATION
CAPABILITIES FEATURING
•	 Visual Designer - easy to use tool
to create the building blocks of the
business process
•	 Enhanced time-based alerts,
escalations and approval workflows
BUILD PERSONALIZED EXPERTISE TO DRIVE STRONGER SALES AND
EXCELLENCE IN CUSTOMER SERVICE
Deliver customer insight to your entire
customer-facing organization
Boost productivity by providing your sales
and support teams with the right customer
information
Facilitate teamwork and collaboration
that contributes to consistent, high value
customer interactions
SAVE WITH THE LOWEST
TOTAL COST OF OWNERSHIP
Sugar Enterprise delivers a complete CRM
solution (sales force automation, customer service
and support, customer portal, and marketing
automation) to support your customer-facing
organizations and channels, with no hidden
costs, and no need to invest in add-on products
or technologies to build out your CRM platform.
Sugar’s managed as a single system to significantly
reduce IT overhead and complexity.
Sugar Enterprise
•	 Support for complex parallel and
multi-step processes
•	 Customizable Email Templates,
Reusable Business Rules to enable
complex processes
GET FORECASTING THAT WORKS
•	 Track early indicators and changes
affecting your pipeline
•	 Focus on the accounts that matter with
quota achievement charts
•	 Explore pipeline “what-if” scenarios
using unlimited draft forecasts
CONVERT DATA INTO INSIGHT
WITH BUSINESS ANALYTICS AND
ADVANCED REPORTING
•	 Expand business analysis and
decision-making capabilities with
analytics powered by Sugar Connector
for IBM Cognos Business Intelligence
•	 Track and securely share key customer
buying and support history, campaign
responses, demographics, and trends
•	 Get real-time information about
pipeline, quota retirement, key
opportunity and account activity, rep
and agent performance, and customer
response handling and satisfaction
•	 Use pre-configured sales and lifecycle
dashboards and reports, or create
custom reports
PROVIDE CUSTOMER SUPPORT
OPTIONS
•	 Decrease support costs with Sugar’s
customer knowledge base
•	 Offer customers Sugar’s self-service
portal for peer and expert advice and
faster support
•	 Optimize customer handling with real-
time customer support performance
information
EXPERIENCE ENTERPRISE-LEVEL
PERFORMANCE
•	 Gain the throughput and sub-second
response time required by demanding
CRM applications
•	 Reduce load times with client-side
resource caching
•	 Keep access fast and latency low with
Sugar’s modern HTML5 architecture
and highly-optimized software stack
RELAX WITH SUGAR SUPPORT
•	 Live phone support and unlimited
support cases
•	 2 hour or less response time for critical
(P1) issues
•	 12x5 (hours/days) email and phone
support
•	 Optional 24x7x365 support for P1
issues
•	 Optional Technical Account Manager
services
PROTECT CRITICAL INFORMATION
WITH REMOTE DATABASE BACKUPS
•	 Receive database backups via FTP on
a weekly basis at no additional charge
•	 Have direct access to your valuable
business data
•	 Enjoy the security of additional data
redundancy
•	 Run offline reports at your convenience
CHOOSE FROM MORE DEPLOYMENT
OPTIONS FOR MAXIMUM
VERSATILITY
•	 Sugar’s flexible deployment lets you
select the best hosting option for your
business
•	 Sugar On-Demand (SaaS)
•	 Sugar On-Site behind a firewall
•	 Public clouds (IBM SmartCloud
Enterprise/SoftLayer platform, Amazon
EC2, Microsoft Azure, Rackspace)
•	 SugarCRM Partner clouds
PREPARE FOR GLOBAL
DEPLOYMENT
•	 Hosting available on six continents
•	 More than 33 languages included, with
over 80 additional language packs
available
“SugarCRM’s flexible
and open architecture
delivers visibility and
insight about all sales
opportunities by just
pushing one button.”
Klaus Höling, CIO, Sennheiser
electronic GmbH & Co. KG
GET YOUR FREE TRIAL OF SUGAR ENTERPRISE AT
WWW.SUGARCRM.COM/FREETRIAL OR CALL +1 877.842.7276
SugarCRM
10050 North Wolfe Road | SW2-130 Cupertino, CA 95014
T: 408.454.6900 | F: 408.873.2872
SugarCRM Deutschland GmbH
Erika-Mann-Strasse 53 | 80636 Munich | Germany
T: +49 (0) 89 1 89 17 21 00 | F: +49 (0) 89 1 89 17 21 50
sales-emea@sugarcrm.com
www.sugarcrm.com
Copyright © 2015 SugarCRM, Inc.
All rights reserved. SugarCRM and the SugarCRM logo are registered
trademarks of SugarCRM, Inc. in the United States, the European Union
and other countries. All other trademarks are the properties of their
respective companies.

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SugarCRM Enterprise Data Sheet

  • 1. PRODUCT OVERVIEW SUGAR ENTERPRISE CREATE EXTRAORDINARY CUSTOMER RELATIONSHIPS CRM THAT PUTS INDIVIDUALS FIRST Sugar helps you make personal, one-to-one connections with every customer. With Sugar, your entire organization can build better customer relationships that set you apart from your competitors, grow sales, improve satisfaction, and drive more effective marketing campaigns. Sugar puts your individual needs first, unlike traditional CRM systems that focus on tracking and managing sales by using a “one size fits all” approach. Our innovative user-focused design, Sugar UX™, is simple, engaging, and consistent whether you’re at your desk or on a mobile device. Sugar UX’s contextual intelligence helps you discover new customer insights, collaborate more effectively, and make better, faster decisions. ENTERPRISE-READY CRM Sugar Enterprise’s powerful, flexible platform integrates seamlessly with your business processes today and tomorrow. You’ll have unlimited versatility and control with unparalleled platform configurability. Also, because Sugar is built on industry-standard technologies including HTML5, REST, JavaScript, and PHP, it delivers reduced cost, less risk, and long-term peace of mind. Sugar’s versatility also makes it the most agile CRM solution. It can be deployed on-premise behind your firewall or on a wide variety of SaaS (cloud) environments managed by SugarCRM, by SugarCRM partners, or by public cloud providers. And, unlike other CRM systems, Sugar gives you control of your data in a dedicated database You’ll never be locked-in by inflexible solutions that eventually become too expensive and too cumbersome to meet business needs.
  • 2. Sugar Enterprise INCREASE SALES GROWTH AND PRODUCTIVITY • Help your reps connect and sell, not bog down with data entry • Focus reps on the right opportunities and tasks to make quota every time • Provide expertise and team collaboration to sell more effectively • Maximize efficiency by tailoring views and application logic to specific business roles using role-based layouts TURN CUSTOMER SUPPORT INTO CUSTOMER SATISFACTION • Use Sugar’s customer insight to improve service and reduce handling time • Deliver expert service backed by the power of shared knowledge • Enhance customer satisfaction by turning every channel into a rapidresponse support channel IMPROVE MARKETING AND SALES EFFECTIVENESS • Use personalized information across your business to engage and drive customer responses • Create, manage, and analyze sophisticated marketing programs with Marketo integration • Increase lead conversions by understanding which campaigns, leads, and accounts contribute the most to your sales pipeline STAY CONNECTED WITH SUGARCRM MOBILE • Work seamlessly with no-cost native apps for iOS and Android, plus Sugar’s mobile browser support for any smartphone or tablet • Increase productivity and improve user experience on the go with calculations and dynamic screens powered by Sugar Logic COLLABORATE WITH ACTIVITY STREAMS AND SOCIAL INTEGRATIONS • Have immediate visibility into data updates, activities, and interactions with Sugar activity streams • Meet and collaborate from within Sugar using IBM SmartCloud Engage, Google Docs, Cisco WebEx, GoToMeeting • Use your existing business applications with Sugar: Microsoft Outlook, Word, Excel, IBM Lotus Notes, Dun & Bradstreet, Twitter and more BEST-IN-CLASS BUSINESS PROCESS AUTOMATION CAPABILITIES FEATURING • Visual Designer - easy to use tool to create the building blocks of the business process • Enhanced time-based alerts, escalations and approval workflows BUILD PERSONALIZED EXPERTISE TO DRIVE STRONGER SALES AND EXCELLENCE IN CUSTOMER SERVICE Deliver customer insight to your entire customer-facing organization Boost productivity by providing your sales and support teams with the right customer information Facilitate teamwork and collaboration that contributes to consistent, high value customer interactions SAVE WITH THE LOWEST TOTAL COST OF OWNERSHIP Sugar Enterprise delivers a complete CRM solution (sales force automation, customer service and support, customer portal, and marketing automation) to support your customer-facing organizations and channels, with no hidden costs, and no need to invest in add-on products or technologies to build out your CRM platform. Sugar’s managed as a single system to significantly reduce IT overhead and complexity.
  • 3. Sugar Enterprise • Support for complex parallel and multi-step processes • Customizable Email Templates, Reusable Business Rules to enable complex processes GET FORECASTING THAT WORKS • Track early indicators and changes affecting your pipeline • Focus on the accounts that matter with quota achievement charts • Explore pipeline “what-if” scenarios using unlimited draft forecasts CONVERT DATA INTO INSIGHT WITH BUSINESS ANALYTICS AND ADVANCED REPORTING • Expand business analysis and decision-making capabilities with analytics powered by Sugar Connector for IBM Cognos Business Intelligence • Track and securely share key customer buying and support history, campaign responses, demographics, and trends • Get real-time information about pipeline, quota retirement, key opportunity and account activity, rep and agent performance, and customer response handling and satisfaction • Use pre-configured sales and lifecycle dashboards and reports, or create custom reports PROVIDE CUSTOMER SUPPORT OPTIONS • Decrease support costs with Sugar’s customer knowledge base • Offer customers Sugar’s self-service portal for peer and expert advice and faster support • Optimize customer handling with real- time customer support performance information EXPERIENCE ENTERPRISE-LEVEL PERFORMANCE • Gain the throughput and sub-second response time required by demanding CRM applications • Reduce load times with client-side resource caching • Keep access fast and latency low with Sugar’s modern HTML5 architecture and highly-optimized software stack RELAX WITH SUGAR SUPPORT • Live phone support and unlimited support cases • 2 hour or less response time for critical (P1) issues • 12x5 (hours/days) email and phone support • Optional 24x7x365 support for P1 issues • Optional Technical Account Manager services PROTECT CRITICAL INFORMATION WITH REMOTE DATABASE BACKUPS • Receive database backups via FTP on a weekly basis at no additional charge • Have direct access to your valuable business data • Enjoy the security of additional data redundancy • Run offline reports at your convenience CHOOSE FROM MORE DEPLOYMENT OPTIONS FOR MAXIMUM VERSATILITY • Sugar’s flexible deployment lets you select the best hosting option for your business • Sugar On-Demand (SaaS) • Sugar On-Site behind a firewall • Public clouds (IBM SmartCloud Enterprise/SoftLayer platform, Amazon EC2, Microsoft Azure, Rackspace) • SugarCRM Partner clouds PREPARE FOR GLOBAL DEPLOYMENT • Hosting available on six continents • More than 33 languages included, with over 80 additional language packs available “SugarCRM’s flexible and open architecture delivers visibility and insight about all sales opportunities by just pushing one button.” Klaus Höling, CIO, Sennheiser electronic GmbH & Co. KG GET YOUR FREE TRIAL OF SUGAR ENTERPRISE AT WWW.SUGARCRM.COM/FREETRIAL OR CALL +1 877.842.7276
  • 4. SugarCRM 10050 North Wolfe Road | SW2-130 Cupertino, CA 95014 T: 408.454.6900 | F: 408.873.2872 SugarCRM Deutschland GmbH Erika-Mann-Strasse 53 | 80636 Munich | Germany T: +49 (0) 89 1 89 17 21 00 | F: +49 (0) 89 1 89 17 21 50 sales-emea@sugarcrm.com www.sugarcrm.com Copyright © 2015 SugarCRM, Inc. All rights reserved. SugarCRM and the SugarCRM logo are registered trademarks of SugarCRM, Inc. in the United States, the European Union and other countries. All other trademarks are the properties of their respective companies.