Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Benefits
•  Share sales data across individuals and teams
•  Focus attention on the most profitable deals
•  Bring new sales representatives up to speed
•  Present effective presentations and proposals to customers
•  Monitor quota progress and business performance

Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Benefits
•  Create and execute campaigns across marketing channels
•  Captures leads directly into CRM System
•  Measures return on investment of campaigns

Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.

Benefits
•  Centrally manage and share all customer service issues
•  Understand frequency of incidents to improve product quality
•  Share information across individuals and teams
•  Measure the responsiveness of customer support

Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

Benefits
•  Create real-time reports and dashboards on any CRM metric
•  Monitor the effectiveness of marketing programs, sales opportunities, and support cases
•  Share/restrict access to reports and dashboards across teams

DynPro understands that getting a CRM system installed operating correctly for your enviroment is a critical objective. With our years of experience in delivering robust application services to Fortune 1000 companies we are confident we can provide the support you need.

On-Site or On-Demand?

One of the first key decisions you are going to need to make is whether you are going to have SugarCRM installed locally in your IT infrastructure or have it implemented as a hosted solution by a third party. If you are in a heavily regulated industry such as financial or insurance you may well have no choice but to keep the information behind your own firewalls. For many other businesses, the flexibility of outsourcing the hardware and software support is attractive.

To help you better decide what deployment option suites you best why not try our deployment calculator. With a few quick answers we can suggest what may work for you best.

On-Site Implementation

We can help you with all aspects of an on-site delivery model from initial purchase of the software licenses, sizing hardware, installing and configuring the SugarCRM instance, through to setting up your users and any synchronization extensions.

On-Demand Implementation

With an on-demand implementation of SugarCRM the focus will be on ensuring that the configuration and hand-off of the SugarCRM system goes smoothly. Any additional configuration to allow Microsoft Outlook synchronization is also included in this category.

DynPro has a wealth of experience doing very deep customizations of SugarCRM. Customization can range from the addition of new fields to contact or account screens to building and deploying entirely new functionality in the shape of installable modules.

Customization of SugarCRM can be a complex process and care and attention must be paid to issues such as data integrity, cross-references to other entities in CRM and, very important, upgrade safe coding practices.

Beyond customization we can also assist in building integration connectors to other systems in your organzation. Take a look at our integration page for more details.

Studio Customization

We can assist you in changing the structure of data collected by SugarCRM using the Studio tool. This tool allows you to modify the fields used to collect data on any entity in SugarCRM without having to make any code changes. Though this tool is very easy to use many organizations prefer that this change process be handled by a change control process that ensures stakeholder buy-in before the changes make it out to the production system.

New Modules

Extending the functionality of SugarCRM is best done through the use of custom modules. These modules can be added to reflect business entities that the typical CRM system would not be aware of. This could be such things as Credit Card Processing, Google Maps integration, and HR tools.

DynPro can deliver fully tested modules that can be installed into your CRM system through the Module Loader admin interface.

As an example of how complex module extensions can be for SugarCRM take a look at the Pharmaceutical Vertical for SugarCRM that DynPro is currently developing.

DynPro can provide ongoing support for your SugarCRM implementation. Depending on the level of in-house expertise this can range from managing administrative duties in SugarCRM such as user management to SugarCRM version upgrades and the end-user support desk.

For areas where customizations were made to the core SugarCRM product we can do an impact analysis of any version upgrade of SugarCRM as well as defect/bug fixes in the code.