RT SugarBoards: Best Way to Optimize CRM Data With Kanban View

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Data is important but how you leverage it makes all the difference. With businesses having big data, it is imperative to use it efficiently to derive actionable insights. Breaking through the noise and getting the right information at a glance is important for effective strategizing.

Companies put in a lot of time and effort to manage data and have a well-organized database. However, if you can’t find the right information at the right time, it’s of no use. 

Surely, you wouldn’t want to waste time scrolling large data files. Moreover, when using CRM to streamline communication with the customers, scrolling through a long list of records and applying filters to sort data and tracking leads can be cumbersome and time-consuming. 

The solution: Leverage RT SugarBoards to optimize CRM data with Kanban view for interactive data visualization. It will also let you manage multiple pipelines to drive efficiency in your business processes.   

Without any further ado, let’s dive in to see why RT SugarBoards is a must-have SugarCRM plugin to make the most of your data with Kanban view and boost productivity. 

Why You Must Leverage RT SugarBoards in Your Sugar? 

RT SugarBoards plugin is compatible with Sugar and helps users in the following ways:

  • Easy access to data with columns and cards.
  • Quickly visualize data from your CRM and have all the important fields in the Kanban view. 
  • Simplified user adoption to keep your team on top of the leads.
  • Flexibility to change the status of leads to have seamless pipeline management.
  • Track the performance of your team during different project stages by leveraging Kanban view to never miss a deadline and achieve business goals. 

Features and Benefits of RT SugarBoards

Now you know using RT SugarBoards is the best way to optimize CRM data and manage pipelines in your Sugar. So, let’s explore the features of RT SugarBoards and see what makes it one of the most popular plugins for Sugar. 

Easy to Use with Dynamic Columns & Cards

With RT SugarBoards, you don’t have to spend time going through data as all the required information will be at a glance. This highly demanded Sugar plugin has an intuitive user interface and arranges all your data in cards and columns.

Manage Multiple Pipelines with Drag and Drop Functionality

Using RT SugarBoards, data management becomes a breeze. It lets users easily organize data with drag and drop functionality so they can move different fields on the cards through stages of the sales pipeline. Hence, from lead generation to closing a deal, you can keep track of all activities and hit the ground running.

Work Fast with Interactive Action Items

With all your data in the Kanban view, the efficiency of your team with Sugar will go to the next level. RT SugarBoards plugin allows users to have all the information in a single view. The cards will have interactive action items such as user initials, photo and last modification time.

Moreover, the activity buttons on the cards in your Sugar let you create emails, manage tasks, log calls and schedule meetings from within the Kanban view. No wonder, RT SugarBoards is the best Plugin for SugarCRM and will streamline your business processes.

Different Views with Flexible User Interface

With RT SugarBoards, there is no limitation to the number of ways you can view your records in Sugar. Along with the default Kanban view, RT SugarBoards plugin allows users to leverage collapsible view and also go into the detailed view. Hence, this will make it easy for you to visualize data and keep track of the work in progress.

Personalized User Experience with Card Labels

Remove clutter from your Sugar and enjoy a personalized user experience with RT SugarBoards. You can color code the cards to keep your work more organized and minimize confusion. It also lets you mark or unmark favorites to manage records better and boost your productivity.

Easily Retrieve Information with Filtered Search Integration  

Before RT SugarBoards, you had to scroll through large data to find the relevant information. This is repetitive and takes time. However, RT SugarBoards has made it easier for users with its filtered search integration. Just use the search bar and you will get all the required data within the Kanban view. 

How Can I Get RT SugarBoards?

To make the most of your data and have records organized in your Sugar, Rolustech has got you covered. Our SugarCRM Expert team will put in the time and effort to understand your business needs and suggest a solution that will solve all your data management problems in Sugar. 

With RT SugarBoards, a glimpse is all you need to make sense of your data. So, leverage RT SugarBoards to make your day to day tasks time-efficient and work faster and better by bringing Kanban view to all your Sugar modules.

Rolustech is a SugarCRM Certified Partner firm. We have helped more than 700 firms with various SugarCRM Services. Get in touch today for your FREE Business Analysis. We will be happy to assist you! 

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