What’s New in the SugarCRM 8 Spring ’18 Release?

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SugarCRM has been on a roll with its quarterly feature delivery model for cloud releases. We are all very excited about their latest Spring ‘18 offering which together with the SugarCRM 7.11 Winter ’18 and Fall ’17 have culminated into the annual on-premise Sugar 8 release that promises to be the most feature packed and robust SugarCRM experience yet.

SugarCRM 8 Spring ’18 Release – Breaking it down!

GDPR Support and Data Privacy Management

Sugar 8

Sugar 8 comes with a whole host of data privacy features baked into it out of the box. This is primarily in response to the new EU data privacy regulations going into effect soon and to help Sugar users in readily complying with them. At the forefront of it all is the new Data Privacy Module and the Data Privacy Manager role. These along with other various additions and configurations are specifically designed to assist users in staying on top of data privacy requests from their customers and prospects.

To learn more about the Data Privacy Management features in Sugar 8, read: Data Privacy Management and GDPR features in Sugar 8.

Product Catalog Dashlet

SugarCRM 8 Spring ’18 Release

First introduced in the Sugar Winter ’18 release, the Product Catalog dashlet resides within the intelligence pane and provides a quick glimpse into all your product offerings, allowing users to quickly breeze through their catalog, explore product details and add products to quotes with just a single click. Prior to Spring ’18 however, the dashlet was restricted to the Quotes but has now been made available throughout Sugar and can now be added to other Sidecar modules and the home page. This will also allow Enterprise and Ultimate edition users to create new pre-populated revenue line items directly from an Opportunity or Account record.

Advanced Workflow

Sugar 8

SugarCRM Enterprise and Ultimate users have been putting Advanced Workflow to great use even since it first arrived on the scene. It has allowed them to automate countless business processes throughout the application, enabling them to focus on forging even stronger ties with their customers. Spring ’18 brings yet another exciting update to Advanced Workflow with Run-time execution, granting users even greater flexibility and control over their workflow actions with regards to time. This means that they can add a time element at any stage of the workflow allowing Sugar to execute actions based on elapsed times.

Modern Look and Feel

SugarCRM 8 Spring ’18 Release

Also introduced as part of Winter ‘18, the new Sugar UX has come a long way since the days of Sugar 7. Sugar 8 boasts a sleek and modern UI, with a more elegant color scheme that is easy on the eyes as well as easy to use. It is also consistent with Sugar Mobile making for a more seamless experience across all your devices.

Actionable Drill Through Charts

Sugar 8

Actionable drill through charts also remains ever present in Sugar 8, extending to you the ability to explore your data directly from a dashlet chart by pulling up a list view of any report segment. Needless to say, these charts were very interactive, to begin with, but SugarCRM has managed to take things up a notch and enrich it further with cool features like the ability to make inline edits and mass updates to your records directly from the list view. These changes are instantly reflected in the relevant chart dashlet, making the whole process more intuitive and efficient.

The Bottom Line!

Built keeping in mind the post-GDPR business landscape, Sugar 8 sets out to put its users at the helm of their data privacy management processes while also fleshing out and building upon features from past releases. Therefore, it is the perfect upgrade for users aiming for improved data privacy or for those who want a CRM with a sleeker design allowing them to work at their peak efficiency.

 

As a SugarCRM Certified Partner, Rolustech is your one-stop shop for all things SugarCRM. For any queries regarding the latest SugarCRM release or for a Free CRM Consultation Session, be sure to contact us. We will be happy to assist you!

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