SugarCRM Tips and Tricks

SugarCRM Tips and Tricks 1

Many businesses have a Customer Relationship Management (CRM) system in place — but are they really making the most of it? Perhaps not! The purpose of a Customer Relationship Management system is to help your company enhance Customer Experience. Simply put, the more you understand your customers, the more you can personalize their experiences.

However, truth be told, all businesses – of all sizes and natures – fail to realize the potential benefit of a CRM. In this article, we’ve outlined 4 of SugarCRM tips and tricks that can step up your SugarCRM game:

1. My Sugar, My Items!

One thing that really irks CRM users is seeing everyone else’s Leads, Contacts, Accounts, and Opportunities in their SugarCRM. Well, many Sugar users are not aware of this but there is a one-click solution to put an end to this problem.

Within each module of SugarCRM, there is an unchecked box called ‘My Items’. If you check this box, the search results which appear below will only be the results relevant to you. This makes it convenient for you to have complete control over the access of information that is relevant to your SugarCRM.

2. Roles in SugarCRM:

The Role Management module of SugarCRM is one of the most important features of SugarCRM. It allows the administrator to have complete control over the way a user interacts with different modules of SugarCRM.

Therefore, it can be used to control access to modules and the fields within SugarCRM. As a result, users belonging to a particular role will only have access depending on their role in SugarCRM. In short, businesses have authority over what one can do or what one can access in a particular module of SugarCRM.

3. Call Logging in SugarCRM:

With SugarCRM, each of your outgoing and incoming calls is automatically logged so that user can refer back to it anytime. There are various ways you can create calls in SugarCRM such as via the Module, Calendar module, Importing calls, etc.

You can also easily log calls via the Activities sub-panel (for Legacy modules) or Planned Activities Dashlet (for Sidecar modules) on related module records (e.g. Contacts, Accounts, Leads, etc.), which automatically creates a relationship between both records. Once the call record is created, you can view and edit information pertaining to the call via the Record view for more customer insights.

4. Business Card Scanning in SugarCRM:

Are you tired of copying details from a business card to turn it into a contact in Sugar? Well, SugarCRM takes away the hassle of manually creating a record in its database. It allows users to immediately scan business cards with their smartphone, and have it create a new Contact in SugarCRM. Having this feature enables SugarCRM users to manage their business better and effectively. This leads to improved quality of customer data and saves the valuable time of a user.

It’s a Wrap!

What are some other Sugar tips and tricks that have allowed you to take your learning curve upwards and led to an enhanced client experience? Let us know!

Our door is always open for SugarCRM Support. Contact us for a Free Business Analysis and discuss services that Rolustech offers for SugarCRM.