Q. Why should I customize my SugarCRM?
Efficiency gains, more relevant customer insights and more effective marketing campaigns are some of the reasons for SugarCRM customization. For example, for a consultancy firm, SugarCRM customization would mean additional modules for clients and cunsultants, custom reports for clients’ success rates as well as automated workflows such as automatic email campaigns. These help streamline the decision-making process as well as the operations of the business.
Q. How do I build custom modules in SugarCRM?
They are two ways of building custom modules in SugarCRM. You can either use Sugar Studio to create basic custom modules without writing a single line of code or get in touch with a Certified SugarCRM Partner like Rolustech for advanced customization tailored to your unique needs.
Q. How do I build custom fields in SugarCRM?
You can build custom fields in Sugar by using the Sugar Studio. With the Sugar Studio, you don’t need to write any code. However, if you’re looking for more advanced customization, get in touch with us.
Q. What kind of custom filters in SugarCRM can I get?
You can create different types of custom filters in Sugar through the Sugar Studio. However, for a filter to work properly, you must first have a field pertaining to that filter. For more advanced custom filters, contact us.
Q. How do I build custom workflows in SugarCRM?
They are two ways of building custom SugarCRM workflows. You can either use Sugar Studio to create basic custom workflows without writing a single line of code or get in touch with a SugarCRM certified developer like Rolustech for advanced customization tailored to your unique needs.
Q. How do I build custom reports in SugarCRM?
Through Sugar Studio, you can create custom reports with limited functionalities. But as your business scales, you will require advanced reports that can aggregate queries with assigned user roles, allow multiple data formats and so much more. Get in touch with us if you’re looking for advanced SugarCRM reports and we’ll help you figure out the ones your business needs.
Q. What is the extent of customization that I can have done in Sugar?
Since Sugar is an open-source CRM, there are virtually no limits defined for the extent of its customization. Customization in Sugar can range from a change in architecture to setting up custom themes and layouts. You can also set up custom dashboards and modules as per your business requirements.
Q. Can different customization be done to the same Sugar instance for different Sugar users?
Different fields and modules can be accessible to various users for viewing or editing using roles and permissions. Any customization in the Sugar instance such as addition/deletion of fields or modules affects the instance as a whole. Furthermore, different users can customize their dashboards according to their priorities.
Q. Which is a good SugarCRM customization company?
Rolustech and its team of SugarCRM Certified Developers have been providing SugarCRM customization services for more than a decade. Combining its experience with its already vast level of skills, Rolustech provides best-in-class services to its clients from around the globe.