Your CRM should mirror your business and not the other way around. Millions of businesses use Sugar today. Each of these businesses has unique requirements, unique strategy and unique people implementing that strategy. Sugar in its default shape cannot drive expected results for businesses which significantly differ from each other. Smart businesses which have customized their Sugar to their unique processes enjoy much higher productivity, growth rates and profitability.
Why Customize Sugar?
The business environment is ever-changing, so should your business. Sugar’s unmatched flexibility allows you to rapidly evolve your system to match the increasing challenges confronted by your business.
Out of the box, Sugar comes with some default modules like Accounts, Leads and Contacts. All businesses do not have identical entities and therefore need custom built modules in their Sugar to make their system more responsive. These custom modules should be masterfully built with custom relationships between your business entities and workflows which reflect your business processes. Sugar provides the ability to build basic custom modules but developing a module which requires back-end programming is where the matter gets a bit tricky. This is where our expertise comes into play.
Sugar is the first application that you log into when starting your day. A dashboard is shown on the homepage of your Sugar and should ideally be customized to show you a complete picture of your activities and actions you need to take. The dashboard of individual users should be enhanced to give them the confidence that they are on top of things. While a salesperson’s dashboard should show their sales targets, leads and scheduled calls; the manager’s dashboard should give a bird’s eye view of all the Sales, Marketing and Support activities.
Custom Fields and Relationships
Every module in Sugar comes with default fields to store relevant information. Most of the time, these fields are sufficient to satisfy your needs. Other times, you need more fields inside a module to include additional information about a record. Also, sometimes businesses need customizations in the existing fields to automate their processes for example:
- Additional fields appear if you enter a particular value in a default field.
- Auto population of several fields to reduce the burden of data entry.
- Custom checks to ensure that valid information is entered in the field.
- Showing an error if an undesired value is added in a custom field.
In short, field customization makes your Sugar dynamic, efficient and cleaner for you to work on.
In order to make Sugar one of the most adaptable solutions for your business, SugarCRM provides several options to filter your data on. However, since every business is unique, the filters which are available by default may not scrutinize your data on the values you want or to an extent you need. Therefore, advanced filters are required in such scenarios. Sugar’s architecture makes it possible to develop as many filters as you need to make your data work for you.
Workflows are cause and effect type actions that let the users automate several processes which would otherwise be done manually. A very simple example of this automation is triggering an email to a sales rep when a lead status is changed. Sugar provides the functionality to configure several of these workflow automations but the configuration itself gets quite tricky if your organization has diverse processes.
Rolustech has provided fully customized Sugar solutions to numerous different industry verticals which included a large number of custom workflows to automate their processes. This not only saves a lot of time but also streamlines the unique processes of a company leading to high productivity and growth.
Sugar Theme Customization
User interface of Sugar is a significant factor in driving user adoption. Its design, structure and format can be altered to make it much more attractive and pleasing. Sugar theme customization is not only significant visually, but also drives productivity of users. Some of our theme customizations can be accessed here.