SugarCRM Customization

Your CRM should mirror your business and not the other way around. Millions of businesses use Sugar today. Each of these businesses have unique requirements, unique strategy and unique people implementing that strategy. Sugar in its default shape comes with basic functionalities and 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?

Business environment is dynamic, so should be your business. Sugar’s unmatched flexibility allows you to rapidly evolve your CRM to match the increasing challenges confronted by your business.

OverviewFAQ

Module Customization

Out of the box, Sugar comes with some default modules like Accounts, Leads and Contacts. All businesses do not have identical requirements or processes 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 that reflect your business processes. Sugar provides the ability to build basic custom modules but developing a module which requires back-end programming is where things gets a bit tricky. This is exactly where our Certified SugarCRM Experts come into play.

Name a custom module that you would like us to build for you!

Customized Dashboard

Sugar is the first application that you log into when starting your day. A dashboard sits on the homepage of your Sugar and should ideally be customized to show you a complete picture of 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; and a manager’s dashboard should give a bird’s eye view of all the Sales, Marketing and Support activities. You can implement all of this with customized dashboards in Sugar.

Get custom dashboards in your Sugar.

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 the needs of your business. Other times, you need more fields inside a module to add additional information about a record. Also, sometimes businesses need customization in the existing fields to automate their processes. Some of the SugarCRM Custom Fields we have developed include:

  • Additional Fields: Supporting fields appear if you enter a particular value in a default field.
  • Auto-Population: Several fields auto-fill to reduce the burden of data entry.
  • Custom Checks: Ensures that valid information is entered in the field.

Get your Sugar fields customized today.

Custom Filters

In order to make Sugar one of the most dynamic and adaptable solutions for your business, SugarCRM provides several options to filter your data on. However, since every business is unique, the default filters may not scrutinize your data on the values you want or to an extent you need. Scenarios such as these call for advanced filters. Sugar’s architecture makes it possible to develop as many filters as you need to make your data work for you.

Name your desired filter and we will get back to you.

Custom Workflows

Workflows are cause and effect type actions that let the users automate several processes which would otherwise have to be done manually. A very simple example of this automation is triggering an email to a sales representative 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. These solutions 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 and leads to high productivity and growth.

Get your Sugar fields customized today.

Sugar Theme Customization

Sugar’s default theme out-of-the-box theme might not truly reflect your company’s image. It makes perfect sense to have a customized theme in place that is attractive and visually appealing and helps improve user adoption and helps make your employees feel more motivated and productive. The right themes should perfectly capture your brand’s vision and mirror the industry vertical your company operates in. The reason why Sugar is loved by users worldwide is because it’s a highly versatile and customizable platform. The design, structure and format of SugarCRM themes can be completely altered as per your unique needs and requirements to make it much more attractive and pleasing. Whether it’s your login page, dashlet, dashboard, list view, detail view, or record view; you can get anything and everything customized in SugarCRM.

Our design team can discuss your theme today!

Custom SugarCRM Reports

You need a robust reporting module in order to reap the full benefits of the wealth of information stored inside your Sugar. SugarCRM offers excellent reporting and custom report building functionalities.

We at Rolustech understand that every business is unique and know what reports you need to get complete control over your business processes.  We have built dynamic custom reports for our clients from a multitude of diverse business background and have extended the functionality of the reporting module in Sugar to help them leverage their data to gain valuable insights into their business.

Customize reporting in SugarCRM today!

Other Customizations:

Rolustech is your one stop shop for Sugar customization. The examples mentioned are only a few of the customization services we’ve rendered for our clients. Owing to our extensive experience and talented SugarCRM developers, we can customize anything and everything in Sugar so that you can get the most value out of it. Some of the other popular Sugar customization that are relevant to most businesses include:

  • Custom Dashlet
  • Custom Wizard
  • Custom Roles and Privileges
  • Time Log Widget
  • Third-party Software Integration
  • Email Module Customization
  • Calendar Customization
  • Email/SMS Campaign
  • Data Security Customization

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.

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