Advanced Reporting and Analytics turns CRM data into Business Intelligence Wireless Solution Brings Complete CRM Features to BlackBerry and iPhone
Cupertino, Calif. (April 30, 2008) –
SugarCRM Inc., the world’s leading provider of commercial open source customer relationship management (CRM) software, today announced the beta release of new reporting and wireless capabilities for SugarCRM, the fastest-growing CRM solution in the market today. The new reporting and analytics engine provides SugarCRM users with improved insight into sales effectiveness and customer behavior. Revamped wireless capabilities deliver the feature-rich SugarCRM user experience on mobile phones, including support for the popular BlackBerry® and iPhone mobile handsets.
“SugarCRM’s new wireless offering eliminates the traditional tradeoff between mobility and usability. Salespeople can now get the true Web-based experience of SugarCRM on their mobile phones,” said John Roberts, CEO of SugarCRM. “Our new reporting analysis advances our product philosophy of making the complex simple by giving deep analytical and reporting tools in an easy-to-use interface.”
New Features
In addition to analytical and mobile enhancements, SugarCRM has also strengthened data import features, enhanced the ability to create custom objects and modules with Sugar Module Builder, and introduced new tracking functionality which allows SugarCRM administrators to get a better view into system usage and performance.
Advanced Reporting and Analytics
* New User Interface and Wizard combines a simple, intuitive design with a guided process to walk the user through report creation.
* Complex Reporting Sets allows users to create complex reports across multiple modules (contacts, accounts, opportunities, cases), as well as support for combining two data sets (inner joins) or reporting on unmatched records between two data sets (outer data joins).
* Matrix Reports create powerful reports across modules with the ability to group by multiple attributes. Users can create complex pivot tables in HTML with capabilities to display operations like Sum, Average, Count and Percentage, similar to functions in Microsoft Excel.
* Run-Time Filters allow users to change the attributes of a report in real-time, similar to pivot tables.
* Excel Integration captures Sugar report information in the familiar, easy-to-use Microsoft Office application.
Wireless
New Sugar wireless features provide users with a rich mobile application experience when using SugarCRM.
* Improved User Interface provides navigation into edit, detail, and list views, as well as the ability access employee directory, store preferences, and view recent items.
* Rich HTML Client delivers rich presentation of SugarCRM data through a standard Web browser.
* Device Independent allows users to view SugarCRM data from any PDA or smart phone, including BlackBerry and iPhones.
* New Search Capabilities allow users to find information quickly with the press of a few buttons.
In addition to end-user features, this new release provides new capabilities for importing data into SugarCRM, managing users, and building and deploying custom objects and modules.
Tracker
SugarCRM introduces new functionality for tracking how workers are using the system and how SugarCRM is performing. These measurements provide CRM administrators and managers better visibility into user adoption and system performance.
* Tracker Reports provide a snapshot into system usage in order to increase user adoption and visibility into CRM utilization. Users can view reports on weekly CRM activities, records and modules viewed, cumulative login time and online status of other team members.
* System Monitoring provides administrators information on how the system is being used and potential stress points for the application. Administrators can view which modules are heavily used, response times for requests, and CRM utilization across teams and individuals.
Data Import Enhancements
Import Tools have been broadened and strengthened, making it easier than ever to move data from applications such as Excel, Act!, Microsoft Outlook and Salesforce.com into SugarCRM.
* Import on All Modules – User can now import information from other CRM application into all modules with SugarCRM, reducing data reentry.
* Improved Import User Interface provides more options for ensuring data transfer is executed smoothly and accurately into SugarCRM
* Data Quality Controls allows administrators to specify whether data imports should create new records or update existing records, reducing duplicate information.
Module Builder
SugarCRM continues to expand the capabilities of Module Builder, an administrative tool which enables users to build custom modules from scratch or combine existing or custom objects into a brand new module.
Improvements include:
* New Relationships allow for new modules to be related to multiple existing modules. For example, a new survey module could be linked across the opportunities and cases module to track customer satisfaction.
* Auditing provides a complete history of module creation and modifications to better keep track of customizations.
* Dashlet Support allows custom object and module functionality to be displayed in AJAX containers on the homepage.
* New Templates to track files and opportunity information. SugarCRM users can now build new modules to track information related to people, requests, company, as well as documents and opportunities.
To test this new functionality, please visit: http://www.sugarcrm.com/crm/Sugar5.1_CP. To sign-up for a free trial of Sugar Professional 5.0, please visit: http://www.sugarcrm.com/crm/ondemand_eval.html.
About SugarCRM
SugarCRM is the world’s leading provider of commercial open source customer relationship management (CRM) software for companies of all sizes. SugarCRM easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. SugarCRM’s open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. SugarCRM offers several deployment options, including on-demand, on-site and appliance-based solutions to suit customers’ security, integration and configuration needs. For more information, call (408) 454-6900 or 1 87 SUGARCRM toll-free in the US, email contact@sugarcrm.com, or visit http://www.sugarcrm.com.
Media Contacts:
Chris Harrick, SugarCRM
charrick@sugarcrm.com
408-454-6947
Jen Spark, Schwartz Communications for SugarCRM
SugarCRM@schwartz-pr.com
415-512-0770
Source: SugarCRM