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Sugar CRM

CRM Strategy is your Australian Sugar CRM platform expert and a Sugar CRM Elite Partner, meaning you are in experienced and safe hands for your crm selection. With over twenty nine years in the CRM industry we specialise in integration, custom development and fast-start preconfigured Sugar CRM solutions.

The Sugar CRM platform is a robust and tested CRM that’s easy to integrate into your existing systems. Extensively customisable, you can use SugarCRM online via the cloud or own your servers with secure and flexible hosting options for full control over your data. With an award-winning user experience the system is used by over two million people around the globe and is designed to securely scale with the needs of your business. Sugar CRM has flexible licensing options and represents high value with no hidden fees.

Sugar CRM is an ideal solution for businesses wanting integration with existing systems or customisations but need faster, more cost effective and agile service than larger vendors are able or willing to provide.

Speak to us about SugarCRM development and special corporate pricing.

CRM Strategy + Sugar CRM platform: A winning strategy

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  • Flexible licensing options (Contact us about licensing)
  • Hosting options to suit your budget
  • Mature and secure CRM that works
  • Use one of our fast-start packs to get running quickly
  • Award winning and consistent user interface
  • Users love the Sugar CRM experience
  • Highly active and engaged user community
  • Extensive documentation and support
    • “Sugar CRM’s customer service is wildly impressive as well. In fact, no other CRM company we reviewed even came close to touching the quality and consistency of Sugar CRM’s customer service.”  – Businessnewsdaily
  • In addition to material provided by Sugar CRM we support all systems with tailored training and mentoring packages
  • Integration with your existing systems using plugins
  • Your IT team can take advantage of the open source architecture of Sugar to build connections
  • Or contact us to easily build an integration for you if it doesn’t already exist
  • Examples of integrations we’ve built:
    • SAP
    • Navision
    • Arrow Accounting
    • MYOB
    • Xero
    • JD Edwards
    • Symix
    • BCI
    • Green ID
  • Cloud based or self-hosted
  • Straight forward implementation process
  • We supply preconfigured fast-start packages
  • We work with you to scale at a pace you need
  • Since Sugar CRM is open source, there are no barriers to customisation
  • Full access to underlying codebase allows you to add or change features
  • We specialise in building add-ons and feature-sets to deliver special functionality
  • You can host on the sugar cloud or your own servers
  • For a robust solution we can help you configure AWS or Azure servers
  • Unlike some systems where features differ depending on the data centre, all Sugar Cloud features are available no matter what data centre is used
  • As a Sugar CRM Elite Partner we get you the best licensing options for your needs
  • Speak to us about special corporate pricing
  • We also provide special pricing options to not for profits
  • We provide tailored support, SLA level agreements and training
  • Size of business is no issue – we support clients from small startups to large enterprise
  • Fast-Start Packages.
    • Get up and running in 30 business days with data import, staff training allowances and project costs included for budget certainty
    • Sales Focus – The Performance Office
      • A preconfigured system based on Sugar CRM designed to get your sales team boosting their performance with a focus on pipeline, forecasting, management reporting and better customer contact.
    • Projects Focus – Find&Control-Projects
      • Find new projects and control them successfully. A preconfigured system based on Sugar CRM designed to allow your projects team to track new work, compliance and variations, with full reporting and client contact features.
  • SugarCRM Plugins
    • 3cx Phone Integration
      • Fully featured phone integration with in/outbound calls, case reporting and more.
    • Chat
      • Integration with SMS and other chat services within the SugarCRM interface. One-on-one or group chats, full history, search and more.
    • Mailchimp
      • Send campaigns directly to Mailchimp from SugarCRM and review results on a list or individual basis.
    • Events
      • Plan and coordinate your events from within SugarCRM, send invitations, schedules and follow-ups.
  • CRM Strategy ensures staff are fully certified in Sugar CRM techniques and technologies. It is fully certified in the following:

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SugarCRM Products

You want the power of a secure and proven CRM, with the ability to customise to suit your needs. SugarCRM offers on-premise options designed for small business up to enterprise level needs. You control your data, how it’s managed and where it’s located. With SugarCRM on-premise, you get full sales and customer support features and great capacity to integrate with your other systems, all supported by an award winning user experience.

Improve your sales and boost efficiency with Sugar Sell. This easy to use but powerful CRM is recognised around the world as a leader in user experience, supported by powerful architecture that can be customised to suit your needs. With sales pipelines, forecasting, call management, easy integration with your other systems, Sugar Sell gives you the tool you need for your sales goals.

Deliver outstanding customer service with Sugar Serve. With automation of complex tasks, easy access to the latest and most relevant customer data, Sugar Serve delivers case management, SLA management, Case routing and Customer self-service, all supported by powerful reporting and analytics. All of this is built on the famous SugarCRM user-experience, loved by users around the world.

You have a problem. You know you need to get a clear view of how your customers engage. More importantly, you need your customers to get a clear view of you. You need your staff to follow processes that you know work, but don’t take a PHD to learn. What do you do? Use the Customer Journey plugin. It’s an essential tool to improve sales.

Chances are you use Microsoft 365 or Google G Suite. What you want to do is connect your emails and calendars to SugarCRM. Sugar Connect is your answer. Easy to use and learn, Sugar Connect lets you sync to SugarCRM, while allowing you to see sugar data directly in your mail system.

You need more than data. You need business intelligence you can act on. Sugar Discover is an AI driven tool that gives you a view into past, current and project future performance. It constantly analyses the key sales and other performance data in your system and will let you know if it detects any anomalies. Sugar Discover turns your business data into a tool you can use.

Wouldn’t it be good to know if the company you’re calling has just been in the news? Perhaps they’ve opened a new subsidiary, or recently been acquired. Sugar Hint brings this information and more to you without the effort of manually searching for it. Use Sugar Hint if you want to stay current and informed.

We know that we need to talk to our clients using their own preferred platforms. Sugar Live is the tool you need if you want to connect via chat and calls. Integrating with Sugar Serve, your customer support team have the most important client information at their fingertips, all while on the phone or chat. Increase your customer satisfaction by using Sugar Live.

You have a lot of options when it comes to marketing tools. Sugar Market stands out from the crowd by integrating seamlessly with your SugarCRM lead and contact data, while providing all the tools and reporting your marketing team needs. Sugar Market is easy to use, powerful, effective and a smart addition to your communications strategy.

Hit sales targets faster with Sugar Predict. This AI driven tool analyses your current leads and opportunities to give your team recommendations on those prospects most likely to buy. Equipped with this information your sales team can focus their efforts on the clients most likely to convert, and be better informed about those that need extra work.

Find Win Control-Projects

Based On SugarCRM

Find Win Control–Projects  is an enhanced version of Sugar CRM that helps you find more projects, win sales and control them so you can deliver successfully. It gets the right information to the right people so you’re fully informed but never overloaded. Find Win Control–Projects improves your project’s compliance, meaning more revenue at completion and fewer penalties.  Built on the award-winning Sugar CRM, Find Win Control–Projects can be deployed into your business quickly with little risk.

Read more about Find Win Control-Projects here.

Single View

CRM for Health Insurance based On SugarCRM

Single View delivers an innovative quality process that guides an Advisor through a sale, giving your leads a seamless experience while at the same time ensuring full compliance.

Drive membership growth: From first day, first call, your Advisors are mentored along every step of the journey – from who to call next, what compliance checks are still outstanding to final wrap up – all of this is delivered through a simple and intuitive interface.

Fully integrated with Hambs, Single View ensures only compliant leads are able to be converted, meaning your managers can focus on mentoring, not paperwork.

Read more about Single View here.

CRM Testimonials

GFG Alliance

“SugarCRM has helped us shift from poorly managed spreadsheets to having clear visibility of our opportunity pipeline over the next 2 years. The application of systemised processes, combined with a wealth of new data, is allowing us to target the deals we want to win, then invest resources to deliver more compelling value propositions.”

ARC – The Australian Reinforcing Company

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“Sequoia Superannuation employed CRM Strategy for a long, complex project to improve our current systems with absolutely minimal disruptions to clients and staff operations. They have achieved both of these requirements whilst offering guidance and constructive suggestions along the way. Being able to understand our problem and actively assist us to improve, is vastly different from doing just what we ask. The latter has far less value, the former is invaluable. Thanks Brett, Jac & Team. Keep it up.“

Sequoia Financial Group

Doctors Health Fund logo

I have found CRM Strategy to be a very knowledgeable and supportive company built around sound expertise and a strong passion for CRM solutions. They openly listen to our challenges, are very willing to assist and then work collaboratively to find a solution. Communication is excellent and we are informed every step of the way by providing clear resolution pathway, budget and timings. Over the past few years, we have developed a strong relationship built around open, honest and transparent conversations that has developed a level of trust and comfort to continue on for years to come.

Doctors’ Health Fund

Profile photo Pablo Neira
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CRM Strategy is your Elite Sugar CRM partner in Australia.

CRM Strategy has been servicing clients in Australia, New Zealand and around the world for more than twenty five years. We focus on your business needs and how Sugar CRM supports those needs and processes.

Get in touch with us here.

Or call us on 1300 276 669.

Email info@crmstrategy.com.au

Read more about us here.

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