Customer Relations Mgmt SugarCRM Boosts Workflow, Reporting Tools in 4.0 Edition

[mandy]

New workflow, reporting and customizable dashboards are among the new features that SugarCRM Inc. is adding to the version 4.0 of its open-source Sugar Suite customer relationship management product due for release on Dec. 16.

The new version will include a business rules-based workflow management system designed to ensure the sales personnel and sales managers follow up promptly on important opportunities, said John Roberts, SugarCRM CEO.

The system has "time-based workflows, so if an opportunity for a $500,000 sale sits at a certain stage for greater than two weeks, it generates an alert for the sales rep and the sales manager," Roberts said.

full article: http://www.eweek.com/article2/0,1895,1899900,00.asp
download the free open source version here: http://www.sugarcrm.com/crm/download/sugar-suite.html
demo of open source version here: http://demo.sugarondemand.com/sugarcrm_o...tion=Login&module=Users

[mandy]

A new version has been released:

Enhancing Marketing

SugarCRM's multichannel marketing features include the campaign wizard to set up and execute a campaign; campaign manager, which tracks the opportunities generated and closed by the campaign across customer channels; and automated lead capture, which can integrate Web leads into SugarCRM, associating them with a specific campaign.

Other features provide for better management of e-mail marketing, online advertising, newsletters, search engine marketing, list rentals, telesales programs, webcasts and traditional advertising...

full article: http://www.crmbuyer.com/story/55445.html