An insight into SugarCRM, the world’s fastest growing CRM Company

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SugarCRM is a very popular Customer Relationship Management application developer and offers both open source and commercial CRM solutions for individuals and businesses. The idea behind an open source CRM was first formulated by John Roberts who served as the CEO during 2004. By September 2004, statistics indicated that 25000 users had downloaded the application and hence Draper Fisher Juvetson, Walden International and New Enterprise associates invested 46 million dollars in the start-up company. Every year, a conference is held at San Francisco called SugarCon which can be considered as the meeting place for all developers and users.

Products Offered

Sugar Community Edition, Sugar Corporate, Sugar Professional, Sugar Enterprise and Sugar Ultimate are some of the products available. The software is designed over the Linux Apache MySQL and PHP (LAMP) stack. Sugar Community Edition is available free of cost whereas the other products require consumers to get an annual subscription.

Features of Sugar CRM 

  • Based on customer’s configuration requirements, Sugar CRM is capable of running on-demand, on-premise or on-cloud modes.
  • If the company has in-house technical resources, they can modify or customize the code to suit their purposes since SugarCRM is available under General Public License v3 (GNU).
  • Excellent documentation, active developer community and excellent training programs make it easier to adopt SugarCRM in any type of industry.
  • Sales Force Automation and marketing are two additional features available with Sugar Professional Edition for which the company charges 40$/month per user.
  • The user is free to select Oracle databases instead of the default MySQL ones if they opt for Sugar Enterprise package. This application includes Advanced SQL reporting tools and offline sync capabilities and is available at 449$/year per user.

Some advanced features of Sugar CRM

  • Email management is one of features and it includes support for IMAP based email servers, Outlook, Gmail and Yahoo in addition to some other popular email clients. Users can directly mail from the application, read mails, sync their inboxes with the application, manage schedule and track project progress. Email marketing campaign feature allows marketing managers to target their audience and deliver strong messages that portrays the brand identity of their organization.
  • Social CRM tools enable the organization to post messages on various social media sites, observe the customer’s response, solve their queries and issues if any and keep the employees updated with the latest social media tools.
  • Sugar Mobile, Sugar Mobile Browser and Sugar Mobile Plus are three Mobile CRM tools offered by Sugar CRM. Sugar Mobile includes iPhone and Android apps to access Sugar CRM from any mobile device. Sugar Mobile Browser includes optimized access to Sugar from any mobile or tablet through its browser. The paid versions of Sugar CRM have the third feature that enables users to store data on their mobile devices and sync it with their servers.
  • Advanced deployment options include Sugar-on Demand that allows users to access Sugar through SaaS. Sugar Private Cloud enables organizations to store all their data on a cloud managed by Sugar for a certain fee. Sugar Public Cloud enables the organizations to use a third party cloud storage solution like Amazon. Sugar-on-site is the option that enables consumers to host the application locally behind their firewall.

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10 Practical Lessons from Zappos on Building a Great Customer Experience

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Zappos – the world’s largest online shoe store, is a company that is built on positive customer experience and a strong customer relationship. Over 75% of the sales are from repeat customers and that is an awesome metric for a consumer brand. In this post, I will cover the lessons we can all learn from Zappos on building a great customer experience.

  1. Make customer experience as a mission that everybody takes into their heart seriously. Zappos’ mission statement reads: “Our goal is to position Zappos as the online service leader. If we can get customers to associate the Zappos brand with the absolute best service, then we can expand into other product categories beyond shoes.”   Without a serious commitment to customer experience, it is very hard to achieve it. Make it a mission to create an awesome experience.
  2. Create a core value system that details what you care about the most and make customer service a core value. For Zappos, the values start with “wowing the customer” and includes “open and transparent communication”.
  3. Create a happy environment  for employees in the company. No amount of branding campaigns will help if your workers are disgruntled and start bad-mouthing you, outside. Company culture is very important and employees are the biggest brand ambassadors. However, in many big corporations not much is emphasized on keeping the employees happy. Happy and loyal employees help keep your customers happy.
  4. Make it super easy for customers to reach you. Zappos have their 1-800 number and contact details in every page. By proactively reaching out to the customer, you have an opportunity to handle support before the customers go and vent their grievances in public. Include live chats, and other contact points and waste no time in assisting your customers.
  5. Make your response super fast. How often have you called a customer service number and waited 10 minutes or more on the line to get to the operator? These insane waiting lines are very infuriating and demeaning for the customer. Many businesses seem to think that by making the customer wait long enough, the customer would would go off and they could go back to their work. That is a slippery rope that will kill your company faster than anything.
  6. Staff your customer support desk with quality workers. In most companies, the help desk is usually staffed with junior workers who have less clue about the company. However, it is hard to wow your customers, when you less caliber and less experienced workers manning an important position.
  7. Give lots of room for your customer reps to work with. Once you populate your help desk with good hands, trust their judgment and given hem lots of room to work with. In many cases, Zappos customer support has given the customers over & beyond what was promised without getting explicit approval from the upper layers.
  8. Reward loyal customers. Once you have identified the loyal customers (using the CRM) work hard to wow them to the next level. For instance, Zappos sends them expedited shipping even when they have paid for regular shipping. The loyal customers are the most important assets for a company and they will not hesitate to spread the word around.
  9. Document and create stories of how your service has touched people. Listen to your user’s stories and collect the interesting ones. Business communication is best effective when done in the form of stories and by spreading real stories about your customer desk’s effectiveness, you become an instant hit in the social media.
  10. Make it very easy for customer to return your product. It is better to have a returned product in your inventory than at the hands of a disgruntled customer. By making the return policy very simple (365 days no-hassle return with free two-way shipping) Zappos is easily able to convince its customers to shop without worries. However, many companies make it too hard to return and force the customers too think about their purchase too hard.
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5 Advantages to Having a CRM System

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There are many benefits that can be obtained from a properly maintained and managed CRM system. No wonder, such solutions have created a buzz in the modern business community. A business can stand to gain from using a CRM program, in terms of delivery and of gaining from them.

Here are five of the most notable advantages of installing and using a CRM system at any business. These benefits can bring about better overall positioning to the venture.

Better customer service

A CRM system can help personalize a company’s relationship with its customers. The program usually comes with a repository that can keep customer profiles, treating every client individually instead of collectively. Thus, your customer support staff would be better informed about every customer’s transaction profile and specific needs in no time. Thus, the level of service can be adjusted based on customer’s status or importance.

Better customer service can be achieved through improved understanding and responsiveness, which in turn can be the outcome of the use of a CRM system. This can help build customer loyalty and reduce/eliminate customer agitation. The business can also benefit from the continuous feedback from its customers.

Increased customer revenues

CRM can help facilitate customer retention through introduction and implementation of loyalty programs that are based on the customers’ needs and preferences. Marketing campaigns can then be coordinated effectively to ensure that promotions are not targeting those who have already bought the product or service promoted.

The system can facilitate cross-selling and up-selling. In cross-selling, customers are offered complimentary products based on recent purchases, whereas in up-selling, customers are offered premium products within the same category. CRM system can help a business understand its customers better and anticipate their possible purchases.

Faster sales processes

A business can benefit from the faster closing processes of deals. CRM can make it happen through speedier and more efficient response to customer information and leads. Turnaround time can drastically decrease if a business is successful in implementing CRM systems effectively.

At the same time, a CRM solution can help a business develop and implement better communication channels. Many of such programs enable customers to choose an option about how they prefer their communication with the business to be.

More efficient and effective call center

A business call center can benefit from the faster solutions CRM systems bring about. As customer support and call center agents gain access to customers’ order histories and details in a much faster manner, targeting of clients can be much easier. Customer satisfaction can also be achievable.

The business’ staff can determine ways to effectively deal with every customer depending on his/her records available through CRM. Such information can also be instantly accessed by anyone and from anywhere within the organization.

Discovering new customers

Logically, a CRM system can help any business identify its potential customers. The program can keep track of profiles and details of existing clients. This can be helpful in formulating strategies that would determine the type of consumers the business should pursue or target for maximum returns.

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