What is CRM?

CRM stands for Customer Relationship Management, and in a software context refers to an integrated data solution that is used to assist sales and marketing teams to manage customer and potential customer data, and use that data for selling and marketing activities.

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SugarCRM is a user-friendly CRM platform that puts your clients and your prospects at the centre of your business. It will enable you to carry out sales, marketing, support, service, helpdesk and administration functions all from one software interface.

SugarCRM is a cloud based application that can be accessed by any authorised employee via any type of device with an internet connection – be that in the office, on the road, or working from home. Data is live – stored either on your office server or in secure, dedicated, cloud based storage – and is updated instantly any changes are made.

Automating your sales and marketing

SugarCRM will handle all your routine everyday tasks, meaning that you can spend more time selling, and your team remains in the loop. SugarCRM can be used to:

  • schedule calls
  • allocate tasks to colleagues
  • produce quotes
  • segment your database
  • send marketing campaigns
  • report sales statistics
  • share documents
  • log service and support data

and it can be tailored to integrate with your accounting system, allowing invoicing data to be seamlessly transferred.

Once you begin to use a CRM system you will wonder how you ever managed without one.

SugarCRM is easy to use, with an intuitive user interface. It also uses open source technology – which means that it can be specifically tailored to your business or industry should you need extra functionality. There is also no need for any costly financial outlay – it is billed on a monthly per-user basis – giving you a far better return on investment.

Here at Ivy we have a highly skilled and experienced team, and we specialise in data integration applications. We have already used the SugarCRM platform as a basis to develop our own unique business applications, you can find out more about them here:

Ivy Link automated billing system

Online Purchase Orders

Online Expenses

SugarCRM is available in 4 editions, depending on the size and requirements of your business: Professional, Corporate, Enterprise and Ultimate; for details of the components to each of these click here

Call a member of our friendly team on 01908 552900 for a jargon-free chat about your IT requirements.


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