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SugarCRM Customizations - Build Your Own

CRM System

SugarCRM Theme Customization

Personalize your Sugar

theme

With custom colors, logos and positioning of buttons, you will get a rejuvenated feel when you

login to your CRM system.

Sugar 6 (Community Edition) theme customization- A few examples

1. Auto Accelerator

Auto Accelerator CRM is a subsidiary of Customer Focused Marketing

(CFM). providing best-in-industry CRM services and support to

automobile dealers.

2. Lixar

Lixar is an IT company that provides enterprise-level connected product

platforms and mobile software solutions.

3. Ark Sciences

A medical company based in New York, Ark Sciences’ is committed to

improving the well-being and welfare of animals.

Sugar 7 theme customization- A few examples

1. The Forum for International Trade Training

(FITT)FITT is a not-for-profit organization dedicated to providing international

business training, resources and professional certification to individuals

and businesses.

2. Juniper

aceJuniper Place is an investor intelligence and asset-raising business

headquartered in London, with an additional office in New York.

SugarCRM Email Customization

Enhance the functionality of

the Email module in

Sugar.

1. Creation of Lead from Email

With this customization, a lead will becreated automatically in Sugarcorresponding to the name of thepotential client and the product he isinterested in. Once a lead is generated,the relevant salesperson can follow upto ensure that the lead gets convertedinto a customer.

2. Automatic Email Archiving

Rolustech has developed an awardwinning plugin RT GSync which is theperfect data syncing solution for Sugarand Google apps. RT GSync automatesGmail archiving for all the incomingand outgoing emails

4. Signature Customization

This customization is extremelybeneficial for Project Managers.Whenever there is an importantannouncement or an update related tothe status of a project, an automaticemail is generated to aid the projectmanagers in taking the appropriatesteps.

3. Automatic Email Generation

Email signatures are a standard part ofthe marketing of any business as theyare an effective way to generate click-throughs to your website and acquireleads.

SugarCRM

Calendar Customization

While all companies using a CRM make use of the built in

calendar to plan their activities, very few realize the

importance of having a fully customized calendar and the

whole lot of value it can add to their system.

1. The Editable pop-up

With this customization, users willnever have to click on an event to seethe details. Simply hovering over theevent will show everything they needto know. Not just this, the pop up canbe edited to update statuses and addinformation.

2. One Calendar to rule them all

With this SugarCRM customization,one master calendar will be displayedto the manager which will display allthe events of all his subordinates.

4. The smart calendar dashlet

We did this customization for a famoushotel & casino based in Las Vegas,USA. The smart calendar dashletdisplayed a calendar which showed(day wise) the rates of the differenttypes of rooms that the hotel offered.

5. Role based calendar

With this customization, a user has theability to create, edit and viewcalendar events (Call, Meetings, Tasks,Reminders) based on the role assignedto him in SugarCRM.

3. Bi-directional event syncing b/w Sugar and Gmail calendars

With this feature, a user’s Gmail andCRM calendars will be synced bi-directionally. All events created/editedin one calendar will be automaticallysynced to the other calendar.

6. Automatic creation of events in calendar

This customization will createcalendar events automatically fordifferent users based on thebusiness process.

The Editable pop-up

One Calendar to rule them all

The smart calendar dashlet

Role based calendar

Get Your SugarCRM Customized Today

Sugar in its default shape cannot drive expected results for businesses which significantly differ from each other. Smart businesses which have customized their Sugar to their unique processes enjoy much higher productivity, growth rates and profitability.

Contact us to get anything and everything customized in Sugar including:

• Module Customization• Dashboard Customization • Custom Fields and Relationships • Custom Filters• Custom Workflows


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