SugarCRM Unveils Informative CRM Features in Sugar 7.7
SugarCRM today unveiled Sugar 7.7, the latest version of its CRM platform, which now includes enhancements to put more timely and relevant information at customer-facing employees' fingertips.
"The pace of business today requires individuals to be able to access accurate information about their customers exactly when they need it," said Rich Green, chief product officer at SugarCRM, in a statement. "New features, including tagging to organize data within a common theme and global search powered by scalable query engines, will help Sugar 7.7 users be more productive, and in turn provide their customers with a superior experience."
New headlining features include the following:
- Custom Tags: Sugar 7.7 now allows individuals to tag any record in the application. Sugar tags are completely integrated into the Sugar database. Each tag is deeply integrated into the Sugar user experience and data structure. For example, tags are available as filter criteria in search results and are also available as reporting criteria. Tags can also be reviewed and managed in the corresponding module within Sugar. This administrative interface allows individuals to edit, delete, export, and merge tags.
- Optimized Search Experience: The new search interface automatically expands upon selection, the result sets can be readily filtered by module and other criteria, while the individual color-coded search results can be evaluated using the preview option. Each query searches across all Sugar standard and custom modules, will match any text or number stored in the application, and prioritizes frequently viewed records in the result set. Relevant tags for search keywords are displayed in the first row below the search bar.
- Enhanced Knowledge Base: The Sugar Knowledge Base is a resource for shared information. Users can write articles about any topic and make them available internally or externally. The Sugar 7.7 Knowledge Base is enriched with the Sugar UX. It includes an intelligence panel where context-sensitive display enables agents and customers to find the most relevant articles.
- Capabilities for Marketing, Sales, Service: Sugar 7.7 also includes enhancements that streamline lead conversion for individuals, better highlight key quote and forecast information, and support Sugar Logic in the Sugar Customer Portal.
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