Overview/ Summary

Sugester CRM for sales is a complete, end-to-end sales management software system. It's all about making your bottom line go up. You must have sales to survive and drive growth as a business or product line, no matter your industry. The good news is that there are solutions out there that can help you succeed at generating more sales for your company. Sugester CRM can help you achieve your goals and give you a competitive advantage.

Reviewing order history, generating reports and invoicing is easy with this efficient and reliable software. You can easily manage leads, contacts and prospects for your sales campaigns via Sugester CRM. Using this tool, you can easily track each individual sales agent's performance in a team. All your business processes have been streamlined via this fully integrated CRM system so that you can stay on top of your game.

Main Introduction

Sugester CRM is a complete, end-to-end sales management software system. Sugester CRM is also flexible enough to allow you to add and customize your features. You can easily integrate it with existing or third-party applications. This comprehensive solution for CRM helps you close more sales and generate more leads.

A single software interface makes it easy for you to keep track of your prospects, contacts and leads. You can easily manage the entire sales process, from lead generation to closed-won deals. XRM Web forms are highly flexible and configurable, allowing you to use them in various scenarios such as online forms, online submission tracking, pop-up forms, etc. Sugester provides email integration with all major email systems.

Track your order history and generate reports using Sugester CRM. It has an easy invoice generation capability, so you can easily produce invoices for each customer after completing each sales transaction. Reviewing order history, generating reports and invoicing is easy with this efficient and reliable software. You can easily manage leads, contacts and prospects for your sales campaigns via Sugester CRM.

You can easily create new leads, generate reports, view metrics and create actions using Sugester CRM. It helps you to measure client satisfaction and identify client problems by displaying their feedback in a tool called ‘Feedback’. All these features are designed to satisfy your needs as a business owner or entrepreneur. You can set up shipping schedules online through the integrated UPS / USPS functions of Sugester CRM software to track all your shipments in one centralized location and get notifications instantly when your shipments have arrived at their destinations on time. 

Company Services / Facilities

1. Customer Profiles

Sugester CRM software allows you to include your customers’ profile details such as name, contact info, location, gender and more. This is a great way to build trust with your customers and develop a personal relationship with them. 

1. Interaction History

Maintaining a record of all the communications with your customers and clients is also possible. These records are useful when clarifying any details about orders or other records. You can also easily share your contacts or leads with other team members or allow others to access them. Access your customers' interaction history, such as sales quotes, email, quotes and purchase details to build a relationship with your customers. 

1. Financial History

You can also track the financial transactions of your business. This is useful when you want to check the balance or payments. You can track expenses and income transactions in your accounting software and transfer data when needed. 

1. Customer Segmentation

Using customer segmentation, you can easily target specific groups of customers and identify their requirements. You can also create multiple segments based on your customer needs and preferences.

1. Integrated Communication

Sugester CRM has a built-in email system, completely integrated with the software. This allows you to send emails from within the system and use them to send reminders and follow-ups. You can choose from a variety of integrated communications options. This allows you to send emails using SMTP or Microsoft Outlook and connect to your CRM using Web forms. You can easily integrate it with existing or third-party applications.

1. Reports

Sugester CRM has various types of reports useful in managing sales activities. You can generate weekly, monthly, quarterly or annual reports based on your business requirements. 

1. Automated Ticket Assignment

Sugester CRM allows you to set up automated ticket assignment rules to assign tickets to specific members based on their role in the ticketing system. This allows you to easily set up how you want each category of ticket or record to look, including text message and format. You can add logos, background images, etc., as an integral part of ticket design. When they respond to the ticket, the status will automatically change based on the user’s response.

1. Funnel Charts

You can use funnel charts to identify and diagnose problems with your processes. You can also use this feature to analyze sales, marketing and customer support activities. Color coding is also available in Sugester CRM, so you can easily separate tickets by priority or other features. 

Pros and Cons

Pros of Sugester CRM:

• Sugester CRM integrates with your existing accounting, customer relationship management, order management, email marketing and other software. 
• The built-in web forms functionality in Sugester CRM allows you to easily set up any form and insert it into your system as needed.
• You can easily manage leads and prospects for each sale, which provides you with more information about your customers’ preferences.
• You can track your sales process and maintain information about quotes, orders and invoices to improve the performance of your business.
• You can create reports based on the information in Sugester CRM to review metrics such as sales, purchase history and the overall financial health of your business.

Cons of Sugester CRM

• Sugester CRM is not a hosted solution, so it requires you to buy and maintain your server and database. 
• There are some issues with the software, such as slow performance of processes, unresponsive customer support and limited period to get refunds.

Conclusion

Sugester CRM is a cloud-based software designed to help small businesses or entrepreneurs manage their sales and customer relationships. Various features like the feedback tool, customized ticketing, automated email responses and integrated web form usage make it easy for you to manage various business activities. Sugester CRM is also suitable for business owners keen to improve sales and build customer relationships. You can easily schedule and track your shipments, manage orders, keep track of leads and respond to requests quickly.