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August 28, 2008

New Sugar 5.1 Sweetens Mobile CRM

By Brendan B. Read, Senior Contributing Editor


With more workers relying on wireless on high-function devices to stay in touch with and about their clients in real-time, it is becoming exceptionally critical to have customer relationship management (CRM) applications finely-tuned to this environment.
 
SugarCRM (News - Alert) has done just that by putting on the table its latest software, Sugar 5.1, and is it ever sweet for mobile users, as well as others.
 
Sugar 5.1 has a new wireless HTML client that supports BlackBerry and iPhone (News - Alert) smartphones. Search has been improved to include saved searched as well as deeper search capabilities that allows users to access their most commonly used report and customer data from mobile devices.
 
The new Sugar solution delivers an improved mobile user interface which makes it more consistent look-and-feel wise to the desktop version, with more modules supported. Mobile workers will therefore not have to think twice when transitioning from their desktops or laptops to their wireless units when they go on the road, thereby making them more efficient.
 
Sugar 5.1also makes it easier than ever to move data from applications such as Excel, Act!, Microsoft (News - Alert) Outlook, and Salesforce.com into SugarCRM thanks to enhanced data import applications. The open source CRM solution also has advanced reporting and analytics that support complex reporting, matrix reports, run-time filters, and integration with Microsoft Excel.

Mobile workers as well as their desk-bound counterparts will experience a smoother flow in using the system thanks to tracker reports in Sugar 5.1. They provide snapshots into system usage that allows managers to see who is actually using the CRM, and which modules may need tweaking to drive complete adoption. For example if there are modules and screens that are being hit on heavily, IT staff can respond by devising more streamlined workflows to catch and prevent performance bottlenecks.

SugarCRM’s software is more flexible than ever. Its module builder tools have been enhanced so that they can support new and more complex relationships between them to permit more robust composite application scenarios.
 
“Software is transitioning from lock-in based proprietary systems to an open, standards-based world,” said John Roberts (News - Alert), CEO of SugarCRM. “As the mass adoption of SugarCRM proves, users want freedom and choice in their software, not artificial constraints and dictates from software providers.” 
 

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Brendan B. Read is TMCnet�s Senior Contributing Editor. To read more of Brendan�s articles, please visit his columnist page.

Edited by Mae Kowalke



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