Working with SugarCRM Inc., Singapore based service provider, iZeno offers the Next Generation CRM - SugarCRM for Small and Medium Business in region. SugarCRM promises fast deployment at low risk. End users are given full control as they are given the freedom to move their deployments onsite.

Companies can be relieved from the burden of IT Infrastructure issues by subscribing to SugarCRM On Demand offered by iZeno hosted in their Singapore data centre. By adopting the software as a service (“SAAS") model, end users enjoy automatic upgrades and relatively zero administration cost.

For companies with an IT team, they can also choose to invest in a server and deploy SugarCRM On Premise. Using Open Standards, SugarCRM is built for easy customization (not just configure) and easy integration with companies existing systems such as ERP, Content management and business intelligences.

Below are some standard features of Sugar CRM

Easy Set-Up and Administration

• Able to integrate with Microsoft® Outlook

• Able to integrate with Microsoft Word for Mail Merge function

• Access Control allows certain information to be shared or restricted based on user credentials

• Ability to bulk import existing customer data (eg. from other CRM tools such as Sales Force and ACT, or as a .CSV file)

Customer Relationship Management

• Account creation and management, with any number of contacts associated with each account

• Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead and case

• Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Customer Service Tracking

• A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve customer satisfaction

• Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

• To consolidate all cases from phone calls, emails or internally generated.

• To share cases information across the team.

• To enable tracking of escalated issues

Advanced Reporting

• To allow user to create management reports on cases for their analysis using in built reporting tools

• To allow user to export out data for creation of management report

• Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history inbuilt

• Informative, preformatted reports track the status of sales efforts, help you prioritize sales tasks, and can offer insight into your business.

• Run customized reports to quickly filter and summarize information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)

Corporate Calendar

• Calendar view (by day, week, month or year) of all corporate activities, with an associated task list

• Shared calendar for viewing other users' calendars to help to avoid scheduling conflicts

Work Flow & Contract Management

• Control how information moves through your business more efficiently

• Tasks may be assigned to users, with the option to have automatic email notifications sent to advise users of new tasks requiring action or follow-up

• Log contract start and end dates, and create workflow to make a task appear prior to a contract expiry

• Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline

• Escalate cases to manager

Manage Customer Information

• Organize and access all of your prospect and customer information in one central place.

• Able to associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later

• Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly

Share Customer Information with Co-Workers

• Share your customer information across your business with designated co-workers (for example, the business owner, another sales person, the administrative assistant, or a customer service person)

• Provides managers with a comprehensive view of customer information across the company and assists co-workers to fill in for each other

• Help your sales leads easily see who is working on what and what stage in the sales process each account is in.

About iZeno

iZeno Pte Ltd provide Business Process Consultancy and Business Application consultancy services by helping business executives understand mission-critical areas, and quantify and articulate the challenges that must be addressed to transform the enterprise and its IT functions into a successful new Business. We deliver ongoing advice, analysis, and modeling tools to help management quantify and prove the financial and business benefit their technology decisions bring to the corporation.

Our niche expertise in Open Source Business Application consulting ensures you select the best of the breed open source business application that can align to your business strategy and at the same time reap high returns from your investments.