Collaboration
Sugar CRM software provides various features to speed up collaboration among staff or with partners. The Activities module allows users to create and manage tasks, e-mails, meetings, calendars and calls within a central location to ensure that teams work together to close more opportunities in a shorter period of time. The Project module allows users to assign project tasks, define project schedules and monitor project progress as well.
- Effects
- Schedules and assigns calls/tasks/emails attached to a specific account to ensure a more complete customer record.
- Shares calendar information for better resource management.
- Offers visibility of what tasks, calls or meetings to be completed and at what time, improving resource sharing and follow-ups of outstanding tasks.
- Manages project progress, allocates project resources and creates project tasks in a systematic and centralised fashion.
- Enhances sense of ownerships and accountability for project and task owners.
