SugarCRM is a highly customizable CRM platform that assists businesses in the construction vertical to benefit from both cloud or on-premise deployments that support revenue line item level opportunity tracking, role-based views, and advanced forecasting. Aside from the ability to view and analyze important data and reporting, SugarCRM provides valuable features also relevant to those out in the field. SugarCRM mobile gives employees’ real-time updates and the ability to track customer job activity, walk-throughs, review important notes, and view all previous jobs won and lost.
SugarCRM’s open API integrates with a long list of both industry-specific software in the construction space, in addition to external sales and marketing solutions. Construction firms and general contractors have found great success deploying a leading sales enablement platform - PandaDoc. PandaDoc is a document automation software that offers the capability to templatize important documents out of objects in CRM. With Panda Doc integration you can not only track project bids and follow up on activities with customers but streamline your supply chain and improve your supplier relationships.
There are many benefits to a SugarCRM and PandaDoc integration that give both growing and established construction businesses a creative edge:
Whether you are a large commercial or mechanical construction firm or grass-roots general contractor, there are many factors that go into the successful business of building.
Polar Strategy achieves Partner Excellence with Award from #1 rated CRM provider McLean, VA – September 2019 – SugarCRM Inc., the company that helps global organizations build better business relationships, has named Polar Strategy 2019’s Global
Whether you are a commercial insurance brokerage focusing on providing insurance and risk management services, or a commercial adjuster providing claims and administration, at the end of the day insurance is a relationship business. In order to maintain these relationships.
When deploying a Customer Relationship Management (CRM) system, there are many things that an organization must consider. CRM technology allows companies to manage relationships and store data relating to both current and future customers, but for healthcare companies security and confidentiality are of the utmost importance.