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Sugar Professional vs. Sugar Community Edition Business Issue Understand value of basic CRM – the need to gain greater insight into business with added features. Anxiety Question What would be the impact on your business if you couldn't report on key metrics such as opportunities and leads? Have you considered the long term benefit of using smart Workflow in your CRM? Problem Does your company require all applications to include vendor-supplied support? Are you seeing a lack of visibility into opportunities, leads, cases, etc.? Do you have mobile users who require more streamlined CRM capabilities? Do you want to create / manage workflow and don’t want to learn to write programming language / instructions? Do you want to create / manage reports and don’t want to learn to write programming language / instructions? What you gain from Pro

Sugar Professional vs Community Edition

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Page 1: Sugar Professional vs Community Edition

Sugar Professional vs. Sugar Community Edition

Business IssueUnderstand value of basic CRM – the need to gain greater insight into business with added features.

Anxiety QuestionWhat would be the impact on your business if you couldn't report on key metrics such as opportunities and leads? Have

you considered the long term benefit of using smart Workflow in your CRM?

Problem

Does your company require all applications to include vendor-supplied support?

Are you seeing a lack of visibility into opportunities, leads, cases, etc.?

Do you have mobile users who require more streamlined CRM capabilities?

Do you want to create / manage workflow and don’t want to learn to write programming language / instructions?

Do you want to create / manage reports and don’t want to learn to write programming language / instructions?

What you gain from Pro

Page 2: Sugar Professional vs Community Edition

SolutionWhat if you were able to:

Ensure your problems will be addressed in a timely fashion since Sugar Professional offers standard support with all

deployments?

Provide valuable insight into sales, marketing and support operations with reporting tools in Professional?

Empower users on the go with Sugar mobile capabilities - for no additional fee with Professional?

ValueWhat would be the impact (if you were able to)…

Ensure greater uptimes; no loss of revenue or decreased customer satisfaction with a supported product?

Increase visibility into operations to shorten sales cycles, lower costs due to greater predictability of revenue and

operations?

Increase usage, adoption - leading to greater return on investment with mobile access?

CRM Automations & Workflows

Is it worth it to move up from Sugar Community Edition (CE) to Sugar Professional (Pro)? The answer is that it probably depends on what you are looking to do with your CRM. In order to assess the ROI of a given feature, we need to imagine how that feature could make a difference to your business. We should examine the benefits of using SugarCRM Pro workflows.

SugarCRM Pro workflows allow you to automate certain actions and alerts within the system. Let's say that your sales process starts with prospects filling out a form on your website. To automate this process within SugarCRM Pro, you can design a workflow that assigns the lead to the correct sales representative, emails the prospect a welcome email, assigns the representative a call activity scheduled to be completed in a set number of days, and schedules two follow-up calls beyond the initial call.

Here are just a few benefits of implementing workflows in SugarCRM Pro:

Gauge and Increase Effectiveness: By employing a consistent sales process across your organization, you can better evaluate the effectiveness of campaigns and processes. When you find a process improvement that works, use Sugar automations to roll it out to the entire sales team in a consistent, unobtrusive manner.

Improve Efficiency: With a majority of the calls automatically logged, your reps can spend more time selling and less time on data entry. If it is somebody's job to divide up the leads, that person just got part of their week back. If a staff member is assigned the task of dividing and directing leads to the appropriate rep, they now have more time free to allocate towards critical projects.

Improve ROI: SugarCRM Pro costs roughly $18,000 for 50 users. Assume you employ 25 sales reps with yearly quotas of $500,000. Also, assume that implementation of the aforementioned workflows lead to a 2% increase in sales (mainly due to your sales team's ability to capitalize on deals that may have slipped through without the automation in place). The outcome of this scenario would yield a $250,000 increase in revenue, reinforcing the worth of your investment in SugarCRM Professional.

If you can think of scenarios where SugarCRM Pro workflows and automations can save your employees time or add consistency to your processes, then SugarCRM Professional is the right fit for your business.