Intelligence Boost Productivity & Access Insights with SugarCRM's Intelligence Capabilities

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Boost Productivity & Surface Key Business Insights Across Marketing, Sales, & Customer Service

Sugar’s Intelligence capabilities are powered by our SugarCloud platform. They help you work smarter and faster so you can focus on what matters most — growing your business.

Predictive

See predictions based on data to inform decisions

Prescriptive

Get advice on what actions to take

Descriptive

Drill into insights using reporting tools

Diagnostic

Analyze existing results and trends

Artificial Intelligence & Machine Learning Capabilities

Predictive & Prescriptive intelligence that moves your business forward.

  • Escalation Predictions Leverage machine learning to predict and manage potential escalations.
  • Churn Predictions Identify and mitigate customer churn risks using predictive analytics.
  • Close/Won Predictions Forecast deal closures and wins to improve sales planning.
  • Predictive Lead Analytics Analyze leads to predict their likelihood of conversion.

  • Opportunity Summarization
    Create brief summaries of sales opportunities for quick insights & recommended actions.
  • Case Summarization
    Automatically generate concise summaries of customer cases, along with actionable recommendations.
  • Account Summarization
    Summarize account details to enhance customer understanding & improve service.

  • Customer Sentiment
    Analyze and interpret customer sentiment to inform sales, marketing, and service strategies.
  • Revenue Intelligence
    Get AI-powered sales insights like churn and white space analysis, plus recommendations to drive revenue growth and optimization.
  • Service Insights
    Obtain actionable insights to improve customer service with in-depth dashlets and reports.
  • Enhanced Forecasting
    Leverage advanced forecasting and reporting for pipeline and opportunity tracking.

  • Next Best Action
    Determine and suggest the next best actions for customer engagement.
  • Guided Selling
    Equip sales teams with cross-sell/upsell guidance to optimize selling processes.
  • Chatbot
    Implement chatbots to automate and enhance user interactions.
  • Language Translation
    Provide automatic language translation capabilities to meet user needs.

  • Content Generation
    Use AI to generate relevant and engaging email content automatically.
  • Personalize Your Message
    Create AI-generated social media posts that match your brand voice.

  • Escalation Predictions Leverage machine learning to predict and manage potential escalations.
  • Churn Predictions Identify and mitigate customer churn risks using predictive analytics.
  • Close/Won Predictions Forecast deal closures and wins to improve sales planning.
  • Predictive Lead Analytics Analyze leads to predict their likelihood of conversion.

  • Opportunity Summarization
    Create brief summaries of sales opportunities for quick insights & recommended actions.
  • Case Summarization
    Automatically generate concise summaries of customer cases, along with actionable recommendations.
  • Account Summarization
    Summarize account details to enhance customer understanding & improve service.

  • Customer Sentiment
    Analyze and interpret customer sentiment to inform sales, marketing, and service strategies.
  • Revenue Intelligence
    Get AI-powered sales insights like churn and white space analysis, plus recommendations to drive revenue growth and optimization.
  • Service Insights
    Obtain actionable insights to improve customer service with in-depth dashlets and reports.
  • Enhanced Forecasting
    Leverage advanced forecasting and reporting for pipeline and opportunity tracking.

  • Next Best Action
    Determine and suggest the next best actions for customer engagement.
  • Guided Selling
    Equip sales teams with cross-sell/upsell guidance to optimize selling processes.
  • Chatbot
    Implement chatbots to automate and enhance user interactions.
  • Language Translation
    Provide automatic language translation capabilities to meet user needs.

  • Content Generation
    Use AI to generate relevant and engaging email content automatically.
  • Personalize Your Message
    Create AI-generated social media posts that match your brand voice.

Business Intelligence Capabilities

Tools for analyzing and optimizing business data

  • Out-of-the-Box Reports
    Access ready-made reports for instant insights.
  • Time-Aware Insights
    Gain temporal context to understand trends and patterns over time.
  • Customizable Dashboards
    Tailor dashboards to your needs and preferences.
  • Pre-built Dashboards
    Use pre-configured dashboards for rapid data visualization.
  • Role-based Reporting Templates
    Utilize templates for specific roles within your organization.
  • Scheduled Reports
    Automate report generation and delivery.

  • Report Drilldown
    Delve deeper into reports to uncover underlying details and insights.
  • Dashboard Filtering
    Apply filters to dashboards for more focused and relevant data views.
  • Matrix (Pivot) Reports
    Use pivot reports to cross-tabulate and analyze data from different perspectives.
  • Ad Hoc Analysis
    Perform on-the-fly analysis to answer specific business questions.

Use Cases for Sales, Marketing & Service:

Supercharge Sales Effectiveness

Unleash your team’s productivity, close deals faster, and get the insights you need quickly.

Maximize
Marketing Impact

Make impactful campaigns and save time with automated content creation and targeted lead analysis.

Streamline Customer Service

Fast-track and personalize customer service, discover trends and identify at-risk customers.

What We Do Best

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More Accurate Predictions

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Higher Retention Rates

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Increase in Total Sales Value

*Results from actual customers

See the CRM platform in action.

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