Sugar CRM My Portal Module
Conclusion
This module has the role in classifying your favorite websites. You can add as many as you wish, and have different shortcuts for them in the left panel.
Here is a picture with Sugar CRM My Portal.
Clicking on the site listed will display the site in Sugar CRM.
Also you can classify the websites in personal and global.
Is this useful? I really don’t think so. If you want a true bookmark system, I recommend to get firefox or If you would like an online bookmark system see del.icio.us or check Google.
So that’s all, about Sugar CRM My Portal. I will deleted from the “it’s a must listâ€.
Conclusion: Sugar CRM My Portal, is a module you don’t need. Excluded from the “it’s a must listâ€.
Tags: sugar crm, my portal module, portal, sugar crm portal module, sugar crm tutorial
This is a short description of Sugar CRM products and capabilities. This features will be discussed later in Sugar CRM category.
Sugar CRM
Sugar CRM is a popular open source CRM. It has three main versions:
- Sugar CRM Professional (commercial) – 239$/user/year
- Sugar CRM Enterprise (commercial) – 449$/user/year
- Sugar CRM Open Source – FREE
Here is a picture, from www.sugarcrm.com with the futures of each product. This is what the team from SugarCRM is telling us, but maybe is more for the Open Source version.
Ok, don’t wait anymore and check this Sugar CRM Open Source Demo from their main site.
So, for a first view I see that Sugar CRM Open Source has:
- Portal
- Calendar
- Activities
- Contacts
- Accounts
- Leads
- Opportunities
- Cases
- Bug Tracker
- Documents
- Emails
- Campaigns
- Projects
- RSS
- Dashboard
Sugar CRM Professional – demo here:
- Portal
- Calendar
- Activities
- Contacts
- Accounts
- Leads
- Opportunities
- Quotes
- Cases
- Bug Tracker
- Documents
- Emails
- Campaigns
- Projects
- RSS
- Dashboard
- Forecast
- Reports
- Contracts
And Sugar CRM Enterprise – (the most complete one – demo here) has:
- Portal
- Calendar
- Activities
- Contacts
- Accounts
- Leads
- Opportunities
- Quotes
- Products
- Cases
- Bug Tracker
- Documents
- Emails
- Campaigns
- Projects
- RSS
- Dashboard
- Reports
- Forecasts
- Contracts
I have bolded the differences between the commercial version and the free one.
These are the main and basic functionalities of Sugar CRM. What each one is doing we will discuss later. It is important to see that the differences are very few. In my opinion the most important element that is missing from the open source version is “reportsâ€; of course this depends on the profile of the company. But a report is always necessary.
Tags: sugar crm, crm, open source, client, management, sugar crm tutorial
