SugarCRM Launches Renewals Console for Subscription-Based Businesses

SugarCRM recently announced its Winter ‘20 release, showcasing a host of new features to Sugar, Sugar Market, Sugar Sell, and more.

One of the cool new features is the new Renewals Consol.

The Renewals Console, a feature within Sugar Sell, is a significant differentiator for Sugar. Where other CRMs require extensive customization or third-party integration for duration-based renewable services, Sugar is providing this feature as core functionality.

“The Renewals Console can have an immediate impact on the bottom line, automating renewals management and incorporating subscription customers into ongoing marketing efforts,” said Craig Charlton, CEO of SugarCRM. “This is perfectly aligned with our no-touch information philosophy and Sugar’s commitment not only to understanding but also to where the CX industry is heading, but anticipating the needs of our customers as a result.”

Users with a Sugar Sell license type have access to Renewals Console, a Home page dashboard that provides a powerful work environment for your organization’s Sales agents and Customer Success Managers to automate and streamline renewal management. The Renewals Console makes it easy to manage accounts, quickly see the status of your current quarter’s renewal pipeline, and manage individual renewal opportunities.

The Renewals Console is broken into three tabs. The Overview tab comes pre-built with four dashlets that provide a quick look at your current sales pipeline, top revenue line items, and your open activities and tasks. Next, the Accounts tab presents a list of the accounts assigned to the current user with potential renewal opportunities. Clicking on an account’s row opens an Account Detail drawer that displays subscriptions, relationships, and recent comments and interactions with the account.

Finally, the Opportunities tab shows a visualization of your currently open opportunities and their relative likely/best/worst positions compared with other opportunities in the list. Clicking on an opportunity’s row will open the Opportunity Detail drawer with more complete details about the opportunity and its related records and interactions.

Reach out to us to learn more about all the cool new features of Sugar Winter ’20.

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