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SugarCRM® For Dummies® by Karen S. Fredricks

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Chapter 17. Ten Reasons to Upgrade to the Professional or Enterprise Version

In This Chapter

  • Team management

  • Reporting

  • Quotes, Contracts, and Catalog modules

  • Forecasting

  • Wireless access

  • Microsoft Outlook integration

  • Offline Client synchronization

  • Customer Self-Service Portal

  • Workflow

  • Access control

  • Advanced SQL and Oracle support

As I mention throughout this book, SugarCRM has three flavors: Community, Professional, and Enterprise. Each version builds on the previous version: Professional contains all the features you find in the Community edition; and Enterprise has all the features you find in SugarCRM Professional. I sprinkle references to the Pro and Enterprise features throughout the book. And, in Chapter 14, I devote an entire chapter to a few of the Professional features. In this chapter, I list my ten favorite Pro and Enterprise features.

Tip

Sugar created the Professional and Enterprise editions to support companies with many users and teams. Hopefully, customers with less than five users find that the Sugar Community Edition meets their needs because both the Professional and Enterprise versions require a minimum of five users.

Tip

Users of a shared database must all use the same version of Sugar. A user of the Sugar Community Edition (CE) can't open a database created with Sugar Pro. However, you can upgrade a Sugar CE database if you decide to move up to Sugar Pro or Enterprise.

You can use any of the Sugar versions in a network environment.

Becoming a Team Player

You find references to ...

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