Have a standard set of steps always needed for your sales, support, marketing, and other processes? This Sweet Checklists SugarCRM module is perfect for your company. Create a standard order of to-do items that your reps will check off as they complete them. See exactly when they were completed and what is left.
Have Business Processes?
Do you have the same tasks that you need to do again and again?
If you do, how do you make sure that you do them correctly every time, how you track when those tasks were done?
Many businesses are finding Sweet Checklists to be the right answer.
Departments such as sales, marketing, and customer support can define checklists to ensure that certain steps are always being completed. Great for walking a lead through your process or always performing certain support steps.
Sweet checklist has helped people to do things more efficiently and avoid costly mistakes.
You can save time
You don’t need to spend time remembering the steps, so you can devote the entire time on doing the task.
You can delegate more easily
If you ever want to delegate the task (for example, through outsourcing), your checklist will make it easier for you to do it.
You can track dates and tasks
You don’t need to bust your head, when something was done or when something happened, our Sweet Checklist automatically saves current date and time when task was checked.
You can update and check requirements
You can simply check which requirements are fulfilled and if they are not or something has changed you can update it with a simple click.
Sweet Checklists can be added to any other module in SugarCRM.
Checklists seem simple and sometimes is hard for us to accept them as a necessity when we're in jobs that rely on our skills and knowledge.
But using a checklist can improve our performance and help us achieve more consistent results.
Checklist remind us of the minimum necessary steps and make them explicit, they do not only offer the possibility of verification but also instill a kind of discipline of higher performance.
Other add-ons of interest
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...
Easily plan and manage projects as part of your sales, marketing and internal planning and execution process. Our flexible project management solution for Sugar will help your whole team stay organized and focused on execution while bringing transparency and visibility into the whole process.
Dropdowns as Checkboxes
Turn multiple select fields into checkboxes. Long drop-downs are a nightmare to use when a list gets beyond a few options. Make your SugarCRM users' lives simplier by transforming these painful fields into a list of checkboxes with just a single line of code, thanks to this add-on.