A recent upgrade is Surado's "Pick-list Preference," which further enhances the usability of the software by making screens and selections role-based. Relevant or preferred information will be displayed based on the role of the user logged in. This can be configured and customized as needed.
Surado CRM 5.1 provides functionality for power users and enterprise system administrators who need the capability to create sophisticated custom screen and work flows with "programming" level control. The areas of custom screens, integrated work flow, and automated business rules have gone through a major overhaul compared to Surado 5.0, with over 100 new functions. Users will now be able to consolidate other stand-alone applications developed in Microsoft Access or other databases to be fully integrated as part of the Surado CRM system. Functionality includes the ability to create unlimited custom screens, calling procedures to extend the functionality within the custom screen area, and to extend the integration functionality with other back office applications. All of these features also come with security features at the individual, role or group, and application functional levels, as required by any robust enterprise application.
Other upgrades which can be expected in the 5.1 release are extensive project management functionality, where users will be able to handle not only short-term projects, but also long-term projects. In addition, there will be a "manager interface" to help keep track of resource allocation.
At the opposite end of the spectrum, in the small business arena, there is a lot of discussion going on with respect to hosted solutions. When asked about the current buzz about small businesses being won over by hosted solutions such as Salesforce.com, Surado mentioned that web accessibility and features have been enhanced. However, Surado CRM 5.0 is primarily an on-premise solution. For small companies who are unwilling to deal with the overhead of maintaining any form of IT infrastructure, Surado would not be a good fit.. Such companies would also need to deal with the risks of having their data hosted on a system that may not be easily accessible once the service contact is over.
User Recommendations
SMBs seeking CRM solutions should consider adding Surado 5.0 to their list of applications for evaluation for its ease of use (which may lead to a quicker and higher adoption rate, a key factor in any successful implementation). Its feature-rich quality and comparatively lower cost allows Surado 5.0 to have higher value per functionality. However, companies considering Surado should also keep in mind that it is not compatible with key platforms such as IBM Mainframe and Unix, and may not be able to meet the requirements for database systems such as IBM DB2, MySQL, or Oracle. Additionally, organizations with more than 2,500 users should consider other options such as Siebel or SAP, as Surado does not support such large organizations. Because Surado does not have a hosted option available, companies considering a fully hosted solution should also consider solutions such as Salesforce.com and NetSuite.
Surado CRM 5.1 provides functionality for power users and enterprise system administrators who need the capability to create sophisticated custom screen and work flows with "programming" level control. The areas of custom screens, integrated work flow, and automated business rules have gone through a major overhaul compared to Surado 5.0, with over 100 new functions. Users will now be able to consolidate other stand-alone applications developed in Microsoft Access or other databases to be fully integrated as part of the Surado CRM system. Functionality includes the ability to create unlimited custom screens, calling procedures to extend the functionality within the custom screen area, and to extend the integration functionality with other back office applications. All of these features also come with security features at the individual, role or group, and application functional levels, as required by any robust enterprise application.
Other upgrades which can be expected in the 5.1 release are extensive project management functionality, where users will be able to handle not only short-term projects, but also long-term projects. In addition, there will be a "manager interface" to help keep track of resource allocation.
At the opposite end of the spectrum, in the small business arena, there is a lot of discussion going on with respect to hosted solutions. When asked about the current buzz about small businesses being won over by hosted solutions such as Salesforce.com, Surado mentioned that web accessibility and features have been enhanced. However, Surado CRM 5.0 is primarily an on-premise solution. For small companies who are unwilling to deal with the overhead of maintaining any form of IT infrastructure, Surado would not be a good fit.. Such companies would also need to deal with the risks of having their data hosted on a system that may not be easily accessible once the service contact is over.
User Recommendations
SMBs seeking CRM solutions should consider adding Surado 5.0 to their list of applications for evaluation for its ease of use (which may lead to a quicker and higher adoption rate, a key factor in any successful implementation). Its feature-rich quality and comparatively lower cost allows Surado 5.0 to have higher value per functionality. However, companies considering Surado should also keep in mind that it is not compatible with key platforms such as IBM Mainframe and Unix, and may not be able to meet the requirements for database systems such as IBM DB2, MySQL, or Oracle. Additionally, organizations with more than 2,500 users should consider other options such as Siebel or SAP, as Surado does not support such large organizations. Because Surado does not have a hosted option available, companies considering a fully hosted solution should also consider solutions such as Salesforce.com and NetSuite.
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