Attn: Sugar Enterprise Customers
It’s almost that time of the year again. Beginning in mid-April 2023, Sugar will make its annual release (in this case, the 13.0 release of Sugar Enterprise) available to all on-premises customers. If you haven’t already started planning your upgrade process, now’s the time! We have a ton of amazing features available in this release that you’ll want to take advantage of. Here are a few of the new features and functionality highlights you can expect to see in this release.
Sugar recently redesigned the user interfaces for Sugar Sell, Sugar Serve, and Sugar Market. With the 13.0 release for Sugar Enterprise, available beginning April 2023, on-premises customers will also have access to these changes. Key focus areas for the redesign include further unifying the user interface across the entire platform to support Sugar’s “One Platform” message, simplifying the layout, making the UI more familiar with other popular business productivity apps, bringing “Search” (the most-used Sugar feature) to the top-center of the page, and increasing the amount of visual real estate on the page.
The most noticeable change is a new left-hand navigation panel. According to the Nielsen Norman Group, applications with left-hand navigation enable users to accomplish tasks faster than traditional navigation panel placement. Left-hand navigation also easily translates to mobile devices, increases findability, and supports more efficient scanning, among other benefits.
In addition to the left-hand nav change, users will get access to rich Focus Drawer and console improvements, including persistent tabs and the ability to view complete records, which removes the need to open new windows. It allows users to view everything they need on one screen without searching for information across the platform. We also expanded the Record View dashlet, so users can see long email content, removing the need to resize screens.
Additionally, significant usability improvements were made to reporting this year, with a refreshed UI, new configurations and filters, and additional high-level and drill-down ways of viewing information in the platform. The Reports Viewer gets a facelift and several usability improvements this year, including the ability to:
Finally, less-used report details and options are tucked away in the action menu, leaving more room for viewing your results.
All these improvements are designed to make sales reps (and sales managers) more efficient and productive.
And the new features keep coming. Report Dashlets can help you surface the data you need quickly. With the 13.0 upgrade, on-premises users can sort chart data the way they want and access data tables directly in the dashlet. Additionally, users can change reporting filters on the fly and view context-aware report results when viewing their records.
Speaking of analytics, users can now access new real-time metrics in the Renewals Console. Additional usability features are also available, including the ability to adjust column widths and access clickable links throughout.
Additional UI/Usability Improvements scheduled for April (also available in the April Cloud release) include:
This year’s updates include new and improved native integrations to keep sellers productive.
Forecasting updates were a particular focus throughout the year, including a new pipeline review experience and responsive metrics.
For customers that need access to additional service features, you'll be excited to hear that we're bringing several previously Sugar Serve-only features into Enterprise with the release of 13.0. The following new features will be included:
Out-of-the-Box Reports, including:
These are only a few highlights from the upcoming 13.0 release, representing a huge leap forward in Sugar’s user experience and ease of use. Join me (Katie Moss) and our Sell and Serve product management leaders for our Enterprise customer preview webinar on March 16th, 2023 to learn more.
