Sugar Crm Marketing Industries Presentation 2 Sales Force Automation
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SugarCRM sales force automation enhances productivity by organizing sales information into a cohesive system, providing customizable layouts and improving user adoption. It offers features like offline access, advanced contact management, and sales forecasting, enabling sales representatives to work efficiently both in-office and on-the-go. The platform's integration with tools like Microsoft Outlook facilitates streamlined communication and management of customer interactions.
Sugar Crm Marketing Industries Presentation 2 Sales Force Automation
- 1. SugarCRM Sales Force Automation©2008 SugarCRM Inc. All rights reserved.
- 2. Organize sales information into a single systemImprove the productivity of sales individuals and teamsGain greater visibility into sales performance2/23/2010©2008 SugarCRM Inc. All rights reserved.2Increase the Productivity of Your Sales Force
- 3. 2/23/2010©2008 SugarCRM Inc. All rights reserved.3SugarCRM Sales Force AutomationSales reps can choose the layout, data and appearance to meet their needs
- 4. Short, customizable forms don’t slow sales people downIssuesImpactSolutionHigher user adoption leads tobetter data quality andperformanceSales reps do not use the CRM systemSingle view of accounts, opportunities, contacts, activities
- 5. Sugar Plug-In for Outlook synchronizes informationA single, integrated view ofcustomer interactionsMultiple systems treated assystem of recordOffline Client Synchronization allows employees to continue to work offline
- 6. Wireless device access lets reps work on-the-goSpend more time withcustomers and less timeupdating informationSales reps are mobile,information is not
- 7. Easy to useIntuitive navigationShort formsOffline and Wireless PersonalizationDashlets and ThemesChange tabs/sub-panelsDashboardsSync with OutlookEmailContactsCalendar2/23/2010©2008 SugarCRM Inc. All rights reserved.4Why Sales People Use SugarSales ManagersSales RepsReportingEasy to runShare with teamShare with executivesFlexibilityQuickly get information they needAdoption increases useful dataMeaningful dashlets on home pageSecurityControl visibility by moduleControl actions by module/field2007 SUGAR GLOBAL DEVELOPER CONFERENCE©2007 SugarCRM Inc. All rights reserved.
- 8. Users can create any number of dashlets on homepageSet filters to display only information important to themReports and dashboards update in real-time 2/23/2010©2008 SugarCRM Inc. All rights reserved.5Personalization
- 9. Single view of all information regarding an opportunityFully customizable sales stages with weighted amountsGain relevant information with custom fields 2/23/2010©2008 SugarCRM Inc. All rights reserved.6Opportunity Management
- 10. Simplifies sharing of contact information across teamsAutomatically associates contacts to accounts and opportunitiesDe-dupe features ensures contact lists remain cleanFull access control for sensitive contact information2/23/2010©2008 SugarCRM Inc. All rights reserved.7Contact Management
- 11. Understand account status and relationships Allows initial sales rep to transfer knowledge to SupportAllows marketing to report on and communicate with customers, partners, and prospects2/23/2010©2008 SugarCRM Inc. All rights reserved.8Account Management
- 12. Advanced sales forecasting with quota assignment, scenario planning and forecasting worksheets Forecasting worksheets allow reps to provide more realistic commit amounts Managers have the ability to roll-up accurate forecasts across teams and territories2/23/2010©2008 SugarCRM Inc. All rights reserved.9Forecasting
- 13. Improve sales productivity with mobile access solutions Access Sugar Suite from any smart phone or PDA Work offline and update Sugar information automatically when you return to the network2/23/2010©2008 SugarCRM Inc. All rights reserved.10Mobile and Offline
- 14. Capture important customers communications within Sugar Ensure calendar and e-mail are coordinated between desktop and SugarEliminate redundant information2/23/2010©2008 SugarCRM Inc. All rights reserved.11Sugar Plug-In for Microsoft Outlook
- 15. Develop and present quotes in PDF formatManage revisions and approvals through sales process Gain a single view of associated quotes and contracts for each opportunity2/23/2010©2008 SugarCRM Inc. All rights reserved.12Quote & Contract Management
- 16. Present user-specific information about opportunitiesConsolidate sales data for executives Customize charts and reports based on key metrics Drill down on charts to understand performance2/23/2010©2008 SugarCRM Inc. All rights reserved.13Sales Trend Analysis
- 17. Start with SugarCRM within daysProfessional CRM systemEasy to useCollaborate with other applications and databasesCost effective, no need to invest in:ServersServer softwareDatabasesApplication managersDatabase managersBack-up 2/23/2010©2008 SugarCRM Inc. All rights reserved.14Your advantage
- 18. 2/23/2010©2008 SugarCRM Inc. All rights reserved.15More information?Presentation - 0 OverviewPresentation - 1 Marketing AutomationPresentation - 2 Sales Force AutomationPresentation - 3 Customer SupportPresentation - 4 ReportingPresentation - 5 PlatformPresentation - 6 CollaborationMarketing Industries BVTelevisieweg 561322 AM AlmereThe NetherlandsTel +31 36 536 72 [email protected]