customer_relationship_management_s-crm
DESCRIPTION
SPECIFICATIONS DOCUMENT © 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com Telephone: 1300 069 932 VERSION: 1.0 Share sales data across individuals and teams Focus attention on the most profitable deals Bring new sales representatives up to speed Present effective presentations and proposals to customers Monitor quota progress and business performance Sales Force Automation ImpactTRANSCRIPT
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
SPECIFICATIONS DOCUMENT
Customer Relationship Management (CRM)
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Sales Force Automation
Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.
Impact
Share sales data across individuals and teams Focus attention on the most profitable deals Bring new sales representatives up to speed Present effective presentations and proposals to customers Monitor quota progress and business performance
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Contact Management
Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.
Contact Imports
Import contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for Salesforce.com, Act, Microsoft Outlook, Excel and CSV formats.
De-Duplication
Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.
Record Merge
Merge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Opportunity Management
Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.
Impact
Share opportunity information across individuals and teams Increase sales productivity through standardized sales processes Ensure effective opportunity handling through collaboration and workflow Tailor sales methodologies to meet your business needs
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Account Management
Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.
Impact
Understand account status and relationships Improve up-selling and cross-selling opportunities Ensure consistent interactions with customers Share account information across marketing, sales and support departments
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Forecasting
Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Dashboards
Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.
Impact
Present user-specific information about sales opportunities and progress Consolidate sales information from across the business for executives Customize charts and reports based on key metrics Drill down on charts to understand account progress and individual performance
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Quotes and Contracts
With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.
Impact
Generate and present accurate quotes and contracts to customers Manage multiple revisions in a single location Gain a clearer picture of customer agreements and products purchased
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Mobile Solutions
Stay in touch while on-the-go with Sugar mobile functionality. Sugar offers wireless and PDA access that is hassle-free so you can continue to work away from the office. For our enterprise users, Offline Client Synchronization allows employees to work offline and automatically update Sugar when they return to the network. Sugar mobile solutions translate to less downtime and greater productivity.
Impact
Improve sales productivity with mobile access solutions Access Sugar from any smart phone or PDA Work offline and update Sugar information automatically when you return to the network Implement mobile functionality quickly and simply across our deployment options
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Plugins for Microsoft Office
Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.
Impact
Capture important customers communications within Sugar Export CRM data into Microsoft Word Integrate data between Sugar and Microsoft Excel
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Cloud Connectors
Sugar Cloud Connectors connect third-party data service providers such as Hoover's, JigSaw, and LinkedIn so that users can obtain the most up-to-date account and lead information directly within SugarCRM.
Cloud Views provide users a simple one-click preview of information retrieved from cloud data providers.
Information from multiple data services can be viewed upon a mouseover within record detail views.
© 2009 – Anderson Gray Worldwide Pty Ltd http://www.anderson‐gray.com
Telephone: 1300 069 932 VERSION: 1.0
Custom Fields
Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.
Impact
Create custom fields to capture critical information about marketing programs, sales opportunities and support cases
Required fields ensure information is populated before record is saved Full upgrade support means customizations are preserved.