IBM Sametime Unified Telephony and SugarCRM

Flexing Sugar Platform

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Joshua Schrager

CEO, www.VoiceRite.com

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VoiceRite

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Founded in 1986 by Joshua Schrager in Miami, Florida. In 1986. VoiceRite today is a worldwide company which has been a leader in Unified Communications systems.

Today VoiceRite has moved its focus to the IBM ICS Brand. Building on their capabilities for Sametime, Sametime Unified Telephony Connections, Portal, E-forms, and Commerce and to support the entire Collaboration Solutions portfolio.

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The Problem

Many Salespeople do not feel incented to ensure CRM data is accurate or timely:

A Salesperson taking on new territory does not have accurate customer contact information.

Companies do not have accurate cost of sales. How many phone calls and meeting it takes to sell product A vs. B

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The Solution

We created a solution that makes it easier for the salesperson to put the correct information into the CRM.

We automate the flow of sales data to capture customer and opportunity details as part of the salesperson’s workflow.

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The Benefits

It Improves SugarCRM usage. It improves the accuracy of sales cost metrics

by capturing more sales calls. It makes the salesperson more efficient by

surfacing relevant CRM data during customer communications.

It strengthens customer relationships by improving the quality of information captured from phone calls.

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The ROI: XYZ company

Before our solution the notes for 10 out of 100 calls made it into the CRM.

After our solution the notes for 50 out of 100 calls make it into the CRM.

40 additional calls per opportunity x 50 opportunities per year x 100 sales people = 200,000 additional pieces of information for Business Intelligence.

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Continued

The old win ratio was 50% Pipeline value: 100 salespeople x 50

opportunities x $10,000 x 50% win ratio = $25,000,000

The new win ratio is 55% Pipeline value: 100 salespeople x 50

opportunities x $10,000 x 50% win ratio = $27,500,000

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