sugar crm marketing industries presentation 2 sales force automation
DESCRIPTION
SugarCRM presentation by Marketing Industries BV Netherlands. See also: Presentation - 0 OverviewPresentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 CollaborationTRANSCRIPT
SugarCRM Sales Force Automation
©2008 SugarCRM Inc. All rights reserved.
Organize sales information into a single systemImprove the productivity of sales individuals and teamsGain greater visibility into sales performance
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Increase the Productivity of Your Sales Force
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SugarCRM Sales Force Automation
Issues Solution Impact
Sales reps do not use the CRM system
Sales reps can choose the layout, data and appearance to meet their needs
Short, customizable forms don’t slow sales people down
Offline Client Synchronization allows employees to continue to work offline
Wireless device access lets reps work on-the-go
Multiple systems treated assystem of record
Sales reps are mobile,information is not
Higher user adoption leads tobetter data quality andperformance
Spend more time withcustomers and less timeupdating information
A single, integrated view ofcustomer interactions
Single view of accounts, opportunities, contacts, activities
Sugar Plug-In for Outlook synchronizes information
Easy to useIntuitive navigationShort formsOffline and Wireless
PersonalizationDashlets and ThemesChange tabs/sub-panelsDashboards
Sync with OutlookEmailContactsCalendar
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Why Sales People Use Sugar
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ReportingEasy to runShare with teamShare with executives
FlexibilityQuickly get information they needAdoption increases useful dataMeaningful dashlets on home page
SecurityControl visibility by moduleControl actions by module/field
Sales Reps Sales Managers
Users can create any number of dashlets on homepageSet filters to display only information important to themReports and dashboards update in real-time
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Personalization
Single view of all information regarding an opportunityFully customizable sales stages with weighted amountsGain relevant information with custom fields
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Opportunity Management
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 information
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Contact Management
Understand account status and relationships Allows initial sales rep to transfer knowledge to SupportAllows marketing to report on and communicate with customers, partners, and prospects
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Account Management
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 territories
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Forecasting
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 network
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Mobile and Offline
Capture important customers communications within Sugar Ensure calendar and e-mail are coordinated between desktop and SugarEliminate redundant information
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Sugar Plug-In for Microsoft Outlook
Develop and present quotes in PDF formatManage revisions and approvals through sales process Gain a single view of associated quotes and contracts for each opportunity
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Quote & Contract Management
Present user-specific information about opportunitiesConsolidate sales data for executives Customize charts and reports based on key metrics Drill down on charts to understand performance
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Sales Trend Analysis
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
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Your advantage
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More information?
Marketing Industries BVTelevisieweg 561322 AM AlmereThe NetherlandsTel +31 36 536 72 33
Presentation - 0 OverviewPresentation - 1 Marketing AutomationPresentation - 2 Sales Force AutomationPresentation - 3 Customer SupportPresentation - 4 ReportingPresentation - 5 PlatformPresentation - 6 Collaboration