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Sugar Crm Marketing Industries Presentation   2 Sales Force Automation
 

Sugar Crm Marketing Industries Presentation 2 Sales Force Automation

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SugarCRM presentation by Marketing Industries BV Netherlands. ...

SugarCRM presentation by Marketing Industries BV Netherlands.

See also:
Presentation - 0 Overview
Presentation - 1 Marketing Automation
Presentation - 2 Sales Force Automation
Presentation - 3 Customer Support
Presentation - 4 Reporting
Presentation - 5 Platform
Presentation - 6 Collaboration

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    Sugar Crm Marketing Industries Presentation   2 Sales Force Automation Sugar Crm Marketing Industries Presentation 2 Sales Force Automation Presentation Transcript

    • SugarCRM Sales Force Automation
      ©2008 SugarCRM Inc. All rights reserved.
    • Organize sales information into a single system
      Improve the productivity of sales individuals and teams
      Gain greater visibility into sales performance
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      2
      Increase the Productivity of Your Sales Force
    • 2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      3
      SugarCRM Sales Force Automation
      • Sales reps can choose the layout, data and appearance to meet their needs
      • Short, customizable forms don’t slow sales people down
      Issues
      Impact
      Solution
      Higher user adoption leads to
      better data quality and
      performance
      Sales reps do not use the
      CRM system
      • Single view of accounts, opportunities, contacts, activities
      • Sugar Plug-In for Outlook synchronizes information
      A single, integrated view of
      customer interactions
      Multiple systems treated as
      system of record
      • Offline Client Synchronization allows employees to continue to work offline
      • Wireless device access lets reps work on-the-go
      Spend more time with
      customers and less time
      updating information
      Sales reps are mobile,
      information is not
    • Easy to use
      Intuitive navigation
      Short forms
      Offline and Wireless
      Personalization
      Dashlets and Themes
      Change tabs/sub-panels
      Dashboards
      Sync with Outlook
      Email
      Contacts
      Calendar
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      4
      Why Sales People Use Sugar
      Sales Managers
      Sales Reps
      Reporting
      Easy to run
      Share with team
      Share with executives
      Flexibility
      Quickly get information they need
      Adoption increases useful data
      Meaningful dashlets on home page
      Security
      Control visibility by module
      Control actions by module/field
      2007 SUGAR GLOBAL DEVELOPER CONFERENCE©2007 SugarCRM Inc. All rights reserved.
    • Users can create any number of dashlets on homepage
      Set filters to display only information important to them
      Reports and dashboards update in real-time
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      5
      Personalization
    • Single view of all information regarding an opportunity
      Fully customizable sales stages with weighted amounts
      Gain relevant information with custom fields
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      6
      Opportunity Management
    • Simplifies sharing of contact information across teams
      Automatically associates contacts to accounts and opportunities
      De-dupe features ensures contact lists remain clean
      Full access control for sensitive contact information
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      7
      Contact Management
    • Understand account status and relationships
      Allows initial sales rep to transfer knowledge to Support
      Allows marketing to report on and communicate with customers, partners, and prospects
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      8
      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
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      9
      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
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      10
      Mobile and Offline
    • Capture important customers communications within Sugar
      Ensure calendar and e-mail are coordinated between desktop and Sugar
      Eliminate redundant information
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      11
      Sugar Plug-In for Microsoft Outlook
    • Develop and present quotes in PDF format
      Manage revisions and approvals through sales process
      Gain a single view of associated quotes and contracts for each opportunity
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      12
      Quote & Contract Management
    • Present user-specific information about opportunities
      Consolidate sales data for executives
      Customize charts and reports based on key metrics
      Drill down on charts to understand performance
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      13
      Sales Trend Analysis
    • Start with SugarCRM within days
      Professional CRM system
      Easy to use
      Collaborate with other applications and databases
      Cost effective, no need to invest in:
      Servers
      Server software
      Databases
      Application managers
      Database managers
      Back-up
      2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      14
      Your advantage
    • 2/23/2010
      ©2008 SugarCRM Inc. All rights reserved.
      15
      More information?
      Presentation - 0 Overview
      Presentation - 1 Marketing Automation
      Presentation - 2 Sales Force Automation
      Presentation - 3 Customer Support
      Presentation - 4 Reporting
      Presentation - 5 Platform
      Presentation - 6 Collaboration
      Marketing Industries BV
      Televisieweg 56
      1322 AM Almere
      The Netherlands
      Tel +31 36 536 72 33
      www.marketingindustries.nl
      info@marketingindustries.nl