©2010 SugarCRM Inc. All rights reserved.<br />Manage an Inside Sales Team Using SugarCRM<br />Vince Randazzo, Sales Manage...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />Business Issues a Sales Team Faces<br />Routing Leads<...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Problems<br />Visibility<br />Silos of Information<br ...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Solutions<br />Centralized Database<br />Activity & De...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />Value That is Provided<br />Increase in Sales<br />Inc...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />Value That is Provided<br />Increase in Sales<br />Inc...
Quick Demo<br />4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />Demo<br />Reporting<br />Dashlets<br />Centralized Dat...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />What does Sugar do?<br />Workflows for Lead Routing & ...
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />Q & A<br />Questions?<br />
4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />Contact Info<br />Vince Randazzo<br />vince@sugarcrm....
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Manage Inside Sales Team Using Sugar Crm

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Manage Inside Sales Team Using Sugar Crm

  1. 1. ©2010 SugarCRM Inc. All rights reserved.<br />Manage an Inside Sales Team Using SugarCRM<br />Vince Randazzo, Sales Manager, Inside Sales, SugarCRM<br />4/15/2010<br />1<br />
  2. 2. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />Business Issues a Sales Team Faces<br />Routing Leads<br />Maximizing Team Efficiencies<br />Tracking Activities<br />Tracking Deals through the Pipeline<br />Hitting Quota<br />
  3. 3. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Problems<br />Visibility<br />Silos of Information<br />Lead to Sales Reps<br />Miscommunication<br />Poor Customer Service<br />Forecasting<br />Reporting and Metrics<br />
  4. 4. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Solutions<br />Centralized Database<br />Activity & Deal Tracking<br />Account History<br />Maximize Efficiencies<br />Automation of Manual Processes<br />Better Forecasting<br />Reporting<br />
  5. 5. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />Value That is Provided<br />Increase in Sales<br />Increase in Productivity<br />Increase in Efficiencies<br />Better Deal Tracking<br />Better Forecasting<br />
  6. 6. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />Value That is Provided<br />Increase in Sales<br />Increase in Productivity<br />Increase in Efficiencies<br />Better Deal tracking<br />Better Forecasting<br />
  7. 7. Quick Demo<br />4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />
  8. 8. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />Demo<br />Reporting<br />Dashlets<br />Centralized Data<br />Forecasting<br />
  9. 9. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />What does Sugar do?<br />Workflows for Lead Routing & Assignment<br />Pipeline Reports<br />Duplicates (Inside & Channel)<br />Passing Leads out to the Channel<br />Passing Accounts over to the CS Team<br />Tracking Pre-Sales Support<br />Forecasting<br />
  10. 10. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />Q & A<br />Questions?<br />
  11. 11. 4/15/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />Contact Info<br />Vince Randazzo<br />vince@sugarcrm.com<br />408-454-6950<br />

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