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How to Manage an Inside Sales Team Using Sugar

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How to Manage an Inside Sales Team Using Sugar

How to Manage an Inside Sales Team Using Sugar

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  • 1. ©2010 SugarCRM Inc. All rights reserved.
    Manage an Inside Sales Team Using SugarCRM
    Vince Randazzo, Sales Manager, Inside Sales, SugarCRM
    4/13/10
    1
  • 2. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    2
    Business Issues a Sales Team Faces
    Routing Leads
    Maximizing Team Efficiencies
    Tracking Activities
    Tracking Deals through the Pipeline
    Hitting Quota
  • 3. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    3
    Problems
    Visibility
    Silos of Information
    Lead to Sales Reps
    Miscommunication
    Poor Customer Service
    Forecasting
    Reporting and Metrics
  • 4. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    4
    Solutions
    Centralized Database
    Activity & Deal Tracking
    Account History
    Maximize Efficiencies
    Automation of Manual Processes
    Better Forecasting
    Reporting
  • 5. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    5
    Value That is Provided
    Increase in Sales
    Increase in Productivity
    Increase in Efficiencies
    Better Deal Tracking
    Better Forecasting
  • 6. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    6
    Value That is Provided
    Increase in Sales
    Increase in Productivity
    Increase in Efficiencies
    Better Deal tracking
    Better Forecasting
  • 7. Quick Demo
    4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    7
  • 8. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    8
    Demo
    Reporting
    Dashlets
    Centralized Data
    Forecasting
  • 9. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    9
    What does Sugar do?
    Workflows for Lead Routing & Assignment
    Pipeline Reports
    Duplicates (Inside & Channel)
    Passing Leads out to the Channel
    Passing Accounts over to the CS Team
    Tracking Pre-Sales Support
    Forecasting
  • 10. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    10
    Q & A
    Questions?
  • 11. 4/13/10
    ©2010 SugarCRM Inc. All rights reserved.
    11
    Contact Info
    Vince Randazzo
    vince@sugarcrm.com
    408-454-6950