Agenda• News and Announcements• Three major Building Blocks:– Planning for Success– Process Design– Making it Happen• SugarCRM Training: Tools in SugarCRMthat help improve your sales process• Q & A
News & Announcements• Next SugarCRM UserGroup:– May 14th @ 11 AM (CST)Topic: Training on studio in Sugar andlearn what’s new in Sugar 7• SugarCon 2013– April 9th and 10th in New York!– If you are interested in attendingand getting a discounted ticket-email email@example.com
Planning for Success• Involve your sales team in everything• CRM purchasing decision• Design• Deployment process• Build a system that helps simplify thisprocess• Make it less of an administrative burden
• Sales Buy-In– How to get your teaminvolved in your chosensystem– Show the benefits ofthese toolsPlanning for Success
Process Design• Important questions toask:– Do you really understand yoursales process?– Is there a specific system inplace?– What can you do to organizeit better?
• Identifying your Strategy– Structured vs. Unstructured– Finding the right process for all of yourreps– Company adoption of your CRM systemthe processProcess DesignYour WebsiteTradeshow
Making it Happen• Lead Assignment and Follow Up– Put the chosen strategy into place– Consistent follow up method• Lead Dashboard– Organize your progress• Helpful Connectors– Use plugins to assist in the process and streamlineyour efforts