SugarCRM User GroupTopic: Improving Sales Efficiency & Workflow inSugarCRMMarch 5, 2013
About Epicom- Off-site backup- HIPAA and PCI compliant- Requirements gathering,documentation, and design- Data Migration &...
Today’s SpeakerBill HarrisonCEO & Founder, Epicombill@epicom.com
Agenda• News and Announcements• Three major Building Blocks:– Planning for Success– Process Design– Making it Happen• Suga...
News & Announcements• Next SugarCRM UserGroup:– May 14th @ 11 AM (CST)Topic: Training on studio in Sugar andlearn what’s n...
Planning for Success• Involve your sales team in everything• CRM purchasing decision• Design• Deployment process• Build a ...
• 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 inplac...
• Identifying your Strategy– Structured vs. Unstructured– Finding the right process for all of yourreps– Company adoption ...
Making it Happen• Lead Assignment and Follow Up– Put the chosen strategy into place– Consistent follow up method• Lead Das...
Lead Dashboard
Helpful Connectors & PluginsClick-to-CallQuickBooks IntegrationElectronic Signature Plugin forSugarCRMGmail ConnectorSugar...
SugarCRM TrainingPutting these best practicesand tools into effect
info@epicom.com(512) 481-9000www.epicom.comFollow us on Twitter: @epicomcorpQuestions?
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SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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Learn how to improve your sales efficiency and CRM adoption. Also, get tips on how to become more efficient in your daily routine.

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SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

  1. 1. SugarCRM User GroupTopic: Improving Sales Efficiency & Workflow inSugarCRMMarch 5, 2013
  2. 2. About Epicom- Off-site backup- HIPAA and PCI compliant- Requirements gathering,documentation, and design- Data Migration & Mapping
  3. 3. Today’s SpeakerBill HarrisonCEO & Founder, Epicombill@epicom.com
  4. 4. 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
  5. 5. 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 info@epicom.com
  6. 6. 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
  7. 7. • Sales Buy-In– How to get your teaminvolved in your chosensystem– Show the benefits ofthese toolsPlanning for Success
  8. 8. Process Design• Important questions toask:– Do you really understand yoursales process?– Is there a specific system inplace?– What can you do to organizeit better?
  9. 9. • Identifying your Strategy– Structured vs. Unstructured– Finding the right process for all of yourreps– Company adoption of your CRM systemthe processProcess DesignYour WebsiteTradeshow
  10. 10. 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
  11. 11. Lead Dashboard
  12. 12. Helpful Connectors & PluginsClick-to-CallQuickBooks IntegrationElectronic Signature Plugin forSugarCRMGmail ConnectorSugar Plugin for ExcelSugar Plugin for WordSugar Plugin for OutlookPhone Integration
  13. 13. SugarCRM TrainingPutting these best practicesand tools into effect
  14. 14. info@epicom.com(512) 481-9000www.epicom.comFollow us on Twitter: @epicomcorpQuestions?

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