Sugar Crm Marketing Industries Presentation 2 Sales Force Automation

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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

  1. 1. SugarCRM Sales Force Automation<br />©2008 SugarCRM Inc. All rights reserved.<br />
  2. 2. Organize sales information into a single system<br />Improve the productivity of sales individuals and teams<br />Gain greater visibility into sales performance<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />2<br />Increase the Productivity of Your Sales Force<br />
  3. 3. 2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />3<br />SugarCRM Sales Force Automation<br /><ul><li>Sales reps can choose the layout, data and appearance to meet their needs
  4. 4. Short, customizable forms don’t slow sales people down</li></ul>Issues<br />Impact<br />Solution<br />Higher user adoption leads to<br />better data quality and<br />performance<br />Sales reps do not use the <br />CRM system<br /><ul><li>Single view of accounts, opportunities, contacts, activities
  5. 5. Sugar Plug-In for Outlook synchronizes information</li></ul>A single, integrated view of<br />customer interactions<br />Multiple systems treated as<br />system of record<br /><ul><li>Offline Client Synchronization allows employees to continue to work offline
  6. 6. Wireless device access lets reps work on-the-go</li></ul>Spend more time with<br />customers and less time<br />updating information<br />Sales reps are mobile,<br />information is not<br />
  7. 7. Easy to use<br />Intuitive navigation<br />Short forms<br />Offline and Wireless <br />Personalization<br />Dashlets and Themes<br />Change tabs/sub-panels<br />Dashboards<br />Sync with Outlook<br />Email<br />Contacts<br />Calendar<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />4<br />Why Sales People Use Sugar<br />Sales Managers<br />Sales Reps<br />Reporting<br />Easy to run<br />Share with team<br />Share with executives<br />Flexibility<br />Quickly get information they need<br />Adoption increases useful data<br />Meaningful dashlets on home page<br />Security<br />Control visibility by module<br />Control actions by module/field<br />2007 SUGAR GLOBAL DEVELOPER CONFERENCE©2007 SugarCRM Inc. All rights reserved.<br />
  8. 8. Users can create any number of dashlets on homepage<br />Set filters to display only information important to them<br />Reports and dashboards update in real-time <br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />5<br />Personalization<br />
  9. 9. Single view of all information regarding an opportunity<br />Fully customizable sales stages with weighted amounts<br />Gain relevant information with custom fields <br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />6<br />Opportunity Management<br />
  10. 10. Simplifies sharing of contact information across teams<br />Automatically associates contacts to accounts and opportunities<br />De-dupe features ensures contact lists remain clean<br />Full access control for sensitive contact information<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />7<br />Contact Management<br />
  11. 11. Understand account status and relationships <br />Allows initial sales rep to transfer knowledge to Support<br />Allows marketing to report on and communicate with customers, partners, and prospects<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />8<br />Account Management<br />
  12. 12. Advanced sales forecasting with quota assignment, scenario planning and forecasting worksheets <br />Forecasting worksheets allow reps to provide more realistic commit amounts <br />Managers have the ability to roll-up accurate forecasts across teams and territories<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />9<br />Forecasting<br />
  13. 13. Improve sales productivity with mobile access solutions <br />Access Sugar Suite from any smart phone or PDA <br />Work offline and update Sugar information automatically when you return to the network<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />10<br />Mobile and Offline<br />
  14. 14. Capture important customers communications within Sugar <br />Ensure calendar and e-mail are coordinated between desktop and Sugar<br />Eliminate redundant information<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />11<br />Sugar Plug-In for Microsoft Outlook<br />
  15. 15. Develop and present quotes in PDF format<br />Manage revisions and approvals through sales process <br />Gain a single view of associated quotes and contracts for each opportunity<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />12<br />Quote & Contract Management<br />
  16. 16. Present user-specific information about opportunities<br />Consolidate sales data for executives <br />Customize charts and reports based on key metrics <br />Drill down on charts to understand performance<br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />13<br />Sales Trend Analysis<br />
  17. 17. Start with SugarCRM within days<br />Professional CRM system<br />Easy to use<br />Collaborate with other applications and databases<br />Cost effective, no need to invest in:<br />Servers<br />Server software<br />Databases<br />Application managers<br />Database managers<br />Back-up <br />2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />14<br />Your advantage<br />
  18. 18. 2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />15<br />More information?<br />Presentation - 0 Overview<br />Presentation - 1 Marketing Automation<br />Presentation - 2 Sales Force Automation<br />Presentation - 3 Customer Support<br />Presentation - 4 Reporting<br />Presentation - 5 Platform<br />Presentation - 6 Collaboration<br />Marketing Industries BV<br />Televisieweg 56<br />1322 AM Almere<br />The Netherlands<br />Tel +31 36 536 72 33<br />www.marketingindustries.nl<br />info@marketingindustries.nl<br />

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