Manage Inside Sales Team Using Sugar Crm
- 1. ©2010 SugarCRM Inc. All rights reserved. Manage an Inside Sales Team Using SugarCRM Vince Randazzo, Sales Manager, Inside Sales, SugarCRM 4/15/2010 1
- 2. 4/15/2010 ©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. 4/15/2010 ©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. 4/15/2010 ©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. 4/15/2010 ©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. 4/15/2010 ©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
- 9. 4/15/2010 ©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