Sugar Enhanced Forecasting Webinar for 2024
•Download as PPTX, PDF•
0 likes•50 views
Sugar Sell Premier Enhanced Forecasting webinar slide deck
Recommended
Recommended
More Related Content
Similar to Sugar Enhanced Forecasting Webinar for 2024
Similar to Sugar Enhanced Forecasting Webinar for 2024 (20)
More from BrainSell Technologies
More from BrainSell Technologies (20)
Recently uploaded
Recently uploaded (20)
Sugar Enhanced Forecasting Webinar for 2024
- 1. Sales Pipeline Management for 2024: Stop Guessing, Start Forecasting &
- 2. Meet the Team Garrett Hogan Senior Product Marketing Manager SugarCRM Chris O'Connell VP of Customer Experience BrainSell
- 3. Agend a 01 5-minute Discussion 02 15-minute Benefits and Scenario – Enhanced Forecasting 04 5-minute Future Roadmap 03 5-minute Q&A Type questions into the "question box" to submit them throughout the presentation.
- 4. Enhanced Sales Forecasting Make weekly sales forecast calls a breeze. Boost Performance Easily manage your team with individual performance views, or toggle over to see your full pipeline and forecast metrics and how they’ve changed over time. Accelerate Velocity Track sales velocity over time and across the stages of your marketing and sales funnels. Spot Trends Quickly see key business trends over time, including average deal size, win rates, sales cycles, and idle opportunities. Accurate Forecasting Compare past and current forecast performance to build data-backed forecast predictions for the future.
- 5. i • Forecast: Current vs. Prior Quarters • Top 20 Upside Opps this Quarter • Pipeline Creation Trend • Funnel Velocity & Revenue Conversion • Funnel Flow Analysis • Average Deal Trend Size • Sales Cycle Trend • Sales Opp Velocity by Stage • Idle Opps Trend Monthly • Forecast Tracker A New Way of Forecasting The Standard Way • Pipeline Metrics Dashlet • Opportunity Forecasting • Forecast Worksheets (individual & team) • Forecasts Dashboard • Hierarchical Quota Targeting • Hierarchical Commitment Roll-Ups • Pipeline Review & Metrics • Pipeline Funnel Dashlet The Enhanced Way
- 6. SugarCRM Platform Overview Demand Generation Lead Nurturing Sales Acceleration Opportunity & Pipeline Configure, Price, Quote Customer Success Service & Support Customer Engagement Channels Data-Enriched Artificial Intelligence Platform Services Cloud Services Workflow & Automation Configurabil ity & Extensibilit y Integration Identity & Privacy Security Time-Aware Customer Data Platform™
- 7. POLL What challenges do you face prepping for a sales meeting?
- 9. Forward Looking Statement This material contains forward-looking statements relating to SugarCRM’s expectations and plans regarding our products. These statements are based on the current expectations and beliefs of SugarCRM’s management as of the date this material is issued. Our roadmap could change substantially from what is presented here due to a variety of factors, some of which are beyond our control. Such changes can be made by us without updating these forward-looking statements.
- 10. • UI Experience: Drill into Enhanced Forecasting charts within your current tab using a focus drawer • Serve: Case & Bug Insights • Market: Attribution Insights *April 2024 & Beyond Roadmap Highlights Highlights
- 11. Audience Q&A Have questions? We have answers.
- 12. Schedule your free 1-hour assessment today. (866) 356-2654 sales@brainsell.com www.brainsell.com Thanks for attending!
Editor's Notes
- Immediate GOAL: upgrade Essentials/Advanced customers to Premier Q1 GOAL: flip new logo to Sugar Sell Premier
- Introductions
- Quick agenda – recording will be sent following day. Any questions not answered will also be followed up with.
- What does Enhanced Sales Forecasting even mean? A sales manager, it's important to know what's going on behind the scenes so you can coach your team to success. Where's the friction? Are certain sales members struggling with an opportunity stage? How can we move them forward?
- All of the standard forecasting capabilities plus even more with enhanced forecasting Know what's happening behind the scenes. Get a better view of the past and excel forward.
- KP launch poll No current reports Away on vacation Multiple excels with unorganized data etc
- Top 5 bad sales protocols - ??? Garrett attends meeting with an excel sheet - bad Comparing quarters – current vs. Prior Forecast changes – what moved out and why – drill down # of deals & total pipeline with historical trend line Pipeline velocity – how long have things sat in a sales stage? What does that tell us? Trend analysis – average deal size trend, idle opps, – what KPIs can you show when leadership asks? As a sales leader, you can use this information to operate an efficient team. When you see a trend line moving in the wrong direction, you can quickly pivot and manage the sales organization. And this can be set up by your organization. Everything you see here is out of the box with Sugar Sell Premier.
- Quick agenda – recording will be sent following day. Any questions not answered will also be followed up with.
- All of the standard forecasting capabilities plus even more with enhanced forecasting Know what's happening behind the scenes. Get a better view of the past and excel forward.
- I am on Sugar Sell Advanced – how do I get this capability? (what Premier adds. Additional capabilities, etc.) Is it an extra cost per user? (not with Premier! Functionality within Premier) How secure is it? Can reps see everything or is it team based? (team based)
- Thank you – free one hour assessment – let's see if Premier is right for you