SlideShare a Scribd company logo
LEVERAGING MARKETING DATA IN
SUGARCRM TO CRUSH IT (AND GROW
YOUR REVENUE)
Net-Results by the numbers…
>80 partners worldwide
>13,000 global users
native Sugar integration since 2010
A new lead explores your website, reviews
content and signals an intent to
purchase…
Stage 1
Example: New to Funnel Prospect
All of Prospect’s Digital Actions Captured
Get your free trial
Form submitted…
anonymous visitor now
has an identify
Net-Results captures
web activity of
anonymous visitor
Natural search or
Google
AdWords drives traffic
to website
Sugar integration
Automatically Synced with Sugar!
for actionable insights
Get your free trial
Stage 1
Alert Sales and Assign Tasks
Reach out to prospect – they
requested free trial
!
High
Contact prospect Not started
1
CRUSHING IT… 



LEAD CREATED IN SUGAR (IN NEAR REAL
TIME) YOU WERE NOT PREVIOUSLY AWARE
OF



TASKS AUTOMATICALLY CREATED IN SUGAR!
!
ACTIVITY HISTORY VIEWABLE IN SUGAR
15 minutes before your call with your new
lead… how do you prepare? 



See what insights Net-Results has for you
before your conversation…
Stage 2
Next Step: Contacting Prospect
1) Check out what Lead has been up to…
Stage 2
2) Gauge interest and purchase readiness
Stage 2
3) Determine the value of your lead
Stage 2
CRUSHING IT 

INCREASING SALES EFFICIENCY: 



TAILOR YOUR SALES CALLS TO THE
NEEDS OF EACH UNIQUE LEAD. !
!
KNOW WHAT YOUR PROSPECT
WANTS BEFORE YOUR CALL BEGINS.
Yes
BANT process completed. Put lead on the fast
track and close the deal!
No Move to MQL in Sugar
“Give me a few months to
get the budget.”
Is the Lead truly ready to purchase?
Delivers relevant content
Sales alerted when lead
is ready to purchase
Targeted nurture
campaign triggered
Stage 3
Adjust lead score manually within Sugar
Stage 3
CRUSHING IT 



FOCUS YOUR ENERGY ON LEADS
READY TO BUY NOW



LET MARKETING DRIVE PURCHASE
INTENT BY KEEPING YOUR SOLUTION
“TOP OF MIND” FOR MQLS
Days Later: Prospect looks ready to buy
Stage 4
CRUSH IT 



PROACTIVELY RE-ENGAGE WITH
PROSPECT WHEN TIMING CHANGES FOR
THEIR PURCHASE DECISION
Net-Results: Helping You Crush It
New leads (anonymous or known) captured by Net-Results:
real-time data sync with Sugar. New tasks automatically
created for Sales.
Know exactly your prospect’s interests before you even have
the initial conversation.
Sales not wasting time on tire kickers - Marketing builds
interest and mindshare until your prospects are ready to buy.
Real-time Lead Alerts notify Sales when timing changes for
your leads….so you can strike while the iron is hot!
Net-Results and SugarCRM
Native integration. No IT interaction needed.
Single sign-on. No need to log in to Net-Results.
Unlimited users at no additional cost.
All data within the SugarCRM platform. No need to log
into Net-Results.
Aligning Marketing and Sales since 2009
Thank You!

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Leveraging Marketing Data in SugarCRM

  • 1. LEVERAGING MARKETING DATA IN SUGARCRM TO CRUSH IT (AND GROW YOUR REVENUE)
  • 2. Net-Results by the numbers… >80 partners worldwide >13,000 global users native Sugar integration since 2010
  • 3. A new lead explores your website, reviews content and signals an intent to purchase… Stage 1 Example: New to Funnel Prospect
  • 4. All of Prospect’s Digital Actions Captured Get your free trial Form submitted… anonymous visitor now has an identify Net-Results captures web activity of anonymous visitor Natural search or Google AdWords drives traffic to website Sugar integration
  • 5. Automatically Synced with Sugar! for actionable insights Get your free trial Stage 1
  • 6. Alert Sales and Assign Tasks Reach out to prospect – they requested free trial ! High Contact prospect Not started 1
  • 7. CRUSHING IT… 
 
 LEAD CREATED IN SUGAR (IN NEAR REAL TIME) YOU WERE NOT PREVIOUSLY AWARE OF
 
 TASKS AUTOMATICALLY CREATED IN SUGAR! ! ACTIVITY HISTORY VIEWABLE IN SUGAR
  • 8. 15 minutes before your call with your new lead… how do you prepare? 
 
 See what insights Net-Results has for you before your conversation… Stage 2 Next Step: Contacting Prospect
  • 9. 1) Check out what Lead has been up to… Stage 2
  • 10. 2) Gauge interest and purchase readiness Stage 2
  • 11. 3) Determine the value of your lead Stage 2
  • 12. CRUSHING IT 
 INCREASING SALES EFFICIENCY: 
 
 TAILOR YOUR SALES CALLS TO THE NEEDS OF EACH UNIQUE LEAD. ! ! KNOW WHAT YOUR PROSPECT WANTS BEFORE YOUR CALL BEGINS.
  • 13. Yes BANT process completed. Put lead on the fast track and close the deal! No Move to MQL in Sugar “Give me a few months to get the budget.” Is the Lead truly ready to purchase? Delivers relevant content Sales alerted when lead is ready to purchase Targeted nurture campaign triggered Stage 3
  • 14. Adjust lead score manually within Sugar Stage 3
  • 15. CRUSHING IT 
 
 FOCUS YOUR ENERGY ON LEADS READY TO BUY NOW
 
 LET MARKETING DRIVE PURCHASE INTENT BY KEEPING YOUR SOLUTION “TOP OF MIND” FOR MQLS
  • 16. Days Later: Prospect looks ready to buy Stage 4
  • 17. CRUSH IT 
 
 PROACTIVELY RE-ENGAGE WITH PROSPECT WHEN TIMING CHANGES FOR THEIR PURCHASE DECISION
  • 18. Net-Results: Helping You Crush It New leads (anonymous or known) captured by Net-Results: real-time data sync with Sugar. New tasks automatically created for Sales. Know exactly your prospect’s interests before you even have the initial conversation. Sales not wasting time on tire kickers - Marketing builds interest and mindshare until your prospects are ready to buy. Real-time Lead Alerts notify Sales when timing changes for your leads….so you can strike while the iron is hot!
  • 19. Net-Results and SugarCRM Native integration. No IT interaction needed. Single sign-on. No need to log in to Net-Results. Unlimited users at no additional cost. All data within the SugarCRM platform. No need to log into Net-Results.
  • 20. Aligning Marketing and Sales since 2009 Thank You!