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Sugar Crm
The document discusses the features and capabilities of SugarCRM, an open source CRM software. It describes SugarCRM's modules for sales force automation, marketing automation, customer support, reporting, and collaboration. Key features include opportunity management, contact management, account management, multi-channel campaigns, email marketing, case management, dashboards, and customization options like custom fields and module building.
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Sugar Crm
- 1. SugarCRMAn Open SourceCRM SoftwareRollyMaulanaAwangga & Teamhttp://awangga.com
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- 8. FeaturesSales Force AutomationMarketingAutomationCustomer SupportReportingCollaboratingPlatform
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Editor's Notes
- #3 RollyMaulanaAwangga 113040087LinaYurnalitaBanggaAtmajaGilangLuqmanulhakimGumelarTejaSukmaAnggiFitriningTyas"In an age dominated by social media where personal photographs are ubiquitous, it becomes important to understand the ways personality is communicated via our appearance," said study researcher Laura Naumann of Sonoma State University. "The appearance one portrays in his or her photographs has important implications for their professional and social life.“http://www.msnbc.msn.com/id/33796525
- #4Â MetodeMetodepembelajaranmatakuliah (cara) -> membutuhkanalat bantu atausarana?infokus, whiteboard.. -> toolsCRM tools are designed to manage customer relationshipsProponents of CRM software claim that it not only allow customer relationships to be managed more efficiently, but also encourages a more customer-centric approach to conducting business.http://www.effective-crm-consulting.com/business-process-guru.html
- #5Â Sugar Community Edition, Sugar Professional, Sugar Enterprisebegan as an open-source project
- #10Â Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.ImpactShare sales data across individuals and teamsFocus attention on the most profitable dealsBring new sales representatives up to speedPresent effective presentations and proposals to customersMonitor quota progress and business performance
- #11Â Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.Impact- Share opportunity information across individuals and teams- Increase sales productivity through standardized sales processes- Ensure effective opportunity handling through collaboration and workflow- Tailor sales methodologies to meet your business needs=====================================================Opportunity Tracking and ReportsTrack and manage multiple opportunities through real-time reporting. View opportunities by team, product or geography in charts and then drill down to understand how the opportunity is progressing. Roll-up and analyze opportunities from across your organization. Understand how different units are performing and what improvements can be made. Opportunity RemindersEnsure follow-through as opportunities progress across sales stages. Designate certain actions that need to be taken and automate reminders to ensure that teams and individuals take the necessary steps to close the sale.Customized Sales ProcessesAdjust Sugar to fit your sales process. Customize the application to mirror how your organization tracks opportunities or download extensions from the SugarCRM community that track opportunities based on your industry and company size.
- #12Â Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.Contact ImportsImport contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for Salesforce.com, Act, Microsoft Outlook, Excel and CSV formats.De-DuplicationAutomatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.Record MergeMerge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.
- #13Â Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.ImpactUnderstand account status and relationshipsImprove up-selling and cross-selling opportunitiesEnsure consistent interactions with customersShare account information across marketing, sales and support departmentsSingle Account ViewView all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.Account OwnershipDefine who in your organization owns the account relationship and who else is involved in selling or supporting the account. Coordinated InteractionsSee who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
- #14Â Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.=============================================================Scenario PlanningGenerate more accurate forecasts with high, medium and low commit amounts to produce a more complete view of future sales results. Forecast WorksheetsLeverage sales opportunity and sales stage information within Sugar to develop more meaningful and accurate sales forecasts.Forecast Roll-UpsConsolidate sales forecasts from individuals, teams or divisions to gain a macro view of how company is performing relative to quota.
- #15Â With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.ImpactGenerate and present accurate quotes and contracts to customersManage multiple revisions in a single locationGain a clearer picture of customer agreements and products purchased =============================================================
- #16 Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.ImpactCapture important customers communications within SugarExport CRM data into Microsoft WordIntegrate data between Sugar and Microsoft Excel
- #17Â Stay in touch while on-the-go with Sugar mobile functionality. Sugar offers wireless and PDA access that is hassle-free so you can continue to work away from the office. For our enterprise users, Offline Client Synchronization allows employees to work offline and automatically update Sugar when they return to the network. Sugar mobile solutions translate to less downtime and greater productivity. ImpactImprove sales productivity with mobile access solutionsAccess Sugar from any smart phone or PDAWork offline and update Sugar information automatically when you return to the networkImplement mobile functionality quickly and simply across our deployment options
- #18Â Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business. ImpactPresent user-specific information about sales opportunities and progressConsolidate sales information from across the business for executivesCustomize charts and reports based on key metricsDrill down on charts to understand account progress and individual performance==============================================================Personalized DashboardsSee your personalized sales information on your Sugar homepage when you log-in each morning. Display multiple dashboards on your homepage in a variety of formats, including line, pie, bar, performance, scatter plot charts.Real-Time InformationSee information as it happens with real-time dashboards of sales performance. Share dashboards with team members to align goals. Chart Drill-Down Investigate account progress and sales performance by viewing the account information contained within sales dashboards.
- #19Â Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.ImpactCreate and execute campaigns across marketing channelsCaptures leads directly into CRM System Measures return on investment of campaigns================================================================
- #20Â Sugar Multi-Channel Campaigns centralizes the development, execution and monitoring of campaigns across multiple channels. With Sugar campaign management, companies achieve better visibility into the effectiveness of marketing spend.ImpactProvide detailed views into campaign effectiveness across marketing and sales stagesDefine campaign routing and approvals to ensure buy-in across the organizationBenchmark campaigns to understand which campaigns produce the most revenue======================================================Multi-Channel Campaign ManagementManage web media, email, newsletter subscriptions, webcasts, telesales, print advertising, TV and radio advertising.Target-to-Lead TrackingTrack campaigns based on campaign type, account or industry so salespeople understand why customer responded.Workflow ApprovalsDefine the information flow for the campaign so that the appropriate stakeholders can view and test the campaign before launch.Campaign BenchmarkingBenchmark campaign effectiveness based on direct mail, phone, trade shows and email.
- #21Â The Sugar Campaign Wizard simplifies the process of creating a campaign by walking users though a simple process that gathers all the information needed to execute a campaign. The Campaign Wizard gathers information about the marketing channel, target, program dates, budget, expected revenue and offer to ensure that campaigns are effective and measurable.ImpactSimplifies campaign design, execution and trackingEnsures proper testing, suppression, and list managementOffers real-time activity and ROI reports
- #22Â With Email Marketing, Sugar allows marketing managers to identify the correct target for a given campaign, design offers that convey the brand identity of the organization, and track the response rates once a campaign is executed. ImpactEnsure campaigns are brand consistent and coordinated across customer channelsMonitor campaign execution to ensure offers reach the targeted audienceTrack and assign opportunities to campaign leadsControl opt-in and opt-out lists===============================================================List ManagementCreate accurate target lists based on Sugar reports or through importing third-party in lists. Email DesignPresent a consistent brand identity through HTML templates and design tools to ensure your best is presented to customersEmail Monitoring and Queue ManagementMonitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated to ensure campaigns target the intended audience
- #23Â Designed for non-technical users, Sugar Web-to-Lead Forms simplify the process of capturing leads into your CRM system. By embedding a customizable form within customer-facing web sites, Web-to-Lead forms directly import campaign responses into Sugar. Marketing professional can designate what kind of information they would like to capture in each form to ensure useful information is handed off to sales people for follow-up. ImpactAutomate lead import from Web into SugarCRMReduce the need for technical resources in creating web formsPresents all fields and values from the Leads moduleOffers design flexibility and lowers IT time in marketing support