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™
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
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