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SugarCRM Sales Force Automation ©2008 SugarCRM Inc. All rights reserved.
Organize sales information into a single system Improve the productivity of sales individuals and teams Gain greater visibility into sales performance 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Increase the Productivity of Your Sales Force
2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 SugarCRM Sales Force Automation ,[object Object]
Short, customizable forms don’t slow sales people downIssues Impact Solution Higher user adoption leads to better data quality and performance Sales reps do not use the  CRM system ,[object Object]
Sugar Plug-In for Outlook synchronizes informationA single, integrated view of customer interactions Multiple systems treated as system of record ,[object Object]
Wireless device access lets reps work on-the-goSpend more time with customers and less time updating information Sales reps are mobile, information is not
Easy to use Intuitive navigation Short forms Offline and Wireless  Personalization Dashlets and Themes Change tabs/sub-panels Dashboards Sync with Outlook Email Contacts Calendar 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Why Sales People Use Sugar Sales Managers Sales Reps Reporting Easy to run Share with team Share with executives Flexibility Quickly get information they need Adoption increases useful data Meaningful dashlets on home page Security Control visibility by module Control actions by module/field 2007 SUGAR GLOBAL DEVELOPER CONFERENCE©2007 SugarCRM Inc. All rights reserved.
Users can create any number of dashlets on homepage Set filters to display only information important to them Reports and dashboards update in real-time  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Personalization
Single view of all information regarding an opportunity Fully customizable sales stages with weighted amounts Gain relevant information with custom fields  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Opportunity Management
Simplifies sharing of contact information across teams Automatically associates contacts to accounts and opportunities De-dupe features ensures contact lists remain clean Full access control for sensitive contact information 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Contact Management
Understand account status and relationships  Allows initial sales rep to transfer knowledge to Support Allows marketing to report on and communicate with customers, partners, and prospects 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Account Management
Advanced sales forecasting with quota assignment, scenario planning and forecasting worksheets  Forecasting worksheets allow reps to provide more realistic commit amounts  Managers have the ability to roll-up accurate forecasts across teams and territories 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 Forecasting
Improve sales productivity with mobile access solutions  Access Sugar Suite from any smart phone or PDA  Work offline and update Sugar information automatically when you return to the network 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 10 Mobile and Offline
Capture important customers communications within Sugar  Ensure calendar and e-mail are coordinated between desktop and Sugar Eliminate redundant information 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 11 Sugar Plug-In for Microsoft Outlook
Develop and present quotes in PDF format Manage revisions and approvals through sales process  Gain a single view of associated quotes and contracts for each opportunity 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 12 Quote & Contract Management

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Sugar Crm Marketing Industries Presentation 2 Sales Force Automation

  • 1. SugarCRM Sales Force Automation ©2008 SugarCRM Inc. All rights reserved.
  • 2. Organize sales information into a single system Improve the productivity of sales individuals and teams Gain greater visibility into sales performance 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Increase the Productivity of Your Sales Force
  • 3.
  • 4.
  • 5.
  • 6. Wireless device access lets reps work on-the-goSpend more time with customers and less time updating information Sales reps are mobile, information is not
  • 7. Easy to use Intuitive navigation Short forms Offline and Wireless Personalization Dashlets and Themes Change tabs/sub-panels Dashboards Sync with Outlook Email Contacts Calendar 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Why Sales People Use Sugar Sales Managers Sales Reps Reporting Easy to run Share with team Share with executives Flexibility Quickly get information they need Adoption increases useful data Meaningful dashlets on home page Security Control visibility by module Control actions by module/field 2007 SUGAR GLOBAL DEVELOPER CONFERENCE©2007 SugarCRM Inc. All rights reserved.
  • 8. Users can create any number of dashlets on homepage Set filters to display only information important to them Reports and dashboards update in real-time 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Personalization
  • 9. Single view of all information regarding an opportunity Fully customizable sales stages with weighted amounts Gain relevant information with custom fields 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Opportunity Management
  • 10. Simplifies sharing of contact information across teams Automatically associates contacts to accounts and opportunities De-dupe features ensures contact lists remain clean Full access control for sensitive contact information 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Contact Management
  • 11. Understand account status and relationships Allows initial sales rep to transfer knowledge to Support Allows marketing to report on and communicate with customers, partners, and prospects 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Account Management
  • 12. Advanced sales forecasting with quota assignment, scenario planning and forecasting worksheets Forecasting worksheets allow reps to provide more realistic commit amounts Managers have the ability to roll-up accurate forecasts across teams and territories 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 Forecasting
  • 13. Improve sales productivity with mobile access solutions Access Sugar Suite from any smart phone or PDA Work offline and update Sugar information automatically when you return to the network 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 10 Mobile and Offline
  • 14. Capture important customers communications within Sugar Ensure calendar and e-mail are coordinated between desktop and Sugar Eliminate redundant information 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 11 Sugar Plug-In for Microsoft Outlook
  • 15. Develop and present quotes in PDF format Manage revisions and approvals through sales process Gain a single view of associated quotes and contracts for each opportunity 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 12 Quote & Contract Management
  • 16. Present user-specific information about opportunities Consolidate sales data for executives Customize charts and reports based on key metrics Drill down on charts to understand performance 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 13 Sales Trend Analysis
  • 17. Start with SugarCRM within days Professional CRM system Easy to use Collaborate with other applications and databases Cost effective, no need to invest in: Servers Server software Databases Application managers Database managers Back-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 14 Your advantage
  • 18. 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 15 More information? Presentation - 0 Overview Presentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 Collaboration Marketing Industries BV Televisieweg 56 1322 AM Almere The Netherlands Tel +31 36 536 72 33 www.marketingindustries.nl info@marketingindustries.nl