SugarCRM: Sales
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.
Sales Force Automation
- Share sales data across individuals and teams
- Focus attention on the most profitable deals
- Bring new sales representatives up to speed
- Present effective presentations and proposals to customers
- Monitor quota progress and business performance
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Opportunities
- 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
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Contacts
- Import 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.
- Automatically ensure good data quality through de-duplication checks which scan for similar
contact records upon import.
- Merge 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. |
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Accounts
- Understand account status and relationships
- Improve up-selling and cross-selling opportunities
- Ensure consistent interactions with customers
- Share account information across marketing, sales and support departments
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Sales Forecasts
- Provide 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.Use Microsoft Dynamics CRM within Microsoft Office Outlook. |
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Quotes and Contracts
- Generate and present accurate quotes and contracts to customers
- Manage multiple revisions in a single location
- Gain a clearer picture of customer agreements and products purchased
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MS Outlook
- Capture important customers communications within Sugar
- Export CRM data into Microsoft Word
- Integrate data between Sugar and Microsoft Excel
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Dashbords
- Present user-specific information about sales opportunities and progress
- Consolidate sales information from across the business for executives
- Customize charts and reports based on key metrics
- Drill down on charts to understand account progress and individual performance
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Mobility
- Improve sales productivity with mobile access solutions
- Access Sugar from any smart phone or PDA
- Work offline and update Sugar information automatically when you return to the network
- Continuously work details by updating and receiving leads 24/7.
- Implement mobile functionality quickly and simply across our deployment options
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