Sugarcrm drives sales performance by allowing sales representative to track and share opportunities, manage and upsell into existing accounts, coordinate activities across teams, monitor pipeline stages through dashboards.
Impact
- 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
Opportunity Management
Sugarcrm allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugarcrm 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 business process workflow
- Tailor sales methodologies to meet your business needs
Opportunity Tracking and Reports
Track 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.Business Process Reminders
Ensure 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 Processes
Adjust Sugarcrm 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.
Opportunity Analysis
Roll-up and analyze opportunities from across your organization. Understand how different units are performing and what improvements can be made.
Account Management
Sugarcrm's account management provides a single view of customers across products, geographies, account, and status. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.
Impact
- 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
Single Account View
View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
Customer Satisfaction
Monitor the customer satisfaction of accounts, their willingness to act as a reference to the media, in sales deals, and other opportunities.
Account Ownership
Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
Coordinated Interactions
See 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.
Dashboards
Sugarcrm 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.
Impact
- 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
Real-Time Information
See information as it happens with real-time dashboards of sales performance.
Drill-Down on Charts
Investigate account progress and sales performance by viewing the account information contained within sales dashboards
Customizable Dashboards
Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers.
Personalized Dashboards
See your personalized sales information on your Sugarcrm homepage when you log-in each morning. Monitor automatic changes as you progress thorough the day.