Blog
Hello. My name is Matt Judkins and I’m a Sales Representative here at SugarCRM.
I’m going to share with you why I use Sugar everyday to track and share my contacts and focus my attention on the most profitable deals. Sugar helps me increase my productivity through standardized sales processes.
Like many Sales Representatives, I’ve spent a lot of my time communicating with prospects via email. I often start my day by checking my Outlook email. Here I see a new email alerting me that a prospect has been assigned to me. Sugar routed the lead to me automatically. This routing can be based on territory, team, or specialty. Right from my email I can access this lead and Sugar with one click.
I have interested individuals who have expressed interest in our product. This could mean that they responded to a marketing campaign, gave us their business card at a trade show, or telephoned the company. I want to learn more about this prospect before I give him a call. I see that this lead came from email marketing campaign. I can click and find more details about this email.
I can also gather more information about this prospect by using my Sugar Cloud Connectors. Sugar Cloud Connectors connect third party data service providers such as LinkedIn so that I can obtain the most up-to-date account and lead information directly within SugarCRM. I can also click the “Get Data” button which allows me to select information from multiple data providers such as Hoovers, Jigsaw, and Zoom Info and merge the latest information directly into SugarCRM.
I now have enough information to evaluate this lead. Once this lead becomes interested in buying the product, I can convert this lead into an opportunity. I don’t need to reenter any information. All I have to do is click on the “Convert Lead” button.
This is the name of the company associated with my selling opportunity. Sugar’s Account Management gives me the ability to build tighter, more profitable relationships by understanding the status of each account. In the future as our relationship with this customer grows, I can see who else is involved in selling or supporting the account, as well as any additional selling opportunities to this company.
I can now enter the expected amount from my opportunity and choose a sales age according to our sales process guidelines. I’m now working my new opportunity.
Sugar captures all customer interactions in a single repository and shares this information across the company. This view of the customer allows me to better manage my important customer relationships. From this opportunity view, I can see all its related activities, history, leads, contacts, quotes, projects and contracts.
So, as my opportunity progresses, I can track all related information and collaborate easily with my colleagues within my departments as well as other departments to help this deal progress more smoothly and efficiently.
I can schedule a meeting right from the opportunity view. I can even create tasks associated with this opportunity, such as contract review. Once a meeting is over, all tasks has been completed, all these activities are listed under history.
This opportunity is progressing nicely and I am ready to change the sales stage. Notice the probability of a closed sale will change in percentage. This change factors into my projected pipeline.
Sugar comes with preloaded sales stages which can be changed easily to fit any sales process. As a matter of fact, almost any field can be modified to fit the company’s existing processes and policies.
I want to decide which opportunities I should work on next. Sugar has provided me with reports and forecasting tools that help prioritize my tasks at a glance. I’ve placed all information right at my homepage. Here I can see my top opportunities, my forecasts, and pipeline at a glance. I even added a portal dashboard right at my homepage that provides me with the latest news relating to my industry so I’m always up-to-date.
I just finished my final meeting with this prospect and closed the deal with him. I don’t have to wait until I return to my office in order to update my sales pipeline. Right on my BlackBerry, I can access this opportunity and change the sales stage to Closed Won.
Our administrators implement a workflow. Our manager will get an alert automatically about this opportunity. I can access different components of Sugar on my BlackBerry. I can look at accounts, find related contacts and call them right away.
Thanks for taking the time to learn about these SugarCRM features. You can watch additional demos here to see how Sugar improves other customer phasing processes. To try these features yourself, please sign up for your own free 30-day trial of Sugar today.
Get started now with your own personal SugarCRM by going to http://www.itontap.com/try-web-based-crm-software-for-30-days
Brought to you by Troy Netreba from I.T on TAP, helping businesses spend more time on income producing activities by reducing administration with automation. Visit http://www.itontap.com
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