Sales CRM

SALES
Drive 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.

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

MARKETING
Close the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Impact

* Create and execute campaigns across marketing channels
* Captures leads directly into CRM System
* Measures return on investment of campaigns

REPORTING
Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

Impact

* Create real-time reports and dashboards on any CRM metric
* Monitor the effectiveness of marketing programs, sales opportunities, and support cases
* Share/restrict access to reports and dashboards across teams

COLLABORATION
Manage email within your CRM while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Sugar collaboration streamlines common tasks and promotes more effective communication with employees and customers.

Impact

* Manage schedules, calls, meetings and emails from a single location
* Create, assign and manage key projects across teams
* Integrate Sugar with popular applications such as Microsoft Outlook
* Allow workers to access CRM in mobile and offline settings