Sales Force Automation
BOOST YOUR SALES WITH SALES FORCE AUTOMATION (SFA) CRM
Automate your sales activities with salesforce automation software and improve the productivity of your sales team. Empower them to sell more by giving greater visibility to the customer relationships. With SugarCRM your sales team can sell upsell and drive renewals.
You need a Sales CRM or Sales Force Automation CRM when ....
Sales Activities
Do you have visibility into your sales team’s workload and activities ?
Do you still expect your sales team to send you daily and weekly reports by mail or by verbal conversations ?
Are you missing critical sales data that is leading to decreased sales closure rates ?
Does your sales team promote new products to customers while your support team is dealing with a massive support issue ?
Are you still collecting leads from various sources in excel sheets and distributing them manually ?
Do you track lead communication status in daily and weekly meetings ?
Do your sales forecasts rely on guesswork rather than actual data from your sales people?
Is your forecast data scattered across multiple excel sheets that need to be constantly combined ?
Are you missing critical sales data that is causing decreased sales closure rates ?
Does your sales team use old price lists for products / services ?
Are your quotes buried in emails and sales team’s laptops ?
Do you have to go through manual steps to get discount approvals for quotes buried in emails ?
Sales CRM Pricing And Editions
Choose Sales Automation CRM from Sugar Sell Editions for your need and budget
SUGAR SELL ESSENTIALS
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3 Users minimum, 5 Users maximum
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Cloud CRM designed for SMBs with basic support
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SUGAR SELL ADVANCED
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3 Users minimum
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Enhanced Sales Force Automation and extensibility
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with add ons and standard support
SUGAR SELL PREMIER
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10 Users minimum
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Comprehensive Sales Force Automation capabilities
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with enhanced support
Contact Us For A Sales Force Automation (SFA) CRM Demo
SugarCRM streamlines sales activities, enhances sales team efficiency, and provides comprehensive customer relationship insights, enabling upselling, renewals, and improved sales performance.
Reach out to us and start driving a sustainable growth for your business with SugarCRM Sales Force Automation (SFA) CRM.
- SugarCRM's salesforce automation streamlines tasks, allowing sales teams to focus on leads, relationships, and deal closure, increasing productivity and allowing more time for strategic sales activities.
- SugarCRM offers centralized customer data, providing insights into buying patterns and engagement history, enabling sales teams to tailor approaches, anticipate needs, and deliver personalized solutions, boosting conversion rates and customer satisfaction.
- SugarCRM's tools and insights can significantly improve sales performance by facilitating upselling, cross-selling, and proactive renewal management. This allows sales teams to capitalize on opportunities, optimize revenue streams, and drive sustainable business growth.
SugarCRM is a comprehensive CRM solution
SugarCRM is an extensive CRM solution that encompasses three essential components of Customer Relationship Management. These components seamlessly work together within the CRM platform and include:
Sales CRM or Sales Force Automation CRM
This component aids sales teams in optimising their activities and improving efficiency. It facilitates the management of sales processes, tracks leads, and enhances customer interactions.
Support CRM or Service CRM
The support CRM component streamlines customer support automation by effectively managing complaints, support cases, and support tickets. It ensures timely resolutions and enhances customer satisfaction.
Marketing CRM
The marketing CRM component enables marketing automation by providing tools to manage campaigns and targets. It helps in creating and executing targeted marketing strategies, optimising customer engagement, and drive business growth.
Sales CRM to streamline your Sales Team activities
SugarCRM offers Sales CRM data that can be used to streamline activities of your sales team. With SugarCRM’s SFA modules, you can effectively manage and track the sales process. These modules provide management with detailed reports on the daily activities, quotations, and pipeline of the sales team.
Sales Force Automation Features
SugarCRM SFA features include
Lead Management
Manage and track leads effectively.
Contact Management
Maintain a database of contacts and manage them efficiently.
Account Management / Customer Mangement
Keep track of customer accounts and manage them seamlessly.
Opportunity Management/Deal Management
Manage and track opportunities and deals throughout the sales process.
Activities Management like Calls, Meetings, Notes and Calendar Management
Easily schedule and manage calls, meetings, notes and calendar events.
Forecasting and Pipeline Management
Generate accurate sales forecasts and effectively manage the sales pipeline.
Product Catalogue and Price List Management
Maintain a catalogue of products and manage pricing information.
Quote Management
Generate and manage sales quotes efficiently.
Contract Management
Keep track of contracts and manage them effectively.
Efficient Lead Management
Generate, organise and manage leads with simplicity
SugarCRM offers an efficient Lead Management solution that simplifies the entire lead handling process, from capturing leads to closing deals. With SugarCRM’s Lead Management capabilities, businesses can easily collect leads from various sources and allocate them to the appropriate salespeople or teams based on their preferences.
One of the key advantages of SugarCRM’s Lead Management is its ability to track the progress of each lead and ensuring everyone follows the same predefined steps in dealing with them. Thus It acts as the best lead tracking software.
By centralising all lead-related information in one place, SugarCRM enables marketing teams to gain valuable insights from the leads and make informed decisions to improve their advertising strategies.
SugarCRM’s Lead Management offers a user-friendly and organised software tool that simplifies lead handling and improves overall sales efficiency. Features such as lead tracking, lead allocation and centralised lead management, businesses can achieve successful lead handling and processing.
Account / Customer Management
Account Management capabilities in Sugar provide a comprehensive overview of customers and their associated information from Sales teams, Support Teams and Marketing Teams. By consolidating all relevant data onto a single page, users gain visibility into not only account information but also associated sales opportunities, contacts, activities, history, cases and quotes.
This holistic view, also called 360-degree view of the customer, empowers organizations to cultivate stronger and more customer relationships.
Contact Management
A consistent way to interact with your contacts
Sugar Contact Management offers a comprehensive solution for consolidating and managing company contacts within a single organized platform. The CRM software system connects contacts to associated accounts, sales opportunities, account details and customer support information.
Importing contacts from various data sources is simplified with Sugar Contact Management. It supports a wide array of data transfer formats, including Salesforce.com data, Act data and Microsoft outlook, Excel and CSV formats.
The record merge feature simplifies the consolidation of similar records. Companies can easily combine information from multiple records, creating a unified master record. This reduces duplicate contacts and improves the cleanliness and accuracy of data. Contact Management is the key solution of Sales Force Automation CRM for organizations seeking to maintain a clean, organized and consistent view of their customer relationships.
Opportunity Management/Deal Management CRM
Sugar Opportunity Management is a powerful tool that enables sales teams to efficiently close deals by providing them with a platform to share consistent sales information. Sales teams can track deal progress and record all deal-related interactions. The Sales CRM software offers the flexibility to customize the sales stages of opportunities and automate business processes using Sigarm, making it an effective deal management CRM/ solution.
By using Sugar Opportunity Management, companies can gain a better understanding of their account status and build stronger relationships with their customers. The CRM software also enhances opportunities for up-selling and cross-selling by identifying potential areas for growth within existing accounts. Additionally, it ensures that all customer interactions are consistent across the organization, providing a professional and reliable experience.
In addition to opportunity management, Sugar Sales CRM offers product price list management, quote management and contract management capabilities. These features allow companies to efficiently handle and organize their quotes and contracts, ensuring that all opportunity related information is easily accessible and up-to-date.
Overall, Sugar Opportunity Management, along with quote management and contract management functionality, provides companies comprehensive sales automation solutions to effectively manage their deals, improve customer relationships and maximize sales opportunities.
Sales Pipeline Management
Sales Pipeline Management is crucial for many companies, often seen as more important than sales funnel management. The distinction lies in how process-driven organizations approach sales processes from the buyer’s perspective, while companies focusing on the funnel analyze the sales process from the seller’s viewpoint.
Sales Pipeline Management is a vital component of Sales Force Automation (SFA). Sugar’s Opportunity Management module offers great flexibility in designing sales stages, enabling the sales team to effectively manage the sales pipeline. Sales Pipeline CRM enables the creation and tracking of sales pipelines for individual sales team members and team management.
Learn and get more information about “Using SugarCRM For sales Pipeline Management and forecasting- CRM implementation simplified.”
Accurate Forecast Management
Accurate forecast management is crucial for businesses when it comes to Sales CRM. Companies rely on real-time data to accurately predict their sales performance in fiscal months, quarters and years. With SugarCRM”s forecast module, companies can establish sales targets for different sales teams, and sales managers can assign these targets to individual team members.
These targets can be measured against the available opportunities and deals, taking into account their different stages and closing dates, to generate a forecast. Each opportunity can be categorised to be included or excluded from the forecasts, allowing sales team members to effectively predict their future performance.
By analysing quotas, available deals, and their sales stages, teams can track their progress towards their sales goals early on in the fiscal year. Management can then make informed decisions about increasing or decreasing the marketing budget based on the available opportunities and the remaining target.
Sales Force Automation (SFA) CRM has been improved with a forecast feature that simplifies the process of creating accurate forecasts, backed by real-time data.
Impact
Team-Wide Calendar
Communication History
Customer Engagement
Efficient Activities Tracking and Communication History
In the competitive landscape of sales, the ability to track and manage activities efficiently is of utmost importance. Sales representatives need to stay on top of calls, meetings, tasks, emails, and notes to ensure no opportunity slips through the cracks. Sugar’s Sales Management module streamlines this process by providing an intuitive platform for recording and monitoring these activities. This efficiency not only saves time but also ensures that the entire sales team operates with a high degree of organization and effectiveness.
SFA CRM and Key Benefits of the Activities Modules
Effortless Activities Monitoring
SFA CRM's key feature involves monitoring important tasks in sales domain. Sugar's Activity Tracking functionality streamlines this for sales teams. This facilitates effortless tracking of sales activities such as calls, meetings, tasks, emails and notes. Consequently, this seamless activity workflow prevents the oversight of vital sales interactions or tasks. This in turn, boosts productivity and accountability making SFA CRM the best sales productivity tool.
Data-Driven Insights
In the world of sales management, having access to valuable information is pivotal. Sales executives and managers can gain meaningful insights into their team's performance. These insights come from real data, providing a clear picture of the quantity and quality of sales-related activities. This data-driven approach equips decision-makers with the knowledge they need to make informed choices and pinpoint areas that may require improvement or fine-tuning. To put it simply, it's like having a GPS guiding you toward better sales strategies and enhanced team efficiency.
Seamless Collaboration
In the world of sales, working together effectively is fundamental for success. Sugar's system simplifies this process. It lets you create, assign, and edit activity records, promoting smooth collaboration within and between sales teams. This collaborative approach ensures that everyone stays in the loop and on the same page, making it easier to coordinate efforts and foster teamwork. With Sugar's system, your sales team can work together seamlessly, ensuring that everyone is informed and working in harmony to achieve common goals.
Thorough Communication History
One prominent aspect of Sugar's system is its ability to create a comprehensive log of all communications. This includes interactions with customers as well as communication among the internal team. This historical data proves to be a valuable resource for understanding past interactions and improving future engagements. It enables sales teams to offer a more customized and efficient customer experience, built upon a deep understanding of their communication history.
Boost Productivity with SugarCRM's Interactive Timeline Dashlet
- The Timeline dashlet, previously known as the Interactions dashlet, is a versatile feature in SugarCRM that provides users with a chronological view of record-related activities. This powerful tool displays interactions in the form of record cards, offering an easy way to track important events, customer interactions, and changes over time.
- Accessible across various modules, the Timeline dashlet can be found in most modules in Studio and is particularly useful in the Sales Console. It shows records from up to ten related modules and highlights critical field updates, such as changes to the "Assigned To" field. Users can effortlessly scroll through these record cards and load more as needed.
- This dashlet also supports filtering by record card type and provides a search feature for quick access to specific interactions or activities. Additionally, an Actions menu simplifies tasks like accessing focus drawers and unlinking records. What sets the Timeline dashlet apart is that users can easily track activities like emails, calls, meetings, tasks, and notes that have occurred with a specific account or contact. Furthermore, users can quickly schedule meetings, log calls, or record any activity directly from the dashlet itself, eliminating the need to shift between multiple modules and screens. Overall, the Timeline dashlet enhances customer relationship management and workflow efficiency.
Quotes Management or Quotation Management
The Sugar Quotes functionality allows sales representatives to create accurate quotes that support multiple line items, currencies and tax codes. These quotes can be sent to customers via email, in PDF format, or printed and delivered. Additionally, a strong version control feature helps sales representatives manage multiple versions of quotes more efficiently.
The quote product catalog dashlet simplifies the process of selecting product lines based on complex hierarchies. Sales representatives can easily navigate and click on the desired product line to add the product to the quote. This improves productivity for the sales team and management, thanks to the Quotation Management feature in SugarCRM.
Get more information from our blog “Using SugarCRM for Quotes Management“
Products and Services Catalog Management
Sugar’s Sales CRM streamlines the management of products and services by integrating the pricing list directly into the system. This eliminates the need for the sales team to refer to external price lists when providing quotes or pricing information, allowing them to quickly respond to customer requests. With access to the product catalog, sales personnel can effortlessly generate quotes for requested products / services, significantly reducing response times.
Furthermore, the product catalog empowers sales representatives to enhance forecasting by using it to populate opportunity line items. Additionally, they can leverage the catalog to create Quoted Line Items, facilitating the efficient generation of quotes.
SugarCRM’s product catalog module captures comprehensive product information, including names, descriptions, prices, costs and discounts, thereby providing a holistic view of each item. Products can also be easily organised into categories and product types, allowing for clear differentiation.
Integrating the product catalog into our Sales CRM enables the team to run specific reports based on product types and categories, providing valuable insights.
Managing Subscriptions and Renewals
With the rise of Software as a Service (SaaS) models and many product companies preparing for warranty and maintenance contract renewals, Sales Force Automation (SFA) CRM now includes robust features to facilitate tracking of renewals and subscriptions. Sugar’s Sales CRM offers comprehensive management of renewable services, including handling of co-term subscriptions.
Upon marking an opportunity with renewable services as “Closed Won”, Sugar automatically generates the next renewable opportunity, enabling the sales representative to efficiently engage the customer for renewal. The Renewal Console provides the renewal team with the ability to proactively monitor upcoming renewals and streamline the sales closure process.
Furthermore, when customers require additional users for their subscriptions, the system automatically calculates the pricing on a pro-rata basis and incorporates new users into the renewal opportunity.
Workflow Automation
Productivity Improvement with Business Process Automation
Workflow automation in sales force automation refers to the process of automating routine sales activities instantly or at a later scheduled date. SugarBPM, which is included in SugarCRM products, enhances sales productivity by completing routine sales tasks on behalf of the user. This includes automating lead allocation, sending initial and follow-up emails, and configuring various business processes.
By performing specific activities at different stages of leads and opportunities, companies can standardize their customer communications and improve engagement with prospects and customers. Additionally, important sales activities such as discount approvals can be streamlined through workflow automation using SugarBPM.
The Sales Force Automation CRM, along with SugarBPM and its associated modules and dashboards, enables automation in the sales process.
Let the Platform do the work so that the sales team can spend more time in selling.
Configuration and Customisation
Not all businesses operate in the same way or collect the same information about their prospects and customers. Each business has its own unique needs and preferences when it comes to data collection and management. For example, some businesses may use multiple currencies and time zones, while others may only use one currency and operate in a single time zone.
With SugarCRM Studio, businesses have flexibility to customise their CRM systems according to their specific requirements. This includes changing module names, adding new fields to modules, removing unnecessary fields, and altering how the data is displayed. The configuration and customization options in SugarCRM Studio allow businesses to adapt the CRM system to their unique needs.
In addition to modifying the data structure, SugarCRM Studio enables businesses to make changes to default filters, menu items, and other CRM features. This means that companies can configure the CRM system to align with their business processes and workflows, making it more efficient and user-friendly.
Overall, configuration and customization capabilities of the CRM platform empowers businesses to tailor their CRM system to suit their individual needs, ensuring that they can effectively manage and utilize their data in a way that best supports their sales operations.
AI-Enhanced Sales CRM
SugarCRM’s AI Based Sales Force Automation system now incorporates Artificial Intelligence (AI) to harness historical data for predictive insights. SugarCRM’s innovative technology, SugarPredict, not only bridges AI capabilities to large enterprises but also caters to small and medium businesses, making it accessible across different product offerings.
Lead Conversion Prediction
Within the Sales CRM sphere, SugarPredict utilises historical data and patterns to forecast outcomes, empowering businesses to make informed decisions. The Predictive Sales AI analyses CRM historical data along with various factors such as company size, industry and job title to generate potential outcomes for lead prioritisation. Equipped with this predictive information, sales representatives can prioritise leads with a higher likelihood of conversion.
Opportunity Conversion Prediction
In the Opportunities and Deals section, SugarPredict offers a win score or more likely to close indicator by comparing the current opportunity with past closed won and closed lost opportunities. SugarPredict identifies similarities using historical data like industry, location, size/structure, performance and conversion..
Reports and Dashboards
Sugar Reports module helps with comprehensive Reporting ecosystem for using the data collected by the teams over a period of time. Sugar provides more than 140 out of the box reports that can be used to see visually the data captured in Leads, Activities, Opportunities and other modules.
Each sales representative can keep his home page dashboard by adding the report’s visual summary as a dashlet. Management can configure their reports. Reports scheduler helps the team to configure regular reports to send automatic daily, weekly and monthly.
All these reports are drill-able and sales team can go to individual records directly by clicking on the report.
Detailed Information is available on SugarCRM reports and dashboards at SugarCRM Reports and Dashboards – An Overview.
Mobile CRM
SugarCRM Mobile app for Apple and Android makes SugarCRM as Mobile CRM. All the Sales Force Automation
features that are available on desktop CRM are available on Sugar Mobile App. These include all the modules and report dashboards. A user can easily do most of the work that he can do on desktop CRM on Mobile also
- Create, Edit, Search, Filter on all the modules that are available for view for the user.
- Native application integrations like click to call, click to text, click to mail and map access are available out of the box with the mobile CRM.
- Offline sync capability helps sales team to work on the Mobile CRM if the network is not available and the system automatically synchronises as and when network is restored.
- Sugar Mobile app helps significantly improve sales team’s productivity.
Sugar Integration with Office 365 and Gmail / Google Workspace with Sugar Connect
Sugar Connect is more than just email and calendar synchronization - Here are some of its key features
- Sync Contacts and Calendars - Sugar Connect enables the synchronization of your Sugar and email client's contacts and calendars, ensuring you always have up-to-date information at your fingertips.
- Create Sugar Records - You can effortlessly create new Sugar records directly from your email client, saving you time and ensuring data accuracy.
- Utilize Sugar Email Templates - Access and utilize your Sugar email templates and campaign templates within your email client for consistent and personalized email communications.
- Effortless Email Management - Sugar Connect simplifies email management by making it easy to save incoming and outgoing email messages and attachments to Sugar for future reference.
- Streamline customer friendly Meeting Scheduling - Sugar Connect allows your customers to select a convenient meeting time by sharing your calendar.
Available for Products
- Sugar Sell Advanced
- Sugar Sell Premier
- Sugar Enterprise +
Can be additionally Purchased as Add-On for
- Sugar Enterprise
- Sugar Serve
At $15 per user per month
SugarBPM – Sugar Business Process Management Engine
SugarBPM enables the customers the ability to automate complex business processes using a CRM workflow automation engine based on BPMN Standards. These automated processes help customers increase productivity and reuse the best practices.
SugarBPM provides the answer for the automation in Sales Force Automation. Some of the standard automations enabled with SugarBPM are auto allocation of leads and discount approvals.
SugarBPM is explained briefly at What is SugarBPM – An Introduction.
Access our detailed blog to know more about SugarCRM for Sales Force Automation.
Implementing CRM since 2004
- SugarCRM partner since 2007.
- Implemented SugarCRM for customers across the globe.
- At SugarCON 2012 in San Francisco, BHEA received awards for 2011 Most Valuable Partner for Asia and 2011 Top Performer.
- We offer strong solutioning skills, where you present the problem and we develop the best solution.
FAQ
ANS : A Sales CRM is a software tool used to manage sales teams interaction with prospective and existing customers.
ANS : SugarCRM provides a comprehensive suite of CRM solutions, including Sales CRM, Service CRM and Marketing CRM. Among these, Sugar Sell is specifically designed to cate to the needs of sales teams, thus serving as the dedicated Sales CRM with the SugarCRM product lineup. With its focus on enhancing sales processes and enabling better customer engagement, Sugar Sell exemplifies the capabilities of a Sales CRM.
ANS : CRM, short for Customer Relationship Management, encompasses a software tool that oversees a company’s interactions with target customers, prospects, and existing customers. The activities spanning from marketing and sales to post-sales support are captured in the CRM. On the other hand, Sales CRM specifically focuses on managing the interactions from prospects through the sales process.
ANS : Sales Force Automation (SFA) refers to the use of software tools and technologies to streamline and automate the tasks and processes associated with sales. These tasks include lead management, contact management, sales forecasting and more.
ANS : Sales Force Automation systems leverage Artificial Intelligence (AI) to provide predictive support to sales executives. By analysing historical data, AI prompts sales executives to identify the most promising leads with high probability of conversion.Additionally AI can alert sales executives when opportunities are veering off track by monitoring conversations and activities at the opportunity level.
ANS : In Sales CRM, forecast modules allow sales managers to assign goals to their sales team and monitor their projected sales commitments based on the existing opportunities and quotes. This process is known as sales forecasting within CRM.
Do you still have questions about Sales CRM?
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