Sales Automation
BOOST YOUR SALES
WITH SALES FORCE
AUTOMATION (SFA) CRM
You need a Sales CRM or Sales Force Automation CRM if…..
01As a sales manager, do you have visibility to the workload / activities of your team members ?
Do you still expect your sales team to send you daily and weekly reports by mail or by verbal conversations ?
02Do you miss critical sales data that is causing you decreased sales closure rates ?
Does your sales team call your customers to promote a new product when your support team is engaged in a massive support issue ?
03Are you still collecting your leads from different sources in excel sheet and distributing them manually ?
Do you still track the lead communication status in daily and weekly meetings ?
04 Do your sales forecasts depend on your sales person’s guesswork rather than actual data ?
Does your forecast data is lost in multiple excel sheets that are to be continuously combined ?
05Do you miss critical sales data that is causing you decreased sales closure rates ?
Does your sales team call your customers to promote a new product when your support team is engaged in a massive support issue ?
06 Do you have your quotes buried in mails and sales teams laptops ?
Do discount approvals for quotes are buried in emails and take manual steps to get them?
SUGARCRM HAS EVERYTHING YOU NEED TO STREAMLINE YOUR SALES TEAM
COMPLETE SALESFORCE AUTOMATION
WITH SUGARCRM
SugarCRM is a complete CRM and comprises of the three components of a CRM. They are
- Sales CRM or Sales Force Automation CRM.
- Support CRM or Service CRM for Customer Support Automation.
- Marketing CRM for Marketing Automation.
Sales Force Automation (SFA) CRM
with rich reports on the sales team’s daily activities and quotations and their pipeline.
Sales Force Automation Features
SugarCRM SFA features include
- Lead Management
- Contact Management
- Account Management / Customer Management
- Opportunity Management
- Activities Management like Calls, Meetings, Notes and Calendar Management
- Forecasting and Pipeline Management
- Product Catalogue and Price List Management
- Quote Management
- Contract Management
Lead Management
Sugar Lead Management capabilities help companies capture and track leads from capture to close. Once you capture all the leads from multiple channels, they can be assigned to individual sales people or teams based on the criteria and tracked for success. A well defined lead life cycle can be enforced on the team to ensure lead interaction is standard across the sales team. By capturing and handling all the leads at one place, the marketing team can get right feedback to figure out and improve their campaign effectiveness.
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Account Management
Impact
- Understand account status and relationships.
- Improve up-selling and cross-selling opportunities.
- Ensure consistent interactions with customers.
- Opportunity Management.
- Contract Management.
Contact Management
Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.
Contact impact
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.
De-Duplicatoin
Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.ats.
Record Merge
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.
Opportunity Management
Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customise Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.
Impact
- Understand account status and relationships.
- Improve up-selling and cross-selling opportunities.
- Ensure consistent interactions with customers.
- Opportunity Management.
- Contract Management.
Sales Pipeline Management and Forecast
One of the key element of Sales Force Automation is sales pipeline management and forecasting. Sugar Opportunity management includes building the pipeline for individual sales team members as well as the management.
The standard forecast module can be enabled sales targets can be set to track the team. Each sales team member can include or exclude the opportunities on a monthly basis or quarterly basis thus management getting a good view of the pipeline.
More detailed information on how SugarCRM can be used for pipeline management is available at Using SugarCRM for Sales Pipeline Management and Forecasting.
Impact
- Maintain a team wide calendar of calls, meetings and tasks.
- Manage account level / contact level / opportunity level history of communication.
- Gain a clearer picture of customer engagement.
Activity Tracking and History of Communications
Sugar Activity Tracking gives sales representatives and managers the ability to track their calls, meetings, tasks, emails and notes. Sales executives and managers can create, assign and edit calls and meetings records and this can be shared across individuals and teams. This also helps in effectively tracking the productivity of the sales team.
More than anything else, Sugar Activity Tracking module creates a comprehensive history of communication with the customers and among the team members.
Quotes Management or Quotation Management
With Sugar Quotes functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes can be delivered to customers via email, in PDF format or can be printed and delivered. Strong version control functionality ensures reps can more easily manage multiple versions of quotes. The new Quotes dashlet helps sales reps to choose the complex hierarchy based product line with ease by just navigating and clicking on them. There is significant productivity improvement to the sales team as well as management because of Quotation Management through SugarCRM.
Get more information from our blog Using SugarCRM for Quotes Management
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 100 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 Connect - Embed your SugarCRM within Google Workspace and Office 365 using Sugar Connect
Sugar Connect is an email client add-in that seamlessly integrates your Sugar data within Outlook or Gmail, simplifying your workflow by enabling various tasks without switching between applications.
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 is available only with Enterprise Edition.
SugarBPM enables Enterprise 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.
Sales CRM Implementation using SugarCloud
Sugar Sell Essentials
(SMB CRM)
$49
USD
per user per month
3 Users minimum, 5 Users Maximum
Billed Annually
Sales CRM designed for smaller teams with all essential sales features offering basic support and seamless upgrade options.
Sugar Sell Advanced
$85
USD
per user per month
3 Users minimum
Billed Annually
Enhanced Sales CRM with extensive extensibility through AI powered add-ons and with the Standard Support.
Sugar Sell Premier
$135
USD
per user per month
10 Users minimum
Billed Annually
Advanced Next-Generation Sales CRM with built-in AI features and automation capabilities designed for complex businesses.
Sales CRM Implementation using On-Premises
Sugar Enterprise
$85
USD
per user per month
3 Users minimum
Billed Annually
CRM solution that combines Salesforce and Customer Service Automation, offering maximum control and customizability.
Sugar Enterprise +
$120
USD
per user per month
10 Users minimum
Billed Annually
A comprehensive CRM solution that combines Salesforce and Customer Service Automation capabilities, including additional productivity features to enhance sales team efficiency and productivity.
$52
per user per month
$85
per user per month
$80
per user per month
Sales Pipeline Management
Using SugarCRM For sales Pipeline Management and forecasting- CRM implementation simplified
quotation management
Usin SugarCRM for Quotes Management-CrM Implementation Simplified
sales force management
Using SugarCRM for Sales Force Management Implementation (SFA) - CRM implementation simplified