Leveraging Marketing Data in SugarCRM

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LEVERAGING MARKETING DATA IN SUGARCRM TO CRUSH IT (AND GROW YOUR REVENUE)

description

Are you crushing it in sales? Are you getting the most out of your CRM? Integrating your CRM (such as SugarCRM) with a marketing automation platform (such as Net-Results) can help your sales team crush it with insightful data on your leads' behavior. This slideshare provides multiple examples on how sales can leverage the power of an integrated MAP within the CRM.

Transcript of Leveraging Marketing Data in SugarCRM

  • 1. LEVERAGING MARKETING DATA IN SUGARCRM TO CRUSH IT (AND GROW YOUR REVENUE)
  • 2. Net-Results by the numbers >80 partners worldwide >13,000 global users native Sugar integration since 2010
  • 3. A new lead explores your website, reviews content and signals an intent to purchase Stage 1 Example: New to Funnel Prospect
  • 4. All of Prospects Digital Actions Captured Get your free trial Form submitted anonymous visitor now has an identify Net-Results captures web activity of anonymous visitor Natural search or Google AdWords drives traffic to website Sugar integration
  • 5. Automatically Synced with Sugar! for actionable insights Get your free trial Stage 1
  • 6. Alert Sales and Assign Tasks Reach out to prospect they requested free trial ! High Contact prospect Not started 1
  • 7. CRUSHING IT LEAD CREATED IN SUGAR (IN NEAR REAL TIME) YOU WERE NOT PREVIOUSLY AWARE OF TASKS AUTOMATICALLY CREATED IN SUGAR! ! ACTIVITY HISTORY VIEWABLE IN SUGAR
  • 8. 15 minutes before your call with your new lead how do you prepare? See what insights Net-Results has for you before your conversation Stage 2 Next Step: Contacting Prospect
  • 9. 1) Check out what Lead has been up to Stage 2
  • 10. 2) Gauge interest and purchase readiness Stage 2
  • 11. 3) Determine the value of your lead Stage 2
  • 12. CRUSHING IT INCREASING SALES EFFICIENCY: TAILOR YOUR SALES CALLS TO THE NEEDS OF EACH UNIQUE LEAD. ! ! KNOW WHAT YOUR PROSPECT WANTS BEFORE YOUR CALL BEGINS.
  • 13. Yes BANT process completed. Put lead on the fast track and close the deal! No Move to MQL in Sugar Give me a few months to get the budget. Is the Lead truly ready to purchase? Delivers relevant content Sales alerted when lead is ready to purchase Targeted nurture campaign triggered Stage 3
  • 14. Adjust lead score manually within Sugar Stage 3
  • 15. CRUSHING IT FOCUS YOUR ENERGY ON LEADS READY TO BUY NOW LET MARKETING DRIVE PURCHASE INTENT BY KEEPING YOUR SOLUTION TOP OF MIND FOR MQLS
  • 16. Days Later: Prospect looks ready to buy Stage 4
  • 17. CRUSH IT PROACTIVELY RE-ENGAGE WITH PROSPECT WHEN TIMING CHANGES FOR THEIR PURCHASE DECISION
  • 18. Net-Results: Helping You Crush It New leads (anonymous or known) captured by Net-Results: real-time data sync with Sugar. New tasks automatically created for Sales. Know exactly your prospects interests before you even have the initial conversation. Sales not wasting time on tire kickers - Marketing builds interest and mindshare until your prospects are ready to buy. Real-time Lead Alerts notify Sales when timing changes for your leads.so you can strike while the iron is hot!
  • 19. Net-Results and SugarCRM Native integration. No IT interaction needed. Single sign-on. No need to log in to Net-Results. Unlimited users at no additional cost. All data within the SugarCRM platform. No need to log into Net-Results.
  • 20. Aligning Marketing and Sales since 2009 Thank You!