SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM
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SugarCRM User Group Topic: Improving Sales Efficiency & Workflow in SugarCRM March 5, 2013
description
Learn how to improve your sales efficiency and CRM adoption. Also, get tips on how to become more efficient in your daily routine.
Transcript of SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM
SugarCRM User GroupTopic: Improving Sales Efficiency & Workflow in
SugarCRMMarch 5, 2013
About Epicom
- Off-site backup- HIPAA and PCI compliant
- Requirements gathering, documentation, and design- Data Migration & Mapping
Agenda• News and Announcements
• Three major Building Blocks:– Planning for Success– Process Design– Making it Happen
• SugarCRM Training: Tools in SugarCRM that help improve your sales process
• Q & A
News & Announcements
• Next SugarCRM User Group:– May 14th @ 11 AM (CST)
Topic: Training on studio in Sugar and learn what’s new in Sugar 7
• SugarCon 2013– April 9th and 10th in New York! – If you are interested in attending
and getting a discounted ticket- email [email protected]
Planning for Success
• Involve your sales team in everything• CRM purchasing decision• Design• Deployment process
• Build a system that helps simplify this process
• Make it less of an administrative burden
• Sales Buy-In– How to get your team
involved in your chosen system
– Show the benefits of these tools
Planning for Success
Process Design
• Important questions to ask:
– Do you really understand your sales process?
– Is there a specific system in place?
– What can you do to organize it better?
• Identifying your Strategy– Structured vs. Unstructured– Finding the right process for all of
your reps– Company adoption of your CRM
system the process
Process Design
Your Website
Tradeshow
Making it Happen
• Lead Assignment and Follow Up– Put the chosen strategy into place– Consistent follow up method
• Lead Dashboard– Organize your progress
• Helpful Connectors– Use plugins to assist in the process and
streamline your efforts
Lead Dashboard
Helpful Connectors & Plugins
Click-to-Call
QuickBooks Integration
Electronic Signature Plugin for SugarCRM
Gmail Connector
Sugar Plugin for Excel
Sugar Plugin for Word
Sugar Plugin for Outlook
Phone Integration
SugarCRM TrainingPutting these best practices
and tools into effect
