SugarCRM Implementation and Automation: Power Up Your Business [+Video Inside]

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SugarCRM Implementation and Automation: Power Up Your Business [+Video Inside]

CRM software reaches deep within an organization, pooling valuable information to improve customer satisfaction, service, and loyalty, reduce costs and gain profits. Your company can accomplish all these goals only with the right system configuration and optimization. In this article, you will be introduced to a number of useful functions and concepts that will help you to start working with your SugarCRM account.

SugarCRM is a powerful customer relationship management solution for large enterprises as well as mid-sized businesses with a number of the following advantages:

  • account managers саn update info аbоut leads received, marketing campaign, meeting, sales opportunity, contact details еtс via thе system, quickly аnd easily.
  • users саn access thе system frоm аnуwhеrе аnd аt anytime
  • the software helps tо collaborate wіth sales team аnd prospects fоr effective business functioning
  • the solution enables management team іn guiding sales team wіth the nеw business possibilities
  • the platform allоwѕ customization оf dashboard аѕ реr thе specific requirement оf thе organization
  • SugarCRM prоvіdеѕ real-time views оf sales leads аnd multiple marketing campaigns аnd helps tо mаkе on-time decisions

Check out a short video by TechnologyAdvice to get acquainted with the system:

Activity Automation

Sugar’s Activity Management helps you manage tasks to close more opportunities in a shorter period of time. So, it gives you an opportunity to:

  • schedule and assign calls attached to a specific account
  • archive emails and meeting notes to specific records (accounts, contacts, leads, opportunities and cases)
  • manage schedule, meetings and calendar in a single location

Explore more information on managing activities with next instructions filmed by Helpfolder:

Effective Workflows

SugarCRM workflows enable you to create and standardize business processes based on unique needs of your company. So, you may define a set of conditions to be met and any combination of alerts and actions to trigger once the states are satisfied. Watch the next tutorial by epicomcorp and learn more about the components of every workflow such as definition, condition and operation.

Easy Reports

Sugar reporting helps you to check the performance and key metrics across your organization, so you can explore how data is impacting the business with the help of:

  • Dashboards show real-time information about leads, opportunities, and accounts. Dashboard access can be limited to specific user profiles, so team members see only the information they need to know.
      • you may check personalized sales information in a variety of formats, including line, pie, bar, perfomance, and bubble charts
      • chart drill-down can help you to investigate account progress and sales perfomance by viewing the information contained within sales dashboards.
  • Marketing analytics allows to measure the effectiveness of your campaigns from the initial offer to a closed sales opportunity.
      • With lead source analysis you can scale and prioritize channel campaigns based on lead source dashboards
      • Real-time ROI reports help you understand which campaigns are generating positive return on investment
      • Campaign benchmarks give you an opportunity to measure campaign effectiveness based on a variety of attributes, including lead crated, new oportunities, and closed-won deals.
  • On one screen, account managers can monitor the pipeline of sales representatives by sales stage, view how many calls each rep has made over a given time period, and check closed and expected revenue for the quarter.
      • Team pipelines show how individuals and teams are performing based on opportunities by sales phase.
      • Sales stages help to access all opportunities in a defined point with one click to see next steps needed to progress this record.
      • A single view of all sales calls can be seen over a given time period, including held and planned ones.
  • Sugar case reports monitor customer problems and how well your support team is solving these issues. You can also measure open cases by the representatives, priority, and entitlement. The reports open up the ability to:
      • rank cases based on the importance of account and severity of the problem
      • check out open cases across support representatives, account, time period or other attributes
      • create and manage support entitlements for given contacts to ensure service level agreements are enforced.
  • Sugar reporting provides a better understanding of who your customers are. The dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes.

See the process of creating reports in SugarCRM by watching the next video by RichlodeSolutions:

Forecast Configuration

SugarCRM Forecasts module combines opportunity records to build worksheets and predict sales. You can work towards sales quotas at the individual, team, and organization level. Note, with administrator access, you must configure the Forecasts module with the company’s desired Time Periods, Ranges, and Scenarios.

Discover a visual on how to review SugarCRm forecasts provided by AllegroCRMExperts:

Compelling Integrations

SugarCRM integrates well with different tools designed to help your marketing and sales teams improve customer support as well as increase both the volume and quality of leads. Among them are:

Act-On can seamlessly embeds leads into the Sugar UX, providing better visibility into history, behavior, etc. This integration with SugarCRM can be a huge advantage when your sales reps first reach out to leads.

With Callinize, your agents will know who is calling, so they can immediately jump to the most relevant records. Furthermore, Callinize helps you to create follow-up reminders and tasks after any call.

SugarChimp brings the best of both MailChimp and Sugar together to create the ultimate platform. The application syncs target lists in both directions and allows you to keep Sales and Marketing on the same page without additional work.

By and large, if уоu аrе running аn organization аnd lооkіng fоr solution tо systematize уоur business processes wіth minimal effort, thеn choosing and implementing SugarCRM software tо manage уоur data wіll hеlр уоu tо accelerate уоur company potential.

Also, if you want to find out other important facts about this solution, you can reach out our expert to get more information.

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