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

Today’s Speaker

Bill HarrisonCEO & Founder, Epicombill@epicom.com

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 info@epicom.com

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

info@epicom.com(512) 481-9000

www.epicom.com

Follow us on Twitter: @epicomcorp

Questions?