+ All Categories
Home > Business > SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

Date post: 28-Nov-2014
Category:
Upload: epicom
View: 634 times
Download: 7 times
Share this document with a friend
Description:
Learn how to improve your sales efficiency and CRM adoption. Also, get tips on how to become more efficient in your daily routine.
Popular Tags:
14
SugarCRM User Group Topic: Improving Sales Efficiency & Workflow in SugarCRM March 5, 2013
Transcript
Page 1: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

SugarCRM User GroupTopic: Improving Sales Efficiency & Workflow in

SugarCRMMarch 5, 2013

Page 2: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

About Epicom

- Off-site backup- HIPAA and PCI compliant

- Requirements gathering, documentation, and design- Data Migration & Mapping

Page 3: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

Today’s Speaker

Bill HarrisonCEO & Founder, [email protected]

Page 4: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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

Page 5: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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]

Page 6: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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

Page 7: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

• Sales Buy-In– How to get your team

involved in your chosen system

– Show the benefits of these tools

Planning for Success

Page 8: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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?

Page 9: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

• 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

Page 10: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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

Page 11: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

Lead Dashboard

Page 12: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

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

Page 13: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

SugarCRM TrainingPutting these best practices

and tools into effect

Page 14: SugarCRM User Group on Improving Sales Flow and Efficiency in SugarCRM

[email protected](512) 481-9000

www.epicom.com

Follow us on Twitter: @epicomcorp

Questions?


Recommended