Manage, organize and record daily customer and prospect interactions to more effectively coordinate selling activities.
SugarCRM manages, coordinates and records daily user activities, such as appointments, tasks, communication, and completed process steps. Each activity is stored in the opportunity/deal record and can be viewed from the account, deal or contact screens.
Why Is This Feature Important for CRM
Activity management ensures that you are able to easily track important events in the sales cycle, remind others of action items, and provide a record of customer communications and interactions. All of these serve to ensure satisfied customers and allow the sales rep to work more efficiently.
What is the SugarCRM Difference
SugarCRM CRM is a sales readiness system. It allows you to determine what a salesperson needs to do in terms of creating messages, managing knowledge, generating quotes, being able to have insight into what's important, relevant, and meaning to the prospect right here, right now. It's looking at what I as a salesperson need, building processes around that, and then applying our technology to make it repeatable, measurable, and effective.
By reinforcing your best practices and aligning day to day sales activities to the customer buying cycle, your sales people are able to interact with a customer or prospect in a moment when the customer is open to interaction.
SugarCRM is highly configurable, allowing for custom activity types to be added that provide historical account markers, and also allow the generation of powerful reports that help sales effectiveness analysis.
Business Benefit
- Centralization of activities histories, types and purposes lead to more effective account management and selling.
- Standardization of activity types and histories lead to better customer and process insight.
Product Feature
- Record and track appointments, tasks, communication events, notes, and completed/current deal steps.
- Assign predefined or custom types and purposes to each recorded activity.
- Appointments, tasks, and deal steps are integrated into the calendar providing direction for the sales team.
- Activities can be displayed by dynamic dashboards for easy viewing.
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