CRM to turn contacts into cash
Use your embedded best practices to create and drive deals more efficiently, effectively and profitably.
SugarCRM provides unique and powerful opportunity management that allows you and your sales team to create and drive efficient, effective and profitable deals. The heart of the system is SugarCRM's commercial open source software. SugarCRM provides you with unprecedented ability to customise the software to suit your specific business needs. This allows you to define a blueprint for sales success, guide sales professionals along the right path to selling best practice, and track every sales activity in real-time to measure performance and effectiveness.
The system is highly configurable, allowing you to pick or create your own best-practice workflow for your sales team to follow. The outcomes and results of each workflow step are also configurable, allowing you to assign (and mandate) win/loss reasons before the next sales process step can be achieved. SugarCRM's workflow acts as a virtual coach for your sales team, ramping up new reps more quickly and reinforcing best practices.
Drill-down, dynamic dashboards, and over 100 prebuilt and an unlimited number of custom reports allow the sales team and managers to always keep on track. All sales reporting, pipelines and forecasts are driven directly off the real sales activities completed, not rep gut feel. The result: the most accurate pipelines and forecasts in the industry.
Deal and territory reassignment tools, coupled with a complete record of all deals, allow for efficient changes in sales teams with the minimum down time and no data loss.
Why Is This Feature Important for CRM
Opportunity management is the fundamental part of a CRM that turns contacts to cash: It brings together all the elements required to sell: contacts, accounts, sales people, product offered and selling activities. Sales reporting, pipelines and forecasts are an extension of opportunity management, as they measure the expected and actual results.
The SugarCRM Difference
SugarCRM is the only CRM platform capable of providing activity-based workflow, which enables the majority of your sales team to perform more like your sales leaders.Activity based workflow is a core foundation of a world class sales organisation
Business Benefits
- Drive sales effectiveness and profitability by defining and implementing a best-practice sales approach that is aligned to your prospect/customer buying cycle
- On-demand reporting and dashboards give instant insight to pipelines and forecasts.
- Use integrated workflow, calendaring, scheduling, tasks, contacts and account to manage more opportunities simultaneously and better prioritize sales time.
- Coach reps using activity reporting to find stick deals or sales bottlenecks before they become issues.
- Ramp up new reps more effectively.
Key Product Features
- Create new opportunities automatically from leads, Web capture forms or your preferred integration tool (i.e. Talend, Boomi, SnapLogic).
- Manually enter new opportunities using a customizable user interface that can capture pre-build and custom information.
- Reassign opportunities from other users.
- Use workflow to reinforce and mandate a selling best practices or any methodology, such as SPIN Selling, Wilson Learning CSP, or CustomerCentric Selling.
- Use either inbuilt or Microsoft Outlook calendars, scheduling and task management to drive sales activities.
- Configure all input, win/loss reasons and outcome fields and provide different, customized opportunity screen layouts for individual positions, teams and users.
- Add an unlimited number of time-stamped notes to any opportunity to track all relevant information and communication history associated with the sale.
- Set up sharing schemes to allow team selling and management insight.
- Create, view and share sales pipeline and forecast reports, charts, tables and dashboards.
- Use over 100 prebuilt and an unlimited number of custom reports to gain sales and management insight.