CRM to Define, Guide, and Track
Smart Selling has the business process transformation skills necessary to define not only your sales methodology but also the buying process of your prospects and customers. Utilising SugarCRM, Smart Selling can deliver CRM that guides and tracks your most effective sales best practices.
Being commerical open source, SugarCRM is unique in that it is underpinned by highly customisable technology that crystallizes and manages all of your selling activities. Each activity is mapped in the system with outcome and result gates that manage the progress flow between activities.
SugarCRM allows you to make real time amendments to your sales processes. Deals that haven't got to that step will follow the new process, and historic deals remember the old, unmodified process -- and deals that are actually in the modified step will continue as if nothing changed. And you can customize SugarCRM processes for different users, roles, positions, channels or products. Now you can have your cake and eat it too.
Why Is This Feature Important for CRM
The ability to define and reinforce a selling methodology enables companies to replicate success sales and rapidly scale organizations.
The ability to align how you sell with how you buy differentiates world class sales organizations from everyone else.
This is Sales 2.0 in on-demand CRM and its available now.
The Smart Selling and SugarCRM Difference
SugarCRM is a platform that can be tuned to suit the needs of your organisation, including the incorporation of social media data streams. Imagine a GPS system that only showed you towns, not roads -- you'd keep getting lost. You don't expect it from a GPS system and you shouldn't from a CRM system.
Business Benefits
- Drive business that is more efficient, effective and profitable.
- Use workflow to enable the majority of your sales team to perform like your sales leaders.
- Use workflow reports to gain proactive insight into how your team is performing.
- Gain valuable insight into why your deals are won or lost, rather than simply the outcome.
Key Product Features
- Create workflow processes to define your selling approach, guide and track your sales team.
- Configure win/loss, result and outcome fields and mandate their use to get a complete picture of your business.
- Create custom user-interfaces for different individuals, roles or groups of users.
- Assign deal probabilities to each step to automate forecasting and reporting.
- Add robust custom fields to each process to track information and calculate opportunity values.
- Use the auto-task feature to automatically generate specific to-do lists for each workflow step.
- Dynamically move or skip steps because deals never go according to plan in real life.
- Assign permissions and access rights to ensure the right people are using the right processes.
If you'd like to learn more about how to turn your teams sales efforts into defined, repeatable processes contact one of our CRM experts for an initial discussion.