Marketing Automation

SugarCRM closes the loop between marketing and sales

 
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Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leadsto your sales reps and track the marketing ROI of your programs.

Demo: See marketing automation
  • Create and execute campaigns across marketing channels
  • Captures leads directly into the CRM system
  • Measures return on investment of campaigns


Multi-Channel Campaigns

Sugar Multi-Channel Campaigns centralizes the development, execution and monitoring of campaigns across multiple channels (i.e., tradeshows, email, direct mail, or phone campaigns). With Sugar campaign management, companies achieve better visibility into the effectiveness of marketing expenditures.Extend campaign management to other channels, such as SMS campaigns, with extensions from SugarExchange.

Demo: See multi-channel campaigns

Positive Impacts

  • Provide detailed views into campaign effectiveness across marketing and sales stages
  • Define campaign routing and approvals to ensure buy-in across the organization
  • Benchmark campaigns to understand which ones produce the most revenue
  • Track delivery, open, and click-through percentages of email campaigns
  • Include opt-in and opt-out links to email campaigns
  • Track campaign ROI by linking opportunities to specific campaigns


Campaign Wizard

The Sugar Campaign Wizard simplifies the process of creating a campaign by walking users though a simple process that gathers all the information needed to execute a campaign. The Campaign Wizard gathers information about the marketing channel, target, program dates, budget, expected revenue and offer to ensure that campaigns are effective and measurable.

Demo: See campaign wizard

Positive Impacts

  • Simplifies campaign design, execution and tracking
  • Ensures proper testing, suppression, and list management
  • Offers real-time activity and ROI reports


Email Marketing

With Email Marketing, Sugar allows marketing managers to identify the correct target for a given campaign, design offers that convey the brand identity of the organization, and track the response rates once a campaign is executed.

Demo: See email marketing
  • Ensure campaigns are brand consistent and coordinated across customer channels
  • Monitor campaign execution to ensure offers reach the targeted audience
  • Track and assign opportunities to campaign leads
  • Control opt-in and opt-out lists


Web-to-Lead Forms

Designed for non-technical users, Sugar Web-to-Lead Forms simplify the process of capturing leads into your CRM system. By embedding a customizable form within customer-facing web sites, Web-to-Lead forms directly import campaign responses into Sugar. Marketing professionals can designate what kind of information they would like to capture in each form to ensure useful information is handed off to sales people for follow-up.

Demo: See web to lead
  • Automate lead import from the Web into SugarCRM
  • Reduce the need for technical resources to create web forms
  • Presents all fields and values from the Leads module


Lead Management

Sugar’s Lead Management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With Sugar lead management, companies have the tools to populate the pipeline with more qualified leads.

Demo: See lead management
  • Segment leads based on the attributes that drive your business
  • Automatically capture and assign leads across multiple channels
  • Convert leads to opportunities and ensure appropriate follow-up


Marketing Analytics

Sugar Marketing Analytics allows companies to measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity. Managers can assess the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.

Demo: See marketing analytics
  • Understand the ROI of marketing programs
  • Relate opportunities to specific campaigns
  • Track which channel is most/least profitable
  • Replicate successful campaigns in a few simple steps