Sales Force Automation

Sugar drives sales force performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.

Demo: See sales force automation

Positive Impacts

Opportunity Management

Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Demo: See opportunity management

Positive Impacts

Contact Management

Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Demo: See contact management

Account Management

Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.

Demo: See account management

Positive Impacts

Forecasting

Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, use worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

Demo: See sales forecasting

Quotes and Contracts

With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Microsoft Word, or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.

Demo: See quotes and contracts

Positive Impacts

Dashboards

Sugar Dashboards provide employees and managers with real-time information about leads, opportunities and accounts. Automatic consolidation of sales data from across teams reveals the information executives need to drive performance across their business. Manage access based on user profile and expose employees only to the information they need to know.

Demo: See sales dashboards

Positive Impacts