3 Ways to Get Better Performance from SugarCRM with Simple Integrations
Posted: Wed Dec 11, 2024 6:10 am
If your SugarCRM system has become the workhorse of your sales organization, don’t forget to centralize data and automate your customer processes. How do you achieve these results? By allowing users to better understand consumers. Below we advise you on using three simple tools to boost productivity, shorten sales cycles, and improve the overall adoption of your CRM and improve ROI .
Electronic signature – Accelerate your sales cycle
One of the most tedious phases of the sales cycle is the seemingly endless back-and-forth of sales proposals, quotes, and contracts. Salespeople typically bc data singapore phone number have to spend time emailing and closing contracts with current and potential customers, delaying the closing of a sale and likely adding unnecessary friction to the sales process. However, with e-signature tools, such as DocuSign integrated with a CRM system , reps can optimize CRM performance through a system-enabled signature. All a customer has to do is digitally sign and the deal can be concluded without the need for email back-and-forth, or paper documents. The goal is to close deals that are entered directly into the CRM system, so reps can immediately see the effect of the transaction on their journey to closing the deal.
D&B (Informa) for Sugar: Improve data quality and sales agent productivity
SugarCRM takes the lead pipeline management to the next level with sales rep control. However, you may find yourself with an ocean of information available about a company's prospects, so your leads may not be immediately available to reach a sales rep through SugarCRM. By leveraging the breadth of data in D&B (Informa) for Sugar, sales reps can have seamless access to thousands of data records to gain accurate insights into the stages of the sales cycle. D&B for Sugar empowers sales reps to manage richer data records across millions of companies, including:
The company's latest financial data.
Recent changes in locations, type of leadership or changes in regulatory standards.
Management of unstructured data, such as that found on social media, news and market intelligence.
Linking your actions to corporate information.
Accurate contact information for stakeholders.
CPQ – Simplify your complex sales
CPQ stands for ' Configuration , Pricing, and Quotations ', tools that help you automate the hard tasks around configuring product bundles, optimizing pricing, and creating sales quotes. Innovative CPQ tools like ' Endeavor CPQ ' are fully mobile and highly intuitive, making life easier for sales reps. The 'Endeavor CPQ' system offers appointment scheduling from Sugar in order to guide the sales person with proposals that ensure all products and prices are 100% accurate. In addition, we can save all appointment data in Sugar, with the possibility of generating PDF, Word, Excel documents or email meetings. These are just three of the many tools within the SugarCRM ecosystem, designed to increase the productivity of sales agents . Tools that pursue faster sales closings.
Electronic signature – Accelerate your sales cycle
One of the most tedious phases of the sales cycle is the seemingly endless back-and-forth of sales proposals, quotes, and contracts. Salespeople typically bc data singapore phone number have to spend time emailing and closing contracts with current and potential customers, delaying the closing of a sale and likely adding unnecessary friction to the sales process. However, with e-signature tools, such as DocuSign integrated with a CRM system , reps can optimize CRM performance through a system-enabled signature. All a customer has to do is digitally sign and the deal can be concluded without the need for email back-and-forth, or paper documents. The goal is to close deals that are entered directly into the CRM system, so reps can immediately see the effect of the transaction on their journey to closing the deal.
D&B (Informa) for Sugar: Improve data quality and sales agent productivity
SugarCRM takes the lead pipeline management to the next level with sales rep control. However, you may find yourself with an ocean of information available about a company's prospects, so your leads may not be immediately available to reach a sales rep through SugarCRM. By leveraging the breadth of data in D&B (Informa) for Sugar, sales reps can have seamless access to thousands of data records to gain accurate insights into the stages of the sales cycle. D&B for Sugar empowers sales reps to manage richer data records across millions of companies, including:
The company's latest financial data.
Recent changes in locations, type of leadership or changes in regulatory standards.
Management of unstructured data, such as that found on social media, news and market intelligence.
Linking your actions to corporate information.
Accurate contact information for stakeholders.
CPQ – Simplify your complex sales
CPQ stands for ' Configuration , Pricing, and Quotations ', tools that help you automate the hard tasks around configuring product bundles, optimizing pricing, and creating sales quotes. Innovative CPQ tools like ' Endeavor CPQ ' are fully mobile and highly intuitive, making life easier for sales reps. The 'Endeavor CPQ' system offers appointment scheduling from Sugar in order to guide the sales person with proposals that ensure all products and prices are 100% accurate. In addition, we can save all appointment data in Sugar, with the possibility of generating PDF, Word, Excel documents or email meetings. These are just three of the many tools within the SugarCRM ecosystem, designed to increase the productivity of sales agents . Tools that pursue faster sales closings.