Issuu on Google+

                 

SPECIFICATIONS DOCUMENT

Customer Relationship Management (CRM)                         © 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Sales Force Automation Sugar drives sales 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 mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications. Impact     

Share sales data across individuals and teams Focus attention on the most profitable deals Bring new sales representatives up to speed Present effective presentations and proposals to customers Monitor quota progress and business performance

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Contact Management Sugar Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships. Contact Imports Import contacts from a variety of data sources in a few simple steps. Sugar supports data transfer formats for Salesforce.com, Act, Microsoft Outlook, Excel and CSV formats. De-Duplication Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import. Record Merge Merge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


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. Impact    

Share opportunity information across individuals and teams Increase sales productivity through standardized sales processes Ensure effective opportunity handling through collaboration and workflow Tailor sales methodologies to meet your business needs

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


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. Impact    

Understand account status and relationships Improve up-selling and cross-selling opportunities Ensure consistent interactions with customers Share account information across marketing, sales and support departments

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


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, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Dashboards Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business. Impact    

Present user-specific information about sales opportunities and progress Consolidate sales information from across the business for executives Customize charts and reports based on key metrics Drill down on charts to understand account progress and individual performance

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


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, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts. Impact   

Generate and present accurate quotes and contracts to customers Manage multiple revisions in a single location Gain a clearer picture of customer agreements and products purchased

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Mobile Solutions Stay in touch while on-the-go with Sugar mobile functionality. Sugar offers wireless and PDA access that is hassle-free so you can continue to work away from the office. For our enterprise users, Offline Client Synchronization allows employees to work offline and automatically update Sugar when they return to the network. Sugar mobile solutions translate to less downtime and greater productivity. Impact    

Improve sales productivity with mobile access solutions Access Sugar from any smart phone or PDA Work offline and update Sugar information automatically when you return to the network Implement mobile functionality quickly and simply across our deployment options

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Plugins for Microsoft Office Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word. Impact   

Capture important customers communications within Sugar Export CRM data into Microsoft Word Integrate data between Sugar and Microsoft Excel

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Cloud Connectors Sugar Cloud Connectors connect third-party data service providers such as Hoover's, JigSaw, and LinkedIn so that users can obtain the most up-to-date account and lead information directly within SugarCRM. 

Cloud Views provide users a simple one-click preview of information retrieved from cloud data providers.

Information from multiple data services can be viewed upon a mouseover within record detail views.                  © 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Custom Fields Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

Impact   

Create custom fields to capture critical information about marketing programs, sales opportunities and support cases Required fields ensure information is populated before record is saved Full upgrade support means customizations are preserved.

© 2009 – Anderson Gray Worldwide Pty Ltd  http://www.anderson‐gray.com  Telephone: 1300 069 932  VERSION: 1.0 


Customer_Relationship_Management_S-CRM