Sugarcrm closes the loop between marketing activities and deal signings. Manage leads from multiple marketing campaigns, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have to up-to-date information necessary to close the deal. With Sugarcrm, companies are more confident about how their marketing dollars are spent and how campaign activities drive the top-line.
Impact
- Close the gap between lead generation and deal closure
- Segment customers to target the right customer set with the right message
- Generate and monitor campaigns across all customer channels
- Create web form pages for lead capture
- Understand which campaigns are effective through customizable ROI reports and dashboards
Sugarcrm 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 Sugarcrm lead management, companies have the tools to populate the pipeline with more qualified leads.
Impact
- Segment leads based on the attributes that drive your business
- Import and export lists from third-parties
- Automatically capture leads across multiple channels
- Convert leads to opportunities and ensure appropriate follow-up
Lead Segmentation
Segment leads based on industry, channel, lead source, geography or other attributes to build offers that address prospect needs
Complete List Management
Import leads from multiple data types and manage leads across campaigns. Ensure accurate prospect lists so that offers reach the intended audience.
Automated Lead Capture and Handling
Capture leads from multiple campaigns and channels. Automatically route the lead to the appropriate internal contact for follow-up.
Lead Conversion
Close-the-loop between marketing and sales by automating the lead hand-off process. Design business rules to route the lead to the correct salesperson based on territory, team or specialty.
Auto-Design Web Form for Lead Capture
Marketers can design a web form that integrates with Sugar that can capture and manage leads from a website landing page. The Auto-designer eliminates IT support for marketing programs.
ROI Calculation
As leads are converted from campaigns, marketers can see real-time ROI calculations on the campaign effectiveness.
Sugarcrm campaign management centralizes the development, execution and monitoring of campaigns across multiple channels. With Sugarcrm campaign management, companies achieve better visibility into the effectiveness of marketing spend.
Impact
- Campaign wizard standardizes the campaign development and ensures complete programs
- 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 campaigns produce the most revenue
Multi-Channel Campaign Management
Manage web media, email, newsletter subscriptions, webcasts, telesales, print advertising, TV and radio advertising.
Prospect-to-Lead Conversion
Track campaigns based on campaign type, account or industry so salespeople understand why customer responded.
Workflow Approvals
Define the information flow for the campaign so that the appropriate stakeholders can view and test the campaign before launch.
Campaign Benchmarking
Benchmark campaign effectiveness based on direct mail, phone, trade shows and email.
With email marketing, Sugarcrm allows marketing managers to design campaigns that convey the brand identity of the organization and to interact with targets and customers to ensure higher response rates and more respectful communication.
Impact
- 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
Email Design
Present a consistent brand identity through HTML templates and design tools to ensure your best is presented to customers
Email Monitoring
Monitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated
Queue Management
Manage campaign execution and unsubcribes to ensure campaigns target the intended audience
In-Bound Email Processing
Create metrics from in-bound e-mails and automatically assign leads to sales representatives
Newsletter Management
Create newsletter email groups, manage subscriptions independently, track activity and plan newsletters periodically.
ROI Calculation
View a real-time ROI calculator on the value created by the email or newsletter campaign.
Sugarcrm sales collateral management means that marketing and sales people will never be left in the cold when it comes time for an important presentation. Manage multiple format types including Word, PDF, PPT and Excel documents in a central location to ensure reps have the tools to close the deal. Ensure relevance by managing expiration dates and revisions so that the team presents a unified message to the market.
Impact
- Present a consistent message to the market
- Possess the tools to dazzle customers and close more deals
- Manage out-dated materials and presentation revisions
Category Management
Define collateral by category and subcategory, publication date, publisher or date of revision.
Collateral Search
Search for relevant collateral based on various attributes, including author, topic and date.
Collateral Controls
Assign expiration dates and visibility rules to ensure the security of important information and to delete materials that are no longer relevant.
