Ditch the Spreadsheets with sales-i and SugarCRM

Find out how, with sales-i and Sugar, you can:

- Generate more revenue with your existing Sugar data
- Improve adoption with an all-in-one solution for sales data analytics
- Easily drill into, and view spend mix, product slippage and margin erosion at SKU level
- Give salespeople more time to sell instead of analyzing sales data

Transcript

1. Ditch the Spreadsheets
   with sales-i and SugarCRM
   

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2. © 2023 SugarCRM Inc. All rights reserved.
   2
   Everyone is
   on mute
   Questions
   are welcome
   Recording
   available
   Before We Start
   

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3. © 2023 SugarCRM Inc. All rights reserved.
   Clint Oram
   CSO and Co-Founder
   SugarCRM
   clint
   @sugarcrm.com
   Presenters
   3
   Beth Freeman
   EVP
   FSIoffice
   beth.freeman
   @formsandsupply.com
   Sarah Friedlander G.
   Sr. Director, Brand & Content
   SugarCRM
   sarah.friedlander
   @sugarcrm.com
   Paul Black
   CEO and Co-Founder
   sales-i
   pblack
   @sales-i.com
   

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4. © 2023 SugarCRM Inc. All rights reserved.
   Agenda
   • Why Sugar?
   • Why sales-i?
   • How sales-i and Sugar Unlock Hidden
   Opportunities
   • How FSIoffice Leverage sales-i and Sugar
   • Q&A
   4
   4
   

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5. © 2023 SugarCRM Inc. All rights reserved.
   Marketer Challenges
   5
   Generating
   (Quality)
   Leads
   Consolidating
   Tools and
   Technology
   Too Much or
   Not Enough
   Data
   Securing Enough
   Resources or
   Budget
   "Achieving a single
   view of our
   customers was a
   key objective."
   - Kris S., Director Community
   Care & Inclusion, Wesley
   Mission Queensland
   

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6. © 2023 SugarCRM Inc. All rights reserved.
   Sales Challenges
   6
   “Declining quota
   attainment, lack of
   visibility into deal
   health and difficulty
   in forecasting
   quarterly sales
   remain a challenge
   for sales leaders.”
   - Ventana Research
   No Lead
   Prioritization
   Inconsistent
   Sales Processes
   Too Many
   Manual Tasks
   Inaccurate
   Sales Forecasts
   Driving
   Revenue Growth
   Lack of
   Preparation
   

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7. © 2023 SugarCRM Inc. All rights reserved.
   ‘Smarketing’ - The Future of
   Sales and Marketing
   7
   “Sellers’ decision-making
   will be based on data,
   analytics, and AI, not on
   intuition and experience.”
   - The Future of Sales in 2025,
   A Gartner Trend Insight Report
   

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8. © 2023 SugarCRM Inc. All rights reserved.
   Why ?
   8
   

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9. © 2023 SugarCRM Inc. All rights reserved.
   “Sales reps spend up
   to 43 hours every
   month searching for
   information.”
   9
   

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10. © 2023 SugarCRM Inc. All rights reserved.
    What
    should I
    be selling
    you?
    What
    have I
    sold you?
    What
    haven’t I
    sold you?
    When do
    we speak
    next?
    When did
    we last
    speak?
    What did
    we talk
    about?
    CRM Data Transactional Data
    We Mix up Transactional and CRM Data
    to Help You Sell More
    10
    

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11. © 2023 SugarCRM Inc. All rights reserved.
    11
    Interview with Beth Freeman
    How Leverages
    sales-i and Sugar
    © 2023 SugarCRM Inc. All rights reserved.
    

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12. © 2023 SugarCRM Inc. All rights reserved.
    +
    BETTER TOGETHER
    12
    

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13. © 2023 SugarCRM Inc. All rights reserved.
    13
    

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14. © 2023 SugarCRM Inc. All rights reserved.
    14
    

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15. © 2023 SugarCRM Inc. All rights reserved.
    15
    

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16. © 2023 SugarCRM Inc. All rights reserved.
    16
    

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17. © 2023 SugarCRM Inc. All rights reserved.
    17
    

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18. © 2023 SugarCRM Inc. All rights reserved.
    18
    

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19. © 2023 SugarCRM Inc. All rights reserved.
    19
    

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20. © 2023 SugarCRM Inc. All rights reserved.
    20
    

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21. © 2023 SugarCRM Inc. All rights reserved.
    21
    

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22. © 2023 SugarCRM Inc. All rights reserved.
    22
    

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23. © 2023 SugarCRM Inc. All rights reserved.
    23
    

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24. © 2023 SugarCRM Inc. All rights reserved.
    24
    

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25. © 2023 SugarCRM Inc. All rights reserved.
    What’s Next?
    25
    Would you like to learn more
    about Sugar + sales-i?
    Schedule a demo by emailing
    sales@sugarcrm.com
    

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26. © 2023 SugarCRM Inc. All rights reserved.
    Q&A
    26
    

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27. © 2023 SugarCRM Inc. All rights reserved.
    Thank You!
    27
    

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