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
2. © 2023 SugarCRM Inc. All rights reserved. 2 Everyone is on mute Questions are welcome Recording available Before We Start
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
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
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
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
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
8. © 2023 SugarCRM Inc. All rights reserved. Why ? 8
9. © 2023 SugarCRM Inc. All rights reserved. “Sales reps spend up to 43 hours every month searching for information.” 9
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
11. © 2023 SugarCRM Inc. All rights reserved. 11 Interview with Beth Freeman How Leverages sales-i and Sugar © 2023 SugarCRM Inc. All rights reserved.
12. © 2023 SugarCRM Inc. All rights reserved. + BETTER TOGETHER 12
13. © 2023 SugarCRM Inc. All rights reserved. 13
14. © 2023 SugarCRM Inc. All rights reserved. 14
15. © 2023 SugarCRM Inc. All rights reserved. 15
16. © 2023 SugarCRM Inc. All rights reserved. 16
17. © 2023 SugarCRM Inc. All rights reserved. 17
18. © 2023 SugarCRM Inc. All rights reserved. 18
19. © 2023 SugarCRM Inc. All rights reserved. 19
20. © 2023 SugarCRM Inc. All rights reserved. 20
21. © 2023 SugarCRM Inc. All rights reserved. 21
22. © 2023 SugarCRM Inc. All rights reserved. 22
23. © 2023 SugarCRM Inc. All rights reserved. 23
24. © 2023 SugarCRM Inc. All rights reserved. 24
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
26. © 2023 SugarCRM Inc. All rights reserved. Q&A 26
27. © 2023 SugarCRM Inc. All rights reserved. Thank You! 27