Extend Sugar: Supercharge Your CRM with New Capabilities

SugarCRM has formed strategic partnerships with Triblio (a Foundry Company) and DealHub, two leading sales and marketing technology platforms. In this webinar, we will show you how to extend the Sugar platform to engage with your prospects and customers using groundbreaking new digital tools.

Transcript

1. Extend Sugar: Supercharge Your CRM with DealHub and Triblio
2. © 2022 SugarCRM Inc. All rights reserved. Christian Wettre SVP & GM, Platform SugarCRM christian.wettre @sugarcrm.com Presenters Andrew Mahr Chief Customer Officer Triblio andrew @triblio.com Sarah Friedlander G. Director, Content & Creative SugarCRM sarah.friedlander @sugarcrm.com Eyal Orgil CRO & Co-founder DealHub eyal.orgil @dealhub.io 3
3. © 2022 SugarCRM Inc. All rights reserved. • Introduction • SugarCRM and Independent Software Vendors (ISV’s) • Supercharging Sugar with Opportunity Identification and Sales Cycle Acceleration • Triblio for SugarCRM • DealHub CPQ and DealRoom • Sugar Supercharged by DealHub & Triblio • Q&A Agenda 4 4
4. © 2022 SugarCRM Inc. All rights reserved. SugarCRM Independent Software Vendors (ISVs) 5 www.sugaroutfitters.com
5. © 2022 SugarCRM Inc. All rights reserved. Retain Customers Gain Revenue from New Customers Grow Revenue from Existing Customers Core CRM Objectives 6
6. © 2022 SugarCRM Inc. All rights reserved. Supercharge Sugar! By More Effective Prospecting and Accelerating the Sales Cycle 7
7. © 2022 SugarCRM Inc. All rights reserved. Introducing Triblio Sales Activation for SugarCRM 8 +
8. © 2022 SugarCRM Inc. All rights reserved. Evolution of Sales Prospecting 9 Blind Cold Calling Depressingly Demotivating Inbound Marketing Leads Nice… but not enough Buyer Intent Prospecting Proactive outreach based on data
9. © 2022 SugarCRM Inc. All rights reserved. Introducing DealHub CPQ for SugarCRM 10 +
10. © 2022 SugarCRM Inc. All rights reserved. Solving Two Sales Challenges 11 Generating the Quote Delays reduce win rates Post Quote Delivery Engagement What do we do after sending the quote?
11. © 2022 SugarCRM Inc. All rights reserved. Triblio for SugarCRM 12 Uncover Hidden Demand for Your Sales Team
12. © 2022 SugarCRM Inc. All rights reserved. Online Content Consumption Discussions with Peers or Network Consulting Experts or Reviews Related Business Activities Read an Analyst Paper Post Question to Network Hire a New Specialist Role Read B2B Blog Article Watch a Webinar Read a Case Study Follow Vendors on Social Media Attend a Tradeshow Read a Buyers Guide Press Release on New Initiative Engage your Channels Visit Your Blog Make a Sales Inquiry To find active buyers, your data needs to show how B2B purchase decisions really work. 13 Need Identified ? Purchase $
13. © 2022 SugarCRM Inc. All rights reserved. Triblio Presents Interested Accounts in a Sugar Sell Dashboard 14 Sugar Dashboard showing Engaged accounts based on Smart Score.
14. © 2022 SugarCRM Inc. All rights reserved. Triblio Alerts Sales via Email 15 Account alerts can be sent to reps based on: • Account ownership in Sugar Sell • Defined Territories • Deal stage in pipeline
15. © 2022 SugarCRM Inc. All rights reserved. Triblio Shows Accounts in Sugar Sell with Engagement with Content 16
16. © 2022 SugarCRM Inc. All rights reserved. Triblio Shows Accounts in Sugar Sell with an Engagement Timeline 17
17. © 2022 SugarCRM Inc. All rights reserved. Triblio Shows Subject Intent Data Over Time 18
18. © 2022 SugarCRM Inc. All rights reserved. Triblio Data Syncs to Sugar Sell Nightly, Meaning your Reps Can… 19 Find Buyers Earlier • No cold calling. No waiting for inbound form fills. Reach out when the buyers start researching. • Accounts are scored right in SugarCRM for easy prioritization. • “First in wins” — get your reps into deals ahead of the competition so you can frame deal and improve close rates. Craft Engaging Messages • Intent patterns uncover the needs and interests of the account, giving reps a head start on personalizing their outreach • Build playbooks for your sales team aligned to the most common signals in your market Get their Mondays Back • Sales reps and BDRs spend too much time deciding whom to call and what to say — up to 20% of their time • Eliminate busywork and increase productivity by automating prioritization and focusing your reps on accounts more likely to convert
19. © 2022 SugarCRM Inc. All rights reserved. What is DealHub? 20
20. © 2022 SugarCRM Inc. All rights reserved. Award-Winning Agile CPQ 21
21. © 2022 SugarCRM Inc. All rights reserved. Sales-first CPQ Philosophy 22 Agility Collaboration Transparency Operations Sales Rep End Customer
22. © 2022 SugarCRM Inc. All rights reserved. Agile Selling with DealHub CPQ Operational Efficiency Compliance & Control Revenue Growth Customer Experience 100% accuracy of price quotes 85% reduction in sales rep training 20% increase in sales rep productivity 100% sales team onboarded 500% increase in speed of quote approvals 80% decrease in sales team inquiries to the Operations team 100% Business Operations control of changes without IT 23
23. © 2022 SugarCRM Inc. All rights reserved. • Personalized guided selling Playbook • Automatically configures • Products & Pricing • Contracts & Content • Approval workflows • Unique buyer engagement & tracking • Contract Management • e-Signature (native & DocuSign) • Full data sync with SugarCRM • Easy integration and ramp up Driving Value through CPQ 24
24. © 2022 SugarCRM Inc. All rights reserved. DealHub’s Advantage! 25 Fastest Time-to-Value with 2-8 Weeks Onboarding ~100% Sales Rep Adoption Differentiated Buyer Experience Previously Unattainable Buyer Insights Easy to Maintain by Business Users with ZERO Coding
25. © 2022 SugarCRM Inc. All rights reserved. SugarCRM with DealHub Integration Capabilities SugarCRM's integration with DealHub provides a complete sales engagement suite. Sellers can create quotes and contracts, view quotes, and make edits in DealHub within the Sugar Opportunity. DealHub's syncing capabilities make it easy to update the seller’s opportunity in SugarCRM. 26
26. © 2022 SugarCRM Inc. All rights reserved. Sugar Supercharged by DealHub & Triblio 28
27. © 2022 SugarCRM Inc. All rights reserved. Triblio and DealHub are seamlessly embedded in Sugar and work together to accelerate pipeline growth and buying cycles Fully Integrated Value 29 Product Business Area and Benefits SugarCRM Account Management Opportunity Management Triblio • Surfaces target Accounts with new intent related to your products and services • Surfaces intent from existing Accounts that helps expand relationship or reduce churn • Surfaces intensity and breadth of interest within the buyer organization • Surfaces undisclosed competitors DealHub • With DealRooms expands insight into the accounts buying process and people involved by easing distribution of quotes and supporting materials • Accelerates buying cycles by more quickly generating accurate quotes and enabling 24/7 digital collaboration
28. © 2022 SugarCRM Inc. All rights reserved. Q&A 31
29. © 2022 SugarCRM Inc. All rights reserved. Thank You! 32
30. © 2022 SugarCRM Inc. All rights reserved. 33