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The Rule of Three: Marketing, Sales & Service Success

The Rule of Three: Marketing, Sales & Service Success

Let us show you how to let the platform do the work for marketing, sales, and service. Let us show you how the Sugar platform enables you to get a complete picture of each customer.

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SugarCRM
PRO

July 13, 2021
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Transcript

  1. The Rule of Three: Marketing, Sales & Service Success

  2. Everyone is on mute Questions are welcome Recording available 2

    © 2021 SugarCRM Inc. All rights reserved. Before We Start
  3. © 2021 SugarCRM Inc. All rights reserved. Presenters 3 ERIK

    TAVENNER Mid-Market Team Lead SugarCRM erik.tavenner @sugarcrm.com FRANKLIN DE LA CRUZ Senior Solutions Consultant SugarCRM franklin.delacruz @sugarcrm.com MORGAN SADOWSKI Senior Solutions Consultant SugarCRM msadowski @sugarcrm.com SARAH FRIEDLANDER G. Director, Content Marketing SugarCRM sarah.friedlander @sugarcrm.com
  4. © 2021 SugarCRM Inc. All rights reserved. • Introducing Lumina

    Health • Engaging the Market to Grow • Conducting Business Effectively • Servicing the Customer • Summing it Up • Q&A Agenda 4
  5. © 2021 SugarCRM Inc. All rights reserved. Introducing Lumina Health

    5
  6. © 2021 SugarCRM Inc. All rights reserved. Introducing Lumina Health

    6 BLIND SPOTS BUSY WORK ROADBLOCKS
  7. © 2021 SugarCRM Inc. All rights reserved. Introducing Lumina Health

    • Lumina Health provides DNA testing to the public and makes DNA test equipment for the bio-pharma industry • During the past year, the business has been forced to accelerate digital adoption as employees work from home and face-to-face meetings have become rare • Business is booming and the company has had to quickly adopt new ways of getting work done to full demand 7
  8. © 2021 SugarCRM Inc. All rights reserved. The Sugar CX

    Platform at Lumina Health 8
  9. © 2021 SugarCRM Inc. All rights reserved. 9 Engaging the

    Market to Grow
  10. © 2021 SugarCRM Inc. All rights reserved. • Building an

    Audience • Automate Nurture Campaigns • Understanding Interest and Responding at the Right Time • Share Engagement with Sales and Service Engaging the Market to Grow Overview 10
  11. © 2021 SugarCRM Inc. All rights reserved. Building an Audience

    Dynamic DNA 11 • Build contact, demo, and event registration forms • Embed your forms on branded landing pages • Easy to build with drag- and-drop functionality Dynamic DNA Learn about rapid DNA Testing In this webinar we show you how we discover your unique DNA ancestry from a simple saliva swab Stay Current with Lumina. Sign up to receive updates about our latest innovations. I agree to the Lumina privacy policy and consent to receive email updates..
  12. © 2021 SugarCRM Inc. All rights reserved. Automate Nurture Campaigns

    12 • Easy-to-use nurture and email builders • Create branching paths based on recipients’ actions • Automatically move your leads through the pipeline
  13. © 2021 SugarCRM Inc. All rights reserved. Understanding Interest &

    Responding at the Right Time 13 • High-maintenance • Subjective • Based on engagement quantity, not quality • No setup required • Accurate, uncovers engagement quality • Easy to follow points visit website point open email points attend webinar points job page visit = points +10 +1 +50 -10 51
  14. © 2021 SugarCRM Inc. All rights reserved. Share Engagement with

    Sales and Service 14 • Awareness of customer interest areas • Responding to enquiries • Helping sales understand the opportunity
  15. © 2021 SugarCRM Inc. All rights reserved. Conducting Business Effectively

    15
  16. © 2021 SugarCRM Inc. All rights reserved. • Prioritizing Sales

    Leads • Details from Marketing • Lumina’s Processes Are All in Sugar • Using New Digital Communication Channels Conducting Business Effectively Overview 16
  17. © 2021 SugarCRM Inc. All rights reserved. Prioritizing Sales Leads

    • Sugar Predict AI assisted prioritization of leads • Comparing leads against previous successes and ideal customer profile (ICP) 17
  18. © 2021 SugarCRM Inc. All rights reserved. Details from Marketing

    DNA Test DNA Testing Request Submitted Test request from product page 05/05/21 05/05/21 05/05/21 • Better information helps motivate follow-up • If marketing knows something, sales should know it too … and vice versa 18
  19. © 2021 SugarCRM Inc. All rights reserved. Guiding the User

    Lumina’s Processes Are All in Sugar Automating Workflow in the Background 19
  20. © 2021 SugarCRM Inc. All rights reserved. • Initiate communication

    from the website • Enable web chat and digital voice channels Using New Digital Communication Channels 20
  21. © 2021 SugarCRM Inc. All rights reserved. Servicing the Customer

    21
  22. © 2021 SugarCRM Inc. All rights reserved. • Lumina’s Service

    Footprint • Seamless Handoffs • Omnichannel Agent Desktop • Routing, Escalation and SLA Management • Knowledge Management • Data Driven Decision Making Servicing the Customer Overview 22
  23. © 2021 SugarCRM Inc. All rights reserved. Lumina’s Service Footprint

    Customer Experience Platform (Sugar Serve) Email, Phone, SMS, Chat, Chatbots (Amazon Connect + SugarLive) Customer Portal (Sugar Case Portal) Online Ordering (WooCommerce + Serve API) Help Center (WordPress + Serve API / KB) DNA Sequencer Device Logs (Amazon IoT + Sugar Integrate) 23
  24. © 2021 SugarCRM Inc. All rights reserved. Seamless Handoffs Call

    Logged Case Created Repair Scheduled Agent makes notes alongside recording Ok, Let me transfer you to an agent who can help. Personalized Greeting Phone number matched against contact on Sugar Hello, Jennifer. How can I assist you today? Jennifer, We have technicians available today, what time works for you? Incoming Customer Call / Chat My DNA Sequencer is broken. Dynamic Routing Agent selected based on intent, skills, account level or escalation status. Agent Desktop Manage current call or chat. View customer and case history. Access KB, entitlements, reports and tools. Sentiment and Coaching Understand the impact and trends of customer conversations. Identify crucial feedback and coaching opportunities. 24
  25. © 2021 SugarCRM Inc. All rights reserved. Active Call /

    Chat Context and Notes Active Call / Chat Window and Controls 360-degree Overview Customer Tier Case History Knowledge Base Interaction Timeline Call / Chat Transcripts Sentiment Analysis Show/Hide Agent Desktop Omnichannel Agent Desktop 25
  26. © 2021 SugarCRM Inc. All rights reserved. Routing, Escalation and

    SLA Management Process Designer Pre-built support processes for routing, escalation, tasking, notifications Rule Designer Packaged rules for SLA assignment, escalation management, case update notifications Journeys Playbooks for complex case resolutions or internal coordination 26
  27. © 2021 SugarCRM Inc. All rights reserved. Knowledge Management Agent

    Desktop Product FAQs Technical Bulletins Knowledge Base Articles 27
  28. © 2021 SugarCRM Inc. All rights reserved. Aggregated Sentiment Real-Time

    Transcription Sensitive Customer Data Redaction Conversational Keyword Search Real-Time Alerts Sentiment and Coaching 28
  29. © 2021 SugarCRM Inc. All rights reserved. No Touch Scheduling

    and Exception Handling Work Orders Map View Service Area Fill Gaps In Schedule Drag & Drop Scheduling Technicians and Skills Technician Job 29
  30. © 2021 SugarCRM Inc. All rights reserved. Digitize Pen and

    Paper Processes eSignature Work Acceptance Part Barcode Job Form Next Job Job List Other Tools Get Directions 30
  31. © 2021 SugarCRM Inc. All rights reserved. Data Driven Decision

    Making Case Queue Charts are Drillable Active or Overdue Tasks Case Metrics Configure and Publish Dashboard Show/Hide Dashlets 31
  32. © 2021 SugarCRM Inc. All rights reserved. Summing it Up

    32
  33. © 2021 SugarCRM Inc. All rights reserved. End to End

    Customer Communication and Processes CUSTOMER ENGAGEMENT FAST SALES CYCLES PRECISION SERVICE 33
  34. © 2021 SugarCRM Inc. All rights reserved. Our Vision and

    Goal NO BLIND SPOTS • Full change history • Accurate predictions • Descriptive analytics • Complete and accurate customer data • Shared view across departments NO BUSY WORK • Calendar, email, mobile, documents, and omnichannel integration • Automated sales research • Data and process integration • Pre-built data warehouse NO ROADBLOCKS • Reduced data gaps • Greater operational scale • Comprehensive customization • Integrate with anything • Scalable global infrastructure 34
  35. © 2021 SugarCRM Inc. All rights reserved. Q&A 35

  36. © 2021 SugarCRM Inc. All rights reserved. Thank You! 36

  37. © 2021 SugarCRM Inc. All rights reserved. sugarcrm.com 37