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Unlock Revenue with CRM Reports & Dashboards

Unlock Revenue with CRM Reports & Dashboards

If you’re looking to drive better sales and more revenue, why not leverage your existing CRM data? Through Sugar’s dashboards, analytics, and reporting capabilities, you can easily uncover previously hidden opportunities and achieve organizational goals.

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October 25, 2022
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  1. Unlock Revenue with
    CRM Reports &
    Dashboards

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  2. © 2022 SugarCRM Inc. All rights reserved.
    2
    Everyone is
    on mute
    Questions
    are welcome
    Recording
    available
    Before We Start

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  3. © 2022 SugarCRM Inc. All rights reserved.
    • Introductions
    • Using CRM Dashboards Effectively
    • Marketing, Sales, and Service Dashboards
    for Revenue Growth
    • How SugarCRM Customer American
    Specialties Leverage Dashboards
    • Q&A
    Agenda
    3
    3

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  4. © 2022 SugarCRM Inc. All rights reserved.
    Ellen True
    Senior Director,
    Product Management
    SugarCRM
    etrue
    @sugarcrm.com
    Presenters
    Christian Wettre
    SVP & GM,
    Platform
    SugarCRM
    christian.wettre
    @sugarcrm.com
    Sarah Friedlander G.
    Senior Director,
    Brand & Content Marketing
    SugarCRM
    sarah.friedlander
    @sugarcrm.com
    Avi Bar
    National
    Sales Manager
    American Specialties
    abar
    @americanspecialties.com
    4

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  5. © 2022 SugarCRM Inc. All rights reserved.
    Our Guest, Avi Bar with American Specialties
    “Only ASI Group designs, engineers
    and manufactures fully integrated
    washroom accessories, partitions,
    lockers and visual display products
    from one source.”
    Yonkers, New York
    Environment
    125 Sales Users
    ERP: Epicor
    Use Cases
    • Account Management
    • Project Engagement (Dodge
    Data)
    • Customer Service
    Engagement
    • Epicor ERP and Sugar
    • Integration and Collaboration
    5

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  6. © 2022 SugarCRM Inc. All rights reserved.
    Using CRM Dashboards
    Effectively
    6

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  7. © 2022 SugarCRM Inc. All rights reserved.
    Initial
    Repeatable
    Defined
    Managed
    Optimizing
    1
    2
    3
    4
    5
    Heroic Individuals Key Processes Defined Most Processes Defined KPI’s Available Process Improvement
    Contact Management Pipeline Management Marketing, Sales, Service BI Dashboards KPI Time Series
    Reports and dashboards to
    measure our ability to execute
    sales and marketing processes
    CRM Capability Maturity Model
    7

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  8. © 2022 SugarCRM Inc. All rights reserved.
    What is a Dashboard?
    A dashboard is collection of reports
    consolidated for easy consumption.
    Reports are often built but then forgotten –
    put them on dashboards for visibility.
    Remember to test your
    dashboard with your
    audience.
    Dashboards are built for specific audiences:
    • Company Executive
    • Departmental Manager
    • Individual Contributor
    Dashboards should:
    • Align to goals
    • Answer a business question
    • Be intuitive
    • Actionable information
    • Stimulate competitive
    instincts
    • Contain trusted and
    timely data
    8

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  9. © 2022 SugarCRM Inc. All rights reserved.
    What is ASI’s Approach to
    Reports & Dashboards?
    9

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  10. © 2022 SugarCRM Inc. All rights reserved.
    Marketing, Sales, and
    Service Dashboards for
    Revenue Growth
    10

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  11. © 2022 SugarCRM Inc. All rights reserved.
    SugarCRM’s Visualization Features
    11
    Homepage Dashboards Drilldown to details Modern and Vibrant UI
    Leaderboard Charts Engaging Visualization Types Sharing Outside Sugar

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  12. © 2022 SugarCRM Inc. All rights reserved.
    Audience: Revenue Marketing Manager
    Business Questions:
    • Where are my leads coming from?
    • What campaigns are performing best?
    • What are our top performing channels
    of communication?
    • How do these channels and
    campaigns drive sales opportunities
    and bookings?
    Marketing Dashboard
    12

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  13. © 2022 SugarCRM Inc. All rights reserved.
    Marketing Dashboard
    13
    Vibrant color palette and crisp
    charts makes information come
    to life

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  14. © 2022 SugarCRM Inc. All rights reserved.
    Marketing Dashboard
    14
    Drilldown and filtering on any
    data segment enables
    deeper understanding

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  15. © 2022 SugarCRM Inc. All rights reserved.
    15
    Drill down context
    switching allows quick
    comparisons

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  16. © 2022 SugarCRM Inc. All rights reserved.
    16
    Continue drilling for
    deeper insights and
    taking action

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  17. © 2022 SugarCRM Inc. All rights reserved.
    Audience: Sales Leader
    Business Questions:
    • Which reps are performing
    best and worst?
    • Show me bookings by
    product?
    • Show me product bookings
    by region?
    Sales Dashboard
    17

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  18. © 2022 SugarCRM Inc. All rights reserved.
    18
    Leaderboard sorting option
    showing highest performing
    KPI elements

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  19. © 2022 SugarCRM Inc. All rights reserved.
    19
    Tree Chart Style provides a better
    alternative to Pie Charts when you have
    many chart elements

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  20. © 2022 SugarCRM Inc. All rights reserved.
    20
    Table Format for
    Numeric Data

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  21. © 2022 SugarCRM Inc. All rights reserved.
    Audience: Customer Service
    Leader
    Business Questions:
    • Which products or services
    are driving customer service
    engagement?
    • How do agents compare for
    issue resolution time versus
    customer satisfaction?
    • What issues are customers
    engaging regarding?
    Service Dashboard
    21

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  22. © 2022 SugarCRM Inc. All rights reserved.
    Service Dashboard
    22
    Dark Mode color
    scheme for those
    working the night shift

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  23. © 2022 SugarCRM Inc. All rights reserved.
    Service Dashboard
    23
    Narrow down dashboard
    components by filtering

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  24. © 2022 SugarCRM Inc. All rights reserved.
    Service Dashboard
    24
    Drive attention to
    critical processes

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  25. © 2022 SugarCRM Inc. All rights reserved.
    What Results and Learnings
    has ASI Gained from
    Using Dashboards?
    25

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  26. © 2022 SugarCRM Inc. All rights reserved.
    Q&A
    26

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  27. © 2022 SugarCRM Inc. All rights reserved.
    Thank You!
    27

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