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.

Transcript

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
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   3
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   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
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9. © 2022 SugarCRM Inc. All rights reserved.
   What is ASI’s Approach to
   Reports & Dashboards?
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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
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    Vibrant color palette and crisp
    charts makes information come
    to life
    

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14. © 2022 SugarCRM Inc. All rights reserved.
    Marketing Dashboard
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    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
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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
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22. © 2022 SugarCRM Inc. All rights reserved.
    Service Dashboard
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    Dark Mode color
    scheme for those
    working the night shift
    

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

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24. © 2022 SugarCRM Inc. All rights reserved.
    Service Dashboard
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    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!
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