Lead Scoring with Sugar Market

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
September 15, 2020

Lead Scoring with Sugar Market

Watch our webinar where we showcased how Sugar Market’s lead scoring capabilities can enable you to accelerate your sales cycle by sending only the most qualified leads to Sales.

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W-Systems

September 15, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Lead Scoring with Sugar Market September 15, 2020 Sugar User Group
  2. © W-Systems Corp. | www.w-systems.com Today’s Webinar • Webinar will

    be recorded • Recording will be emailed to you and posted in the W-Systems Blog within 24 hours • The audience is muted, but we welcome questions typed into GoToWebinar’s Q&A tool
  3. © W-Systems Corp. | www.w-systems.com Presenters Christian Wettre W-Systems cwettre@

    w-systems.com Dennis Smith W-Systems dsmith@ w-systems.com
  4. © W-Systems Corp. | www.w-systems.com Agenda • Recap of Last

    User Group Webinar • W-Systems Sugar Release Roundup • SugarCRM and W-Systems Announcements • Feature Topic – Lead Scoring with Sugar Market • Q&A
  5. © W-Systems Corp. | www.w-systems.com Place your screenshot here Last

    User Group Meeting July 2020: Eliminate Data Silos with Sugar Integrate • Recap of Last User Group Webinar • Feature Topic – Eliminate Data Silos with Sugar Integrate Link to Blog Post Link to Webinar Archive
  6. © W-Systems Corp. | www.w-systems.com Sugar Releases: Sugar Mobile 23.0

    Sugar Mobile 23.0 includes the following new features and enhancements: • The Purchases and Purchased Line Items modules can now be accessed from Sugar Mobile Release Notes: • Sugar Mobile 23.0 for iOS and Android, SDK 23.0
  7. © W-Systems Corp. | www.w-systems.com Sugar Releases: Sugar Market 13.33

    The latest Sugar Market release includes the ability to push contact records to SugarCRM and addresses issues identified in previous versions. Release Notes: • Sugar Market 13.30 • Sugar Market 13.31 • Sugar Market 13.32 • Sugar Market 13.33
  8. © W-Systems Corp. | www.w-systems.com W-Systems Releases wDocs – Sugar

    Document Automation • Support for Sugar Q3 2020 (10.1) wMaps - Maps Integration to Sugar • Updates to the Settings description in the package’s Admin section wReferrals - Cross-Selling and Referrals • Updates to the Settings description in the package's Admin section wTools - Advanced User Tools • New features for Drill Down Report Chart Dashlet and Create Note Function in List View wUserUtils - Advanced User Tools • The ability to update the field name placement, introduced with Sugar Q2 2020 (10.0), for Sugar users. Sugar Connector to DocuSign • Added a tooltip for the total number of envelopes in the dashlet • Enhancements to the Envelope Recovery page
  9. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Lead Scoring in Sugar Market
  10. © W-Systems Corp. | www.w-systems.com What is Lead Scoring? •

    Assign scores to actions taken by leads and prospects, such as: – Page visits – Form submissions – Downloaded assets – Event attendance • Lead scores are an easy way for sales and marketing to determine whether a lead is sales-ready, or if they need to be further nurtured
  11. © W-Systems Corp. | www.w-systems.com Lead Scoring in Sugar Market

    • Set up scoring profiles for contacts and accounts. • Score actions such as web activity, email campaigns, forms, events, and more. • Go beyond scoring actions and assign scores to firmographic information, demographic data, social activity, purchase details, intent and more. • Create scoring thresholds to help you qualify your leads, such as initial engagement, warm lead, marketing qualified lead, etc.
  12. © W-Systems Corp. | www.w-systems.com Set Up Scoring Actions •

    Based on your scoring thresholds, you can set up various actions for your leads, such as: – Create/Update lead – Assign to user – Send alert to owner – Push to CRM – Send email – Add to nurture campaign – Create opportunity – Create task
  13. © W-Systems Corp. | www.w-systems.com Scoring Summary • Enables users

    to see what specific actions and criteria a lead was scored for, and when. • The Scoring Summary can also be accessed from the Sugar Market iFrame within Sugar.
  14. © W-Systems Corp. | www.w-systems.com Integrate with CRM • Access

    the Scoring Summary from the Sugar Market iFrame in Leads and Contacts. • Map Lead and Account scores to Sugar, along with Lead Stage. • Using SugarBPM, you can leverage scores in your Sugar processes, such as sending email alerts, round-robin assignments, and more.
  15. © W-Systems Corp. | www.w-systems.com Sugar Market Lead Scoring Benefits

    • Automatically assign scores based on actions and contact data and behavior • Create as many account and lead scoring profiles as you need • Automate marketing and sales efforts based on lead score stages • Integrate within your CRM and enable sales users to easily access qualified leads
  16. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  17. © W-Systems Corp. | www.w-systems.com What Next? Contact your Account

    Manager or reach out to us to discuss more about Sugar Market or any of the topics covered in this webinar. Email: sales@w-systems.com
  18. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!