Each year, it feels like sales leaders face a new host of challenges as they must navigate people, processes, and technology to meet their goals. Modern CRM is designed to help businesses overcome some of these challenges. For example, CRM helps organizations gain a holistic view of their business, uncover actionable data, and generate accurate pipeline reports.
In this post, let’s dig a little deeper into some of the key challenges facing your sales organization, and how Sugar can help:
Poor Visibility into Rep Performance – Sugar’s personalized dashboards give sellers a central place where they can track and monitor their activities, to-do’s and metrics against defined KPIs. Reps can drill into reports to gain a complete view of any segment of the business. At the same time, management is empowered to uncover business trends and better understand rep and team performance with roll up reports that capture teams’ activities and progress towards goals.
Reps don’t want to use the CRM – We believe that a successful CRM roll-out starts with a fantastic user experience. Sugar’s award-winning and modern user-interface provides every employee with the right information, at the right time, before they even ask. SugarUX is a simple, engaging, and consistent experience that’s tailored to every user’s unique needs across any device. This helps drive adoption, increases productivity, fosters collaboration, and enables better decision making.
Manual Processes are a struggle – Sugar enables sales managers to embed their organization’s sales processes into the CRM to guide everyday users through the next steps towards success. Sugar has configurable task templates and automated workflows to define what actions, milestones or activities need to be carried out when and by whom.
With Sugar anyone can design and deploy these business processes with a visual design interface. Each process supports complex decision cycles with a powerful rules builder to effectively optimize routing and approvals.
Predicting the business is a guessing game – Sugar’s pipeline management allows sales leadership to manage their team better with real-time sales analytics and insights on every deal. Business Leaders and sales reps can better collaborate around deals with real-time analytics and insights on every prospect. They can even track indicators and changes affecting a rep’s pipeline and increase revenue by spending time on the right deals at the right time.
It’s important to remember CRM software is just a tool. You can’t simply throw technology at your most pressing problems (not yet anyway). Instead, a successful CRM rollout requires a thoughtful, well-planned implementation.
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Author: Andrew Staples