Sales

The most adaptable CRM platform on the planet.

Sugar is a complete CRM platform that collects every bit of critical information across marketing, sales and service. Sugar easily integrates with any application in your environment. It delivers all this value through a modern user experience that can be personalised by each individual in your business and is optimised for use on devices those individuals use every day.

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Optimise every sales engagement and capture every opportunity with Sales CRM.

Maximise your productivity with a sales CRM platform that promotes best practices. Prioritise your sales pipeline with personalised dashboards and personal productivity tools. Increase win rates with rich customer insight and collaborative selling tools. Drive best practices with powerful process automation that aligns with your sales playbook.

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Account Management

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  • Leverage a complete view across the entire customer lifecycle to optimise your relationship with each individual customer.
  • Maximise efficiency by presenting the right information to each individual based on their role and personal preference.
  • Leverage context-sensitive dashlets to obtain even deeper insight.

Opportunity Management

  • Increase your sales win rate by prioritising the right opportunities and optimising activities for each individual customer.
  • Capture all pertinent details across the entire sales and customer lifecycle.
  • Promote best practices.
  • Stay engaged with ubiquitous access to information across any device and the applications sales use the most.

Sales Collaboration

Harness the power of your whole organisation through a collaborative sales CRM platform. Easily identify and connect with experts across your organisation. Enable context-sensitive discussions that are easily cross-referenced in the future. Increase knowledge sharing by allowing individuals to classify information in a manner that makes sense to them. And with Sugar's email, calendar and file integration, you can save time by working in the applications you use the most

Process Automation

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  • Define processes that work the way you want to work.
  • Capture best practices in a visual process editor powered by a standards-based process engine.
  • Automate decisions and routing with business rules.
  • Minimise the delays and confusion that can arise from approvals or hand-offs.

Pipeline Management

  • Sell smarter, faster with real-time, personalised access to every deal with the best CRM for sales.
  • Track early indicators and changes affecting your pipeline according to your business needs and personal preferences.
  • Increase revenue by spending time on the right deals at the right time.
  • Clearly understand performance versus forecast, and what it will take to make your number.

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Sales Analytics

  • Sell smarter by delivering deep insight to every screen.
  • Create multiple personalised dashboards to optimise for short-term and long-term goals.
  • Select from a wealth of out-of-the-box, third-party, and custom Dashlets to see every angle.
  • Easily define and share reports, charts, and graphs that capture critical metrics.

Mobile Productivity

  • Access information across any device even when you're offline.
  • Easily find and edit the information you need using a native Android and iOS mobile client that is optimised for the device.
  • Store and edit records while offline that will be automatically applied when you regain connectivity.
  • Configure the mobile client's branding, distribution, local storage and security according to your specific business needs.

Sales Development / Prospecting and Lead Management

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  • Shorten the time from lead to opportunity.
  • Prioritise the right engagements.
  • Deliver the correct message using the correct channel.
  • Leverage history captured in other internal systems and across the web to answer the questions you didn’t think to ask.
  • Seamlessly hand-off all critical knowledge to other team members when you identify a real opportunity.
  • Quickly identify and track your hottest leads from multiple campaigns.
  • Turn over the leads to sales seamlessly for faster lead to opportunity conversion.
  • Measure the effectiveness of your marketing campaigns with rich dashboards.