How to Manage an Inside Sales Team Using Sugar

1. ©2010 SugarCRM Inc. All rights reserved. Manage an Inside Sales Team Using SugarCRM Vince Randazzo, Sales Manager, Inside Sales, SugarCRM 4/13/10 1

2. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 2 Business Issues a Sales Team Faces Routing Leads Maximizing Team Efficiencies Tracking Activities Tracking Deals through the Pipeline Hitting Quota

3. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 3 Problems Visibility Silos of Information Lead to Sales Reps Miscommunication Poor Customer Service Forecasting Reporting and Metrics

4. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 4 Solutions Centralized Database Activity & Deal Tracking Account History Maximize Efficiencies Automation of Manual Processes Better Forecasting Reporting

5. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 5 Value That is Provided Increase in Sales Increase in Productivity Increase in Efficiencies Better Deal Tracking Better Forecasting

6. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 6 Value That is Provided Increase in Sales Increase in Productivity Increase in Efficiencies Better Deal tracking Better Forecasting

7. Quick Demo 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 7

8. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 8 Demo Reporting Dashlets Centralized Data Forecasting

9. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 9 What does Sugar do? Workflows for Lead Routing & Assignment Pipeline Reports Duplicates (Inside & Channel) Passing Leads out to the Channel Passing Accounts over to the CS Team Tracking Pre-Sales Support Forecasting

10. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 10 Q & A Questions?

11. 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 11 Contact Info Vince Randazzo vince@sugarcrm.com 408-454-6950