Mastering the Leap: from Spreadsheets to CRM
Like many growing businesses, Mastersoft Group relied on spreadsheets and email to empower its sales and marketing professionals. Before long, sales operations lead at Mastersoft Clare Ferguson identified the need for a more efficient, scalable way to manage operations.
To gain visibility into its sales pipeline, bring all sales personnel on to the same page, and automate core processes, Mastersoft turned to SugarCRM and its implementation partner Loaded Technologies.
Learn how Mastersoft working with Loaded Technologies to leverage the flexibility and ease-of-use of Sugar in its sales organization. Now, with a single view of the customer, streamlined processes and greater ability to report on business operations – Mastersoft has truly mastered the leap from spreadsheets into a full service CRM deployment.
Who should attend:
Sales and marketing professionals responsible for maximising their sales & marketing efforts. Sales managers who need to improve their pipeline.
What will you learn:
- Improve the tracking of and reporting on sales opportunities
- Ensure increased knowledge sharing between staff
- Increase visibility of sales opportunities throughout the organisation
- Ensure easier management of sales opportunities
- Understand the positive impacts a centralised database of good quality information can have on an organization.
You will receive insights into how SugarCRM can:
- Centralise your customer data in one place
- Improve your sales and marketing effort
- Improve opportunity management and visibility
- Improve communication between staff
- Highlight the importance of good quality data