CRM Blueprint Series: Sales Automation Webinar Recap

This week marked the latest installment of our CRM Blueprint Series of webinars aimed at helping businesses of all shapes and sizes build more modern, effective CRM initiatives. This edition focused on the core tenets of a modern sales automation solution.

In the webinar, we discussed how important it is to offer highly usable sales software to your reps. Because today, your prospects are smarter, more connected and expect a personalized experience, even in business-to-business scenarios.

We also outlined some of the key ways a modern sales automation tool like Sugar can help your business in the following areas:

  • Boosting Rep’s Productivity – showing how tools like SugarCRM Hint can reduce prospecting time from hours to minutes or even seconds
  • Promoting Best Practices – how tools like SugarBPM and Customer Journey management tools can enforce best practices on two levels, giving every sales rep the contextual help they need to move the needle on more deals
  • Better Leveraging Data – how to take advantage of dozens of new out of the box reports, and how to better share and take action on the insights provided by reports and dashboards with sharing, scheduling, and more…
  • Maximizing the Mobile Sales Team – how Sugar Mobile gives reps the power to be more effective and shorten sales cycles with mobile quoting and other powerful mobile SFA tools.
Hint Insights drives productivity and pushes valuable insights to every rep.

We also went through a demo of Sugar’s latest release – Spring ’19. So, if you haven’t seen the latest and greatest from SugarCRM, or are currently evaluating new sales tools for your team, be sure to check out the webinar replay here.

  • CRM Blueprint
  • Spring '19
  • SugarCRM
  • webinar

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