How to Close More Deals This Year: 5 Must-Have Tools

If you work in a dynamic environment such as sales, you surely know that salespeople are not glued to their desks all day. They meet a lot of people, make a whole lot more calls, travel to attend meetings often, and at the same time,  manage tasks and objectives.

Person walking and talking on mobile cartoon animation

Planning is key to success and if you’re thinking that creating such a work routine is too good to be true, read on.

How Do You Plan a Successful Sales Day Routine?

We came up with a few tools that we think you should include in your daily work routine to achieve your targets smoothly and successfully.

Imagine this scenario: you start your day in Sugar by checking on your Accounts and figuring out who you should visit today. You haven’t made contact with this client in a while and you need to check your email and see where you left off. If you’re anything like us, this sounds familiar, right? Forget about switching between Sugar and your email! The days when you had to manually search for your latest email interactions are long gone.

Sugar Connect brings your most important customer experience activities into the email and calendar apps your sales and services teams use every day, whether you use Office 365 or G Suite. The interface is straightforward and comes like a breath of fresh air in terms of user experience:

Sugar Connect in Gmail screenshot

By clicking on the Sugar Connect button in Sugar, you will be able to select your desired account, contact, or lead and easily check your latest emails or meetings in your Calendar. Talking to your prospect hopefully ends with a follow-up meeting, so now you’re off to meet with your client.

I’m sure that you have thought at least once during these on-site meetings with your clients how nice it would be to have all that CRM info at your fingertips.

That’s why we created wMobile for SugarCRM, an easy-to-use app that puts the power of W‑Systems add-ons for Sugar (such as mapping, document building and more) at your fingertips, right from your mobile device.

wMobile for SugarCRM animation

You can sit in the car park for a few minutes after the meeting to see who else is on your route and maybe pay them a courtesy visit. It’s never been easier to navigate through your customers and access your favorite W-Systems integration on your phone or tablet.

Now that you nailed that meeting, you need to get back to the office and start putting papers together so seal that deal. One way to easily do that is to use wDocs to generate your ready-to-sign documents and send them out to your clients for signature using DocuSign.

wDocs and wDrive Support

This duo saves you so much time: you never have to leave Sugar and your customers can sign documents from any browser, including mobile devices, within minutes.

Speaking of documents –  thanks to wDrive you don’t have to go through the hassle of switching between Sugar and your document windows anymore to store your signed documents.

wDrive cloud storage in SugarCRM screenshot

While in Sugar, you can access your cloud storage, such as Google Drive, Dropbox, or OneDrive.

Finally, take a quick look at your KPIs and see how close you are to hitting your goals.

wBenchmark charts screenshot

To help you keep track of your progress, we’ve created wBenchmark, a BI tool that works with any standard or custom Sugar module and can capture your own defined key performance indicators (KPIs) at specific points in time, such as daily, weekly, monthly, and yearly periods.

Calling It a Day

Now that you’ve had a productive day, you can finish by planning for tomorrow. You’ll be prepared to meet new prospects and to tackle new challenges. What stays constant throughout today and tomorrow is your passion for closing more deals and your five allies that help you do that.

This was a glimpse into the life of a successful, dynamic salesperson, although it may vary from person to person. If you’d like to learn more about our solutions, reach out to us. We’re happy to meet with you and help set you on your path to success.

  • CRM
  • CRM success
About the Contributor
Roxana Rangu
Roxana Rangu Prior to joining the SugarCRM team, Roxana worked in the marketing field for more than a decade. She loves good content, virtual events, and smart marketing. Though she fell in love with every aspect of digital marketing, video editing, and organizing high-level of experience webinars tops Roxana’s list of favorite projects. When she’s not making magic at her desk, you’re likely to find her painting, lifecasting, or admiring architecture when exploring her way through the world.