Achieving Marketing, Sales, and Service Success
Is your CRM working for you, or are you working for your CRM? If you chose the latter, we’re here to help.
We would like to show you how sales can have cross-selling opportunities and at-risk accounts in their crosshairs without any hassle, how marketing can have automatic lead scoring at campaign metrics at their fingertips, and how your support reps can focus on talking to customers instead of manually routing cases.
In our webinar, we discussed how the Sugar platform can do the work for marketing, sales, and service teams, and how to get a complete customer picture.
Some of the key topics discussed between Morgan Sadowski, Senior Solutions Consultant at SugarCRM, Franklin De la Cruz, Senior Solution Consultant at SugarCRM, and Erik Tavenner, Mid-Market Team Lead at SugarCRM include:
- Sugar Market lets you build a dedicated audience with automated nurture campaigns, AI-based prediction scoring, and more.
- Sugar Sell lets you conduct business effectively with AI-assisted prioritization of leads, seamless Marketing Automation and CRM integration, automated workflows, and digital communication channels.
- Sugar Serve lets you service customers with seamless handoff processes, omnichannel desktop support, automated case routing, and knowledge management.
If you would like to learn more about marketing, sales, and service success, we highly recommend these resources:
- CRM and Marketing Automation Integration Simplified – If you’ve heard the buzz around “seamless integration,” but are unsure of what it truly means or why it’s important, this eBook is for you. As experts in both CRM and marketing automation, we put together this simplified eBook to help you understand
- The Customer Experience Assessment – Take this 10-minute assessment to evaluate your company’s current state of customer experience, reveal areas for improvement, and deliver prescriptive steps to improve across three key areas—people, process, and technology.
- High-Definition CX: Strategically Amaze Your Customers with Effortless Experiences – Use this guide to jumpstart your customer experience strategy and help create experiences that have lasting impacts.
- High-Definition CX: Building for Momentum—Customer Experience in Practice – This guide will teach you how to optimize your new and existing processes and drive your customer experience to the next level.
