The following SugarCRM Screenhots demonstrate how Sugar by Insightful can help you close more deals.
New Lead: When a contact is made, information is entered manually into your web-based CRM using a business card scanner or automatically from your web site. A follow-up call is scheduled.
Opportunity Management: Once the lead is qualified and verified as a potential sale, it’s converted to an opportunity, and additional information such as potential value of the sale, expected close date, and the stage in the sales process is entered. Sales forecast reports are automatically updated.
Customisable Manager Dashboard: Sales managers use the customisable dashboard to see a real-time snapshot of the pipeline and the sales team’s key performance indicators. The pipeline is often the most important sales metric because it shows the value of every opportunity, grouped by Sales Stage and Sales Rep.
Pipeline by Close Date: The Pipeline by Close Date chart is a standard report that shows managers when opportunities are expected to become converted business. This helps with planning and forecasting.
Click to Call: Insightful’s Click-to-Call feature allows any phone number to be dialed with a single click. The feature supports PBXtra, trixbox Pro, Skype, and other modern PBX systems.
Telephone Campaign Manager: Insightful’s Telephone Campaign Manager enables sales teams to define and manage outbound telephone campaigns. The system defines an outbound call list, selects appropriate sales reps, distributes the accounts, and then manages call outcome and next calls.
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