Archives For CRM Success

Leading organizations are increasing their use of digital mechanisms for the business processes of buying, marketing, selling, and servicing. To do this, many organizations are turning to IBM’s Smarter Commerce and IBM Enterprise Marketing Management. Marketing automation tools like IBM Campaign and Interact, along with Silverpop, are great for defining multi touch campaigns, cross-channel marketing across digital channels, and real time personalizations for customers on electronic store fronts.

But what happens when a customer – who may have received an offer driven from IBM Campaign – calls into a customer service center? Does the customer service agent who answers the phone – let’s say it’s John -  have a history of that customer’s past interactions, and have the right information to answer that customer’s questions? Even better, can the customer service agent reinforce an offer that may have already been presented to the customer via IBM marketing automation offerings?

What happens if a sales person – let’s say it’s Sally – is about to call on that customer? Sally could be an inside sales rep, or an insurance agent, or a personal shopper in retail. Does Sally know everything about her customer including the fact that that customer might have received an offer through email that was generated by a campaign management tool? To take that a step further – if a campaign management tool generates 1000 leads, does Sally know that seven of those leads are her customers, and does she know exactly what to do with those seven leads?

We know that IBM Campaign can precisely target a specific set of customers. But imagine if Sally, upon signing in for her work day, sees seven specific new leads that are assigned to her from that campaign, along with specific actionable information for those leads. Imagine if John, our customer service agent, was able to pull up a complete view of the customer as he was helping resolve that customer’s issues; and could even upsell the customer based on a real-time offer appearing in his customer service dashboard.

SugarCRM, an IBM Global Alliance partner, can help. Sugar is an innovative CRM system designed for every individual who engages with customers: sellers, marketers, customer support agents, receptionists, and executives.

r4_smarter_commerce.jpgSugar has integrations into IBM Campaign to surface campaign information into sellers’ daily tools, whether that be Sugar itself or IBM Notes or Connections. Sugar also has integrations to IBM Interact to present real-time offers to sellers and customer service agents. Sugar is the first major CRM solution to be validated for the IBM Ready for Smarter Commerce mark. DiGi Telecommunications is one customer using IBM Campaign integrated to SugarCRM to provide consistency across digital marketing programs and human sales and service representatives.

Organizations that integrate SugarCRM and IBM experience faster campaign-to-cash times,  more efficient marketing and sales processes, and higher customer satisfaction and value.

For more information, see sugarcrm.com/ibm, or come visit us at SugarCon, April 28-May 1 in San Francisco, or the IBM Smarter Commerce Global Summit 2014 in Tampa, Florida May 12-15.

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will dive into the different ways you can leverage CRM from a marketing perspective. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

CRM can be an indispensable tool for marketers that wraps together many solutions, including prospect and customer targeting, multi-channel and multi-touch campaigns, as well as lead tracking and management. Here are some statistics on marketing functions that can be executed through a CRM system:

Companies that automate lead management see a 10% or greater increase in revenue in 6-9 months. (Source: Gartner Research)

89% of marketers said email was their primary channel for lead generation. (Source: Forrester Research)

Relevant emails drive 18 times more revenue than broadcast emails. (Source: Jupiter Research)

And here’s our latest collection of articles on how marketers can leverage CRM and improve their marketing campaigns across the board.

Empowering the Individual CRM User with Intelligent Data
Dun & Bradstreet (D&B) and SugarCRM have teamed up to announce their latest service offering with integrated business data. With D&B for Sugar, you will be able to better profile your prospects before you contact them as well as see growth potential inside new and existing customers. Segmentation and targeting just got a lot easier for your integrated marketing campaigns.
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The State of Marketing Automation Trends 2014 [Infographic]
“More and more companies understand that to remain competitive, marketing automation is necessary.” – Dayna Rothman

What do people search for when surveying the technology landscape for marketing automation vendors? The people over at Marketo and Software Advice have put together an infographic titled The State of Marketing Automation Trends 2014 that highlights what drives organizations to purchase these systems.
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How to Integrate Email Campaigns With the Rest of Your Marketing
This article emphasizes that email as a singular marketing tool will never be as effective as an integrated email campaign. Tying in social media, blogging efforts, mobile, and analytical data into your marketing campaigns can help effectively boost your reach while increasing your click-through and conversion rates.
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What are you waiting for? Work smarter not harder. I hope you enjoyed this week’s roundup with its focus on CRM with a marketing lens. Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will contain some tips and tricks worth learning when it comes to social selling. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Recent studies show that social marketing has far greater rates of return than that of traditional outbound marketing.

Social media has a 100% higher lead-to-close rate than outbound marketing. (State of Inbound Marketing, 2012)

Here are a few tips and tricks to help get your organization on the path to being a social selling machine.

7 Ways Your Sales Team Can Get Results with B2B Social Media
“Are your salespeople actively engaged in social media as part of their lead generation efforts? If not, they (and your business) are missing out on great opportunities for researching potential B2B clients, building new networks and uncovering prospects by investigating their social media profiles.” – Jeremy Durant

Jeremy offers a play-by-play list of ways to encourage your sales team to embrace social media.
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Social Selling Dos & Don’ts
Lauren Barack offers her insight when considering the dos and don’ts of social selling. She highlights the importance of the quality over quantity of your prospects and shares relevant scenarios of making social selling work for you.
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How to Generate More Leads and Referrals on LinkedIn
Do you have 20 minutes to spend in the day? Follow these 10 steps to make the most of LinkedIn and prospect more effectively.
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Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week’s roundup will focus on mobile and its impact on the customer experience. We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Leveraging Mobile to Increase Customer Engagement
“Even when well-planned email campaigns are structured around richly sourced CRM intelligence, they can only achieve limited customer engagement if they’re carried out as conventional one-way interactions.” – Jose Santa Ana

Jose puts into perspective the current state of CRM and highlights how many CRM systems in place today were created for the customer of 10 years ago. He offers some food for thought when considering mobile and fostering two-way conversations when interacting with your customers.
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Mobile: The New Heart Of Digital Customer Experience
Michael Hinshaw introduces the four initial and critical steps to follow when considering the mobile customer journey.

“The question isn’t whether or not mobile is important; it’s how ready you are to deliver the mobile experiences your customers demand.” – Michael Hinshaw
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Digital Ad Spend Quickly Shifting To Mobile: Are You Ready
By 2014, mobile internet usage should overtake desktop internet usage (source). eMarketer reports the opportunity of advertising to the global smartphone audience as its surpassed the 1.75 billion user mark in 2014. “The opportunity for tapping into this vast, highly-engaged consumer base is so huge it’s impossible to ignore.” – Lionel White
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Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

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Welcome to our roundup of customer relationship management (CRM) industry news from across the web. This week, we’ll be showing you the ins-and-outs of customer experience! We’re hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

What is Customer Experience? [Infographic]
The people over at CustVox, now owned by SandSIV, take you through a comprehensive infographic to help you leverage the Voice of Customer (VoC) and demonstrate Customer Experience Management (CEM) best practices. Customer Experience is for everyone, according to Flavio Martins: he explains the top reasons to invest in CEM with statistics to prove his point.
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The Customer Experience Jury Is In
Chris Bucholtz draws lessons from his latest experience attending what most people see as a burden: jury duty. Understanding the value of customer experience, Bucholtz highlights the importance of empathy, courtesy, and simplifying processes for the customer.
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Is Your Customer Focused Language Important?
Bill Hogg delves into the importance of semantics when interacting with customers. Paying attention to detail in the dialogue spoken during any customer interaction can make or break how they may perceive you and your brand.
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Got ideas for other great articles we should include in future CRM Roundup posts? Let us know in the comments below!

CRM as a concept has been around for decades. The technology has changed with the times, and we have learned valuablel&l lessons from the successes and failures of past deployments. Today for example, cloud-based and mobile software developments have sped the time to deploy CRM, and lowered the cost to entry. On the user front, more intuitive, user-focused tools have made CRM initiatives increasingly more successful.

But it doesn’t stop there. There are many ways SugarCRM users can benefit from the lessons learned from previous CRM adopters.

Want to learn more about pitfalls to avoid with your CRM initiative? Are you in the SF bay area? Then join SugarCRM and Gold Partner Faye Business Systems for a live lunch-and-learn session at SugarCRM headquarters in Cupertino on Tuesday July 30.

We will talk about some common reasons for CRM failures, and how to avoid them in creating customized, cost-effective CRM your users will love.

We hope you can join us. Register today HERE as space is limited!

We’re bringing the top Sugar highlights from the Twitterverse right here to the Sugar blog every Friday. Hear what Sugar fans tweeted this week! For more, join the conversation and follow us @sugarcrm

Bruce Zimmerman tweeted, “Just demo’d @sugarcrm Super sweet product! Lovin the Sugar High :-) #crm”

Donna Sokolsky Burke tweeted, “Congrats @acquia @sugarcrm: 2013 OnDemand 100 Top Private Companies http://shar.es/lrpRG  via @alwayson”

Nigel Gasper tweeted, “@sugarcrm’s #Sugar 7 skips the lipstick, gets a full body makeover and looks more beautiful than ever http://t.co/c7Rp5jO2qt

Atcore Systems tweeted, “Save the date: @sugarcrm will be taking #SugarCon 2014 back to the West Coast! #LoveSanFran ow.ly/i/1XOmw”

Carla tweeted, “#SugarCRM #gartner360 great presentation @sugarcrm. Loved the user focus.”

Lisette tweeted, “Great customer names here MT @sugarcrm: See why major industry brands select SugarCRM for Sales Force Automation: http://bit.ly/151L5dL

Have a Sweet Friday!

Best,

Anshu Agarwal

VP of Marketing

Everywhere you look, individuals, businesses and even television networks are “going green.” The shift from fossil fuels to renewable energy sources like solar and wind power is becoming big business. SugarCRM customer Sofos is one such company doing good for the environment and its customers by promoting the shift to renewable energy.

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While Sofos was well established, with more than 700 clients – it was becoming difficult to track and manage the more than 3,000 prospects in its rapidly growing pipeline. And while Sofos sells modern, green technology, it was relying on manual and time-wasting processes and tools like spreadsheets for managing its sales. So, it was wasting time and employee energy, while also missing out on the ability to deliver the level of coordinated sales management required by sales management and C-level managers.

Sofos knew it needed a change. From the solutions considered, the company was most impressed by Sugar’s flexibility and user experience. Sofos engaged SugarCRM Partner ICE Consultants and in just four months, ICE Consultants had Sugar up and running for Sofos, complete with various customizations to fit Sofos’ unique business needs.

Sofos quickly began seeing numerous benefits from using Sugar. Benefits include:

  • Streamlining its two-year sales cycle–reducing the number of stages from 30 to just 14
  • Reducing monthly reporting time from three days to 60 minutes
  • Increasing closed-won opportunities by 6 percent in the past six months
  • Improving opportunity management and increasing pipeline visibility

Check out the case study here for more detail.

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We’re flying at 40,000 feet above the central California corridor on our way from Silicon Valley down to San Diego for what we expect to be an awesome Gartner Customer 360 Summit that kicks off tomorrow, May 1.

Understand. Engage. Deliver: Earning Customers for Life – that’s the theme of this year’s summit.  We’re really excited to be participating this year as a platinum sponsor. Gartner360CRMIt will be two-and-a-half intensive days chock-full of analyst presentations, workshops and peer interaction, giving business and IT leaders a complete view of the customer across the organization and across every touchpoint in every medium. Understanding what customers want, need and expect — and having the right people, processes, cultures and technologies in place to respond in real time — will be critical to every organization’s success, according to Gartner.

We agree completely. Our mantra is Every Customer. Every User. Every Time.

That’s the message we’re spreading, as a sponsor of this year’s Customer 360 Summit.  SugarCRM focuses its SFA messaging on empowering every sales user to be more effective every time they engage 1-to-1 with every customer. Sugar focuses on the point of interaction between a customer and sales professional. We enable sales professionals to have the knowledge and tools necessary to understand their accounts and prospects as individuals, identify what really matters and when it matters, and drive value and a superior experience every time they engage with their accounts.

We’ve planned multiple meetings with Gartner analysts, customers, partners and prospects over the next few days. Today, we hit the ground running attending the afternoon pre-event CRM Boot Camp.

Stay tuned as we’ll be sharing insights, perspectives and things we learned at this year’s exciting Gartner Customer 360 Summit.

Best,

Jay Mejia

Director of Communications

Sweet Tweets of the Week

anshua —  April 26, 2013 — Leave a comment

Get the latest buzz on all things Sugar! Join us here on the Sugar blog every Friday as we recap weekly highlights from the Twittersphere. Here are just a handful of tweets that caught our eye this week. Follow us on Twitter @sugarcrm and join the conversation!

Jason Levine tweeted, “Breakfast with @SugarCRM & Oosis – preview of #social integration in SugarCRM 7 is impressive. #SocialBiz”

https://twitter.com/jasonjLevine/status/327306613176295424

BrainSell tweeted, “Demoing @sugarcrm and @contivio #telephony integration, love the reactions from propects. Lots of ooos and ahhs”

https://twitter.com/BrainSell/status/326746486304043009

John Mertic tweeted, “Nice recap of #SugarCon by the gang over at @SugarOutfitters https://www.sugaroutfitters.com/blog/sugarcon-2013-our-highlights …. Thanks to @eggsurplus and @chadhutchins!”

https://twitter.com/jmertic/status/327238055931047938

Jacqi Levy tweeted, “Nice video from #ibmpartners @SugarCRM on how to go to market effectively with IBM http://bit.ly/11hHlhW

https://twitter.com/jacqilevy/status/326739704437428224

Mike Gee tweeted, “Thanks to @sugarcrm #Sugar 7 dashboard is now even more involved with what’s going on in your world pic.twitter.com/0xSM80tjly”

https://twitter.com/EnableITmike/status/326423414850080769