CRM for Business Services
What are your greatest challenges running business service business?
We keep getting priced out of deals
Sugar’s “better business relationships” approach helps you build a strong brand and a unique sales proposition based on exceptional customer service. This establishes the value and uniqueness of your business service firm in a meaningful and credible manner that clients, prospects, and employee value. This winning combination allows you to secure more business and grow your existing clients without competing only on price.
No one likes using our current CRM
At SugarCRM, we believe that a successful CRM roll-out starts with impressive user experience. Sugar’s award-winning and modern user-interface provides every employee with the right information, at the right time, before they ask. Sugar UX is a simple, engaging, and consistent experience that’s tailored to every user’s unique needs and ways of working across any device. This will help drive adoption, increases productivity, fosters collaboration, and enables better decision making.
Built-in tools such as collaboration, Dashlets, duplicate checks and an integrated contact data service eliminate the burden of tedious data entry and time-consuming updates, so each employee can focus more time on delighting customers.
I don’t have a single global view of my clients
I want to grow and retain my clients
Powered by a 360 view of every client, you can stay on top of their needs, issues and projects in delivery. With Sugar, you can proactively provide the best client-care and prevent escalations by monitoring and tracking the status of your projects.
Partners, service specialists, subject matter experts and sales teams can collaborate and share information across regions and service lines to identify new business opportunities at existing clients. With Sugar Marketing, you can plan and execute strategic marketing campaigns, targeted and personalized to position the right service offerings to your existing client base.
I want to better leverage our existing relationships
With Sugar’s Relationship Analytics solutions, firms can tap into their organization’s collective relationship network. All frontline employees can easily find and leverage relationships between other employees in the organization and contacts at the customer.
By accurately identifying the people within your organization who already have a strong relationship with your clients and prospects, you can harness these relationships to get warm introductions, deeper engagement and uncover new business opportunities.
We need to shorten our sales cycles
With Sugar, you can streamline your company’s operations across sales, service, marketing and delivery in order to drive shorter sales cycles, reduce cost of sales and increase profits. Using Sugar, you can define and automate internal processes for opportunity and bid-management and with best-practices aligned which are aligned to your client’s buying journey.
Sugar also uncovers areas with potential “like coverage gaps” where partners, subject matter experts and sales teams can collaborate and work as a joint deal-team and contribute effectively to every sales pursuit with their knowledge, expertise and client relationships.