2. Housekeepin
g
60-minute presentation with Q&A
Type questions into the "question box" to submit
them throughout the presentation
We'll send a copy of the deck and recording of the
webinar in follow-up emails after the event
Some key items before we get started
5. Agend
a 01 The State of CRM
02 Key Areas to Consider
03 Sugar Sell vs. Salesforce
04 Sugar Sell Demo
05 Audience Q&A
6. CRM is the BIGGEST and FASTEST
growing software market
worldwide.
Expected to reach $82 billion
in revenue by 2025
91% of companies with more
than 10 employees use CRM.
The CRM
Market
7. The Value of
CRM
1.Huge ROI
2.Reduce churn
3.Improved productivity
4.Smarter Selling
5.Enhanced customer experience
6.More accessibility to data
8. Key Areas to Evaluate
Right Fit
Current state
Budget/Cost
Objectives
Integrations
Relationship & workflow management
Reporting capabilities
Deployment
Industry-specific requirements
Ease of use
Flexibility & agility to scale
Upgrades & enhancements
Social networking & mobile accessibility
10. Features Overview
Overview
Customer Support Case portal
Phone support +$
Unlimited support portal
Phone support
Deployment On demand
Private cloud +$
On demand
Private cloud
Limitations Data storage (10 GB)
API limitations
Data storage (60 GB)
No API limits
Architecture Apex PHP
User Minimum 1 3 user minimum
Email Integration Gmail
Outlook
Gmail
Outlook
18. Special Offer
45-minute complimentary discussion
1. Review your current tech and processes
2. Identify opportunities to leverage automation and
data for optimization and scale
3. Document actionable next steps
CRM Optimization Audit