SugarSell

Sugar Sell lets you manage a lead funnel using different statuses to understand how you are progressing.  Capture lead sources so you can measure cost of acquisition down the track. Take advantage of Sugar Sell’s out of the box lead conversion functionality and, when successfully qualified, automatically create opportunities to focus your sales effort.

Completely optimise your customer journey and sales pipeline by giving your team the tools to track every customer interaction and react according to best practices.

Automate business processes at pivotal moments in the sales pipeline, such as task creation and approvals. Sugar Sell gives you the ability to track interactions as you work opportunities, anticipate your customers’ needs and react accordingly. With the right customer insights, you can accelerate the decision process and deliver the most satisfying outcome possible for your customers.  Reports and dashboards keep sales people and managers on top of progress.

Sugar Sell allows you to have your product catalogue on hand within its user-friendly interface, making quickly quoting clients a seamless process.

With your customer’s details in front of you, you can easily create custom quotes, tailored to your customer. Manage quotes at a revenue line item level if required and configure approval processes into Sugar Sell to ensure discounts and pricing aligns with company policy. 

Sugar Sell’s sales forecasting tool means, as a sales manager, you can gain detailed insights into how your team is tracking and make decisions based on data.

With users able to monitor in real time how they are tracking during the sales period, sales processes can be adapted and adjusted when team members begin to fall behind target. Sales forecasting also allows you to understand individual customers’ buying cycles and tailor your approach to them

Sugar Sell’s reporting tools give you real time insights into customer data, meaning you can easily monitor your key sales metrics – and click to drill down into detail where required. 

Sugar Sell’s reporting and dashboard tools allow you to create custom charts, consolidate data across teams to give a singular view to management and monitor your team’s performance. Sugar also allows you to personalise your Sugar homepage so you can see the information most relevant to you, at a glance.