Sales

Solution

Sales Management

Sales management tools help teams command their sales pipelines, plan timely and relevant sales interactions, and identify the most valuable prospects. In a competitive digital landscape, sales management plays a vital role in sales success.

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Sales Management
Blog

How Coronavirus Will Affect Your Sales Process – And What You Can Do About It

March 23, 2020

In this blog, we’ll discuss the effects of Coronavirus on the sales process and sales reps, and then we’ll outline some strategies for navigating the evolving landscape.

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Sales Strategy
Blog

Business Process Management (BPM) is Crucial for Sales Efficacy

September 7, 2021

Business Process Management holds great potential for every department to standardize and optimize their processes, but sales in particular will be one of the major benefactors. Today, we’ll discus what this process-driven approach means and why it’s so crucial for sales efficacy.

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bpm for sales
Blog

HubSpot’s Mobile App: Tools Needed for your Outside Sales Reps

August 30, 2021

Your outside sales team needs a way to properly connect to the CRM system on the go. With HubSpot’s mobile CRM app, your sales reps can access their accounts and never a miss out on new leads or prospects. Users can have the same experience using the mobile app as they do through a Web browser,…

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Blog

Are Website Errors Costing You Sales Leads?

August 18, 2021

It’s a good sign when prospects can easily find your website, but if the site experience is frustrating, those visitors won’t be returning. Clunky design elements, difficult navigation, and poorly rendered mobile pages can all be culprits--but so can errors. Seemingly insignificant website errors…

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Clunky design elements, difficult navigation, and poorly rendered mobile pages can all be culprits--but so can errors. Seemingly insignificant website errors can have a major impact on users engaging with your website, and ultimately whether they convert to sales leads.
Blog

7 Tips to Improve your Outreach Game on LinkedIn

July 23, 2021

It might seem easy enough to find prospects on LinkedIn, but it’s much more difficult to gain their attention. Reaching out to people and actually receiving a response can be a real challenge, and it requires a particular set of skills and knowledge. Here are seven tips that will help you improve…

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linkedin prospecting
Video

Xpertdoc Document Generation Demo

June 23, 2021

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

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Video

Document Generation & Automation with Xpertdoc

June 23, 2021

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…

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Blog

4 Best Practices for Remote Sales Demos

June 18, 2021

Providing an engaging demo isn’t always easy, and it can be especially challenging in a remote setting. Here are 4 best practices that can help you deliver great demos and improve close rates.

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sales demo
Blog

Green Technology Trends in the Sales Industry

November 30, 2020

Green and sustainable technologies are expected to reach a value of $36.31 billion by 2025, growing at a compound annual rate of 26.8%. With growth like this, the sales industry as a whole can benefit from propagating these technologies as they develop marketing campaigns that showcase the benefits…

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green technology trends
Blog

How to Estimate Sales for the Month

November 17, 2020

You’re generating leads, you’re holding sales calls, and you’re sending proposals; but what’s the realistic expectation for how many of those potential sales will close? How can you use the variables you already know (# of MQLs, percentage of SQLs, etc.) to estimate the expected closed won sales…

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estimating closed won sales
Blog

How Many Leads Do I Need to Reach my Sales Goals?

November 4, 2020

In the sales world, meeting your goals often determines your bonuses. So, of course sales professionals want to acquire and convert as many leads as possible. But, how do you know how many leads are necessary to reach your sales goals? We built a handy calculator to break it down.

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calculating sales leads
Podcast

David Campbell of SugarCRM

October 23, 2020

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.

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Podcast Mic
Video

Aligning Sales & Marketing for Success

October 14, 2020

During this webinar -- co-hosted with marketing & sales leader, HubSpot -- we discuss strategies for aligning your sales and marketing through your software to increase customer acquisition rates and build a collaborative, resilient strategy that delivers better outcomes for everyone.

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Video

VIDEO TESTIMONIAL: Hershey’s Ice Cream empowers sales with low-code CRM

June 17, 2020

Learn how we helped our customer, Hershey's Ice Cream, improve sales and operations with Creatio CRM.

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Blog

Learning From Lost Sales & Tips for Preventing More

April 20, 2020

Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…

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tracking lost sales