Marketing Automation Made Easy for SugarCRM. Made for both marketing and sales. Made for SugarCRM. Made for you. Designed specifically for Sugar, we help you do marketing automation the right way across all channels; email, website, chat, SMS, telephony, ads, blog posts, and more.
A Start-up Guide to Marketing Automation with SugarCRM
Not sure how to get started doing Marketing Automation with SugarCRM? We put together a guide just for you. Below are some samples from the guide.
Lead Capture Forms and Landing Pages that map to your CRM
Generating new sales leads is a critical operation for most marketing teams. Capturing those leads can be done in any number of ways, but with Marketing Automation you will frequently hear about landing pages or lead capture pages.
A landing page or lead capture page is an entry-point for your sales funnel and the goal is to incentivize a visitor to convert on your form. Ideally your form will collect sufficient information to kick-off the nurturing and sales cycle (i.e. beginning a nurturing track or triggering a sales call) for your new lead.
Recipes for Success:
- Free Whitepaper / Report Download make great incentives
- Free Trial Sign-up forms
- Request a Quote forms
- Simple Contact us forms
When a prospect converts on a landing page or form, we can write their field results directly to fields within your CRM for Leads, Contacts, Accounts and Targets. This process can be done in real-time and helps to alleviate any need for manual data importing.
Our approach also helps support more responsive marketing and sales efforts, since incoming leads can be immediately assigned to Sugar sales agents and seamlessly enrolled in nurturing tracks.
Consider the following scenario, which can be executed in < 2 minutes:
- John Doe signs-up for a free trial (form) of Acme Accounting Online
- On-submit, John is added as a Lead to Acme’s CRM
- A lead routing automation track identifies the new lead and assigns them
to a sales agent in Sugar
- The new lead is enrolled to a drip nurturing campaign and sent a
- The sales agent assigned in Sugar receives an email alert and SMS alert
to contact the new lead
Lead Management & Intelligence within Sugar
Give your Sales agents quick access to critical lead activity and behavior history that can help close sales or identify opportunities. Our Timeline report is embedded in a dedicated sub-panel within Sugar for every Lead, Contact, Account or Target, making accessibility for sales agents quick and easy.
Enhanced Reporting for Opportunities
Enabling the Opportunities module within SymSync will give you the ability to relate marketing activity from Contacts and Accounts to sales opportunities. Our enhanced reporting can provide detailed insight into which marketing efforts are having the largest impact on sales and revenue.
How many opportunities does your team win or lose? Drill down into a wealth of data and compare your win/loss record over a specific period of time.
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
An integrated, intelligent web chat tool for SugarCRM. Embed this chat tool into your website and manage your conversations directly from SugarCRM. See your web visitors, web visit history, and chat history as you are working with a visitor.