Introducing the Power of G Suite (Google Apps for Work) and CRM

Agenda

• Google Cloud and G Suite Update

• Adding CRM to your everyday toolkit for Sales Processes

• Tying it all together: Making G Suite and CRM work together seamlessly

ViWo Introduction

jmaller@viwoinc.com

Google Cloud

Google’s unique and broad portfolio of products, technologies and services that let customers operate easily in a digital world with the performance they demand.

Communication Storage

Collaboration

Management

One account for everything.

G Suite is a set of intelligent apps designed to bring people together, with real-time collaboration capability built in from

the start.

G Suite

● Smarter storage

● Smarter scheduling

● Smarter spreadsheets

● Smarter documents

● Smarter presentations

● Drive for teams

● Meetings for teams

Mobile Workers are a Part of Every Company and Function

VP of Sales

Account Manager

Product ManagerField

Marketing Manager

Business Development

General

Counsel

Recruiter CEOVP of

Finance

Field Support

Easy Secure Cost-effective

Google Cloud

W-Systems Introduction

dsmith@w-systems.com

Adding CRM

CRM is used to organize sales and marketing processes.

Adding CRM

Key processes to start with:

Sales Prospecting

Revenue Pipeline Management

Account Management

Interaction Management

Introducing Sugar

• Sugar is one of the most innovative, flexible and affordable CRM systems on the market today.

• Sugar has 1.5 million users worldwide in organizations ranging from small businesses with 10 users to IBM with 80,000 users

Sales Prospecting in Sugar

• Inbound Leads from Marketing• Sales Prospect Discovery• Unified Qualification Criteria

Revenue Pipelines in Sugar

• Ensure that revenue opportunities keep moving through the sales process

• Collaborate on key opportunities• Automate proposal process

Account Management in Sugar

• Ensure that existing customers get the appropriate amount of attention

• Ensure product and service cross selling• Uncover problems before it is too late

Interaction Management in Sugar

• Interactions leads to sales – all the time• Measure your teams activity levels across meetings,

calls and emails

Sugar and G Suite Working Together

• Create CRM contacts and leads from G Suite• Archive emails to Sugar• Instantly lookup CRM contacts in G Suite• Sync calendar and contacts between Sugar and G Suite• Create notes, tasks, opportunities, and cases from G Suite• Select Sugar email templates to use in G Suite• View contacts' social networks including LinkedIn, Twitter, Facebook

18GmailAccess key information about a contact from CRM within Gmail

19Gmail + Sugar

Access key information about a contact from CRM within Gmail.

20

Access SugarCRM without leaving Gmail

Create CRM Records from G Suite

Create and edit any contact, account, opportunity, or task right from within Gmail.

21Archive Emails from Gmail to Sugar

Users can easily save any email to opportunities, contacts, leads, accounts, cases...

You can choose to add any attachments included on emails as well.

Track Opens and Clicks from Sent EmailInstantly know

when a prospect has viewed your email or clicked

a link.

Track Opens and Clicks from Sent Email

Questions and Answers

Contact Information

Sarah FriedlanderW-Systems Corp.

sarah@w-systems.com

This event is being recorded. The recording will be posted on the W-Systems SugarCRM blog 24-48 hours post webinar, and a link will be sent out to all registrants.

Dennis SmithW-Systems Corp.

dsmith@w-systems.com

Joey MallerViWo Inc.jmaller@

viwoinc.com