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Introducing the Power of G Suite (Google Apps for Work) and CRM
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Introducing the Power of G Suite (Google Apps for Work) and CRM
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Transcript of Introducing the Power of G Suite (Google Apps for Work) and CRM
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
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
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.
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.
Joey MallerViWo Inc.jmaller@
viwoinc.com
