{"global":{"lastError":{},"locale":"en","locales":{"data":[{"id":"de","name":"Deutsch"},{"id":"en","name":"English"}],"loading":false,"error":false},"currency":{"id":49,"name":"EUR"},"currencies":{"data":[{"id":49,"name":"EUR"},{"id":124,"name":"RUB"},{"id":153,"name":"UAH"},{"id":155,"name":"USD"}],"loading":false,"error":false},"translations":{"company":{"role-vendor":{"ru":"Производитель","_type":"localeString","en":"Vendor"},"role-supplier":{"_type":"localeString","en":"Supplier","ru":"Поставщик"},"products-popover":{"de":"die produkte","ru":"Продукты","_type":"localeString","en":"Products"},"introduction-popover":{"ru":"внедрения","_type":"localeString","en":"introduction"},"partners-popover":{"_type":"localeString","en":"partners","ru":"партнеры"},"update-profile-button":{"en":"Update profile","ru":"Обновить профиль","_type":"localeString"},"read-more-button":{"_type":"localeString","en":"Show more","ru":"Показать ещё"},"hide-button":{"ru":"Скрыть","_type":"localeString","en":"Hide"},"user-implementations":{"en":"Deployments","ru":"Внедрения","_type":"localeString"},"categories":{"_type":"localeString","en":"Categories","ru":"Компетенции"},"description":{"ru":"Описание","_type":"localeString","en":"Description"},"role-user":{"_type":"localeString","en":"User","ru":"Пользователь"},"partnership-vendors":{"en":"Partnership with vendors","ru":"Партнерство с производителями","_type":"localeString"},"partnership-suppliers":{"ru":"Партнерство с поставщиками","_type":"localeString","en":"Partnership with suppliers"},"reference-bonus":{"_type":"localeString","en":"Bonus 4 reference","ru":"Бонус за референс"},"partner-status":{"ru":"Статус партнёра","_type":"localeString","en":"Partner status"},"country":{"ru":"Страна","_type":"localeString","en":"Country"},"partner-types":{"ru":"Типы партнеров","_type":"localeString","en":"Partner types"},"branch-popover":{"_type":"localeString","en":"branch","ru":"область деятельности"},"employees-popover":{"_type":"localeString","en":"number of employees","ru":"количество сотрудников"},"partnership-programme":{"ru":"Партнерская программа","_type":"localeString","en":"Partnership program"},"partner-discounts":{"_type":"localeString","en":"Partner discounts","ru":"Партнерские скидки"},"registered-discounts":{"_type":"localeString","en":"Additional benefits for registering a deal","ru":"Дополнительные преимущества за регистрацию сделки"},"additional-advantages":{"ru":"Дополнительные преимущества","_type":"localeString","en":"Additional Benefits"},"additional-requirements":{"en":"Partner level requirements","ru":"Требования к уровню партнера","_type":"localeString"},"certifications":{"ru":"Сертификация технических специалистов","_type":"localeString","en":"Certification of technical specialists"},"sales-plan":{"en":"Annual Sales Plan","ru":"Годовой план продаж","_type":"localeString"},"partners-vendors":{"_type":"localeString","en":"Partners-vendors","ru":"Партнеры-производители"},"partners-suppliers":{"ru":"Партнеры-поставщики","_type":"localeString","en":"Partners-suppliers"},"all-countries":{"ru":"Все страны","_type":"localeString","en":"All countries"},"supplied-products":{"ru":"Поставляемые продукты","_type":"localeString","en":"Supplied products"},"vendored-products":{"_type":"localeString","en":"Produced products","ru":"Производимые продукты"},"vendor-implementations":{"ru":"Производимые внедрения","_type":"localeString","en":"Produced deployments"},"supplier-implementations":{"_type":"localeString","en":"Supplied deployments","ru":"Поставляемые внедрения"},"show-all":{"ru":"Показать все","_type":"localeString","en":"Show all"},"not-yet-converted":{"en":"Data is moderated and will be published soon. Please, try again later.","ru":"Данные модерируются и вскоре будут опубликованы. Попробуйте повторить переход через некоторое время.","_type":"localeString"},"schedule-event":{"ru":"Pасписание событий","_type":"localeString","en":"Events schedule"},"implementations":{"ru":"Внедрения","_type":"localeString","en":"Deployments"},"register":{"en":"Register","ru":"Регистрация ","_type":"localeString"},"login":{"ru":"Вход","_type":"localeString","en":"Login"},"auth-message":{"_type":"localeString","en":"To view company events please log in or register on the sit.","ru":"Для просмотра ивентов компании авторизируйтесь или зарегистрируйтесь на сайт."},"company-presentation":{"_type":"localeString","en":"Company presentation","ru":"Презентация компании"}},"header":{"help":{"_type":"localeString","en":"Help","de":"Hilfe","ru":"Помощь"},"how":{"_type":"localeString","en":"How does it works","de":"Wie funktioniert es","ru":"Как это работает"},"login":{"en":"Log in","de":"Einloggen","ru":"Вход","_type":"localeString"},"logout":{"ru":"Выйти","_type":"localeString","en":"Sign out"},"faq":{"de":"FAQ","ru":"FAQ","_type":"localeString","en":"FAQ"},"references":{"ru":"Мои запросы","_type":"localeString","en":"Requests","de":"References"},"solutions":{"ru":"Возможности","_type":"localeString","en":"Solutions"},"find-it-product":{"ru":"Подбор и сравнение ИТ продукта","_type":"localeString","en":"Selection and comparison of IT product"},"autoconfigurator":{"_type":"localeString","en":" Price calculator","ru":"Калькулятор цены"},"comparison-matrix":{"ru":"Матрица сравнения","_type":"localeString","en":"Comparison Matrix"},"roi-calculators":{"_type":"localeString","en":"ROI calculators","ru":"ROI калькуляторы"},"b4r":{"en":"Bonus for reference","ru":"Бонус за референс","_type":"localeString"},"business-booster":{"_type":"localeString","en":"Business boosting","ru":"Развитие бизнеса"},"catalogs":{"_type":"localeString","en":"Catalogs","ru":"Каталоги"},"products":{"ru":"Продукты","_type":"localeString","en":"Products"},"implementations":{"en":"Deployments","ru":"Внедрения","_type":"localeString"},"companies":{"ru":"Компании","_type":"localeString","en":"Companies"},"categories":{"en":"Categories","ru":"Категории","_type":"localeString"},"for-suppliers":{"en":"For suppliers","ru":"Поставщикам","_type":"localeString"},"blog":{"ru":"Блог","_type":"localeString","en":"Blog"},"agreements":{"ru":"Сделки","_type":"localeString","en":"Deals"},"my-account":{"en":"My account","ru":"Мой кабинет","_type":"localeString"},"register":{"ru":"Зарегистрироваться","_type":"localeString","en":"Register"},"comparison-deletion":{"en":"Deletion","ru":"Удаление","_type":"localeString"},"comparison-confirm":{"ru":"Подтвердите удаление","_type":"localeString","en":"Are you sure you want to delete"},"search-placeholder":{"_type":"localeString","en":"Enter your search term","ru":"Введите поисковый запрос"},"my-profile":{"ru":"Мои данные","_type":"localeString","en":"My profile"},"about":{"_type":"localeString","en":"About Us"},"it_catalogs":{"_type":"localeString","en":"IT catalogs"},"roi4presenter":{"_type":"localeString","en":"Roi4Presenter"},"roi4webinar":{"_type":"localeString","en":"Pitch Avatar"},"sub_it_catalogs":{"_type":"localeString","en":"Find IT product"},"sub_b4reference":{"_type":"localeString","en":"Get reference from user"},"sub_roi4presenter":{"_type":"localeString","en":"Make online presentations"},"sub_roi4webinar":{"_type":"localeString","en":"Create an avatar for the event"},"catalogs_new":{"en":"Products","_type":"localeString"},"b4reference":{"_type":"localeString","en":"Bonus4Reference"},"it_our_it_catalogs":{"_type":"localeString","en":"Our IT Catalogs"},"it_products":{"_type":"localeString","en":"Find and compare IT products"},"it_implementations":{"_type":"localeString","en":"Learn implementation reviews"},"it_companies":{"_type":"localeString","en":"Find vendor and company-supplier"},"it_categories":{"_type":"localeString","en":"Explore IT products by category"},"it_our_products":{"_type":"localeString","en":"Our Products"},"it_it_catalogs":{"_type":"localeString","en":"IT catalogs"}},"footer":{"copyright":{"ru":"Все права защищены","_type":"localeString","en":"All rights reserved","de":"Alle rechte vorbehalten"},"company":{"de":"Über die Firma","ru":"О компании","_type":"localeString","en":"My Company"},"about":{"ru":"О нас","_type":"localeString","en":"About us","de":"Über uns"},"infocenter":{"ru":"Инфоцентр","_type":"localeString","en":"Infocenter","de":"Infocenter"},"tariffs":{"_type":"localeString","en":"Subscriptions","de":"Tarife","ru":"Тарифы"},"contact":{"de":"Kontaktiere uns","ru":"Связаться с нами","_type":"localeString","en":"Contact us"},"marketplace":{"ru":"Marketplace","_type":"localeString","en":"Marketplace","de":"Marketplace"},"products":{"_type":"localeString","en":"Products","de":"Produkte","ru":"Продукты"},"compare":{"en":"Pick and compare","de":"Wähle und vergleiche","ru":"Подобрать и сравнить","_type":"localeString"},"calculate":{"_type":"localeString","en":"Calculate the cost","de":"Kosten berechnen","ru":"Расчитать стоимость"},"get_bonus":{"en":"Bonus for reference","de":"Holen Sie sich einen Rabatt","ru":"Бонус за референс","_type":"localeString"},"salestools":{"de":"Salestools","ru":"Salestools","_type":"localeString","en":"Salestools"},"automatization":{"en":"Settlement Automation","de":"Abwicklungsautomatisierung","ru":"Автоматизация расчетов","_type":"localeString"},"roi_calcs":{"ru":"ROI калькуляторы","_type":"localeString","en":"ROI calculators","de":"ROI-Rechner"},"matrix":{"en":"Comparison matrix","de":"Vergleichsmatrix","ru":"Матрица сравнения","_type":"localeString"},"b4r":{"de":"Rebate 4 Reference","ru":"Rebate 4 Reference","_type":"localeString","en":"Rebate 4 Reference"},"our_social":{"ru":"Наши социальные сети","_type":"localeString","en":"Our social networks","de":"Unsere sozialen Netzwerke"},"subscribe":{"en":"Subscribe to newsletter","de":"Melden Sie sich für den Newsletter an","ru":"Подпишитесь на рассылку","_type":"localeString"},"subscribe_info":{"_type":"localeString","en":"and be the first to know about promotions, new features and recent software reviews","ru":"и узнавайте первыми об акциях, новых возможностях и свежих обзорах софта"},"policy":{"en":"Privacy Policy","ru":"Политика конфиденциальности","_type":"localeString"},"user_agreement":{"en":"Agreement","ru":"Пользовательское соглашение ","_type":"localeString"},"solutions":{"_type":"localeString","en":"Solutions","ru":"Возможности"},"find":{"en":"Selection and comparison of IT product","ru":"Подбор и сравнение ИТ продукта","_type":"localeString"},"quote":{"en":"Price calculator","ru":"Калькулятор цены","_type":"localeString"},"boosting":{"en":"Business boosting","ru":"Развитие бизнеса","_type":"localeString"},"4vendors":{"_type":"localeString","en":"4 vendors","ru":"поставщикам"},"blog":{"_type":"localeString","en":"blog","ru":"блог"},"pay4content":{"ru":"платим за контент","_type":"localeString","en":"we pay for content"},"categories":{"en":"categories","ru":"категории","_type":"localeString"},"showForm":{"_type":"localeString","en":"Show form","ru":"Показать форму"},"subscribe__title":{"_type":"localeString","en":"We send a digest of actual news from the IT world once in a month!","ru":"Раз в месяц мы отправляем дайджест актуальных новостей ИТ мира!"},"subscribe__email-label":{"_type":"localeString","en":"Email","ru":"Email"},"subscribe__name-label":{"_type":"localeString","en":"Name","ru":"Имя"},"subscribe__required-message":{"ru":"Это поле обязательное","_type":"localeString","en":"This field is required"},"subscribe__notify-label":{"ru":"Да, пожалуйста уведомляйте меня о новостях, событиях и предложениях","_type":"localeString","en":"Yes, please, notify me about news, events and propositions"},"subscribe__agree-label":{"en":"By subscribing to the newsletter, you agree to the %TERMS% and %POLICY% and agree to the use of cookies and the transfer of your personal data","ru":"Подписываясь на рассылку, вы соглашаетесь с %TERMS% и %POLICY% и даете согласие на использование файлов cookie и передачу своих персональных данных*","_type":"localeString"},"subscribe__submit-label":{"_type":"localeString","en":"Subscribe","ru":"Подписаться"},"subscribe__email-message":{"en":"Please, enter the valid email","ru":"Пожалуйста, введите корректный адрес электронной почты","_type":"localeString"},"subscribe__email-placeholder":{"ru":"username@gmail.com","_type":"localeString","en":"username@gmail.com"},"subscribe__name-placeholder":{"ru":"Имя Фамилия","_type":"localeString","en":"Last, first name"},"subscribe__success":{"_type":"localeString","en":"You are successfully subscribed! Check you mailbox.","ru":"Вы успешно подписаны на рассылку. Проверьте свой почтовый ящик."},"subscribe__error":{"ru":"Не удалось оформить подписку. Пожалуйста, попробуйте позднее.","_type":"localeString","en":"Subscription is unsuccessful. Please, try again later."},"roi4presenter":{"ru":"roi4presenter","_type":"localeString","en":"Roi4Presenter","de":"roi4presenter"},"it_catalogs":{"_type":"localeString","en":"IT catalogs"},"roi4webinar":{"en":"Pitch Avatar","_type":"localeString"},"b4reference":{"_type":"localeString","en":"Bonus4Reference"}},"breadcrumbs":{"home":{"en":"Home","ru":"Главная","_type":"localeString"},"companies":{"ru":"Компании","_type":"localeString","en":"Companies"},"products":{"ru":"Продукты","_type":"localeString","en":"Products"},"implementations":{"en":"Deployments","ru":"Внедрения","_type":"localeString"},"login":{"ru":"Вход","_type":"localeString","en":"Login"},"registration":{"ru":"Регистрация","_type":"localeString","en":"Registration"},"b2b-platform":{"_type":"localeString","en":"B2B platform for IT buyers, vendors and suppliers","ru":"Портал для покупателей, поставщиков и производителей ИТ"}},"comment-form":{"title":{"en":"Leave comment","ru":"Оставить комментарий","_type":"localeString"},"firstname":{"ru":"Имя","_type":"localeString","en":"First name"},"lastname":{"_type":"localeString","en":"Last name","ru":"Фамилия"},"company":{"ru":"Компания","_type":"localeString","en":"Company name"},"position":{"_type":"localeString","en":"Position","ru":"Должность"},"actual-cost":{"ru":"Фактическая стоимость","_type":"localeString","en":"Actual cost"},"received-roi":{"en":"Received ROI","ru":"Полученный ROI","_type":"localeString"},"saving-type":{"en":"Saving type","ru":"Тип экономии","_type":"localeString"},"comment":{"ru":"Комментарий","_type":"localeString","en":"Comment"},"your-rate":{"_type":"localeString","en":"Your rate","ru":"Ваша оценка"},"i-agree":{"ru":"Я согласен","_type":"localeString","en":"I agree"},"terms-of-use":{"ru":"С пользовательским соглашением и политикой конфиденциальности","_type":"localeString","en":"With user agreement and privacy policy"},"send":{"ru":"Отправить","_type":"localeString","en":"Send"},"required-message":{"_type":"localeString","en":"{NAME} is required filed","ru":"{NAME} - это обязательное поле"}},"maintenance":{"title":{"_type":"localeString","en":"Site under maintenance","ru":"На сайте проводятся технические работы"},"message":{"ru":"Спасибо за ваше понимание","_type":"localeString","en":"Thank you for your understanding"}}},"translationsStatus":{"company":"success"},"sections":{},"sectionsStatus":{},"pageMetaData":{"company":{"meta":[{"content":"https://roi4cio.com/fileadmin/templates/roi4cio/image/roi4cio-logobig.jpg","name":"og:image"},{"content":"website","name":"og:type"}],"translatable_meta":[{"name":"title","translations":{"ru":"Компания","_type":"localeString","en":"Company"}},{"name":"description","translations":{"ru":"Описание компании","_type":"localeString","en":"Company description"}},{"name":"keywords","translations":{"ru":"Ключевые слова для компании","_type":"localeString","en":"Company keywords"}}],"title":{"en":"ROI4CIO: Company","ru":"ROI4CIO: Компания","_type":"localeString"}}},"pageMetaDataStatus":{"company":"success"},"subscribeInProgress":false,"subscribeError":false},"auth":{"inProgress":false,"error":false,"checked":true,"initialized":false,"user":{},"role":null,"expires":null},"products":{"productsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null,"useProductLoading":false,"sellProductLoading":false,"templatesById":{},"comparisonByTemplateId":{}},"filters":{"filterCriterias":{"loading":false,"error":null,"data":{"price":{"min":0,"max":6000},"users":{"loading":false,"error":null,"ids":[],"values":{}},"suppliers":{"loading":false,"error":null,"ids":[],"values":{}},"vendors":{"loading":false,"error":null,"ids":[],"values":{}},"roles":{"id":200,"title":"Roles","values":{"1":{"id":1,"title":"User","translationKey":"user"},"2":{"id":2,"title":"Supplier","translationKey":"supplier"},"3":{"id":3,"title":"Vendor","translationKey":"vendor"}}},"categories":{"flat":[],"tree":[]},"countries":{"loading":false,"error":null,"ids":[],"values":{}}}},"showAIFilter":false},"companies":{"companiesByAlias":{"sugarcrm":{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[{"id":2,"type":"supplier"},{"id":3,"type":"vendor"}],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":["supplier","vendor"],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[{"id":381,"title":"SUGARCRM for a leading global provider of advanced materials solutions","description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccording to CSO Insights, 74% of sales organizations have poor CRM adoption. According to Forrester, 65% of a sales rep’s time is spent not actively selling. Jason Maher, vice president of sales at Materion looked at those stats and nodded his head. But instead of accepting his company’s legacy system as a necessary evil, he set out to overhaul how his company used CRM to better manage the performance of his sales organization, improve the new business pipeline, and increase topline revenue.\r\n\r\nMaterion, a leading provider of advanced materials with a diverse base of global customers, had a CRM problem. Only about half of its global sales team was using its out-of-date, homegrown solution. And, who could blame them? The old system sometimes took 20 minutes to connect, it took employees 60 minutes to generate a call report, and didn’t even track leads or NBO (new business orders).\r\n\r\nMaher quickly realized he needed a new, modern CRM that would help him increase topline revenue and improve business efficiencies. He knew he would have to change the sales culture at Materion. He was looking for a uniform tool that brought his sales team, spread across three continents, together by breaking down geographic barriers, creating friendly competition and improving how his employees worked as a team.\r\n\r\nMaterion has a complex customer supply chain. The company works with demand generators, material specifiers, fabricators and distributors to supply its products to companies like Boeing. The company needed a CRM that can organize the complex supply chains to reduce prep work and enable everyone to be aware of the status of each order and project. Materion also wanted a platform that would provide real-time integration data from SAP and Lotus Notes.\r\n\r\n<span style=\"font-weight: bold;\">On top of all that, Materion wanted to complete the global CRM rollout in six months.</span>\r\n\r\nMaterion chose the Sugar platform over other leading CRM solutions because it provided easy-to-configure dashboards to track NBOs, gather real-time data and link supply chains. The company’s IT staff was comfortable with Sugar On-Demand cloud deployment for easy, secure access for employees in any country.\r\n<span style=\"font-weight: bold; font-style: italic;\"><br /></span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“Sugar had the capabilities and features to check all the boxes that we required as a company,” said Maher. “It is a great system to manage leads and conversions so we can map our topline goal of growing revenue. It has a best-in-class mobile app with real-time access to customer data so there are never any surprises for my team before they interact with customers.</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">During the evaluation process, I had executive support and looped in our IT staff early on as well. Choosing SugarCRM was actually the easy part of the process. My next step was rolling this out globally and getting our team fired up about using Sugar to its fullest capabilities.”</span>\r\n<span style=\"font-weight: bold; font-style: italic;\"><br /></span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“CRM is only a good tool if you get your employees to use it.&quot; - Jason Maher</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“Sugar had the capabilities and features to check all the boxes that we required as a company,” - Jason Maher</span>\r\n\r\nKeys to Strong Adoption\r\nMaher knew his employees might be reluctant to have a new system forced on them, particularly because their legacy CRM left a lot to be desired. So, the first thing he did was create a global design team during the implementation process. He chose an IT leader to be involved to ensure that all the integrations with the company's other systems could be done smoothly. This helped ensure that the data in the CRM would be current and accurate when the project went live. He also involved multiple sales people with varying degrees of tech skills to provide feedback.\r\n\r\nThe next step, still during the design phase, was to bring in the entire global sales team for a 3-day introduction to the Sugar platform. SugarCRM partner, Highland Solutions, led the sessions, which focused on how Materion wanted the system to look and feel, and how employees wanted to configure Sugar to help them better get things done.\r\n\r\nMaterion identified “super users” in every region. These are sales management employees charged with becoming the de facto Sugar experts for local staff. They answered questions, conducted training with new employees and regularly reported successes, challenges and issues during weekly meetings.\r\n\r\nMaterion launched internal marketing campaigns during the implementation phase to tease the project and let employees know that something great was on the horizon. By the time Sugar was ready to go live, employees were really eager to try the system because there was so much excitement.\r\n\r\nOnce it was time for formal Sugar training. Materion conducted all Sugar training face-to-face in six countries over four weeks. Employees spent two full days hands-on with Sugar, working on real tasks using real customer data. So, while they were learning the new system, they were also getting their day-to-day work done. Before they could consider training complete, each user had to demonstrate proficiency on the five most frequent tasks performed in Sugar.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“With training, it is worth the expense to do it right. You are spending a lot of money on a CRM, so it’s an absolute must that you get the project off on the right foot,” said Maher.</span>\r\n\r\nAs Materion moves forward with Sugar, Maher has come up with innovative ways to ensure everyone is regularly using the CRM. During team meetings, the sales manager for the region that has created the fewest call reports has to pull a $100 bill of his or her pocket and give it to the sales manager representing the region that created the most.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“It gets a lot of laughs and applause, but it’s working. Because of the competition, everyone is entering data and reports into Sugar,” said Maher.</span>\r\n\r\nMaher uses Sugar during regular meetings and one-on-one performance reviews. He opens the system and looks at NBOs, which are tied to incentive compensation. An NBO only counts if it is in Sugar.\r\n\r\n<span style=\"font-weight: bold;\">Looking forward</span>\r\nBecause of the increased adoption, organized NBO metrics and a more efficient sales team that closes more deals, Materion is expanding its use of Sugar into more divisions within the company. Other teams are excited by the buzz Sugar has created within the company and want to be involved.\r\n\r\n<span style=\"font-weight: bold;\">The numbers with SugarCRM</span>\r\nCall reports take only 20 minutes – a 67% increase in efficiency\r\n100 percent adoption – the entire sales team uses Sugar every day.\r\n100 percent of leads and NBOs are tracked in Sugar.","alias":"sugarcrm-for-a-leading-global-provider-of-advanced-materials-solutions","roi":0,"seo":{"title":"SUGARCRM for a leading global provider of advanced materials solutions","keywords":"Sugar, that, Materion, sales, with, Maher, employees, team","description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccordin","og:title":"SUGARCRM for a leading global provider of advanced materials solutions","og:description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccordin"},"deal_info":"","user":{"id":4139,"title":"Materion","logoURL":"https://old.roi4cio.com/uploads/roi/company/Materion.jpg","alias":"materion","address":"","roles":[],"description":"Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium copper alloys, ceramics, and engineered clad and plated metal systems.\r\n\r\nThe company's engineered materials are used in the telecommunications, consumer electronics, automotive medical, industrial components, aerospace, defense, and optical coating industries.","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":1,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://materion.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"Materion","keywords":"engineered, beryllium, materials, Materion, specialty, company, systems, telecommunications","description":"<div>Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium coppe","og:title":"Materion","og:description":"<div>Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium coppe","og:image":"https://old.roi4cio.com/uploads/roi/company/Materion.jpg"},"eventUrl":""},"supplier":{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""},"vendors":[{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""}],"products":[{"id":1340,"logo":false,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"alias":"sugarcrm","companyTypes":[],"description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":176,"title":"No unified address book"},{"id":340,"title":"Low quality of customer service"},{"id":356,"title":"High costs of routine operations"},{"id":370,"title":"No automated business processes"},{"id":377,"title":"Separate communications channels"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.sugarcrm.com/customers/case-studies/materion","title":"Web-site of vendor"}},"comments":[],"referencesCount":0},{"id":379,"title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems, which accounts for nearly 50 percent of sales; and Professional Systems, which provides microphones and headphones to performers, venues, studios and broadcast outlets, and audio solutions for conference in enterprises and conference centers. The company won an Emmy Award in 2013 for engineering.\r\n\r\nHeadquarters: Wedemark, Germany\r\nManufacturing locations: Germany, Ireland and the United States\r\nSales locations: Sennheiser stores and major retailers\r\nCustomers: Broadcast outlets, studios, performance venues, performers and retail\r\nFounded: 1945, as Laboratorium Wennebostel by Fritz Sennheiser\r\nWebsite: www.sennheiser.com\r\n\r\n\r\n<span style=\"font-weight: bold;\">Challenge</span>\r\nSignificant global business growth and channel diversification made it clear to Sennheiser executives that they could no longer rely on homegrown solutions that kept data in isolated silos. Instead, they saw the need for a robust CRM that could give a globally distributed work force a comprehensive view of the customer. The CRM would need to accommodate Sennheiser’s diverse sales channels, and would need to expand to encompass customer service and marketing.\r\n\r\n<span style=\"font-weight: bold;\">Solution</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">Sennheiser determined Sugar was the best fit for its complex requirements:</span>\r\n\r\n<ul><li>Support for a globally distributed user and customer base</li><li>Ease and cost effectiveness of integrating Sugar with ERP, business intelligence and social media</li><li>Advanced workflow</li><li>Support for B2B and B2C sales, Customer Support and Marketing</li><li>On-premise deployment to ease integration and comply with government data security regulations</li></ul>\r\n\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Results</span>\r\n<span style=\"font-weight: bold;\">Global Deployment, Multiple Sales Channels:</span> Since selecting Sugar, Sennheiser has deployed the solution to users in 40 countries. Sugar was used first to support B2B sales relationships, then expanded to manage B2C sales through retail centers, ecommerce and partnerships. Sugar has become instrumental in managing a diverse customer database across multiple business units, providing sales and marketing insights that enhance revenue.\r\n\r\n<span style=\"font-weight: bold;\">Customer Service and Marketing Expansion:</span> More recently, Sennheiser has expanded Sugar into customer service, collecting data about the customer lifecycle that helps identify new sales opportunities. Commercial customers have surfaced as personal users, leading to successful cross-selling.\r\n\r\n<span style=\"font-weight: bold;\">Enhanced Business Intelligence across the Customer Lifecycle:</span> Because Sugar helps Sennheiser chart the customer lifecycle, the company is leading competitors by establishing commerce at a personal level. Sales staff, working with mobile devices, easily enter sales or call notes, call up schematics and performance reports for clients – and even show prospects how other people or venues are using Sennheiser equipment.\r\n\r\nLooking forward, Sennheiser is planning to rely on social media for marketing and lead generation, and is creating workflows for the process. It recently developed enhanced forms for case management.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“No matter what we ask of Sugar, there is a way to do it. [...] I’ve implemented a lot of systems during my IT career and it took a lot of time to see results. With Sugar, we set up things quickly, enlisted our teams and produced results. That emphasizes we made the right decision on a CRM.”</span>\r\n\r\n<span style=\"font-weight: bold;\">Integrations</span>\r\n<ul><li>IBM Connections: Intranet collaboration</li><li>JD Edwards Enterprise: ERP</li><li>MicroStrategy: Business intelligence</li><li>Spredfast: Social media monitoring</li><li>Evalanche: Marketing automation</li><li>Skype4Business: Customer calls</li></ul>","alias":"sugarcrm-for-a-world-leader-in-manufacturing-distributing-and-selling-microphones","roi":0,"seo":{"title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","keywords":"Sennheiser, Sugar, sales, customer, that, Customer, company, marketing","description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems,","og:title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","og:description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems,"},"deal_info":"","user":{"id":4138,"title":"Sennheiser electronic","logoURL":"https://old.roi4cio.com/uploads/roi/company/Sennheiser_electronic.png","alias":"sennheiser-electronic","address":"","roles":[],"description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, professional and business applications. ","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":1,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://sennheiser.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"Sennheiser electronic","keywords":"Sennheiser, electronic, microphones, headphones, including, telephony, fidelity, products","description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, p","og:title":"Sennheiser electronic","og:description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, p","og:image":"https://old.roi4cio.com/uploads/roi/company/Sennheiser_electronic.png"},"eventUrl":""},"supplier":{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""},"vendors":[{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""}],"products":[{"id":1340,"logo":false,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"alias":"sugarcrm","companyTypes":[],"description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":176,"title":"No unified address book"},{"id":340,"title":"Low quality of customer service"},{"id":356,"title":"High costs of routine operations"},{"id":370,"title":"No automated business processes"},{"id":376,"title":"Unstructured data"},{"id":377,"title":"Separate communications channels"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.sugarcrm.com/customers/case-studies/sennheiser","title":"Web-site of vendor"}},"comments":[],"referencesCount":0}],"vendorImplementations":[{"id":381,"title":"SUGARCRM for a leading global provider of advanced materials solutions","description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccording to CSO Insights, 74% of sales organizations have poor CRM adoption. According to Forrester, 65% of a sales rep’s time is spent not actively selling. Jason Maher, vice president of sales at Materion looked at those stats and nodded his head. But instead of accepting his company’s legacy system as a necessary evil, he set out to overhaul how his company used CRM to better manage the performance of his sales organization, improve the new business pipeline, and increase topline revenue.\r\n\r\nMaterion, a leading provider of advanced materials with a diverse base of global customers, had a CRM problem. Only about half of its global sales team was using its out-of-date, homegrown solution. And, who could blame them? The old system sometimes took 20 minutes to connect, it took employees 60 minutes to generate a call report, and didn’t even track leads or NBO (new business orders).\r\n\r\nMaher quickly realized he needed a new, modern CRM that would help him increase topline revenue and improve business efficiencies. He knew he would have to change the sales culture at Materion. He was looking for a uniform tool that brought his sales team, spread across three continents, together by breaking down geographic barriers, creating friendly competition and improving how his employees worked as a team.\r\n\r\nMaterion has a complex customer supply chain. The company works with demand generators, material specifiers, fabricators and distributors to supply its products to companies like Boeing. The company needed a CRM that can organize the complex supply chains to reduce prep work and enable everyone to be aware of the status of each order and project. Materion also wanted a platform that would provide real-time integration data from SAP and Lotus Notes.\r\n\r\n<span style=\"font-weight: bold;\">On top of all that, Materion wanted to complete the global CRM rollout in six months.</span>\r\n\r\nMaterion chose the Sugar platform over other leading CRM solutions because it provided easy-to-configure dashboards to track NBOs, gather real-time data and link supply chains. The company’s IT staff was comfortable with Sugar On-Demand cloud deployment for easy, secure access for employees in any country.\r\n<span style=\"font-weight: bold; font-style: italic;\"><br /></span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“Sugar had the capabilities and features to check all the boxes that we required as a company,” said Maher. “It is a great system to manage leads and conversions so we can map our topline goal of growing revenue. It has a best-in-class mobile app with real-time access to customer data so there are never any surprises for my team before they interact with customers.</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">During the evaluation process, I had executive support and looped in our IT staff early on as well. Choosing SugarCRM was actually the easy part of the process. My next step was rolling this out globally and getting our team fired up about using Sugar to its fullest capabilities.”</span>\r\n<span style=\"font-weight: bold; font-style: italic;\"><br /></span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“CRM is only a good tool if you get your employees to use it.&quot; - Jason Maher</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">“Sugar had the capabilities and features to check all the boxes that we required as a company,” - Jason Maher</span>\r\n\r\nKeys to Strong Adoption\r\nMaher knew his employees might be reluctant to have a new system forced on them, particularly because their legacy CRM left a lot to be desired. So, the first thing he did was create a global design team during the implementation process. He chose an IT leader to be involved to ensure that all the integrations with the company's other systems could be done smoothly. This helped ensure that the data in the CRM would be current and accurate when the project went live. He also involved multiple sales people with varying degrees of tech skills to provide feedback.\r\n\r\nThe next step, still during the design phase, was to bring in the entire global sales team for a 3-day introduction to the Sugar platform. SugarCRM partner, Highland Solutions, led the sessions, which focused on how Materion wanted the system to look and feel, and how employees wanted to configure Sugar to help them better get things done.\r\n\r\nMaterion identified “super users” in every region. These are sales management employees charged with becoming the de facto Sugar experts for local staff. They answered questions, conducted training with new employees and regularly reported successes, challenges and issues during weekly meetings.\r\n\r\nMaterion launched internal marketing campaigns during the implementation phase to tease the project and let employees know that something great was on the horizon. By the time Sugar was ready to go live, employees were really eager to try the system because there was so much excitement.\r\n\r\nOnce it was time for formal Sugar training. Materion conducted all Sugar training face-to-face in six countries over four weeks. Employees spent two full days hands-on with Sugar, working on real tasks using real customer data. So, while they were learning the new system, they were also getting their day-to-day work done. Before they could consider training complete, each user had to demonstrate proficiency on the five most frequent tasks performed in Sugar.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“With training, it is worth the expense to do it right. You are spending a lot of money on a CRM, so it’s an absolute must that you get the project off on the right foot,” said Maher.</span>\r\n\r\nAs Materion moves forward with Sugar, Maher has come up with innovative ways to ensure everyone is regularly using the CRM. During team meetings, the sales manager for the region that has created the fewest call reports has to pull a $100 bill of his or her pocket and give it to the sales manager representing the region that created the most.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“It gets a lot of laughs and applause, but it’s working. Because of the competition, everyone is entering data and reports into Sugar,” said Maher.</span>\r\n\r\nMaher uses Sugar during regular meetings and one-on-one performance reviews. He opens the system and looks at NBOs, which are tied to incentive compensation. An NBO only counts if it is in Sugar.\r\n\r\n<span style=\"font-weight: bold;\">Looking forward</span>\r\nBecause of the increased adoption, organized NBO metrics and a more efficient sales team that closes more deals, Materion is expanding its use of Sugar into more divisions within the company. Other teams are excited by the buzz Sugar has created within the company and want to be involved.\r\n\r\n<span style=\"font-weight: bold;\">The numbers with SugarCRM</span>\r\nCall reports take only 20 minutes – a 67% increase in efficiency\r\n100 percent adoption – the entire sales team uses Sugar every day.\r\n100 percent of leads and NBOs are tracked in Sugar.","alias":"sugarcrm-for-a-leading-global-provider-of-advanced-materials-solutions","roi":0,"seo":{"title":"SUGARCRM for a leading global provider of advanced materials solutions","keywords":"Sugar, that, Materion, sales, with, Maher, employees, team","description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccordin","og:title":"SUGARCRM for a leading global provider of advanced materials solutions","og:description":"Materion is a leading global provider of advanced materials solutions for customers in consumer electronics, defense and science, industrial and aerospace, automotive electronics, telecommunications infrastructure, appliances, medical and energy.\r\n\r\n\r\nAccordin"},"deal_info":"","user":{"id":4139,"title":"Materion","logoURL":"https://old.roi4cio.com/uploads/roi/company/Materion.jpg","alias":"materion","address":"","roles":[],"description":"Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium copper alloys, ceramics, and engineered clad and plated metal systems.\r\n\r\nThe company's engineered materials are used in the telecommunications, consumer electronics, automotive medical, industrial components, aerospace, defense, and optical coating industries.","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":1,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://materion.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"Materion","keywords":"engineered, beryllium, materials, Materion, specialty, company, systems, telecommunications","description":"<div>Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium coppe","og:title":"Materion","og:description":"<div>Materion Corp. is a multinational company specializing in high-performance engineered materials. Among their products are precious and non-precious metals, inorganic chemicals, specialty coatings, beryllium, specialty engineered beryllium, beryllium coppe","og:image":"https://old.roi4cio.com/uploads/roi/company/Materion.jpg"},"eventUrl":""},"supplier":{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""},"vendors":[{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""}],"products":[{"id":1340,"logo":false,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"alias":"sugarcrm","companyTypes":[],"description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":176,"title":"No unified address book"},{"id":340,"title":"Low quality of customer service"},{"id":356,"title":"High costs of routine operations"},{"id":370,"title":"No automated business processes"},{"id":377,"title":"Separate communications channels"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.sugarcrm.com/customers/case-studies/materion","title":"Web-site of vendor"}},"comments":[],"referencesCount":0},{"id":379,"title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems, which accounts for nearly 50 percent of sales; and Professional Systems, which provides microphones and headphones to performers, venues, studios and broadcast outlets, and audio solutions for conference in enterprises and conference centers. The company won an Emmy Award in 2013 for engineering.\r\n\r\nHeadquarters: Wedemark, Germany\r\nManufacturing locations: Germany, Ireland and the United States\r\nSales locations: Sennheiser stores and major retailers\r\nCustomers: Broadcast outlets, studios, performance venues, performers and retail\r\nFounded: 1945, as Laboratorium Wennebostel by Fritz Sennheiser\r\nWebsite: www.sennheiser.com\r\n\r\n\r\n<span style=\"font-weight: bold;\">Challenge</span>\r\nSignificant global business growth and channel diversification made it clear to Sennheiser executives that they could no longer rely on homegrown solutions that kept data in isolated silos. Instead, they saw the need for a robust CRM that could give a globally distributed work force a comprehensive view of the customer. The CRM would need to accommodate Sennheiser’s diverse sales channels, and would need to expand to encompass customer service and marketing.\r\n\r\n<span style=\"font-weight: bold;\">Solution</span>\r\n<span style=\"font-weight: bold; font-style: italic;\">Sennheiser determined Sugar was the best fit for its complex requirements:</span>\r\n\r\n<ul><li>Support for a globally distributed user and customer base</li><li>Ease and cost effectiveness of integrating Sugar with ERP, business intelligence and social media</li><li>Advanced workflow</li><li>Support for B2B and B2C sales, Customer Support and Marketing</li><li>On-premise deployment to ease integration and comply with government data security regulations</li></ul>\r\n\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Results</span>\r\n<span style=\"font-weight: bold;\">Global Deployment, Multiple Sales Channels:</span> Since selecting Sugar, Sennheiser has deployed the solution to users in 40 countries. Sugar was used first to support B2B sales relationships, then expanded to manage B2C sales through retail centers, ecommerce and partnerships. Sugar has become instrumental in managing a diverse customer database across multiple business units, providing sales and marketing insights that enhance revenue.\r\n\r\n<span style=\"font-weight: bold;\">Customer Service and Marketing Expansion:</span> More recently, Sennheiser has expanded Sugar into customer service, collecting data about the customer lifecycle that helps identify new sales opportunities. Commercial customers have surfaced as personal users, leading to successful cross-selling.\r\n\r\n<span style=\"font-weight: bold;\">Enhanced Business Intelligence across the Customer Lifecycle:</span> Because Sugar helps Sennheiser chart the customer lifecycle, the company is leading competitors by establishing commerce at a personal level. Sales staff, working with mobile devices, easily enter sales or call notes, call up schematics and performance reports for clients – and even show prospects how other people or venues are using Sennheiser equipment.\r\n\r\nLooking forward, Sennheiser is planning to rely on social media for marketing and lead generation, and is creating workflows for the process. It recently developed enhanced forms for case management.\r\n\r\n<span style=\"font-weight: bold; font-style: italic;\">“No matter what we ask of Sugar, there is a way to do it. [...] I’ve implemented a lot of systems during my IT career and it took a lot of time to see results. With Sugar, we set up things quickly, enlisted our teams and produced results. That emphasizes we made the right decision on a CRM.”</span>\r\n\r\n<span style=\"font-weight: bold;\">Integrations</span>\r\n<ul><li>IBM Connections: Intranet collaboration</li><li>JD Edwards Enterprise: ERP</li><li>MicroStrategy: Business intelligence</li><li>Spredfast: Social media monitoring</li><li>Evalanche: Marketing automation</li><li>Skype4Business: Customer calls</li></ul>","alias":"sugarcrm-for-a-world-leader-in-manufacturing-distributing-and-selling-microphones","roi":0,"seo":{"title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","keywords":"Sennheiser, Sugar, sales, customer, that, Customer, company, marketing","description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems,","og:title":"SUGARCRM for a world leader in manufacturing, distributing and selling microphones","og:description":"\r\n\r\nA world leader in manufacturing, distributing and selling microphones, headphones and wireless transmission technology, Sennheiser prides itself on shaping the future of the audio industry. The family-owned company operates two divisions: Consumer Systems,"},"deal_info":"","user":{"id":4138,"title":"Sennheiser electronic","logoURL":"https://old.roi4cio.com/uploads/roi/company/Sennheiser_electronic.png","alias":"sennheiser-electronic","address":"","roles":[],"description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, professional and business applications. ","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":1,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://sennheiser.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"Sennheiser electronic","keywords":"Sennheiser, electronic, microphones, headphones, including, telephony, fidelity, products","description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, p","og:title":"Sennheiser electronic","og:description":"Sennheiser electronic GmbH &amp; Co. KG is a German privately-held audio company specializing in the design and production of a wide range of high fidelity products, including microphones, headphones, telephony accessories and avionics headsets for personal, p","og:image":"https://old.roi4cio.com/uploads/roi/company/Sennheiser_electronic.png"},"eventUrl":""},"supplier":{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""},"vendors":[{"id":4137,"title":"SugarCRM","logoURL":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg","alias":"sugarcrm","address":"","roles":[],"description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading company focused exclusively on customer relationship management. Helping our clients build a unique customer experience through great customer relationships is our sole focus.","companyTypes":[],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":""}],"products":[{"id":1340,"logo":false,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"alias":"sugarcrm","companyTypes":[],"description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":176,"title":"No unified address book"},{"id":340,"title":"Low quality of customer service"},{"id":356,"title":"High costs of routine operations"},{"id":370,"title":"No automated business processes"},{"id":376,"title":"Unstructured data"},{"id":377,"title":"Separate communications channels"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.sugarcrm.com/customers/case-studies/sennheiser","title":"Web-site of vendor"}},"comments":[],"referencesCount":0}],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":2,"vendorImplementationsCount":2,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{"71":{"id":71,"title":"CRM - Customer Relationship Management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"}},"branches":"Information Technology","companyUrl":"https://www.sugarcrm.com/","countryCodes":[],"certifications":[],"isSeller":true,"isSupplier":true,"isVendor":true,"presenterCodeLng":"","seo":{"title":"SugarCRM","keywords":"customer, SugarCRM, relationships, management, relationship, focused, exclusively, Helping","description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:title":"SugarCRM","og:description":"Sugar is a vendor of SugarCRM.&nbsp;SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We are the industry’s leading compa","og:image":"https://old.roi4cio.com/uploads/roi/company/SugarCRM.jpg"},"eventUrl":"","vendorPartners":[],"supplierPartners":[],"vendoredProducts":[{"id":1340,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/SugarCRM.jpg","logo":true,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"supplierPartnersCount":0,"alias":"sugarcrm","companyTitle":"SugarCRM","companyTypes":["supplier","vendor"],"companyId":4137,"companyAlias":"sugarcrm","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:image":"https://old.roi4cio.com/fileadmin/user_upload/SugarCRM.jpg"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"suppliedProducts":[{"id":1340,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/SugarCRM.jpg","logo":true,"scheme":false,"title":"SugarCRM","vendorVerified":0,"rating":"1.70","implementationsCount":2,"suppliersCount":0,"supplierPartnersCount":0,"alias":"sugarcrm","companyTitle":"SugarCRM","companyTypes":["supplier","vendor"],"companyId":4137,"companyAlias":"sugarcrm","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:image":"https://old.roi4cio.com/fileadmin/user_upload/SugarCRM.jpg"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"partnershipProgramme":null}},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"implementations":{"implementationsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"agreements":{"agreementById":{},"ids":{},"links":{},"meta":{},"loading":false,"error":null},"comparison":{"loading":false,"error":false,"templatesById":{},"comparisonByTemplateId":{},"products":[],"selectedTemplateId":null},"presentation":{"type":null,"company":{},"products":[],"partners":[],"formData":{},"dataLoading":false,"dataError":false,"loading":false,"error":false},"catalogsGlobal":{"subMenuItemTitle":""}}