SugarCRM for Marketing

The key to success for any business these days is to have complete and detailed knowledge about its customers in order to target them with the right content at the right time. People who believe that SugarCRM is only a highly beneficial tool for the salespeople are not aware of the tremendous benefits that SugarCRM can offer to marketers.

The need to know your customer base for targeted marketing has become more important than ever. If you are targeting every customer with the same promotional content, you are making a big mistake. Every prospect needs individual attention. Sugar has a gamut of features that lets you develop personalized relationships with your customers and give them an unforgettable experience. Here’s how Sugar can help marketers reach out to more customers in less time with little to no manual effort.

1.Prospect and Customer Targeting

Get your message to the right prospects — ahead of the competition. With Sugar, you get great personalization with low effort. Quickly segment your target lists using Sugar’s smart reporting engine, and leverage information captured from multiple channels and tools to focus your marketing efforts on only the best prospects. Drive deeper engagement and higher conversion rates with every interaction.

2.​​Campaign Management

Marketers can stay connected with prospects and customers with simple, effective campaign management in Sugar. Build multi-channel, multi-touch campaigns with Sugar’s intuitive Campaign Wizards, and track every action and conversion across email, text, in-person events, or even via social media. Measure campaign effectiveness based on a variety of lead management attributes, including leads created, new opportunities, closed-won deals, win rate and more.

3.Lead Management​

Increase lead conversion by engaging the correct individuals with the right message. Identify and reconcile lead activity generated across multiple touchpoints and stored in multiple systems. Convert leads to opportunities in a single click when qualified, and seamlessly hand over the well-qualified leads to the correct sales representative.

4. ​​Process Automation

Define processes that work the way you do. Capture best practices in a visual process editor powered by a standards-based process engine. Automate decisions and routing with complex business rules. Minimize the delays and confusion that stem from approvals and hand-offs.

5. ​​Marketing Analytics

Measure the effectiveness of your marketing efforts from initial contact to closed opportunity. Leverage personalized dashboards to monitor progress and inform every decision. Quickly filter leads into targeted lists. Optimize each engagement through rich insight into your leads and contacts. Reports and Dashboards show customer profiles by industry, geography, company size, product assets, revenue, and other important attributes. Understand your customer base and how it is changing over time.

SugarCRM integration with Marketing Automation

Your marketing team cannot possibly make the most out of Sugar until it is integrated with a marketing automation solution. There is only so much that you can do with an out-of-the-box Sugar solution. Hence the need arises to increase the functionality of your SugarCRM to give marketers an all-encompassing tool to get a 360-degree view of the customers.

Wait….What is Marketing Automation?

Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media, and other website actions. The technology of marketing automation makes these tasks easier.

What to look for in a Marketing Automation software?

The features will vary from vendor to vendor and it is upto you to select the best possible solution that will aid your marketing team to adapt faster, act smarter and give tangible results. Below is a list of the key features that you need to look out for in a marketing automation platform:

1. CRM Integration
2. Targeted Email marketing
3. Lead Nurturing
4. Lead Scoring
5. Forms & Landing Pages
6. Social Media Marketing
7. Website Visitor Tracking

Our clients succeeding by integrating Sugar with leading marketing automation platforms- A few case studies

1. MetaOps

MetaOps is a business management consulting firm located in Livonia. It specializes in providing, on a short-term contract basis, the most Difficult-to-Find ‘Top Talent’ resources on the planet. MetaOps was using SugarCRM community edition to acquire new talent and maintain a comprehensive database of every individual. Among its other requirements, one was to integrate Sugar with a marketing automation tool. Our experts integrated Sugar with Inbox25, an all in one marketing automation solution to attract, capture and nurture leads.

Read the complete Meta Ops case study.

2.Evolution Marketing

Evolution Marketing is an independent business software consulting firm based in Australia. Their experts work with technology leaders like SugarCRM to provide high-value CRM and marketing automation solutions to help businesses acquire more leads and increase sales. Evolution Marketing approached Rolustech in order to integrate marketing automation tools with SugarCRM for a local government based in Brisbane. The local government intended to run email campaigns comprising of surveys from within their Sugar to create awareness among the general public to use energy resources efficiently. SurveyMonkey, Parse and ExactTarget were integrated with Sugar to meet the needs of our client.

Read the Evolution Marketing case study.

Bottom Line:

Having Sugar for your marketing team is the first step in trying to establish closer connections with your prospects and customers but it will not accomplish all the tasks that your marketers need to perform to achieve the end goal. Therefore, it necessarily means that you will have to integrate your Sugar with marketing automation software. However, choosing one such software that serves your exact business needs is no easy feet. To make life easier for you, here are the top 3 marketing automation tools which when integrated with Sugar will give you complete control over your marketing strategy and empower you to stay one step ahead of the competition.




A SugarCRM, Salesforce, and Magento Certified Developer & Partner Firm. Tweets on #CRM #Sales #Marketing #Social + many more.

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A SugarCRM, Salesforce, and Magento Certified Developer & Partner Firm. Tweets on #CRM #Sales #Marketing #Social + many more.

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