Cold Calling with Sugar CRM

Hello Patrick,

It seems the info provided is fairly not enough to advise...
- What were your expectations from the Sugar tool in supporting of cold calls?
- Could you expose the process you need to support with CRM tool?
- How the results of the cold call should look like - any specific type of information should be received during the call?
- How do you expect to use the results of the calling?

All the best,
Dmytro

Hello, Dmytro,

thank you for your answer.

I will try to answer your questions.

Currently there are about 2000 records in our Sugar System. Usually with the following structure. Company with 3 contact persons. We leave a phone call for each contact person to schedule the processes accordingly and note down the feedback. The main problem is the monitoring of these calls, because the dashboard only shows the names of the contact persons. Therefore it is very difficult to give a kind of overall impression.

I think the main problem is that the company name is not in the focus of the search orientation in Sugar.

However, it would be wrong here to create a system of all interested parties as a company.

Is there a possibility to process the interested parties on the basis of the company?




Translated with www.DeepL.com/Translator (free version)

Hello, Dmytro,

thank you for your answer.

I will try to answer your questions.

Currently there are about 2000 records in our Sugar System. Usually with the following structure. Company with 3 contact persons. We leave a phone call for each contact person to schedule the processes accordingly and note down the feedback. The main problem is the monitoring of these calls, because the dashboard only shows the names of the contact persons. Therefore it is very difficult to give a kind of overall impression.

I think the main problem is that the company name is not in the focus of the search orientation in Sugar.

However, it would be wrong here to create a system of all interested parties as a company.

Is there a possibility to process the interested parties on the basis of the company?




Translated with www.DeepL.com/Translator (free version)

Okay, I suppose you are in b2b market and your target is account prospect which you try to engage via key persons and therefore calling them.
If so you need to collect all the calls related to Contacts but in the context of the Account.
Smth like this: