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?




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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:

Many thanks for your screenshots. The company module offers exactly the overview we need in this case.

A central overview, via the contact persons and via click on the eye the corresponding calls.

Is this type of procedure also possible with the "LEAD" module?

It seems that our procedure is not suitable for the "LEAD" module.

Many thanks for your screenshots. The company module offers exactly the overview we need in this case.

A central overview, via the contact persons and via click on the eye the corresponding calls.

Is this type of procedure also possible with the "LEAD" module?

It seems that our procedure is not suitable for the "LEAD" module.

Leads would work in case contact info is imported into the Lead module first, then make calls to them to identify interest. And, consequently, convert to Contacts only those leads that show the interest to cold call proposition.
- that is the kind of cold prospects processing that helps to keep your real Contacts base clear of unuseful contact data

But if you already set up the Accounts and Contacts database and going to make outbound calls, you may just assign Contacts to teammates and let them make calls to Contacts without using Leads module

On the screenshots is TimeLine Viewer for Sugar add-on view
Addon collects and demonstrate key events, which are indirectly related to the particular module, like calls to contacts to show in the context of accounts.

If you like to try it for your Sugar instance, please write me a message in private the club or just email to dch@integroscrm.com