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3 Rock-Solid Reasons You Need Sugar Discover

by Mihaela Bulacu on November 26, 2019

6 minute read

SugarCRM announced the addition of a new product to the company’s portfolio. We’re talking about Sugar Discover, and yes, we’re excited about its release! This new tool is here to offer you valuable insights and boost your analytics capabilities in a dynamic, interactive, and easy-peasy-lemon-squeezy way.

But let’s start with the beginning. What is Sugar Discover, and how can it help your business? 

Discover is a cloud-based customer analytics tool that integrates perfectly with Sugar. Unlike other analytics systems, it offers dynamic updates on some of the most relevant KPIs of your business, deep insights into your company’s sales performance, and automated analytics capabilities. The tool allows you to keep an eye on all of your performance metrics and lets you make data-driven business decisions.

Sugar Discover comes with a series of features that make all the above possible, in an easy-to-use, intuitive, but reliable and relevant way.

Sugar Discover features screenshot Sugar Discover main filtering functions.

So, put on your Data Scientist hat, and let’s dive into our three reasons why we need Sugar Discover.

Helmet on head gif

1. Easy to Use, Even Easier to Set Up

Sugar Discover is built with the user in mind and features an extremely intuitive interface. The Business Intelligence (BI) solution is not fussy at all when it comes to deployment demands. You have to be a Sugar Sell, Enterprise, or Professional customer and run a US-hosted SugarCloud instance to make the most of it.

Sugar Discover doesn’t require you having a tech background or SQL knowledge - any Sugar user can easily get accustomed to the BI tool. It’s easy to set everything up and running, and it’s even easier to use it!

Sugar Discover sales velocity analytics.

2. It’s Packed with Smart Features

Most out-of-the-box BI tools today are hard to use and don’t match each client’s needs and expectations. But Sugar Discover is flexible and fits all users’ business goals like a glove. Here’s what makes it so great at what it does.

Quick Insights Into Sales Performance

Sugar Discover comes with various key metrics and analytics you can use in your assessments. Everything is built to help users grow their sales performance. With a complete view of your sales metrics - such as overall conversion rates, pipeline generation, and sales velocity and bottlenecks - you can change and adapt your sales strategy based on facts.

Sugar Discover screenshot Sugar Discover Report function.

Automated Predictive Analytics Tool

Sugar Discover is designed as a dynamic analytics system. It keeps track of your most relevant sales metrics 24/7 and sends automated alerts when performance indicators deviate from pre-determined targets or break from historical patterns.

Sugar Discover Idle Opportunities image Sugar Discover Opportunities insights.

Get to the Root of Your Sales Drawbacks in Seconds

Discovery Insights is at the core of Sugar Discover. Use the metrics to get more context of what is holding your company back. Get a quick look at facts and data, and learn what’s behind those sales bottlenecks. The insights you get are also dynamic, so they will change as you navigate through different sets of metrics and indicators, or as you apply different filters.

Sugar Discover Insights graph image Sugar Discover report details

Get a Detailed Look at Your Company’s Historical Performance Trends

If you are a little intimidated by numbers and percentages, Sugar Discover has your back. Discover’s easy-to-customize charts are here to help you get a better visual representation of your performance metrics, without dealing with numbers exclusively. You can easily compare past and current performances, execute cohort analysis, and other assessments that may offer a clearer view of your business performance.

Sugar Discover Funnel analytics function.

3. It Can Do So Much for Your Business

All these smart features will help your business in different ways. If you still can’t visualize how Sugar Discover will increase your profitability, here are some key benefits of Sugar’s newest addition.

Sugar Discover record count screenshot Sugar Discover Conversion insights.
  • Sugar Discover helps you predict your company’s revenue with more precision.
  • You can identify and solve sales pain points faster.
  • Now you can quickly identify sales and marketing opportunities.
  • Data-driven decisions will increase your company’s profitability.
  • Take your business up a notch and make it faster.
  • Save money and your sales department’s time, and let them focus on the customer and high-value tasks entirely.

On your first interactions with Sugar Discover, it’s easy to notice the hard work that went into making it as friendly and intuitive as possible. But don’t take this for granted, see for yourself in this short demo of Sugar Discover.

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