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TrustSphere's Relationship Analytics for Sugar provides previously unavailable levels of insight into the true activity between your organization and your customer/prospects.
By analyzing email and voice interactions (never the content, just the interactions) and then automatically pushing the resulting analytics into Sugar, the entire sales management process is transformed.
TrustSphere's experience shows that sales professionals right across the organization benefit significantly from the use of these analytics and deliver significantly better results, including:
By accurately identifying the people within your organization who already have a strong relationship with an external party, teams can work together in a more coordinated and effective way. Cold calling becomes a thing of the past as teams systematically capitalize upon company-wide relationships.
When was your customer last contacted and by whom? What was the context of this interaction? TrustSphere plugs the gap so that Relationship Managers are never blindsided, ensuring a coordinated corporate customer dialogue. View the last time someone emailed your prospect, customer or partner.
TrustSphere provides clear visibility over the status of each account, answering questions like; Are we connecting with the customer? Are they responsive to us? Do we need to try something new to engage a prospect? Relationship Analytics lets you identify and pre-empt potential problems, so that you deal with them before it’s too late!
Forecasting is part art, part science! The opportunity-cost of delaying a lead is high, and you don’t want a potential deal to slip into the next quarter. Understanding the communication flow between your company and the customer or prospect, is crucial to knowing whether your deal is ‘at risk’.
The Monthy Volume dashlet enables your account managers to view and compare the number of monthly email and phone interactions at a glance.
By analyzing your interactions, Relationship Analytics can reveal potential communication issues with certain customers or prospects, and help you address them.
Customer service reps and account managers don't always have the latest information or context on what has been going on with their accounts - resulting in unproductive meetings, lost opportunities, and low renewal rates.
The Customer Interaction 360 dashlet displays the latest interactions between your reps and your contacts and allows you to always stay up-to-date.
The Activity Status dashlet displays the number of email strings between your team and your customers, allowing you to identify and address potential issues when communications with your contacts suddenly stop.
The LinksWithin dashlet reveals contacts and relationships not currently present in your CRM database.
With a single click, Relationship Analytics for Sugar enables you to add missing relevant contacts to your accounts.
As a sales manager, you want to know which sales rep would be most suited to reach out to a customer.
The Relationship Links dashlet displays which team members have strong relationships with your contacts, allowing you to assign the right people to the right customers.
The Relationship Dashlet displays the employees who either have strong relationships, working relationships or are acquaintances with a specific contact within your customers' or prospects' organizations.
See how Relationship Analytics for Sugar provides rich, timely and relevant insights on customer relationships.Download
This datasheet describes how the LinksWithin functionality of Relationship Analytics can find the most relevant connections to an external company or individual.Download
TrustSphere starting from $20 per user per month
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W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.
We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.
Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.
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W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.
Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++