Accelerating Customer Engagement

TrustSphere Relationship Analytics for Sugar enables sales teams to better manage relationships and increase their productivity and results.

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TrustSphere, Relationship Analytics for Sugar

Empower the individual to increase quality, quantity, and speed of sales. Leverage Relationship Analytics within SugarCRM.

Innovative Relationship Intelligence

TrustSphere’s Relationship Analytics is a complementary solution designed to work easily and seamlessly as part of your Sugar. 

It 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: 

  • Never Being Blindsided Again
  • Improving Forecasting Accuracy
  • Preventing Revenue Leakage
  • Improving Sales Handovers

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TrustSphere Benefits

Replace Cold Calls with Warm Introductions

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.

Never Be Blindsided Again

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.

Less Revenue Leakage & Better Renewal Rates

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!

Real-Time Intervention for At-Risk Accounts

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’.

Relationship Analytics at a Glance

Less than 10% of all customer interactions are ever entered into the CRM. This leaves a big gap in the CRM data which your team relies on to make decisions. TrustSphere delivers data extracted from any communications platform and injects the analytics directly into Sugar.

Typical results:

  • For every contact in the CRM, TrustSphere finds two more
  • 40% higher customer satisfaction
  • 74% increased forecast accuracy
  • 54% higher sales quota achievement
LinksWithin enables you to leverage your organization’s combined social network to find the most relevant connections to an external company or individual. By accurately identifying the people within your organization who have an existing relationship

LinksWithin

When an employee wishes to find the right connection point, LinksWithin performs a real-time search of your organization’s social network, which is created and maintained in TrustVault. This social network is created by analyzing just the communication logs of an organization – interactions between internal staff and with external people - thus building a ‘social graph’.

The strength of every relationship is also measured and updated with every new interaction, enabling important decisions to be made using truly objective data. Message content is never analyzed.

LinksWithin displays the ten strongest relationships that exist between the target and your internal colleagues. It reveals the best path for each individual to their prospects and the best chance of a successful connection.

TrustSphere injects its Relationship Analytics right into SugarCRM to provide a 360 view of your organization

Customer Interaction 360

Too often, customer service reps and account managers do not 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.

With the “Relationship Analytics for Sugar” Customer Interaction 360 dashlet, always stay up-to-date on what the latest interactions have been.

The typical sales organization loses 15-20% of its team every year. Ensure/Improve client retention by transferring key relationships to new account executives with TrustSphere’s Transition report and improve the time to productivity of new hires.

Transition Report

One problem that constantly hinders the building of exceptional customer relationships is staff turnover. When your own colleagues and employees leave your organization, customer relationships need special care and attention. And new staff needs to be rapidly on boarded to get productive faster.

With the TrustSphere Transition Report, you can get a list of relationships that a leaving or transitioning team member has with customers; regardless of whether this relationship existed in Sugar or not. The algorithms do the difficult work for you by capturing and showing the relationships based on relationships strengths and recency of communication.

TrustSphere Missing Contacts Dashlet reveals what is NOT in Sugar – all the contacts and important relationships that do actually exist, but are non-existent in the CRM – and prompts customer facing stakeholders to add these potential contacts with ju

Missing Contacts

There is a lot of missing data – especially relationship data that undermines the effectiveness of CRMs. A lot of this data has to be inputted manually by customer facing reps. This dashlet shows all the relationships that exist with an account but have not been entered into Sugar.

TrustSphere’s proprietary Relationship Analytics platform traces communication and collaboration activity in email, IM and voice calls to identify and establish connections between employees and also between employees and customers or business partners

Relationship Graph

TrustSphere has delivered an organization wide view of customer contacts in Sugar. With a simple click, any Sugar CRM user is able to view the relationships that exist in your business with a specific contact. TrustSphere has unlocked the hidden insights and made them available in a simple and easy to use visualization tool – our Relationship Graph.

TrustSphere’s proprietary Relationship Analytics Platform can quantify employee relationships and build the social network graph over a period of time. It does so by measuring and scoring every relationship, in real-time, based on objective data that considers factors such as frequency and recency of communication.

The Relationship Graph provides valuable relationship intelligence to enhance the new rep onboarding process, transform cold calling into warm introductions, and improve collaboration amongst the sales team. TrustSphere provides customer-facing staff with their most powerful asset at their fingertips – their relationship network.

TrustSphere Resources

Relationship Analytics for Sugar Product Brief

See how Relationship Analytics for Sugar provides rich, timely and relevant insights on customer relationships.

Download

LinksWithin Replace Cold Calls with Warm Introductions - Datasheet

This datasheet describes how the LinksWithin functionality of Relationship Analytics can find the most relevant connections to an external company or individual.

Download
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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 has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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