SugarCRM: How to Get Your Money’s Worth

SugarCRM: How to Get Your Money’s Worth

SugarCRM: How to Get Your Money’s Worth

If your company uses Sugar as your CRM provider, and would like a way for your sales team to conveniently generate quotes online, you’re in luck because there is already a quote-creating feature in SugarCRM – perfect!

Well, almost.

If you find yourself wishing you had fewer quoting errors, easy document creation, access to previous quote details, as well as other features, then integrating EndeavorCPQ into the SugarCRM platform is the best solution for your company to get the most use out of both products. Not only does it add more functionality with the same SugarCRM interface, but EndeavorCPQ also allows you to make the most of your CRM investment.

One common concern we hear from sales management teams is that they do not have accurate and trustworthy product information easily visible in their CRM systems. Luckily, as the first CPQ system available for SugarCRM, EndeavorCPQ allows your sales teams to quickly and easily view even the line item details of a quote in Sugar. In the Opportunity view in CRM, CPQ provides Sugar users with the total of the quote, as well as the quantities and amounts of each line item, that way employees with access to Sugar who do not have CPQ licenses can still see every detail of every quote.

In addition to CRM containing up-to-date product information, with EndeavorCPQ the quotes themselves are more accurate. Although SugarCRM provides a way to produce a quote document, without a rules engine to enforce business logic, it is no more accurate than a calculation by hand. With the implementation of EndeavorCPQ, business data from CRM loads into CPQ, where the software can apply rules and constraints that minimize errors.

Not only is this lack of errors in quoting integral to both the sales and operations teams, but it also makes marketing your company easier by improving brand integrity. It is a lot easier to market a company that does not make mistakes in quoting than one that is at the mercy of an inflexible quoting system. If your company wishes to quote with more capabilities, implementing CPQ is the way to go. It allows you to get greater usability from your SugarCRM deployment, and improves the integrity of your brand.

For argument’s sake, let’s say your company creates quotes using SugarCRM without any CPQ implementation. You’ve generated a quote in SugarCRM’s quoting software – now what? Many of our SugarCRM customers value the importance of easily converting a quote into a Word document or PDF. They do not want to waste time figuring out how to export it, waiting for the file to download, or make mundane adjustments to the document. With these pain points in mind, EndeavorCPQ can export your quote into a professional Word document or PDF with the click of a button, or you can expedite the process due to our partnership with DocuSign, and email the document directly from the system – no need to download, print, sign, scan, and then send. (Coming Soon: users will be able to send documents as a web link in an upcoming version of EndeavorCPQ.)

All in all, investing in EndeavorCPQ increases your company’s value in your investment in SugarCRM. It allows you to get more out of your CRM system, as well as reach a level of functionality that CRM cannot provide. If you want to get the most bang for your buck for SugarCRM, EndeavorCPQ can help you get there.

— Julia Kolski, Endeavor Commerce. Connect with Julia on LinkedIn.

To find out more about getting the most out of SugarCRM schedule a demo of EndeavorCPQ or call us at (214) 736–7178 to speak with a sales representative today.

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