Attention: Sales Managers and BDMs:
CRM Strategy is your Elite Sugar CRM partner in Australia.
CRM Strategy has been servicing clients in Australia, New Zealand and around the world for more than twenty five years. We focus on your business needs and how Sugar supports those needs and processes.
Streamline your project discovery process, win business and manage complex or large volumes of projects with clarity.
- Civil infrastructure and roads
- Landscape and revegetation
CRM Strategy’s Find Win Control–Projects is an enhanced version of Sugar CRM that helps you find more projects, win the sale and control them so you can deliver successfully. It gets the right information to the right people so you’re fully informed but never overloaded. Find Win Control–Projects improves your project’s compliance, meaning more revenue at completion and fewer penalties. Built on the award-winning Sugar CRM platform, which has over two million users, Find Win Control–Projects can be deployed into your business quickly with little risk.
Talk to us about how you can start finding and delivering projects quickly with CRM Strategy’s Find Win Control–Projects or download a free trial of SugarCRM here.
More tender opportunities through integration with providers
- Special Integration with industry-leading tender services removes the need for daily tender emails and the time lost to chasing duplicate opportunities from multiple sources
Discover new opportunities by region
- Find more commercial opportunities and better operation efficiency by defining geographic regions of interest and seeing what business is available there
Grow business from better BDM team management
- Keep your BDM team top of mind with important clients with smart contact reminders
- Keep your BDM team working to a plan with Intelligent KPI planning and tracking
Leverage your network with more points of contact
- Use deeper contact relationships for introductions to new business
- Don’t know anyone at a company? Find out if someone you know used to work there
Win business through better tools
- Win Business by using tools that keep your team focused, accountable and motivated. Draw from market intelligence, your history and connections to increase your chance to build a successful bid.
Get a whole-of-business sales perspective
- Based on the award winning Sugar sell platform, you have opportunity management, full pipeline reporting, forecasting and account management. With this you can view your sales activity from a whole-of-business point of view right down to the level of an individual sale.
Increased sales by focusing your team
- Daily call management, integrated email and alerts for deals due to close soon, all backed by automation to make sure critical sales tasks don’t get missed.
- Win more and ensure that critical dates – from project follow ups to tender management – all lead to winning more work.
Protect your project pipeline by being aware of shortfalls early enough to act
- Keep track of Tender and bid tracking with full reporting on the state of future business opportunities
- Automated reports and escalation of issues to management means critical events get actioned
Take charge of the total conversation and improve clarity on decisions
- Link important contacts and track email, conversations / meetings to have a complete picture of all stakeholders and project decisions
Reduce contract penalties by proactively tracking key project-impacting decisions
- Governance decisions, delays and risk tracking to identify key decisions and avert or communicate risks.
- Reduce contract penalties and clawbacks by having automatic reports of client-side decisions
Remove complexity and duplication by integrating with other systems
- Avoid having to use multiple systems at once by integrating with your other business systems and ERPs
- See all your data in one place
- Draw insights from a unified view
Have certainty over your cost and time to implement
- Find & Control–Projects come with pre-configured with screens, templates, reports and allowances for data work—everything you need to get the project running with no surprises
Control your risk, based on the award-winning SugarCRM platform
- Find & Control–Projects is a specially tailored product based on the internationally awarded SugarCRM platform
- Flexible hosting and licensing options on a tested and stable CRM
- Deploy a robust and secure system quickly with low risk