Relationship Analytics for Sugar

Relationship Analytics for Sugar

Putting the 'R' into CRM


Leveraging the intelligence which typically lies hidden in communication systems to complete the data in Sugar. Improves customer retention, increases sales and enables a coordinated customer conversation to occur - increasing customer satisfaction. Sales team can better manage relationships and increase their productivity & results.

Features and Benefits

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.

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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.

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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, we 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.

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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.

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LINKSWITHIN

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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.

CUSTOMER INTERACTION 360

image
image
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.

TRANSITION REPORT

image
image
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, we 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.

MISSING CONTACTS

image
image
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.

RELATIONSHIP GRAPH

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New to Sugar. In our latest release, 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.

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. While social networking sites are great at telling you who might be “connected”, they are less effective at telling you who has an actual “relationship”. LinksWithin replaces the small chance of stumbling upon the right person in your organization who can make the introduction with empirical data that helps the seller quickly navigate the best path to the contact. All this happens instantly via a simple search.

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. Connect overlay sales teams in an intelligent way, to give account owners visibility over all interactions with clients. The best part – the information you see is automatically populated from Corporate communication logs. So you are not relying on patchy and inconsistent CRM data.

PREVENTING REVENUE LEAKAGE & IMPROVING RENEWAL RATES

Renewals are often neglected because the sales teams is busy finding new clients and forgets about existing customers until it’s too late. Studies show that one of the primary causes of customer defection is being neglected by a vendor. 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!

ACCELERATE ONBOARDING BY IMPROVING SALES HANDOVERS

The typical sales organization loses around 25% of its team every year. Staff turnover can cause disruption to customers and impact client retention. Providing relationship data from across the organization to a new account executive is priceless. It allows the new sales employee to gain an awareness of all the key decision-makers inside your company, and tells them who is interacting with customers and prospects. Sales Manager are also able to transition a departing Sales Rep’s key relationships to their replacement, thus ensuring a smoother transition and decreased disruption for the customer. This ability to pass on relationship information typically improves the time-to-productivity of new reps from three months to just one month for our customers!

ENABLING REAL-TIME INTERVENTION FOR ACCOUNTS “AT RISK”

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’. When your entire organization has a healthy cadence of back and forth communication, a deal is usually healthy. When that communication is one way, such as a set of emails going to the customer and none coming back, it typically means something may be stalling and action is required before it’s too late.

Support

Phone Support:
Support Email: support@trustsphere.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: https://www.trustsphere.com/legal/
Privacy Policy: https://www.trustsphere.com/privacy/

LinksWithin – Find the best path to warm introductionsLinksWithin – Find the best path to warm introductions
Populate the account record with additional stakeholdersPopulate the account record with additional stakeholders
Understand who else from the organization is engaging the accountUnderstand who else from the organization is engaging the account
Determine the LinksWithin for an accountDetermine the LinksWithin for an account
LinksWithin recommends the colleagues best suited to give you contextLinksWithin recommends the colleagues best suited to give you context
Switch to a tabular view of LinksWithin easilySwitch to a tabular view of LinksWithin easily
Transition relationships and onboard new staff seamlessly Transition relationships and onboard new staff seamlessly
relationship graphrelationship graph

Resources

Please where we're going to have PDF and what not

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