Sales reps don't have the time to personally write, send and monitor email activities for hundreds of leads every day. But Sugar Engage does. At the heart of Sugar Engage is the sales sequence. Sequences help sales reps execute personalized and relevant customer interactions automatically. Sequences run in the background engaging prospects until they’re qualified to take the next step. With Sequences, Sales reps can focus more of their time on closing deals instead of finding them.
AI-powered machine learning can uncover key insights to help guide your sales reps to qualified sales opportunities and save valuable time by taking actions on your sales reps behalf, like auto-updating the CRM with key information or auto-pausing outreach while a prospect is out of the office. All automatically without any human input.
Sugar Engage by Leadfwd is deployed natively inside SugarSell and supports Leads, Contacts, Targets, Accounts, Target Lists and Opportunities.
Features and Benefits
Multi-touch Sales Sequences
Create and trigger automated sales sequences right from inside SugarSell. Multi-touch sales sequences run on auto-pilot delivering personalized customer interactions until a successful reply is received.
View All FeaturesSequence Action Steps (Remind, Task or Call)
Create action steps within your Sequence to remind sales reps to take offline actions, such as sending InMail or automatically create and assign tasks or calls in SugarSell.
View All FeaturesSend on behalf of Sales Reps
Team leaders can automate personalized sales sequences at scale on behalf of individual sales reps based on record ownership of Leads, Contacts and Targets in SugarSell. Messages are automatically personalized with the assigned reps information including being sent from their company mailbox.
View All FeaturesEnroll from CRM list view or record view
Select and enroll one or many contacts, leads or targets into Sequences, directly from the SugarSell UI. Sales reps have instant access to key insights and can preview each email or action step in a selected sequence, complete with full personalization.
View All FeaturesMulti-touch Sales Sequences
Create and trigger automated sales sequences right from inside SugarSell. Multi-touch sales sequences run on auto-pilot delivering personalized customer interactions until a successful reply is received.
Sequence Action Steps (Remind, Task or Call)
Create action steps within your Sequence to remind sales reps to take offline actions, such as sending InMail or automatically create and assign tasks or calls in SugarSell.
Send on behalf of Sales Reps
Team leaders can automate personalized sales sequences at scale on behalf of individual sales reps based on record ownership of Leads, Contacts and Targets in SugarSell. Messages are automatically personalized with the assigned reps information including being sent from their company mailbox.
Enroll from CRM list view or record view
Select and enroll one or many contacts, leads or targets into Sequences, directly from the SugarSell UI. Sales reps have instant access to key insights and can preview each email or action step in a selected sequence, complete with full personalization.
Engage Target Lists
Instantly select, preview and enroll Contacts, Leads, Prospects or an entire Target list into a sequence. All natively inside SugarSell from the list view or record view.
Boost productivity with machine learning
Engage Boost automates administrative tasks using machine learning, while your sales reps focus on closing deals. Boost can detect genuine buyer interest, OOO replies, wrong contact with referrals and Do Not Contact (DNC) requests.
Sync any data fields
Administrators have complete control over which fields in both SugarSell and LeadFWD can receive updates during syncing.
Personalize using CRM custom fields
Emails are most effective when they’re personalized. Use placeholders, drop-downs, and dynamic fields to quickly send the perfect message to every recipient.
Sync audit log
Sync log provides complete transparency, with the ability to easily retry failed syncs and troubleshoot errors, should they arise.
Data hygiene and Compliance
We’ll take good care of your sender reputation by automatically processing hard bounces, opt-out requests and suppressing contacts that mark your message as spam. Sugar Engage will auto-update your CRM to reflect invalid email addresses and opt-out requests.
Converted-lead detection
LeadFWD knows when a lead is converted to a contact, and automatically syncs and updates the new contact.
Support
Phone Support: 1.888.898.7135Support Email: help@leadfwd.com
Support Knowledge Base: https://help.leadfwd.com
Terms & Conditions
Terms of Service: https://help.leadfwd.com/en/articles/3770857-terms-conditions-and-acceptable-usePrivacy Policy: https://help.leadfwd.com/en/articles/3770852-privacy-policy
