Marketing Automation with SugarCRM

Manage and track campaigns across multiple channels - from lead capture to close sale with SugarCRM

  • Make smarter decisions about where to invest your marketing dollar and measure the impact of your marketing activities on your company's bottom line
Sugarcrm marketing automation
  • Effectively create, execute and track campaigns across multiple channels
     
  • Capture leads directly into your SugarCRM with web-to-lead forms
     
  • Automatically assign leads to your sales reps
     
  • Integrate SugarCRM with other marketing platforms such as Pardot Marketing automation and Hubspot inbound marketing software.

Multi channel Campaigns

Wizard

Email Marketing

Track the results of marketing campaigns across a variety of channels—from online ads to social media—from a single application

Gather information about the marketing channel, target, program dates, budget, expected revenue and offer to ensure that campaigns are effective and measurable.

Identify the correct target for a given campaign, design offers that convey the brand identity of your organisation, and track the response rates once a campaign is executed.

Web to lead forms

Lead Management

Marketing analytics

Quickly create and embed forms on the web. Automate lead import from your website directly into SugarCRM. 

Qualify and track leads from multiple campaigns and automate lead assignement to sales representatives. 

Measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity.

Multi-Channel Campaigns

  • Develop, execute and monitor campaigns across multiple channels in one single place
     
  • Manage web media, email, newsletter subscriptions, webcasts, telesales, print advertising, TV, and radio advertising.
  • Achieve better visibility into the effectiveness of marketing expenditures
     
  • Benchmark campaigns to understand which ones produce the most revenue
     
  • Track campaign ROI by linking opportunities to specific campaigns.
     

Campaign Wizard

  • Create and execute your campaigns with SugarCRM campaign Wizard, which walks you through the steps for creating a campaign, adding targets, program dates, budget, expected revenue
     
  • Ensure proper testing, suppression, and list management.
     

Email Marketing

  • Identify the correct target for a given campaign, design offers that are brand consistent and coordinated across customer channels
     
  • Monitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated
     
  • Track and assign opportunities to campaign leads
     
  • Control opt-in and opt-out lists.
     

Web-to-Lead Forms

  • Quickly create web-to-lead forms without any technical skills
     
  • Designate what kind of information you would like to capture in each form to ensure useful information is handed off to sales people for follow-up.
     
  • Automate lead import from the Web into SugarCRM

 

Lead Management

  • Segment leads based on the attributes that drive your business
     
  • Automatically capture and assign leads across multiple channels and hand them off to the correct sales representative based on territory, team or specialty
     
  • Convert leads to opportunities and ensure appropriate follow-up

 

Marketing Analytics

  • Get real-time reports and assess the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate 
     
  • Relate opportunities to specific campaigns
     
  • Replicate successful campaigns in a few simple steps.
     

                      SugarCRM Editions Free SugarCRM Trial

See an overview of SugarCRM's Marketing Automation capabilities

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