Plug N Play Sales Engagement Platform for Sugar Sell

• Sequences
• Enroll in CRM
• Accounts
• Opportunities
• Target lists
• Calls & Tasks
• Sales Inbox

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Multi-step Sales Sequences

Create and trigger automated sales sequences right from inside Sugar Sell. Multi-touch sales sequences run on auto-pilot delivering personalized customer interactions until a successful reply is received.

Enroll in CRM

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Enroll in CRM

Select and enroll one or many contacts, leads or targets into Sequences, directly from the Sugar Sell 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.

Account-Based Selling

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Account-Based Selling

Select from key Accounts and enroll one or many related contacts into Sequences, directly from the Sugar Sell UI. Sugar Engage automatically displays each contact from the selected Account, so sales people can quickly select the right decision makers for enrollment.

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Target Opportunities

Select from Opportunities and enroll one or many related contacts into Sequences, directly from the Sugar Sell UI. Sugar Engage automatically displays each contact from the Account that's related to your target opportunity, so sales people can quickly select the right decision makers for enrollment.

Engage Target lists

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Engage Target Lists

Select one or many Target Lists and enroll every related Contact, Lead or Target record into your Sequence, directly from the Sugar Sell UI. Sugar Engage automatically imports, de-dupes and verifies a valid email address is present for every record contained in your Target List.

Call and Task Automation

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CRM Action Steps

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 Sugar Sell.

Sales Inbox

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Sales Inbox for Sales Teams

One shared experience to monitor, measure and engage with every reply or outbound action that is generated by Engage and your sales team.

• Sequences + -

  Create and trigger automated lead sequences right from inside Sugar Sell using your mailbox.

  Sequence action steps can schedule calls or tasks in Sugar Sell automatically for follow up.

  When an interested prospect replies, the sequence ends.
• Enroll in CRM + -

  Select one or many contacts, leads or targets right from inside Sugar Sell. Sales reps have access to key sequence insights and can preview each email or action step in a selected sequence, complete with full personalization.

  Account-Based Selling
• Accounts + -

  Target entire accounts or buying committees from inside the Accounts module.
• Opportunities + -

  Create and trigger automated lead sequences right from inside Sugar Sell using your mailbox.

  Sequence action steps can schedule calls or tasks in Sugar Sell automatically for follow up.

  When an interested prospect replies, the sequence ends.
• Target lists + -

  Create and trigger automated lead sequences right from inside Sugar Sell using your mailbox

  Sequence action steps can schedule calls or tasks in Sugar Sell automatically for follow up.

  When an interested prospect replies, the sequence ends.
• CRM Action Steps + -

  Create and trigger automated lead sequences right from inside Sugar Sell using your mailbox.

  Sequence action steps can schedule calls or tasks in Sugar Sell automatically for follow up.

  When an interested prospect replies, the sequence ends.

  
• Sales Inbox + -

  One shared experience to monitor, measure and engage with every reply or outbound action that is generated by Engage and your sales team.