SugarCRM Drives Sales Automation for Fern Energy

SugarCRM | February 22, 2023 | Read time : 01:43 min

On February 21, 2023, SugarCRM announced Fern Energy, an industry leader in the energy sector, is utilizing the company's award-winning AI-driven CRM platform to improve customer account management, service, and field operations through increased automation and efficiencies.

Fern Energy offers various fuel-related services, such as bulk fuel deliveries, oil and lubricant solutions, storage systems, 24/7 fill stations, and fuel cards to industries all over New Zealand. To maintain its commitment to seamless deliveries, efficient operations, and reliable fuel supply, the company sought a contemporary CRM platform with the help of dedicated fuel experts.

Fern Energy collaborated with Optimate.me, a solutions partner, to expand the capabilities of Sugar Sell with integrated AI and advanced analytics. This integration gave Fern Energy enhanced sales performance insights and a deeper understanding of its customers.

National Sales Manager, Fern Energy, Chris Gourley, said, "We needed a single view of the customer so everyone across the organization had access to the same information to provide a seamless customer experience." He added, "Centralizing customer data on the Sugar platform completely transformed our sales and customer service operations."

(Source – Businesswire)

About SugarCRM

SugarCRM is a customer relationship management software company based in California, USA. They provide various CRM solutions for sales, marketing, and customer service teams, designed to help businesses improve customer engagement, increase productivity, and drive growth. Founded in 2004, SugarCRM has grown to serve customers in more than 120 countries, with over 2 million users worldwide. They are known for their open-source CRM approach, allowing for greater customization and flexibility in their solutions. It offers a suite of software solutions that includes sales automation, marketing automation, customer support, and collaboration tools. Its sales automation tools help businesses manage their sales process from lead generation to close, with pipeline management, sales forecasting, and reporting features.

Spotlight

Digitally Transforming the Customer Experience

Today’s customers have redefined what great service is: delivery of proactive, empathetic, and personalized assistance, every day, through their channel of choice. By connecting siloed tools and systems on a modern, cloud-based platform, service leaders can keep ahead of rapidly evolving customer demands and deliver a seamless e

More featured news

Spotlight

Digitally Transforming the Customer Experience

Related News

ACCOUNT BASED ANALYTICS

AI-Driven Intelligent Engagement Cloud Platform Predicts Sales with 90% Accuracy

EIN News | April 27, 2023

Intelligage, a fast-growth software company that turns every video call into invaluable data-driven sales playbooks, today released its Intelligent Engagement Cloud to help Sales and Customer Success teams onboard faster, qualify more confidently and forecast more accurately. Founded in 2020, Intelligage quickly gained traction among Customer Success teams by combining conversational AI with intent analytics to help leading businesses turn customer insights into positive outcomes. “Intelligage was born when the pandemic created a tectonic shift in the way the world works together, and we knew it would never go back. Sales at every scale are - and will continue - being conducted via video in our hybrid workforce. Now, the scale and recent acceptance of AI has unleashed the power hidden in the massive data from recorded calls. This offers an unequaled advantage to our customers.” says Bryan Plaster, CEO and Co-founder of Intelligage. “Using dynamic emotional states and body language, we can couple Machine Learning with this biometric data to predict with confidence a person’s intent. We see limitless possibilities in economic disruption.” With software sales increasingly relying on video technologies, call recordings have become standard practice for training purposes. It’s a treasure trove of data, but these calls are rarely being analyzed to determine real customer and prospect intent. Intelligage quickly and accurately conducts that analysis to help go-to-market teams learn more from every interaction, from qualification through renewal. Optimizing video is essential after the SaaS industry’s dramatic correction. As 2022 came to a close, the growth-at-all-costs focus shifted quickly and dramatically towards Rule of 40, where if a company's revenue growth rate were to be added to its profit margin, the total should exceed 40%. With shrinking software budgets and downsized teams, “do more with less,” has become a common strategy. Leaders who couldn’t afford to forecast inaccurately or experience unexpected churn quickly realized that coaching after a call was too late. Intelligage generates personalized coaching plans, based on both sales methodology and a rep’s emotional intelligence (EQ) to hone in on exactly which skills a rep needs to improve. “This application is a game changer! After each call, I see what resonated with each buyer and how best to follow-up. It lets me know which deals will close or renew while also highlighting where buyer intent is slipping and how to intervene.” Ira Shaughnessy, CRO at Intelligage. Qualify, win and retain customers with confidence and accuracy What customers and prospects say is only 7% of the conversation; Intelligage will add the missing 93% with the power of EQ, AI and Machine Learning. Bain & Company highlight how a 5% increase in client retention can boost profits by as much as 95%. Learn how Intelligage customers are onboarding new reps 60% faster, predicting churn with 90% accuracy and much more on April 25th at 11am CT. Attend the Intelligage Launch Party, April 25th (Register Here) From discovery through renewal, Intelligage offers insights that allow GTM teams to build dynamic, data-driven playbooks while capturing non-verbal sentiment and buyer intent on every video call. Sales and CS leaders know which calls to review and when buyers are most engaged. Join Intelligage leadership, customers and advisors on April 25th to learn how to coach with more personalization, qualify opportunities with more accuracy, forecast with more confidence and prevent churn more predictably. Dallas-based Intelligage (previously CompleteCSM) allows customers to gain more from video interaction. Intelligage helps customers optimize playbooks in real-time by leveraging the true sentiment of buyers and customers while helping to prevent churn when overlaid with CRM opportunity data. Learn more at https://intelligage.io.

TARGETED ACCOUNT STRATEGY

New RollWorks Data: B2B Revenue Teams Agree that the Lead Is Not Dead, But It's Also Not Enough

PR Newswire | April 25, 2023

Account-based marketing platform RollWorks, a division of NextRoll, today announced new research from B2B sellers and marketers that reveals what's really needed when it comes to B2B revenue generation, including the importance of the lead as part of a broader fit-focused, multi-signal approach. "We'll believe the lead is dead when sales does," said Jodi Cerretani, VP of marketing at RollWorks. "Despite marketing slogans from those seeking to bury the lead, the industry has yet to see a seismic shift where leads aren't still at the core of most marketing and sales strategies. That said, as validated by our findings, focusing on form-fills alone ignores too many potential buyers." Redefining the Lead: Only Bad Leads Are Dead; Leads Are No Longer Synonymous with Form-Fills Revenue teams responding to the survey unanimously believe the lead isn't dead and never will be. 63% of sellers and 56% of marketers say the only dead leads are low quality (poor fit) and 62% of sellers say leads will never become obsolete. Having said that, B2B sellers and marketers indicate that today's lead-related challenges demonstrate the need for a more expansive definition of top-of-funnel. 89% of marketers and sellers say that quality leads are now harder to come by. It's also clear that not all buyers engage equally; 83% of marketers and sellers find it difficult to engage the entire buying committee and 64% don't expect C-suite buyers to fill out forms. A New Top-of-Funnel: Fit Focused + the More Signals, the Merrier While high-fit leads remain important, given the limitations of focusing on form-filling MQLs alone, revenue teams are broadening their definition of top-of-funnel and using multiple signals to create leads. Marketers and sellers have decreased their dependency on form-fills, as other signals like ad clicks and first- and third-party account information have increased in importance. In fact, 87% of marketers are confident they can hit their marketing goals without traditional form-fills, 85% of marketers would pass a high-fit site visitor/ad clicker to sales without a traditional form-fill if they had it, and 81% of sellers would rather be sent a high-fit lead with a few site visits than a low-fit lead with a content form-fill from marketing. Continued Cerretani: "As B2B marketers continue to grapple with resource efficiency, no business can afford to focus exclusively on form-fillers and ignore other signals that identify in-market buyers. The key to modern marketers' success is implementing programs and plays to create and respond to as many categories of signals as possible. Instead of limiting themselves to just driving leads or MQLs that require a form fill, marketers are maximizing the at-bats of their sales organization by driving growth in multiple categories of top-of-funnel signals." The survey, conducted March through April 2023, consulted 850 B2B sales and marketing professionals. Learn more about how RollWorks can also help you implement a fit-focused, multi-signal approach. About RollWorks RollWorks, a division of NextRoll, offers ambitious B2B companies an account-based platform to align their marketing and sales teams and confidently grow revenue. Powered by proprietary data and machine learning, RollWorks' solutions address the needs of organizations large and small — from those with best-in-class ABM programs to those just beginning their exploration. By empowering teams to identify their target accounts and key buyers, reach those accounts across multiple channels, and measure program effectiveness in their system-of-record, RollWorks is an indispensable platform for marketers and sellers who believe that an account-based approach is just good business. To learn more visit www.rollworks.com.

ACCOUNT BASED DATA

G2 Names Bombora a Leader in Buyer Intent Data and Account Intelligence for 3 Years Straight

EIN News | May 02, 2023

Bombora, the leading provider of B2B Intent data solutions, today announced that it has been recognized as a leader in five G2 reports for Spring 2023. Bombora maintained its “leader” status in both the Grid® Report for Buyer Intent Data Providers and the Grid® Report for Marketing Account Intelligence for the 12th consecutive marking period. The company also earned leadership status in the Grid® Report for Sales Intelligence for the second consecutive quarter. Bombora also held its leadership status in two mid-market reports: the Mid-Market Grid® Report for Buyer Intent Data Providers and the Mid-Market Grid® Report for Marketing Account Intelligence. The company has now been a leader for these reports across three straight quarters. Bombora was named in 57 reports total for the Spring marking period. G2 reports are based on reviews from Bombora customers. Clients frequently mention how easy it is to start using the Bombora Company Surge® product for prospecting and account prioritization. “Bombora Company Surge is straightforward and easy to use,” said Gabe O., a user at a mid-market company.” I came in with no prior experience and was quickly able to master the tool. It provides us [with] a ton of benefits.” Other customers benefited from Bombora’s ubiquity and integrations across the sales and marketing ecosystem. “The most fantastic thing about using this software is that you can integrate and collaborate all your data with all your company's systems and servers to take quicker actions and follow-ups on every inquiry,” said Mukul V., from a mid-market company. “Bombora strives to help the industry meet customers’ and prospects’ demands through our Intent data solutions and insights. Retaining leadership status across five separate G2 categories shows that we’re succeeding in that mission,” said Bombora CEO and co-founder Erik Matlick. “Part of our strategy has been to bring our data to the systems that sales and marketing professionals use on a daily basis. It’s validating to see customers lauding those integrations and the ease-of-use of our Intent data.” Bombora’s Company Surge® data tells marketing and sales leaders about which businesses are researching the products or services that they and their competitors sell. With this understanding, sales and marketing teams can be more relevant and consistent and improve performance across all activities. For more information on Bombora’s inclusion in the G2 Spring 2023 reports and access to the reviews, visit Bombora’s G2 page. About Bombora Bombora tells businesses which companies are researching their products and services. With this understanding, sales and marketing teams can be more relevant and consistent and improve performance across all activities. This intent-driven approach revolutionizes the way businesses market and sell to other businesses through transparent data built on an ecosystem of quality, collaboration and innovation. With direct integrations with dozens of leading data and media-buying platforms, Bombora is building a world in which business buyers value sales and marketing for its relevance, timeliness and accuracy. To learn more, visit www.bombora.com.