How Cross-Sell Alerts in SugarCRM Help Reps Sell More
As a busy sales rep, figuring out where to focus can be the hardest part of the day. With dozens of accounts to manage and too much data spread across too many tools, it’s easy to get stuck in the weeds. So you end up wasting time, missing opportunities, and struggling to prioritize.
That’s where SugarCRM changes the game. Instead of sorting through raw data, reps start their day with a clear, actionable dashboard that highlights exactly where the best cross-sell opportunities lie. Watch the video to see how.
Sales Intelligence from Your ERP
When you’re managing hundreds of accounts and thousands of SKUs, spreadsheets and gut instinct just don’t cut it. SugarCRM solves this by giving you all your account information in one place. It also integrates with our sales-i solution to pull in data from your ERP, analyze it, and show you buying trends and missed opportunities.
If a customer bought one product but not a related one, sales-i flags it automatically—no digging required. SugarCRM and sales-i give reps the context they need without all the manual work. With one click, they know what to do next.
Sun State International Trucks: Driving Cross-Sell Success
Sun State International Trucks, a leading full-service truck dealership in West Central Florida, couldn’t easily identify cross-sell opportunities due to fragmented data across their systems. Their sales team had limited visibility into customer purchasing behaviors, making it difficult to proactively offer complementary products and services.
Integrated CRM and Sales Intelligence
To overcome these obstacles, Sun State implemented SugarCRM across all business areas, including wholesale, leasing, parts sales, and service. By integrating SugarCRM with sales-i, they unified their CRM and ERP data, providing a comprehensive 360-degree view of each customer. This integration enabled the sales team to:
Identify cross-sell and upsell opportunities based on historical sales patterns and customer buying behaviors.
Access real-time sales data analytics directly within SugarCRM, eliminating the need to switch between multiple systems.
Results: More Efficient Sales and 5% Growth
The integration of SugarCRM and sales-i led to significant improvements:
- A 5% increase in aftermarket sales, driven by the ability to pinpoint and act on cross-sell opportunities.
- A 10% boost in productivity and time savings for sales reps, as they became better organized and more informed about their customer accounts.
Giving Sales Reps Clarity, Consistency, and Confidence
By bringing CRM, ERP data, and customer engagement history into one unified view, SugarCRM doesn’t just centralize information—it makes it meaningful. Reps see exactly which customers are ready to buy more, where the risks are, and what steps to take next. Everything is prioritized, summarized, and surfaced at the right time, so your team can act with confidence and speed.
Ready to see it in action? Watch the video to see how SugarCRM helps reps like yours zero in on high-value cross-sell opportunities, so they never waste time chasing the wrong deals.
