Boost Productivity & Surface Key Business Insights Across Marketing, Sales, & Customer Service
Sugar’s Intelligence capabilities are powered by our SugarCloud platform. They help you work smarter and faster so you can focus on what matters most — growing your business.
Predictive
See predictions based on data to inform decisions
Prescriptive
Get advice on what actions to take
Descriptive
Drill into insights using reporting tools
Diagnostic
Analyze existing results and trends
Artificial Intelligence & Machine Learning Capabilities
Predictive & Prescriptive intelligence that moves your business forward.
- Escalation Predictions Leverage machine learning to predict and manage potential escalations.
- Churn Predictions Identify and mitigate customer churn risks using predictive analytics.
- Close/Won Predictions Forecast deal closures and wins to improve sales planning.
- Predictive Lead Analytics Analyze leads to predict their likelihood of conversion.
- Opportunity Summarization
Create brief summaries of sales opportunities for quick insights & recommended actions. - Case Summarization
Automatically generate concise summaries of customer cases, along with actionable recommendations. - Account Summarization
Summarize account details to enhance customer understanding & improve service.
- Customer Sentiment
Analyze and interpret customer sentiment to inform sales, marketing, and service strategies. - Revenue Intelligence
Get AI-powered sales insights like churn and white space analysis, plus recommendations to drive revenue growth and optimization. - Service Insights
Obtain actionable insights to improve customer service with in-depth dashlets and reports. - Enhanced Forecasting
Leverage advanced forecasting and reporting for pipeline and opportunity tracking.
- Next Best Action
Determine and suggest the next best actions for customer engagement. - Guided Selling
Equip sales teams with cross-sell/upsell guidance to optimize selling processes.
- Chatbot
Implement chatbots to automate and enhance user interactions. - Language Translation
Provide automatic language translation capabilities to meet user needs.
- Content Generation
Use AI to generate relevant and engaging email content automatically. - Personalize Your Message
Create AI-generated social media posts that match your brand voice.
- Escalation Predictions Leverage machine learning to predict and manage potential escalations.
- Churn Predictions Identify and mitigate customer churn risks using predictive analytics.
- Close/Won Predictions Forecast deal closures and wins to improve sales planning.
- Predictive Lead Analytics Analyze leads to predict their likelihood of conversion.
- Opportunity Summarization
Create brief summaries of sales opportunities for quick insights & recommended actions. - Case Summarization
Automatically generate concise summaries of customer cases, along with actionable recommendations. - Account Summarization
Summarize account details to enhance customer understanding & improve service.
- Customer Sentiment
Analyze and interpret customer sentiment to inform sales, marketing, and service strategies. - Revenue Intelligence
Get AI-powered sales insights like churn and white space analysis, plus recommendations to drive revenue growth and optimization. - Service Insights
Obtain actionable insights to improve customer service with in-depth dashlets and reports. - Enhanced Forecasting
Leverage advanced forecasting and reporting for pipeline and opportunity tracking.
- Next Best Action
Determine and suggest the next best actions for customer engagement. - Guided Selling
Equip sales teams with cross-sell/upsell guidance to optimize selling processes.
- Chatbot
Implement chatbots to automate and enhance user interactions. - Language Translation
Provide automatic language translation capabilities to meet user needs.
- Content Generation
Use AI to generate relevant and engaging email content automatically. - Personalize Your Message
Create AI-generated social media posts that match your brand voice.
Business Intelligence Capabilities
Tools for analyzing and optimizing business data
- Out-of-the-Box Reports
Quickly access ready-made reports for immediate insights. - Time-Aware Insights
Gain temporal context to understand trends and patterns over time. - Customizable Dashboards
Tailor dashboards to your specific needs and preferences. - Pre-built Dashboards
Use pre-configured dashboards for rapid data visualization. - Role-based Reporting Templates
Utilize templates designed for specific roles within your organization. - Scheduled Reports
Automate report generation and delivery on a regular schedule.
- Report Drilldown
Delve deeper into reports to uncover underlying details and insights. - Dashboard Filtering
Apply filters to dashboards for more focused and relevant data views. - Matrix (Pivot) Reports
Use pivot reports to cross-tabulate and analyze data from different perspectives. - Ad Hoc Analysis
Perform on-the-fly analysis to answer specific business questions.
Use Cases for Sales, Marketing & Service:
Supercharge Sales Effectiveness
Unleash your team’s productivity, close deals faster, and get the insights you need quickly.
Maximize
Marketing Impact
Make impactful campaigns and save time with automated content creation and targeted lead analysis.
Streamline Customer Service
Fast-track and personalize customer service, discover trends and identify at-risk customers.
What We Do Best
*Results from actual customers