Maximise Your Sales Performance

Unlock the power of your ERP data within SugarCRM with sales-i: The intelligent account management solution designed to drive proactive sales strategies, identify key revenue opportunities, and surface actionable insights directly where your team works.

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Why sales-i?

Your ERP holds a wealth of business-critical data, from customer transactions to financial records. But analysing that data effectively can be a challenge – especially when it’s siloed in systems like Microsoft Business Central, SAP, Sage, or other platforms.

sales-i acts as a window into your ERP data within SugarCRM, eliminating the need for manual reporting and spreadsheets. With this seamless integration, your sales team gains instant visibility into key financial, transactional, and operational insights – helping them make faster, smarter, and more strategic decisions.

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The only sales intelligence platform you’ll ever need

Quickly spot revenue potential
Maximise customer interactions
Improve sales effectiveness
Get ahead of the competition

From Reactive to Proactive: A New Sales Approach

Most organisations rely on reactive sales management – digging through ERP systems or spreadsheets to analyse customer transactions. sales-i shifts your business to a proactive model with:

Automated Alerts & Notifications – Set business rules, triggers, and safety nets to alert sales teams when key customer changes occur.
Real-Time Sales Insights – Track sales trends, revenue shifts, and customer buying behaviour instantly.
Drill-Down Analysis – Interrogate sales performance at every level – from company-wide trends to individual customers, branches, sales reps, and product lines.

How sales-i Works in SugarCRM

With sales-i integration with SugarCRM, your sales team can instantly analyse:

Holistic Business Performance – View top-performing products, territories, and customers at a glance.
Customer-Level Insights – Understand what each customer is buying (or not buying) and uncover cross-sell opportunities.
Regional & Sales Rep Performance – Identify which branches, territories, or salespeople are excelling or underperforming.
Product-Level Trends – Spot high-performing and declining product lines, then act before sales drop further.

Make complex data simple and actionable

A powerful combination of Sugar’s robust capabilities with intelligent analytics that enables sales teams to access hard-to-reach data and turn it into opportunities to upsell, cross-sell and reduce churn.

Automated Campaigns & Sales Triggers

sales-i goes beyond reporting – it enables automated campaign functionality to ensure your team never misses a sales opportunity.

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Example Use Case:

Identifying and Solving Sales Challenges

Imagine you’re a building materials supplier using sales-i within SugarCRM. Your team notices a year-on-year revenue shortfall. Instead of manually pulling data from multiple systems, sales-i allows you to:

Pinpoint the issue – Quickly see exactly which materials are underperforming.
Drill into product trends – Identify that sales are dropping in certain locations.
Identify sales team impact – Recognise that one salesperson has a significant decline in their accounts.
Find the root cause – See that a key customer has reduced purchases of core products.

Within minutes, your team can act on this intelligence, reaching out to the customer with the right strategy – rather than waiting for end-of-month reports. Tick.

Beat Growth in Manufacturing

Key benefits

Seamless ERP & CRM Integration

Bring core financial and sales data from systems you already use into your SugarCRM for a single source of truth.

Turn Data into Action

Identify buying trends, spot revenue gaps, and proactively manage customer relationships.

Enhance Account Management

Track what’s selling, what’s not selling, and where you should be focusing your sales efforts.

Custom Alerts

Get notified when customers stop buying key products or fall short of targets.

Proactive Engagement

Trigger campaigns based on buying patterns and customer needs.

Saved Reports & Auto-Updated Dashlets

Track ongoing trends without manual reporting.

Get Started with sales-i for SugarCRM

Stop manually analysing spreadsheets and start making data-driven sales decisions with sales-i inside SugarCRM.

Our product experts here at Provident CRM are here to help you integrate and optimise your CRM and ERP data for maximum sales impact. Get in touch today.