Warm introductions are 5x more likely to result in meetings, so make the most of your company’s network by understanding who at your company has relationships with your target accounts so you can request a warm introduction.
See All Past Interactions With a Prospect or Account
See all the emails or meetings your team has ever had with a company with ZERO data entry, so you can understand the context of your company’s relationship with your prospect.
Standardize Your Messaging with Templates
Has your team found a message that has consistently been effective? Create an email template in Sugar and access them in your inbox to make the follow up process as painless as possible. You can even schedule exactly when you want an email to send.
Easily Schedule Meetings
Sick of going back and forth with prospects trying to find a time to meet? With Collabspot’s Scheduler tool, you can simply set your availability, share your meeting link, and prospects will be able to see your exact availability in their time zone.
Your meetings will sync automatically to your Office 365 or Gmail Calendar along with your Sugar Calendar, and new prospects will be added to Sugar.