8:00am

Will checks his schedule for the day and updates new appointments in the shared calendar.

8:30am

Meets with Team Manager Jim, to discuss his progress and uses his Sales Page in Sugar to give Jim a quick overview.

9:30am

Calls client Chandler Logistics to schedule a meeting for an upsell effort. Will has done his homework, accessing Chandler's Account history on Sugar. Prepares a Presentation for the meeting.

11:00am

Has to meet client Porforio and gets their contact address from the Contacts Home page. The meeting and presentation go well, Porforio may move into negotiation stage.

1:30pm

Meets prospect 2 Big Consolidation Corp and convinces them to enter into negotiation stage. Will updates the lead status using his mobile device to update the team.

3:00pm

Will is back in office. He prepares a contract for JKM Corp, a lead he successfully converted into account the previous day. Sends out an email to JKM for review of Contract Draft.

4:30pm

Prepares a quote for Cumberland Trails. Cumberland moved into negotiation stage last week.

5:30pm

Does some housekeeping, by synchronizing Outlook and Sugar.

6:30pm

Updates information on all leads, contracts, and accounts for the day. Reviews his sales dashboard.

7:00pm

Satisfied with a productive day, prepares to head home!

8:00am

Sally checks her Schedule for the day. Today is a busy day with meetings.

8:30am

Prepares for meeting with Team Manager Jim, to discuss her progress.

Her Marketing Dashboard allows for advanced analytics, allowing her to collect all the information she needs to summarize for Jim.

10:00am

Meets with Jim to give a thorough overview of her progress over the quarter.

Jim is satisfied with the numbers but encourages her to improve Self-generated inquiries by perhaps improving her Google Ad-words campaign.

12:30pm

Meets her Marketing Team to discuss the ROI on the Monthly Newsletter.

Sugar Analytics give her the exact numbers.

The team is encouraged by the numbers but discusses ways to improve ROI further by better prospecting and making some changes to the newsletter

2:00pm

Reviews her in-progress Campaigns and her associated task list.

Writes a detailed email to her telemarketing team for the upcoming telemarketing campaign and schedules a meeting with them.

3:30pm

She creates a Lead Capture Form for the website. The telemarketing campaign will generate website visits and she wants to capture detailed information on her prospects.

She updates the website with the form and makes some minor changes to the copy.

5:00pm

Her team has improved the Newsletter Template.

She makes some final tweaks.

5:30pm

Satisfied with the Newsletter Template, she sets up the Newsletter Campaign delivery campaign.

6:30pm

She has key leads she needs to assign to senior sales execs.

Sugar makes team work a breeze. She assigns key leads to the seasoned Chris.

7:00pm

It's been a busy day, and Sally looks forward to a relaxing evening at home.