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.

8:00am

Jim checks his calendar for the day. He is meeting Senior Sales Exec Will first, then Marketing Manager Sally.

8:30am

Meets with Senior Sales Exec Will. Will is meeting key clients and prospects today and Jim wants to be sure Will is fully prepared.

Jim reviews Will's Sales Dashboard.

9:30am

Jim has to meet Marketing Manager Sally next.

Quickly reviews the main dashboard to plan his discussion with Sally. With a quick review, the agenda is set.

10:00am

Meets Marketing Manager Sally to review her progress over the quarter, using Sally's marketing dashboard.

Most of the results are encouraging. But Jim points out some areas of concern like low proportion of self-generated leads.

Suggests increasing outlay on Search Engine Marketing.

1:00pm

After a quick lunch, Jim settles down to work on a key presentation he has to make a seminar in San Francisco on the company's Product Development Direction and current performance.

With easy access to all the shared online documents in Sugar generated by Sally, Jim is able to gather all the necessary information.

3:00pm

Jim has an important teleconference with the Senior Regional Manager to update him on the status of Jim's division.

He has already prepared for the meeting and pulls up his Dashboard to give a quick overview to the Regional Manager

4:30pm

Does some pending work on his presentation at San Francisco and uploads it into the shared documents for Sally and her team to review.

6:00pm

Meets the Senior Regional Manager for a game of Golf. Brings along his cellphone just in case they need to discuss some key figures.