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Relationship Automation

Viabl's relationship automation functionality turns SugarCRM into a proactive relationship automation machine.

With Viabl in Sugar:

  • You know when it's time to reach out to customers and contacts.
  • Sales and account executives can increase their revenue per customer.
  • Businesses can improve customer retention and increase CRM user adoption
  • SugarCRM Relationship Notifications

    Viabl utilizes your Sugar activity data to tell you when it's time to reach out to your customers and contacts. Then, Viabl comes to you with suggested actions.

    Viabl streamlines the sales and account management process by enabling a proactive approach to relationship management in Sugar.

    Click here to download a Product Sheet

    Set the Contact Frequency and Viabl Does the Rest

    Viabl's Green, Yellow and Red Contact Frequency Indicators keep you up to date on the contact status of Accounts, Contacts, Leads and Opportunities.

    Review and manage data like Call Frequency and Days Since Contacted in Sugar's list view and record view.

    One-Click Activities

    Out of the box, it takes 24 clicks and keystrokes to log a voicemail in Sugar. Reduce that number by as much as 94% with Viabl.

    Viabl's one-click Disposition Buttons make SugarCRM more efficient and improve end user adoption.

    Streamline contact related activities like call logging and sending email with Viabl.

    Reporting With Data From Viabl

    Sales managers can ensure that contacts are being reached in a timely fashion and on a recurring basis.

    Run reports using data from Viabl to determine how well your sales team conducts outreach.

    Ensure that no opportunity is left on the table.

    Key Benefits of Viabl

    Proactive Contact Notifications

    No one has time to sift through all of their CRM data to determine when to reach out to a contact. Don't let your CRM data lie dormant while opportunities go unanswered. Make your CRM data proactive to notify users when it's time to reach out to customers and contacts.

    Customizable Contact Frequency

    Determine the frequency that you want to reach out and Viabl does the rest. Viable enables you to set a precise cadence for communication and notifies you when it's time to make contact.

    94% Data Entry Reduction

    Excessive data entry and activity logging is a major cause of low CRM user adoption. Increase the ease of use of your CRM by limiting activity requirements. Easily log calls, voicemail, set meetings, take notes and much more with Viabl's one-click functionality.

    Personalized Communication

    Customers and business contacts expect communication to take place at an individual level. Easily send personalized email messages to ensure consistent follow up and outreach with every customer and contact.

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