Incomplete View of Customer Activity is Primary Challenge for Businesses, SugarCRM Report Shows

As a trusted and compatible CRM with Glances, the team behind SugarCRM produces an annual study that keeps tabs on current industry trends related to Customer Relationship Management platforms. The Sugar 2022 CRM Impact Report delivers fresh statistics on how businesses utilize CRM and data, what can be improved, and how technology is changing customer engagement. We have read the full report and will give you the quick, key takeaways from this year’s study.

After surveying 1,600 decision makers in organizations found worldwide, the report’s opening statements unveil that sales and marketing professionals are still struggling with time spent on manual data entry, finding vital customer data when they need it, and fixing overall issues with their CRM platform. Gaining customers’ trust in brands is another area that 70% of leaders say they need to improve.

Despite CRMs being known as data workhorses in today’s SaaS space, obtaining a complete view of a customer’s activity remains an everyday challenge. Sugar reports that, “Three-quarters of respondents in our survey say a unified view of sales, marketing, and service is critical to delivering an optimal customer experience, but the lack of such a data infrastructure fuels a customer relationship crisis. Suppose your teams are all working with a different set of datapoints across the engagement spectrum. How can they collaborate to build customer trust and craft the ultimate customer experience?”

“75% [of professionals surveyed] say a consolidated view of customer information across the whole organization is critical to delivering optimal customer experiences.”

- SugarCRM

Infographic courtesy sugarcrm.com, The 2022 CRM Impact Report

More key takeaways from Sugar’s CRM Impact Report:

• 72% say their teams need access to aggregated customer data across marketing, sales, and service systems
• 75% say a consolidated view of customer information across the whole organization is critical to delivering optimal customer experiences
• 56% feel they are missing data to improve their marketing campaigns and sales conversions
• One in four sales respondents believes they could miss a quota because of incomplete data across the customer lifecycle

Curious how these stats compare to last year’s report? Check out our blog on Sugar’s 2021 CRM and Sales Impact Report.

When CRMs lack total data visibility, using Glances is key

Your CRM is an impactful component of your company’s tech stack, but you likely require several additional applications to complete your day-to-day work. Tab-switching between your CRM and other apps to access customer data is time-consuming and counter-productive, which is why our team developed the Glances no-code integration platform. Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and get back to The simplest way to work™. See how Glances works for a SugarCRM user in the animation below.

Whether you rely on leading CRMs like SugarCRM, Salesforce, Zoho CRM, or HubSpot, having to manage that platform plus a variety of other apps to get work done is unfortunately not going to change, but using Glances can make the data-finding experience faster and simpler. There are also other benefits like the ability to share your Glances with teammates, Highlight and Search text anywhere online, and perform multi-tasking actions for one app while working in another.

Ready to simplify your work? Try Glances free for 14 days!

Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage.

More helpful steps

Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.

If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

Find more step-by-step articles with the latest information on our support site.

Source: SugarCRM 2022 CRM Impact Report