Managing Customer

Relations for an online

Retail Business
Scenario
An online clothing
store needs to
manage customers
inquiries, provide
support, and retain
loyal customers
 01
HelloLeads
CRM
A cloud-based mobile app that
helps small businesses in the
Philippines capture, track, and
convert leads from multiple
sources into a single platform for
efficient follow-ups.
 Introduction

Small businesses in the Philippines using

HelloLeads CRM report a 20-50% sales boost and
improved productivity. Its affordability and ease of
use make it ideal for startups to large enterprises.
Industries like real estate, auto dealerships,
and financial services benefit from its mobile-
driven features, lead integration, and efficient
customer management.
 Introduction
Real Estate
Real estate agencies in the Philippines use HelloLeads CRM to
manage leads more efficiently. A local agency saw a 40% rise in
lead conversions by responding to inquiries within minutes
instead of hours or days.
Insurance Industry
Insurance agents rely on HelloLeads CRM to track client inquiries
and convert leads into policies. One agency in the Philippines
reduced follow-up time by 30%, increasing sales and customer
satisfaction.
Education Institutions
Private schools and training centers use HelloLeads CRM to
streamline inquiries and applications. A private school improved
its lead response rate by 50%, leading to higher student
enrollment.
 FEATURES

Web Forms
Create customizable lead capture forms for your website to collect
visitor details like name, email, and phone number.
Emails
HelloLeads automatically extracts lead details from inquiry emails,
saving time on manual entry.
Phone Calls
Log call details manually, convert them into leads, and track
follow-ups within HelloLeads.
 FEATURES

Facebook: Capture leads from Facebook forms, Messenger, and ads

to enhance engagement and ad performance.
Lead Management
Track, organize, and prioritize leads in a centralized dashboard.
Assign leads, set statuses, and manage follow-ups efficiently.
Automation
Automate follow-ups, reminders, and notifications to save time and
ensure consistency.
Lead Scoring
Prioritize high-value leads based on their conversion potential, helping
your team focus on the best opportunities.
 02
SugarCRM
is a complete CRM that
contains customer support
automation modules that help
you streamline customer
support activities among the
support team.
 SugarCRM widely applies across
industries to enhance customer
relationships and help businesses run
more smoothly. A good study on it
shows its efficacy, especially in the aspe
ct of efficiency and
growth improvement for small and
 Features of the topic
Knowledge
Case Base
Management
Customer Self
Bugs Tracking Service Portal
and Inbound Email
Management Management
 Knowledge Bugs Tracking
Case
Base and
Management
Management
Saves helpful
Stores all Effective service
information for
customer service organizations resolve
support teams to customer problems
history in one
quickly find quickly and recycle
place for easy
solutions to feedback from
tracking of
customer issues. customers into the next
requests and
generation of product
responses.
 Inbound Email Customer Self
Management Service Portal
With Inbound Email Customers can create
Processing, users cases, upload
can create rules information, search
for in-bound e- FAQs and
mails and knowledge articles,
automatically and track their
assign cases to the cases to resolution,
right customer all without needing
Case Studies and Success Stories
The Coca-Cola Company: Coca-Cola used SugarCRM to
streamline their global customer engagement and improve their
distribution processes. Research shows that SugarCRM’s
workflow automation capabilities were pivotal in improving
communication with distributors, ultimately leading to more
effective decision-making and better customer service.
SaaS and Tech Companies: Tech companies, particularly SaaS
providers, use SugarCRM to track software licenses, customer
feedback, and service renewals. Research has shown that these
companies typically see a 30-40% reduction in churn rates
due to the CRM's proactive customer engagement features.
Customer Satisfaction and Growth Impact
Increase in Sales Efficiency: According to a report by
Forrester Research, businesses using SugarCRM have seen
significant improvements in sales productivity. SugarCRM's
ability to centralize customer information and automate
routine tasks has led to a 20% improvement in sales team
efficiency for businesses that have adopted it.
Higher Conversion Rates: Research has shown that SugarCRM
helps businesses increase lead conversion rates by improving
tracking and follow-up processes. Companies reported a 30%
increase in lead conversions, attributed to better follow-up
capabilities and integration with marketing tools.
Industry Adoption
Insurance Industry: A case study with ACE Insurance indicated
that the use of SugarCRM helped the company streamline its
customer service operations, reduce response time, and
improve customer satisfaction by over 25%.
Real Estate: In the real estate sector, SugarCRM is widely used to
manage large volumes of client data and automate tasks like
follow-up scheduling and document management. Research
from Apps Run the World noted that real estate businesses
using SugarCRM reported a 40% faster conversion rate for
property sales.
Financial Services: Financial institutions using SugarCRM have
benefited from its customizable features, allowing them to
better track client interactions and optimize service delivery.
The CRM has been particularly beneficial for improving client
SugarCRM Plans
Essentials - $26 AUD (₱941.92)
For teams of 3-9 users with basic support and easy upgrades.
Manage accounts, contacts, leads, opportunities, quotes, and activities.
Reporting, analytics, teamwork tools, and intelligent account
management.
Standard - $82 AUD (₱2,975.64)
Includes Essentials features plus:
Sales pipeline management, forecasting, and analytics.
Mobile access, omni-channel communication, and business process
automation.
Integration with SharePoint, Google, Dropbox, and DocuSign.
Advanced (Most Popular) - $119 AUD (₱4,318.13)
Includes Standard features plus:
Case and bug tracking, AI-powered lead prioritization, and revenue
intelligence.
Sentiment analysis, chatbots, and advanced automation.
Premier - $189 AUD (₱6,858.48)
HelloLeads Plans
Free - ₱0 per user/year
Ideal for small teams with basic features.
Manage 250 leads, 5 users, 10 lists, and 10 to-dos per user.
Includes 5 custom fields, WhatsApp templates, Hello Pages, and 10
quotes/invoices.
Essential - ₱2,400 per user/year
For growing businesses needing more functionality.
Manage 50,000 leads, 50 users, and 25 lists.
5,000 to-dos per user, 25 custom fields, 10 WhatsApp templates, and 25
Hello Pages.
Unlimited quotes/invoices, lead stage customization, telephony integration,
and no-code web forms.
Enterprise (Most Popular) - ₱4,100 per user/year
For large teams with advanced needs.
Manage 100,000 leads, 500 users, and 100 lists.
Unlimited to-dos, custom fields, WhatsApp templates, and Hello Pages.
Auto lead assignment, list-based access rights, Zapier & API integration,
 Thanks!

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