SugarSell vs SugarPredict

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go. With the SugarAI mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules. Benefits: • View detailed account information on the go, and update opportunities as you gather insights. • Schedule calls, create cases, or send quotes directly from your mobile device. • See who's calling and get prepared with Caller ID. • Create documents based on record data from the mobile app with Doc Merge. • View key performance indicators (KPIs) and stay on track with your sales goals. • Build pricing quotes to close deals in real-time, wherever you are. • Access insights at a glance with dashboards: charts, activity history, and more. • Manage your task list by completing or adding new tasks. • Map customer locations and initiate driving routes to streamline customer visits and planning.

What is SugarPredict? SugarPredict helps sales teams turn customer buying behaviour into better action. Built for sales teams managing complex accounts, products and repeat business, it slices and dices ERP purchase data to show where to focus, what to protect and where to grow. Whether you are preparing for a customer visit, planning your day or reviewing account performance, SugarPredict gives you the insight to act with confidence. Focus on the accounts that matter most Start every day with a clear view of where to spend your time. SugarPredict prioritises accounts based on revenue risk and opportunity, helping you spot growth potential, changes in buying behaviour and customers who may need attention. Protect revenue before it is lost See early signs of churn and order slowdowns before they become bigger problems. With timely account insights at your fingertips, you can have proactive conversations and keep valuable customer relationships on track. Find more opportunities in every account Identify product gaps, upsell and cross-sell opportunities, and missed opportunities at order level. SugarPredict uses real customer purchase patterns to help you recommend the right next product and grow account value. Be ready for every customer conversation Access customer history, buying trends, account performance and product insights wherever you are. Plan calls, capture notes and review previous interactions in one place, so every conversation starts with the context that matters. Keep selling, even offline When you are on the road without a connection, Autopilot keeps you moving. Sync up to three days of meeting information to your device, then continue working and sync your updates when you are back online. SugarPredict is available exclusively as part of Sugar Sell + Predict. You’ll need an active Sugar Sell + Predict subscription and account to use the app. Existing customers can continue using SugarPredict as is.