5 Timesavers for Sales and Fundraising Teams

5 Timesavers for Sales and Fundraising Teams

Why You Should Think about Reach for Zendesk Sell and SugarCRM Hint

According to McKinsey & Company, a trusted advisor and counselor to many of the world’s most influential businesses and institutions, “Currently demonstrated technologies could automate 45 percent of the activities people are paid to perform and …about 60 percent of all occupations could see 30 percent or more of their constituent activities automated, again with technologies available today.” Keeping this information in mind, why is it that lead generation, prospecting and data collection—all critical functions for sales and fundraising teams—still feel like they are stuck in the stone age, requiring arduous, manual, and time-consuming labor?

In short, because these functions were stuck in the stone age, only recently garnering a slew of online tools that use automation to get rid of the repetitive manual work. These marketing tasks used to rely on cold-calling, in-person networking, and good old tradeshows for generating lists of prospects and customer information, but the digital age has revolutionized how this work is done—focusing less on the in-person elements like phone calls and handshakes (especially in light of COVID-19) and more on smart digital practices and tools.

Keeping this in mind, we’ve compiled a list of 5 timesavers for sales and fundraising staff—because there are better tools to automate these processes, and they make prospecting and nurturing unbelievably easy.

Use ‘Reach’ for Zendesk Sell or ‘Hint’ from SugarCRM

Nowadays the online world is a rich ecosystem of lead data that can be sourced from multiple public platforms, networking sites, and social media channels—and this is what savvy sales and fundraising teams are setting their sights on. In particular, they are employing incredibly intelligent online tools like Reach for Zendesk Sell or SugarCRM’s Hint to automate much of the detective and networking work so team members can spend more time on nurturing leads and generating the ultimate goal of sales or donations.

Use the Zendesk Reach ‘Prospecting’ and ‘Enrich’ Options

Reach’s prospecting tools are incredibly intuitive and easy to use. For example, if you want to prospect a company, their ‘Prospect’ option sources a point of contact for you through intelligent online sourcing technology, pulling from the web, social media, and other public online arenas that have this gold mine of information. Better yet, those who want to understand more about the companies they are prospecting can use the Zendesk ‘Enrich’ option to source information about the company size, buyer behavior, or market capitalization.

Harness the power of SugarCRM’s AI

SugarCRM’s Hint also automates the prospecting process by replacing many of the manual activities with artificial intelligence. This AI finds the most useful information for sales teams and non-profits, including real-time contact information, job info, company size, descriptions, locations, and more. Being intelligent, the data can be customized and configured to send sales and fundraising team customized news and updates on important prospect accounts through a variety of alerts. This means your team can forgo the daily hunt for hot lead info and news, and focus more on building valuable customer relationships.

Create Better Customer Experiences with Sugar Hint’s Optimized Data

“Designed to increase productivity, uncover insight and deliver a one-of-a-kind customer experience,” Hint curates actionable insights on leads, contacts, and accounts, leveraging critical information for the different stages of sales, marketing, and fundraising cycles. This means that as the lead becomes more receptive, you get better and deeper information that will make each progressive interaction more personal and thorough. It will appear as if you’ve done your homework, but most of the work will have been automatically generated for you.

Make Email Engaging with Zendesk’s ‘Engage’ Option in Reach

Once you’ve collected good leads, you’ll want to reach out to them. For sales and fundraising teams, email is a powerful tool that consistently generates results—if it is executed properly. Zendesk’s ‘Engagement’ option, lets you create automated and personalized email sequences using data from Reach’s intuitive database of customer info. These sequences are tailored to exceptional email experiences and funnel progression that builds the customer relationship while eliminating painfully time-consuming email writing, curating, and management tasks.


Automation should be a critical focus for every fundraising, sales, and marketing team in our modern times. Those who recognize the value in streamlining manual work will make gains far beyond efficiency—they’ll improve workplace productivity, happiness, and sales—all through simple tools that should have been created ages ago.