SugarCon 2011 Epicom Presentation


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It’s time to look at Customer Relationship Management in a new light. Consumers are information seekers, advertising is social, and modern business is more collaborative and integrated than ever before. SugarCRM has shifted the CRM landscape because it is non-proprietary and standards-based, which provides a foundation for combining CRM with innovative web-based services that radically expand the power of CRM in an organization.

Join Epicom as we explore the business imperative that is driving “The Fully Integrated CRM.” We’ll show you:

How new business demands require more from legacy CRM systems.
How web-based services like HubSpot , EchoSign, and Twilio can radically expand the power of SugarCRM.
Real-world examples of companies deploying and benefitting from these services.
Best practices for implementation.
You’ll walk away from this session looking at CRM in a new light and equipped with the tools to take your CRM system to the next level.

Bill Harrison, President, Epicom Corporation
Bill Harrison is the Founder and President of Epicom, an Austin, Texas-based SugarCRM Gold Business Partner focused on complex SugarCRM deployments. Bill founded Epicom in 1998 to help companies throughout the U.S. and overseas improve their businesses by deploying Customer Relationship Management and other technologies to solve difficult business problems.

Bill started his career in the telecommunications industry, working as a software engineer, marketing manager, and general manager. Prior to founding Epicom, Bill was a Regional General Manager for a large telecom equipment manufacturer.

Bill holds a Bachelor of Science in Computer Science from the University of Virginia and a Master of Business Administration from the University of Texas.

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SugarCon 2011 Epicom Presentation

  1. 1. The Fully Integrated CRM:Increasing the Value of SugarCRM with EchoSign, Hubspot, and Twilio<br />
  2. 2. Step 1: poke the box<br />
  3. 3. “Today not starting is far, far worse than being wrong. If you start, you’ve got a shot at evolving and adjusting to turn your wrong into a right. But if you don’t start, you never get a chance.”<br />- Seth Godin in “Poke The Box”<br />
  4. 4. Step 2: Enter to win!<br />
  5. 5. iPad Giveaway!<br />What You Should Do:<br />Send a text message to 512-262-9300 to enter the contest.<br />Your number will registered in our special SMS-enabled SugarCRM system.<br />If you have a question, send text it to the same number during our presentation.<br />What You Will Get:<br />An iPad!!! (Well…one of you will get an iPad).<br />Answers to all your questions.<br />Epicom’s admiration and respect.<br />
  6. 6. Automating contract execution with echosign<br />
  7. 7. What is EchoSign?<br />EchoSign is a cloud-based platform for executing contracts electronically.<br />Users create contracts and upload them to SugarCRM.<br />Specify the recipients and EchoSign handles to rest.<br />
  8. 8. Contract Execution with EchoSign<br />Each recipient signs electronically.<br /><ul><li>Upload your contract document to SugarCRM.
  9. 9. Specify the contract recipients.
  10. 10. Epicom’s integration sends you contract to EchoSign for execution.
  11. 11. Once executed, contract is filed in SugarCRM’s contracts module.</li></li></ul><li>Enabling inbound marketing with Hubspot<br />
  12. 12. What is HubSpot?<br />HubSpot is a SAAS platform that helps you get found online by more qualified visitors.<br />Shows you how to convert more visitors into leads.<br />Gives you the tools to close those leads efficiently.<br />Provides analytics to help make smart marketing investments.<br />
  13. 13. How HubSpot Integrates with SugarCRM<br /><ul><li>Epicom’s integration passes new leads to SugarCRM.
  14. 14. Lead activity is tracked and updated in SugarCRM.
  15. 15. HubSpot metrics are reportable in SugarCRM.
  16. 16. HubSpot tracks visitors and leads to your website.</li></li></ul><li>Enabling voice and sms with twilio<br />
  17. 17. What is Twilio?<br />Twilio is a cloud-based platform for building voice and SMS (text) applications.<br />A surprisingly simple API provides a way to integrate Twilio with SugarCRM.<br />Users can now interact with SugarCRM via voice and text messaging.<br />
  18. 18. Click To Dial<br />Your Phone<br /><ul><li>Configure your number in SugarCRM.
  19. 19. Click any number to dial.
  20. 20. Epicom’s integration completes your call via Twilio</li></ul>Your Friend’s Phone<br />
  21. 21. CRM-Integrated Conference Bridge<br />Conference Attendee<br /><ul><li>Conference contacts are entered in SugarCRM.
  22. 22. Each user can have her own private audio bridge numbers.
  23. 23. Callers dial the private number. If they are already contacts in SugarCRM, they are placed into conference.</li></ul>Conference Attendee<br />
  24. 24. Why implement this stuff?<br />
  25. 25. 7 Reasons To Implement Cool New Stuff<br />You will make your organization more efficient and effective.<br />You will save money.<br />Your users will love you.<br />Your boss will love you.<br />Epicom will love you.<br />Its fun! <br />Its poking the box and trying something new.<br />
  26. 26. It’s Less Expensive To Be Wrong<br />“The cost of being wrong is less than the cost of doing nothing”<br /> - Seth Godin in “Poke The Box”<br />
  27. 27. Questions?<br />Epicom Corporation<br />Austin, Texas<br />512-481-9000<br /><br /><br />