Live demo of the SugarCRM QuickBooks Integration

1. QuickBooks Integration
For Sugar
Presenter:
David Faye, CEO, FayeBSG
Panelist:
Christine Davis, Sr. Inside Sales, SugarCRM
February 2015

2. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
AGENDAa brief introduction
FayeBSG Overview
About our company, Sugar Integrations and Products
About SugarCRM
The Worlds Fastest-growing CRM Company, Business, Market Traction
Demonstration
Q&A
QuickBooks Integration Overview

3. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
• 25+ Years of experience
• More than 400 clients
• SugarCRM Elite Partner
• In-house programming and
support team
• Offices in CA and NY
FayeBSG Overview
About us
• Focus on CRM, Accounting,
ERP and Custom Solutions
• Hundreds of successful
accounting, ERP, and CRM
software implementations
and integrations
• Integrations for ERP,
Marketing Automation,
Cloud Storage, VOiP and
Project Management

4. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
FayeBSG Sugar Integrations and Products
What we made
Sugar Box
Integration
Sugar Constant
Contact Integration
Sugar QuickBooks
Integration
Sugar Intacct
Integration
Sugar JiRA
Integration
Sugar Sage
Integration
Sugar Authorize.Net
Integration
Sugar ShoreTel
Integration
Sugar NetSuite
Integration
Sugar Act-On
Integration
3

5. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
Fastest Growing CRM Vendor
About SugarCRM
The World’s Fastest-Growing CRM Company
Business
Market Traction
• Largest pure-play provider of CRM Software
• Founded April 2004 in Cupertino, California
• 400+ Employees
• IBM Global Alliance Partner
• Goldman Sachs investment of $40M in 2013
• Award winning products
• 3rd largest global CRM provider by seats (Forrester)
• 1.2M+ users, 80,000+ organizations
• 350+ partners on five continents
• > 12 million downloads
• 2,500+ new customers in 2012
Leader Position in CRM for
Midmarket - July 2012
Gartner Names
SugarCRM A Sales
Force Automation
Visionary
July 2014

6. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
Open Source
Advantage
Choice of
Deployment
IBM
Partnership
Cost of
Ownership
Why pick Sugar?The open source advantage
The Open Source Advantage
• Unmatched flexibility in customizing the application
to deliver precisely to client requirements
• Best in class solutions vs. packaged functionality
Choice of Deployment Platform
IBM Partnership and Service Team
Lowest Total Cost of Ownership
• Lower software license fees
• No hidden charges / add-on fees
• Lower customization / development and support
costs.

7. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
• Benefits
• Eliminates double entry of customers in
both Sugar and QuickBooks
• Updates Sugar with critical invoice and sales receipt
history information that can be used for marketing
campaigns and salesperson inquiries
• Provides access to product lists in Sugar
without having to manually key in items
• Eliminates double entry of sales orders/estimates in
both SugarCRM and QuickBooks
• Compatibility
• QuickBooks Professional, Premiere, Enterprise and Online
• SugarCRM v6.0 and up
• SugarCRM Professional, Corporate, Enterprise, and Ultimate Editions
• SugarCRM On-Demand
About The QuickBooks Integration for Sugar

8. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
Sugar QuickBooks Integration
Demo

9. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
QUESTION AND ANSWER SESSION

10. FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSG
Welcome to the software you’ve always wanted…
CONTACT USWAYS TO GET HOLD OF US
OUR DETAILS
5950 Canoga Avenue, Suite 615
Woodland Hills, CA 91367
Jesse.Heller@fayebsg.com
http://www.fayebsg.com
LinkedIn.com/company/faye-business-systems-group-inc.
Twitter.com/FBSG