This document provides an overview of SugarCRM and its CRM solutions. It discusses:
- The large untapped potential in the CRM market due to solutions being designed for managers, not individual users.
- How SugarCRM aims to address this by designing solutions for individual users and focusing on the customer and user.
- SugarCRM's offerings for sales, support, executives, and IT/CIO teams that provide functionality like customer intelligence, reporting, flexible pricing, and low total cost of ownership.
- Loaded's capabilities in CRM consulting, development and integration that allow them to deliver comprehensive CRM solutions and ensure successful customer outcomes.
7. CRM Market: The Case of the Missing Zero
Years
Billion $ Market
Million Users
Million Users
20
200
8. Why?
• CRM solutions were designed
for the manager
• NOT for the individual
• And, they are too expensive to deploy
to every customer-facing employee
11. Focus on the two constituents of CRM
The Customer
The User
Creating Customer Experts
12. About SugarCRM
• Complete all-in-one CRM solution – no additional licence fees for
additional modules (eg marketing)
• 3rd largest global CRM Provider by seats (Forrester)
• SugarCRM defined as a ‘visionary’ (Gartner 2013)
• IBM Global Alliance Partner ( IBM has 70K+ Sugar users)
• 1.2M+ users, 80,000+ organisations
• Open platform providing unmatched flexibility and adaptability
to business needs, and ease of integration with other applications
• Value for money: annual licence fees up to 50% cheaper than
alternate CRMs
• Customer’s choice of hosting solution – Sugar cloud; other cloud
based options; on your premises
Leader Position in CRM
for Midmarket - July
2012
13. Clear and simple pricing
Range of editions to meet your needs
No hidden fees or forced upgrades
Our Focus: Innovation and Value
Designed for the individual
Ubiquitous experience on all devices
Relevant insights on every screen
Open, extensible integration architecture
Sugar UX™
Sugar PurePrice™
17. Value
*Based on Enterprise edition and 100 users
>$230k license savings
Several additional hidden fees
Requires multiple products for
marketing, sales, and support
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM The
Competition
3 Year Total Cost of Ownership*
18. Sugar PurePrice: Unparalleled Value
One Price
• Sales, marketing,
support
automation
• No separate
“clouds”
No Hidden Fees Low TCO
• Customize
without penalty
• No mobile
upcharge
• Integrate freely
• Clear, predictable
pricing
• Unlock strategic
vision
19. Analysts agree Gartner Magic Quadrant - 2013
Significant movement; validation as a CRM Visionary
Abilitytoexecute
Completeness of Vision
Challengers Leaders
VisionariesNiche Players
Salesforce.com
Oracle’s (Siebel CRM)
Microsoft (Dynamics CRM)
SAP (CRM)
SAP (cloud for sales
NetSuite
Pivotal
Sales
SageCRM
Zoho
Microsoft (Dynamics CRM Online)
Oracle Fusion Sales
Swiftpage
CRMnext
SugarCRM continues
to innovate
Strength in mobile
device, User
Interface & social
technology strategy
Attractive, easy-to-
understand pricing
model
Flexible
customization
environment
Open industry-
standard
technologies
Cloud-neutral
strategy
23. Products that align with your needs
Professional
$35/user/month
Full-featured CRM
With single team
focus
Community
Free/Open Source
Developer
Platform
Free Evaluation
Enterprise
$60/user/month
Advanced CRM
With enterprise,
matrix organization
support
Ultimate
$150/user/month
Advanced CRM
With advanced
services and
support
25. Key sales challenges
Maximizing sales growth
Increasing individual rep. productivity
Leveraging a single system
Alignment in execution
26. SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
27. Maximize sales growth
• Single page access to
everything you need to know
on the account
• Customer intelligence on
every screen, for every user
• Integrations with social
media and external
enrichment streams
28. Increase individual productivity
• Integrated quota analytics
based on forecasting ‘what if’
scenarios
• Analytics based on neglected,
aging, and most active deals
• Activity analytics show what’s
trending and requires follow
up
• Social integration flags
account activity
29. Leverage a single system
• Integrated with quota and
pipeline intelligence
• Automatic forecasting based
on deal tagging
• Inline editing, rapid access, and
no UI latency
• Pulls back information based
on data entered
30. Align across the organisation
• In context activity streams centralize
intelligence about the account
• Document sharing in the context of
doing business
• Access to top influencers and contact
patterns
• Social UX: tag, filter, share, and pin
what’s relevant
• Help create a single source of truth
around customer data; improve data
quality
32. Key support challenges
Rapid respond to customer needs
Monitoring all customer channels
Delivering consistent service
Using tools to increase individual productivity
33. SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
34. Rapid, individualised customer insight
• Single pane access to all
pertinent customer data
• Relationship engine identifies
hot spots, trouble spots
• Open architecture seamlessly
integrates with external systems
for true 360-degree view of the
customer
35. Monitor all customer channels
• Seamless integration of social
channels for proactive support
• Understand your customers
as individuals across touch
points: phone, email, web, social
• Self-service customer portal
integration to drive down costs
36. • In context activity streams
centralise intelligence about the
case and account
• Document sharing in the context
of doing business
• Social UX: tag, filter, share, and pin
what’s relevant
• Powerful workflow standardizes
support best practices
• Create a single source of truth
surrounding customer history
Deliver consistent service
37. • Activity streams drive
adoption and collaboration –
with little learning curve
• Social UX: tag, filter, pin and
share what’s relevant
• Inline editing, rapid access to
customer data, and low
latency drive adoption and
employee satisfaction with the
system
Use tools to increase productivity
39. Key executive challenges
Driving overall business growth
Increasing CSAT and retention
Better reporting and analytics
Making CRM a competitive advantage
40. SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
REPORTING
Dashboards
Marketing
Analytics
Sales Trends Case Reports
Customer
Profiles
41. Drive overall business growth
User-first
• Customer intelligence for
every user on every screen
• Powerful forecasting and
true pipeline management
drives predictable results
• Seamless mobile edition keeps
users productive on the go
• Social UX: drive increased
collaboration
42. Increase satisfaction and retention
• Single-pane access to all
pertinent customer
information
• Seamless account and case
history – empower support
agents
• Collaboration and workflow
tools drive best practices
• Reporting tools provide
management visibility – drive
predictable results
43. Improve reporting and analytics
User-first
• Drive data quality with a
single, centralised customer
data repository
• Built-in data quality checks
ensure only consistent,
quality data resides in the
CRM
• Powerful reporting tools keep
your finger on the pulse of
your revenue pipeline
44. Make CRM a competitive advantage
• Lowest total cost of
ownership in the market
drives long-term value
• Fast-to-deploy, fast to
ROI
• One price for core sales,
marketing, support
automation
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership* (TCO)
*Based on Enterprise edition and 100 users
>$230k
license
savings
Several
additional
hidden fees
Requires
multiple
products for
marketing,
sales, and
support
46. Key IT/CIO challenges
Keeping users and management happy
Increasing ROI on IT spend
Shifting business and inf. requirements
Vendor responsiveness
47. SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
PLATFORM
Role
Management
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout Editor
Module
Builder
Homepage
Layout
Exchange
Apps
COLLABORATION
Email Client
Project
Management
Wireless &
Office Client
Outlook Plug-
In
Activity
Management
48. Ensure happy management and users
• User-first design
• Customizable UX and
Intelligence Panes
• Social UX: monitor, learn
and share what’s relevant
right inside the Sugar UI
User-first
49. Decrease total cost of ownership
• Go live quickly with Sugar’s highly
intuitive configuration tools
• Create customized mobile
experiences
• Configure or create intelligent
widgets to drive business insight
for every user
50. Increase ROI
• One CRM – One Price
• No Hidden Fees
• Customise without penalty
• Integrate freely with legacy
and third party data and
apps
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership*
*Based on Enterprise edition and 100 users
>$230k
license
savings
Several
additional
hidden fees
Requires
multiple
products for
marketing,
sales, and
support
51. Adapt to business and infrastructure
requirements
Sugar Private Cloud
Sugar on Public Cloud
Sugar on Partner Cloud
Sugar On-Demand
Sugar On-Site
53. At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.
54. About Loaded
Smart solutions to unlock your customer potential.
• Founded in 1995 as a web development business.
• Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
• Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
• Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
• Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.
56. Loaded capabilities
Capabilities Why It Matters
SugarCRM Depth: in consulting,
development, training, infrastructure
• Deep knowledge of the application and its potential, at the functional
and technical level
CRM breadth: 30+ years in total CRM
experience
• Sound basis for advice and design solutions
• Provides rich inputs to our delivery processes – allows for on time, on
budget, quality, ‘no surprises’ implementations and deployments
Business strategy and execution:
top tier management consulting and
executive leadership experience
• Strategic and technical partners, to help ensure your CRM journey is
well planned and delivers organisational benefits at every stage
Technology depth and breadth:
delivering and supporting complex
integrations and deployments
• Able to support and maintain complex solutions over time for clients
• Deep experience in a wide range of integrations
CRM breadth & depth, backed by strategic, operational and
technology expertise
57. Our approach – total CRM journey
Sales
Marketing Sales
Marketing Sales Support
Marketing Sales Support
Integration
Marketing Sales Support
Integration
Social Collaboration
Marketing Sales Support
Integration
Marketing Auto
Web
Portal
Call Centre
Business Intelligence Reporting
Time
Complexity
Why a Journey?
• Deliver ROI at every stage
• Increase CRM adoption
• Deliver benefits faster
• Manage risk and cost
58. How we work
Standard Steps
Standard Methods
and Tools
Standard Deliverables
Pre Kick Off Scoping Implementation Handover
Uncover key pains,
desired gains and
ROI targets.
Prioritization of
pains and gains.
Use Cases.
Solution Design.
Test cases linked to
development tasks.
Code Review.
Detailed Deployment
Methodology
Training.
Documentation.
Enhancements / rollout /
change mgmt roadmap.
Proposal Statement of Work
Project Updates
Progress Demos
Training Manual
& Documentation
For each phase of work…
Rigorous process, backed by standard methodology and tools.
59. Loaded serves clients across a range of sectors, from higher education to government; not for
profit to financial services; information technology to retail.
Our clients
60. Our partners
Loaded partners with world leading technology providers to ensure we have the best
software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading SAAS
marketing automation tool
recently acquired
by Salesforce.com
Hubspot is a
comprehensive,
all-in-one
marketing platform
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
62. Order Management Solution
Powering, for example:
1. Event management
2. Membership management (new,
renewals)
3. Product / service online sales
(eg training courses; training
materials)
One integrated solution architecture that enables a range of business processes
63. 1. Event management
Visits the
website,
views &
selects event
SugarCRM
eCommerce
Financial accounting
system
Payment
Gateway
User is sent
confirmation
email
4CRM is updated with
user’s purchase /
payment
information and
event registration
details
3
2
Administrator sets
up the event in
CRM – creates
event details;
target lists;
campaign and
associated email
templates
Administrator
launches
campaign in CRM
1
Payment is
processed via
secure
gateway and
to bank
account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
events section of
website with event
details including
pricing
The User Email sent
with a unique
link to website
Receives
confirmation
email
Pays to
attend
event
Powered by Loaded’s Order Management Solution
64. 2. New member registration
The User Completes
membership
form online
Reviews
purchase
in cart
Receives
confirmation
email
SugarCRM
Web/eCommerce
Financial accounting
system
Pays
online
Payment
Gateway
User is sent
confirmation email
4
CRM is updated with
user’s purchase /
payment
information
3
Member details
automatically created as
new Contact in CRM
through CRM/web
integration
1
Payment is
processed via
secure
gateway and to
bank account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
shopping cart with
member pricing details
2
Powered by Loaded’s Order Management Solution
65. 3. Membership renewals
The User Receives an
email from
Sugar with
unique link
Visits the
website
Receives
confirmation
email
SugarCRM
Web/eCommerce
Financial accounting
system
Makes a
purchase
Payment
Gateway
4CRM auto-generates
target list based on
renewal date.
Administrator checks
detail (eg to allow
manual overrides) and
launches renewal
Campaign
1
Payment is
processed via
secure gateway
and to bank
account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
shopping cart with
member renewal details
CRM is updated with
user’s purchase /
payment
information
2
3
Powered by Loaded’s Order Management Solution
User is sent
confirmation
email
66. Promotions Solution
The User
Receives an email
with a unique link
to website
The user visits the
website, and views
page with special
personalised offer
User completes
checkout
Sugar CRM
Campaigns Module
Manages email campaigns
Target Lists
Email
Template
Leads/Contacts
DB with
transaction
history
Product
DB
Promotions Module
Manages promotion; used to
display website content
Promotions Purchase History
Record of purchase referencing
user ID
Enabling segmented offers based on customer profile and history, involving
integration of website with CRM & custom CRM module
67. Event Management Solution
The User
An email is sent
with a unique link
to the website.
The user visits the
website, enters
details and registers
and/or pays.
User submits or
completes checkout, a
registration record is
created.
Sugar CRM
Campaigns Module
Manages email campaigns
Target Lists
Email
Template
Leads/Con
tacts
Products
line items/
pricing
Events Module
Manages events; used to display
website content
Event Registration
Registration / Application /
Purchase
Integrating Website, Marketing campaigns, Event registration
68. Sales Velocity – basic reports
Available for My Sales Velocity,
My Team, All
Average, MIN, MAX elapsed time
(in days)
To sales stage: Time to get to the
stage from the previous stage
Run time filters on opportunity
type, customer type,
team/employee…
From sales stage: Time to get,
from the stage, to another stage
Sales reporting enhancement tool tracking your speed of sales over time by sales
stage to improve pipeline management and focus sales activities
69. Sales Velocity – advanced reports
On these reports, we can
observe that the elapsed
time for each of the
stages is far longer for
lost opportunities than
for won opportunities.
Management may take
the decision to put alerts
in place when, for
example, the value
proposition stage takes
more than 20 days.
70. CRM, Web and LMS platform
The User
User creates
profile on
website
User redirected to
LMS, and submits
scholarship application
Integrated solution to automate scholarship application
processing, resulting in 300% increase in scholarships offered
Website
SugarCRM
Learning
Management
Platform (LMS)
User created in CRM2
5
Assessor grades
scholarship applications
3
Scholarships applications
synchronises back to CRM
4
Admin manages
scholarship
portfolio
5
Emails are sent
to award the
scholarships
6
Active scholarships
displayed on website
1
User receives email of
the result of application
for a scholarship
72. Email 2 Sugar
A smart, automated email archiving tool for SugarCRM. E2S automatically archives
sent and received emails in relevant Sugar modules, using email address matching.
• Automated email archiving to
SugarCRM Lead, Contact, and
Account modules
• Supports the same email clients
that SugarCRM supports 'out of
the box’
• Automatic email attachment
filing and unread email
notifications
Email is automatically archived to
Lead, Contact & Accounts modules
The User Sends an email either
from Sugar or from
email client
73. Org Charts for SugarCRM
Visualise contacts in context for more effective selling
• Understand who’s who for all
your Accounts and
Opportunities
• Identify buyer roles like
technical, influencers & decision
makers
• Engage with the right people at
the right time for each
opportunity
Instantly visualises and identifies
decision makers and influencers
The User Creates an Account or
Opportunity in Sugar
74. ABN and ACN Connectors for
SugarCRMfor SugarCRM
A fast and easy mean to retrieve publicly available information, including ABN
(Australian Business Number) and ACN (Australian Company Number) for a given
legal entity, inside your own SugarCRM application
76. The Iconic
• Pre engagement business issues
o No single view of the customer causing the agents to spend more time on the phone than
necessary to solve the clients’ issues, and then having less time to cross sell products
o Inability to track previous customer interactions in one system
• Scoping outcome
o Single view of the customer and tracking of each customer interaction
o Proactively communicate (outbound) for cross and upsell opportunities
o Ability to build more rounded customer profile for marketing, segmentation and communications
• Business gains
o Better customer engagement to improve efficiency and increase revenue opportunities to
cross and upsell
SugarCRM solution design & implementation
77. RMIT University
• RMIT Training
o CRM used to manage Training organisations’ sales process: including opportunity management,
products, quotes, workflows
• RMIT - Student Services Group
o Careers & Employment Unit: uses CRM to manage employer account details, and match
students with potential employment opportunities
o Equity & Diversity Unit: uses CRM to manage Schools Network Access Program
• RMIT - Engagement and Planning
o CRM manages and evaluates requests for IT projects / services
o Web integration with CRM, enabling requests to be submitted online and ‘scorecard’
functionality baked into the CRM enables automating scoring and hence prioritisation of
requests based on a complex formula
Provider of SugarCRM consulting, configuration, customisation and training
services to RMIT University since 2009
78. AMSA (Australian Maritime Safety
Authority)
• Complex solution design to map CRM Contacts fields to meet Australian Standard AS 4590, a first for a
Federal Government agency.
• Integrated client / Loaded team delivered work for 3 groups of users using rapid sprint methodology.
• Complex deployment requirements with Loaded technical support provided to secure go-live and build
AMSA team skills (SugarCRM on Oracle; on premise hosting; technical environments; performance).
SugarCRM solution design & implementation
79. ASF (Australian Scholarships
Foundation)
• Innovative platform designed and built to power ASF’s operations.
• Integrated solution to automate scholarship application processing, resulting in 300% increase in
scholarships offered .
• Integrates SugarCRM, web (Joomla) and learning management system (Moodle).
• Loaded has worked in partnership with ASF since early 2010.
• Platform now being extended to support 3rd party partners including Chief Executive Women and CSI /
Origin Foundation’s SRET research project.
• We provide ongoing support, hosting and platform advisory services as well as project delivery /
implementations.
Scholarships application, selection, management and marketing platform -
design, development & integration
80. Australian American
Fulbright Commission
• Integrated CRM/web platform for the management of the Fulbright Commission’s alumni database and
marketing communications.
• Partnered with the Commission since early 2012.
• Developed an Alumni Portal and supported the delivery of a campaign to capture and update alumni
contact details.
• Provide ongoing enhancements to the platform (web, CRM), as well as support and training.
Integrated CRM / website platform
81. Centre for Social Impact / PWC
Survey Data Cube
The PWC/CSI Community Index report was launched in Spring 2012 and presented findings from a survey
of the CEOs of 500 economically significant Australian not-for-profit organisations. The survey captures the
perceptions of CEOs in terms of the operating conditions for their organisations and their confidence in
relation to future operations. This initiative is comparable to established for-profit business indices such as
NAB’s Business confidence survey.
CSI Website
Sugar CRM
(Account, Survey)
Survey Browser
CSI
administrator
Loaded implemented an innovative platform based on
SugarCRM, used as the database for the Survey Web
browser. Organised as a Data Cube, the Survey Web browser
allows the user to analyse (table, graph), export to excel and
print the scores and answers using several categories and
sub-categories: Industry, Size, Role… See more on
http://www.communityindex.com.au
Innovative online platform based on SugarCRM
82. Centre for Social Impact / PWC
• Based on SugarCRM, Data Cube organises dynamically, various survey outputs in tables and graphs depending on
the category and sub-category selected in the left menu and the filters, such as location, selected in the top menu.
See more on http://www.communityindex.com.au.
• The completely integrated architecture based on the SugarCRM platform allows the user to display the data using
complex queries without altering the performances / response time.
83. Australian Home and Property
Group
• Pre engagement business issues
o Disjointed and de-centralised sales processes and data capture / storage
o Sales: no follow up tracking, rely on sales reps to follow up to leads sent to them by email
o Call centre: entirely manual and paper based processes
• Business gains
o Dramatically improved sales and marketing effectiveness
o One central source of truth for all leads, contracts and accounts
o Automated lead generation, lead allocation and tracking
o One central tool for email marketing campaign, execution and reporting
• Next steps:
o Rolling SugarCRM to sister company
o Implementing customer care scripts for call centre
SugarCRM solution design & implementation
84. Wipasnapa
• Custom design and development of consumer
web platform to share content, manage image
resizing, enable interactive template design and
image/content placement, and generate print
quality artwork.
• Included secure member portal, shopping cart
and payment gateway integration, and
database of artwork template designs integrated
with web front end.
Consumer web platform, member portal, and payment gateway integration
85. Gloria Jean’s Coffees
• Gloria Jean’s Coffees website and ecommerce platform, designed
and built by Loaded was launched in April, 2013.
• With 94% of smartphone users researching products and services
online, the guest experience on mobile devices was also a key
consideration in the development of the site.
• The use of Responsive Design methodology has enabled an
optimal user experience for Guests whether on desktop, laptop,
tablet or smartphone device.
• See more at http://www.gloriajeanscoffees.com.au/ or watch
www.gloriajeanscoffees.com/temp/GJC_Website_FINAL_PC.wmv
Responsive Website
86. Contact
1300 LOADED Email: info@loadedtech.com.au
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060. Australia