iZeno SMS Module for SugarCRM 6 Benny Ng Director, Business Development iZeno
Key Business Benefits Page     <ul><li>Enhance sales person productivity and improve customer intimacy with Company/Sales...
Overview <ul><li>The SMS module allows you to send SMS within SugarCRM. </li></ul><ul><li>Basic Features ~ Available </li>...
Overview (Cont’d) <ul><li>Administrator ~ Available </li></ul><ul><ul><li>SMS Activity log and audit trails. </li></ul></u...
Create and send SMS to single contact Page     <ul><li>Click to send SMS </li></ul><ul><ul><li>Click onto the mobile phon...
Create and send SMS to multiple contacts Page     <ul><li>Step 1 </li></ul><ul><ul><li>Search and select the contacts to ...
Create and send SMS to multiple contacts Page     <ul><li>Step 3 </li></ul><ul><ul><li>Input SMS message to be sent to mu...
Create and send SMS using SMS Templates Page     <ul><li>Select SMS Template to use </li></ul><ul><li>SMS Template allows...
SMS Integration to Workflow management  Page     <ul><li>Define the condition of workflow. </li></ul><ul><ul><li>Create a...
Adminstration Page     <ul><li>Define the SMS Gateway settings. </li></ul><ul><li>Modules to use SMS. </li></ul><ul><li>F...
Value Propositions Page     <ul><li>Work with any SMS Gateway providers –Local or Global. </li></ul><ul><li>Tight integra...
Page     ? Do You Have  Any Questions? ? ? Need clarifications?  Email To  [email_address]
THANK YOU VERY MUCH Page     LIVE DEMO NOW!!!
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iZeno SMS Module for SugarCRM 6

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iZeno team has developed the SMS module for all edition of SugarCRM. You can now send SMS to leads,contacts and accounts from detail view and list view manually or get SMS to be sent out to receipients based on the workflow conditions.

Key Features

Mail merge for SMS Template (Like email template)
Enable SMS sending for all modules like activities and storing logs of SMS history (like emails)
Select fields to be used for SMS module.
Enable SMS module to work with SugarCRM workflow management.
Enable SMS module to work with SugarCRM Campaign management.

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iZeno SMS Module for SugarCRM 6

  1. 1. iZeno SMS Module for SugarCRM 6 Benny Ng Director, Business Development iZeno
  2. 2. Key Business Benefits Page  <ul><li>Enhance sales person productivity and improve customer intimacy with Company/Sales person. </li></ul><ul><ul><li>SMS alerts to sales person on the move on assignment of leads for quick follow up. </li></ul></ul><ul><ul><li>Send thank you SMS after appointment with customers. </li></ul></ul><ul><ul><li>Send greeting to customer on their birthday via SMS . </li></ul></ul><ul><li>Increase customer satisfactions and lower churn rates. </li></ul><ul><ul><li>Keep customer informed of any updates to their cases/feedbacks. </li></ul></ul><ul><ul><li>Send reminders to customers on renewals/next service date. </li></ul></ul>Sales Customer Support <ul><li>Improve returns from Marketing campaigns </li></ul><ul><ul><li>send personalized SMS (for promotion,events) to targeted receiptents. </li></ul></ul><ul><ul><li>Eg. Sending SMS to leads where a call is made for the past 2 weeks . </li></ul></ul>Marketing <ul><li>Better collaboration among co-workers </li></ul><ul><ul><li>Task assignment and acceptance can be done viaSMS. </li></ul></ul><ul><ul><li>No need for mobile broadband access for people on the move. </li></ul></ul>Collaboration
  3. 3. Overview <ul><li>The SMS module allows you to send SMS within SugarCRM. </li></ul><ul><li>Basic Features ~ Available </li></ul><ul><ul><li>Create and send SMS to a single contact/leads from Detail view. </li></ul></ul><ul><ul><li>Create and send SMS to multiple contacts/leads from List view. </li></ul></ul><ul><ul><li>Send Quick Message to a phone number (like creating a email/task) </li></ul></ul><ul><ul><li>SMS Template Creation </li></ul></ul><ul><li>Advanced Features ~ Available </li></ul><ul><ul><li>SMS Campaigns using SugarCRM Campaign Module and Target Lists. </li></ul></ul><ul><ul><li>Campaign Statistics and Dashboards </li></ul></ul><ul><ul><li>Automated SMS alerts defined by workflows management. </li></ul></ul><ul><ul><li>Dynamic fields customisations in SMS Template </li></ul></ul>Page 
  4. 4. Overview (Cont’d) <ul><li>Administrator ~ Available </li></ul><ul><ul><li>SMS Activity log and audit trails. </li></ul></ul><ul><ul><li>Roles access Control </li></ul></ul><ul><ul><li>Gateway settings (can work with any SMS gateway provider) </li></ul></ul><ul><ul><li>Field Selector ~ enables any fields (standard/custom) to be the phone number as the SMS receipients. </li></ul></ul><ul><ul><li>Define relationship of SMS modules and other modules. </li></ul></ul><ul><li>Future Features </li></ul><ul><ul><li>Two-way SMS. </li></ul></ul>Page 
  5. 5. Create and send SMS to single contact Page  <ul><li>Click to send SMS </li></ul><ul><ul><li>Click onto the mobile phone icon to trigger message sending box. </li></ul></ul><ul><ul><li>Message box shows you the number of characters in the SMS. </li></ul></ul>
  6. 6. Create and send SMS to multiple contacts Page  <ul><li>Step 1 </li></ul><ul><ul><li>Search and select the contacts to receive SMS. </li></ul></ul><ul><li>Step 2 </li></ul><ul><ul><li>Click onto the compose SMS action button. </li></ul></ul>
  7. 7. Create and send SMS to multiple contacts Page  <ul><li>Step 3 </li></ul><ul><ul><li>Input SMS message to be sent to multiple conytacts. </li></ul></ul>
  8. 8. Create and send SMS using SMS Templates Page  <ul><li>Select SMS Template to use </li></ul><ul><li>SMS Template allows insert of variables . </li></ul>
  9. 9. SMS Integration to Workflow management Page  <ul><li>Define the condition of workflow. </li></ul><ul><ul><li>Create alerts and actions to be taken when workflow is being triggered. </li></ul></ul><ul><ul><li>Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing. </li></ul></ul>
  10. 10. Adminstration Page  <ul><li>Define the SMS Gateway settings. </li></ul><ul><li>Modules to use SMS. </li></ul><ul><li>Fields that can be used as a SMS Phone number. </li></ul>
  11. 11. Value Propositions Page  <ul><li>Work with any SMS Gateway providers –Local or Global. </li></ul><ul><li>Tight integration with SugarCRM Workflow, Core modules,custom modules and role access. </li></ul><ul><li>Use of SugarCRM Import wizard for upload of contacts lists/SMS receipents. </li></ul><ul><li>Using SugarCRM 6.0 award winning User interface and customisations platform. </li></ul><ul><li>Almost zero learning curve for existing SugarCRM users and administrators. </li></ul>FLEXIBILITY INTEGRATED EASE OF USE
  12. 12. Page  ? Do You Have Any Questions? ? ? Need clarifications? Email To [email_address]
  13. 13. THANK YOU VERY MUCH Page  LIVE DEMO NOW!!!

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