Sugar 5
Sales, Service and Marketing
              May 15, 2008



        ©2008 SugarCRM Inc. All rights reserved.
Great Functionality in One Application




5/22/2008           ©2008 SugarCRM Inc. All rights reserved.   2
Generate Higher ROI on Marketing Activities




            Create and execute
            campaigns across marketing
    ...
Increase the Productivity of Your Sales Force




            Organize sales information into a
            single system
...
Create a Consistent Customer Experience




            Central repository for
            customer support and
          ...
Provide Better Visibility Across the Business



            Create real-time reports and
            dashboards on any CR...
Improve Communication and Information Sharing



            Share calls, meetings,
            documents, calendars
     ...
Create Powerful Business Processes Easily



            Create custom fields,
            objects and modules

          ...
Take Control

            Take control of marketing, sales and support

            Deliver CRM employees will actually us...
Roadmap


            Release Roadmap

             Sugar 5.0 – Available now

             Sugar 5.1 – In Beta now. Avail...
Sugar 5.0 Themes


            Strong platform enhancements for customizations and
            expansions

            New...
Module Builder
            Create your own
            custom module

            Map relationships
            between mu...
Field-Level Access Control
            Secure information at
            the field-level

            Control edit,
      ...
AJAX Email Client
            Web-based email client

            POP3 support to work
            with any email server

...
Improved Charts and Dashboards
             Pipeline                           Vertical Bar        Performance Gauge




 ...
Multiple Dashboards/Multiple Homepages

            Multiple Dashboards on Homepage
              Display pre-built and cu...
5.1 Features and Enhancements


            Advanced Reporting
              Get more insight from your CRM data
         ...
Enhanced Reporting

            New User Interface and Wizard
              Intuitive design with a guided report-creation...
Wireless

            Improved User Interface

            Rich HTML Client

            Device Independent

            N...
Import Enhancements

            Import on All Modules

            Improved Import User
            Interface

          ...
Tracker

            Tracker Reports

            System Monitoring




5/22/2008             ©2008 SugarCRM Inc. All righ...
Module Builder Enhancements

            New Relationships
              Allows for new modules to be related to multiple ...
Thank You




5/22/2008         ©2008 SugarCRM Inc. All rights reserved.   23
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Evento SugarCRM 2008 - Sugar 5.0 and Beyond

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Apresentação de Clint Oram, co-fundador da empresa SugarCRM, no evento SugarCRM 2008 (www.eventocrm.com)

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Evento SugarCRM 2008 - Sugar 5.0 and Beyond

  1. 1. Sugar 5 Sales, Service and Marketing May 15, 2008 ©2008 SugarCRM Inc. All rights reserved.
  2. 2. Great Functionality in One Application 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 2
  3. 3. Generate Higher ROI on Marketing Activities Create and execute campaigns across marketing channels Captures leads directly into CRM System Measures return on investment of campaigns 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 3
  4. 4. Increase the Productivity of Your Sales Force Organize sales information into a single system Improve the productivity of sales individuals and teams Gain greater visibility into sales performance 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 4
  5. 5. Create a Consistent Customer Experience Central repository for customer support and product issues Share knowledge and case resolutions across teams Reduce costs through customer self-service 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 5
  6. 6. Provide Better Visibility Across the Business Create real-time reports and dashboards on any CRM metric Monitor the effectiveness of marketing programs, sales opportunities, and support cases Share/restrict access to reports and dashboards across teams 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 6
  7. 7. Improve Communication and Information Sharing Share calls, meetings, documents, calendars and email Integrate Sugar with popular applications such as Microsoft Outlook Allow workers to access CRM in mobile and offline settings 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 7
  8. 8. Create Powerful Business Processes Easily Create custom fields, objects and modules Design workflow processes to fit your business Control visibility and access at the field level 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 8
  9. 9. Take Control Take control of marketing, sales and support Deliver CRM employees will actually use Provide visibility across departments Deliver a superior customer experience 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 9
  10. 10. Roadmap Release Roadmap Sugar 5.0 – Available now Sugar 5.1 – In Beta now. Available July 2008 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 10
  11. 11. Sugar 5.0 Themes Strong platform enhancements for customizations and expansions New innovative, easy to use CRM functionality 5/22/2008 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 11
  12. 12. Module Builder Create your own custom module Map relationships between multiple modules Compatible with reports, workflow, access control Fully upgradeable 5/22/2008 ©2007 SugarCRM Inc. All rights reserved. 12
  13. 13. Field-Level Access Control Secure information at the field-level Control edit, import/export and visibility privileges Full support for custom fields, objects and modules 5/22/2008 ©2007 SugarCRM Inc. All rights reserved. 13
  14. 14. AJAX Email Client Web-based email client POP3 support to work with any email server Supports folders, multiple inboxes, search, lists, rules and filters Tight integration with SugarCRM functionality 5/22/2008 5/22/2008 ©2007 SugarCRM Inc. All rights reserved. 14
  15. 15. Improved Charts and Dashboards Pipeline Vertical Bar Performance Gauge Pie Chart Horizontal Bar Line Graph 5/22/2008 5/22/2008 ©2007 SugarCRM Inc. All rights reserved. 15
  16. 16. Multiple Dashboards/Multiple Homepages Multiple Dashboards on Homepage Display pre-built and custom dashboards on homepage Quickly add, edit, remove dashboards 5/22/2008 5/22/2008 ©2007 SugarCRM Inc. All rights reserved. 16
  17. 17. 5.1 Features and Enhancements Advanced Reporting Get more insight from your CRM data Enhanced Wireless Client See more of the app in an improved UI Import Improvements Easier than ever to move from Act, Microsoft, Salesforce.com Tracker Monitor CRM usage and performance Module Builder Enhancements New object template and deeper relationship building 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 17
  18. 18. Enhanced Reporting New User Interface and Wizard Intuitive design with a guided report-creation process Complex Reporting Sets Allow users to create complex reports across multiple modules Matrix Reports Group by multiple attributes Run-Time Filters Change report attributes in real-time, like pivot tables Excel Integration Transfer Sugar report information into Excel 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 18
  19. 19. Wireless Improved User Interface Rich HTML Client Device Independent New Search Capabilities 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 19
  20. 20. Import Enhancements Import on All Modules Improved Import User Interface Data Quality Controls 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 20
  21. 21. Tracker Tracker Reports System Monitoring 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 21
  22. 22. Module Builder Enhancements New Relationships Allows for new modules to be related to multiple existing modules. Auditing Provides a complete history of module creation and modifications Dashlet Support Allows users to expose custom data in dashlets New Templates New object templates to track files and opportunity information 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 22
  23. 23. Thank You 5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 23

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