Evento SugarCRM 2008 - Sugar 5.0 and Beyond

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Evento SugarCRM 2008 - Sugar 5.0 and Beyond

by DRI - Open Solutions for Open Mind on May 26, 2008

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Evento SugarCRM 2008 - Sugar 5.0 and Beyond — Presentation Transcript