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
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

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

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

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

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

Multiple Dashboards/Multiple Homepages
Multiple Dashboards on Homepage
Display pre-built and custom dashboards on homepage
Quickly add, edit, remove dashboards
5/22/2008
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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

Wireless
Improved User Interface
Rich HTML Client
Device Independent
New Search Capabilities
5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 19

Import Enhancements
Import on All Modules
Improved Import User
Interface
Data Quality Controls
5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 20

Tracker
Tracker Reports
System Monitoring
5/22/2008 ©2008 SugarCRM Inc. All rights reserved. 21

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

Thank You
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