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Presentation on SugarCRM for CBEID by Fox Valley Computing Professionals, FVCP, presented by Walter Bamert

Presentation on SugarCRM for CBEID by Fox Valley Computing Professionals, FVCP, presented by Walter Bamert

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  • 1. Link Up, Link In & Sell!" a Do it Now, Hands-on Workshop Walter Bamert
  • 2. Product Features
    • SugarCRM is an Salesforce/ACT Customer Relationship Management replacement program with both Open Source (Free) and Pay-For options.
    • 3. Supports all major Browsers like Internet Explorer, Firefox, Opera, Chrome
    • 4. Installs on Linux/Windows, with Web Servers of Apache/PHP or IIS/PHP and a Database of MySql or Microsoft SQL server
  • 5. Simple To use display integrates items to do, like calls, meetings, leads & other Helpful information. Clicking on the item take you direct to the item.
  • 6. Accounts is setup so looking at one “account” or company allows access to all items associated with the company like contacts, activities, opportunities, leads and open cases
  • 7. Calendar allows you to see your schedule in several views: Monthly, Weekly, and schedule view as well as Tasks due
  • 8. The dashboard allows you to get an overview of the economic standing of your sales, opportunities and leads
  • 9. The Campaign module allows you to setup advertising campaigns and track results. The module uses a Wizard so making new Campaigns is easy.
  • 10. Storing documents in Sugar allows you to send company documents to contacts or employees. If you purchase the “Sugar Network” you can use these documents and produce merged customer letters and quotes.
  • 11. Setting up Cases to track reported problems is easy. They can be assigned to specific employee and tracked back to a specific account
  • 12. Bug tracker allow for the tracking of problems right through the system, making it easy to track software bugs and attach them to open cases
  • 13. Sugar can be Themed for users.
  • 14. Cost Analysis Sugar Open Source Free SalesForce Up to 5 users $35 per month/ per user No user limit $65 per month/ per user
  • 15. Presenter Walter Bamert Phone: 630-816-1058 Email: [email_address] Owner of Automated Information Technology Corp. AITC providing multiple services to dealerships and businesses ranging from computer consulting services to custom web site and application development.