How to multiply the value of SugarCRM with open source ERP


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If you are reaping the benefits of using SugarCRM, you’re poised for further benefits by expanding your use of open source software, in particular, open source Enterprise Resource Planning (ERP). ERP is as essential to the success of businesses because it brings efficiencies to core business processes for retail, manufacturing, distribution, services and government organizations. Combined, open source CRM and ERP can provide any business with powerful control and visibility that increases efficiency and profitability.

Learn how to multiply the benefits you already realize with SugarCRM from the leading open source ERP, Openbravo.

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How to multiply the value of SugarCRM with open source ERP

  1. 1. How to multiply the value of SugarCRM with open source ERPby Paolo Juvara – CEO, Openbravo Andreu Bartoli – Vice President of Commercial Operations, Openbravo
  2. 2. The leading web-based open source ERP Page 2
  3. 3. The most downloaded ERP on the planet >1,970,000 World-wide downloads to date Page 3
  4. 4. A vibrant Community Page 4
  5. 5. A sample of customers Distribution Manufacturing Retail Services Public sector & non profit Page 5
  6. 6. Page 6
  7. 7. Openbravo 3: a holistic vision for Agile ERP Openbravo 3 drives individual & Highest organizational productivityProductivity • Operational (every hour and minute) Openbravo 3 enables a culture of Business organizational responsiveness Agility • Tactical – weekly to quarterlySustained Openbravo 3 changes the economics of ROI ERP adoption for SMEs • Strategic – across years Page 7
  8. 8. Operational: highest productivity Fast & successful adoption by Easy new and casual users • Workspace • Role-based • Accessible UX that unlocks the fullPowerful potential of your power users • Multi-tab UX • Spreadsheet UI • Personalization Unleash the full potential ofIntegrated your organization • Access to information • Accountability • Collaboration Page 8
  9. 9. Tactical: business agility Standardize non-differentiating processesComprehen- with broad functionality sive • Accounting • Operations • Localization Achieve a custom fit with Modularity commodity components • Configurable • Packaged & Custom • Interoperable Maintain a best-fit implementationUpgradeable as your needs change • Model-driven • Formal Lifecycle • Automated Page 9
  10. 10. Strategic: sustained ROI Broad rollout that is Cost- economically feasibleeffective • Deploy • Extend & Connect • Scale Broad rollout that is Web- practical and desirable based • External users • Mobile users • CloudOpen An ERP that you canSource truly make your own • Transparency • Control & Risk • Future proof Page 10
  11. 11. Strategic: Highest Productivity Page 11
  12. 12. Strategic: Highest Productivity Page 12
  13. 13. Page 13
  14. 14. Modular and Easy to Adapt /Upgrade Over 320 Modules Currently Supported Initial Data Load Mass Ordering Mass Invoicing Document Easy Extensible Management Attributes Interceptor Filter Accounting Audit Control Accruals and Tabs Deferrals Booking Warehouse Electronic Control Transaction invoicing Management Intrastat Timing of VAT Control Multi-dimensional Inter-company Tax Report Description Documents Templates Page 14
  15. 15. Growing Partner Ecosystem Technology Integrations System Integrators Page 15
  16. 16. 3 Powerful Reasons to Integrate SugarCRM and Openbravo + 1) Insight and Control into end-to-end business processes 2) Complete automation of order-to-cash 3) Improve customer satisfaction and lower your service costs Page 16
  17. 17. Insight and Control + Insight into end-to-end business processes • Across both organizational and international boundaries • Delivers a single source of truth for data. • Eliminates discrepancies and tension between sales and finance Control of end-to-end business processes • Unify price lists, discount policies, product SKUs to build consistency into business practices • Eliminate billing mistakes, delays, returns, unexpected discounting, inconsistent price increases and more Page 17
  18. 18. Complete business processes + Complete automation of order to cash • Lead to opportunity to sales order > to invoice > to payment > to financial report • Seamless integration of order fulfillment • Manage order changes and returns Improve customer satisfaction and lower your service costs • Achieve a true 360 degree view of your customers • Empower the whole organization to to provide outstanding customer service Page 18
  19. 19. A packaged integration + Powered by Ready made integration • Service oriented: based on web services • Complete • Accounts, products, price lists, orders • Extensible • Robust Page 19
  20. 20. Come and see a video at Booth #307 Page 20
  21. 21. A packaged integration + for The case of Instituto Focan • Spanish organization providing high-quality training • Above 300 on-line courses • Classroom training through 4 physical centers • Thousands of students every year Page 21
  22. 22. A packaged integration + for The Challenges … • Access to and reliability of data • Growth • Academic and Teaching Mgnt. • Sales performance • Grants management • Marketing / Campaign mgnt. • Annual budgets management • “Source of truth” of information • Personnel selection and mgnt. Page 22
  23. 23. A packaged integration + for Solution • Openbravo ERP including Order Management., Procurement and Warehouse Management, fully integrated with Accounting • SugarCRM covering complete marketing and sales cycles • Connector SugarCRM - Openbravo ERP • Custom modules developed on top of Openbravo Page 23
  24. 24. A packaged integration + for Solution – The connector Leads Accounts Courses Contacts Pre-registrations Opportunities Tuitions Commercial Activities Invoicing Pre-registrations Tuitions Campaigns Page 24
  25. 25. A packaged integration + for Results • Centralized and reliable data providing very insightful information • Process automation • Total control over the activity of the students, educational assessors (salespeople), lecturers and other employees • Easy to use "After the implementation of Openbravo ERP and its integration with SugarCRM, sales processes, course management, invoicing and personnel management have become much easier.“ Ibán Losada, Instituto FOCAN Director Page 25
  26. 26. A packaged integration + Powered by The Company • Company providing business strategy solutions… • …leveraging on top Open Source technologies and vendors. • Highly skilled team (consultants, analysts and project managers) • Targets both the public and private sectors. • Gold Partner for both Page 26
  27. 27. A packaged integration + Powered by Why combining Openbravo and SugarCRM? … both offered: • Competitive functionality package at… • …competitive cost for SME’s market • Very robust platforms – highly reliable • High versatility to adapt to business processes • Up-to-date technology • Easy to adapt Page 27
  28. 28. A packaged integration + Powered by Key Factors to a Successful Story • Chose right partnerships (technology, business model and product offering) • Hired consultancy knowledge (ERP and CRM) • High level of training (both technical and functional) • Invested heavily for initial learning curve • Close communication with the vendor • Build and market modules and verticals now on the exchange Page 28
  29. 29. Page 29
  30. 30. Meet us at booth #307 Page 30