SUGARCRM INTEGRATED SOLUTIONS:
A RECIPE FOR SUCCESS
John Bernard
EVP, North America
OSSCube
@OSSCube #SugarCon
Agenda
• Introducing OSSCube
– What we do
– How we make it happen
– What makes us different
• SugarCRM Based Business Oper...
INTRODUCING OSSCUBE
Executing with excellence
Introducing OSSCube
4
• Global solutions provider
• Develop integrated enterprise business Solutions –
Open Source
– CMMI ...
OSSCube: What We Do
5
We make our customers heroes
Read the full article here
We Solve Your Problems
6
• Improve customer experience
• mobile first!
• Reduce TCO and time to market
• Application moder...
Practice Areas
7
• PHP- World’s only Zend Center of Excellence
• CRM- SugarCRM Platinum Partner
• CMS- Drupal, Pimcore
• E...
Integrated Business Solutions
8
OSSCube Delivers
9
• One of the world’s largest global SugarCRM
Platinum Partners
– Much more than an application installe...
Orametrix Testimonial
10
We’ve reduced our costs by 60% and were able to
improve our data quality by moving from SalesForc...
DYNAMIC WEB PERSONALIZATION
(Customer acquisition)
Make Easy Money!
12
• Complete customer acquisition solution
• Seamlessly integrate best of breed applications
– CRM – Sug...
Act-On Marketing Automation
13
• All-in-one integrated marketing suite
– Helps marketers tie inbound, outbound and nurturi...
Act-On Platform
14
Recent Act-On Accolades
15
– Forrester Wave™ Leader: Lead-to-Revenue
Management Platform Vendors (2014)
– Frost & Sullivan...
OSSCube Delivers
16
• Act-On Platinum Partner
• Hundreds of successful integrated solutions
– Boardroom Events
– BFS
• Dee...
CASE STUDY: BOARDROOM EVENTS
(Rapidly growing)
Overview
18
• Founded in 2007 by ex-Gartner employees
• Boardroom Events creates best-in-class
business development and ne...
Situation
19
• Zoho and HubSpot
– Unable to seamlessly integrate applications
– Unable to analyze and leverage data
• Miss...
Solution
20
• Phase 1 - Sugar V7 and Act-On
– Seamless integration
– Enhanced business processes
– Increased productivity
...
Benefits
21
• Significant improvement in team productivity
• Higher data quality and integrity
• Improved team collaborati...
OSSCube Delivers
22
• Meet short term challenges by migrating from
Zoho/HubSpot to Sugar/Act-On
• Develop application arch...
CASE STUDY: CU SOLUTIONS
Growth through acquisition
Overview
24
• CU Solutions Group Serves over 5,000 credit unions
and leagues nationwide
• Offers essential solutions in fo...
Situation
25
• Existing solution only offered local access
– Negative impact for employees not in the office
• Disparate d...
Solution Goals
26
• Standardize applications and processes
– Consolidate 8 databases
– Provide global customer view for sa...
CRM Solution
27
• Evaluated
– Goldmine, Microsoft Dynamics, SageCRM,
SalesForce.com, SalesLogix, SugarCRM
• Sugar was the ...
Benefits
28
• Improved customer experience
– Registrations, forms, printing, etc.
• Scalable solution: supports growth and...
OSSCube Delivers
29
• Sugar customization and integration
• Developed mobile apps
• Custom application development
“We are...
CASE STUDY: BLUE BOOK BUILDING
AND CONSTRUCTION NETWORK
(Enterprise)
Overview
31
• 100 year old company
– Connects owner organizations with contractors
– Leader in technology innovation
• Pro...
Situation
32
• Construction companies are typically technology
laggards
• Results in less than optimal business
operations...
Blue Book Testimonial
33
“We choose OSSCube because of their broad
experience and successful track record of building
cust...
Technology Challenges
34
• Building a scalable application to support 50,000+
users based on a cloud implementation of Sug...
Lessons Learned
35
• Investing time in understanding how to bring real value
to customers is critical in defining an innov...
Contractor Benefits
36
• Streamlined internal processes
• Improved customer experience and
responsiveness
• Win more busin...
OSSCube Delivers
37
“The members of the development team have consistently
delivered their requirements on time and on bud...
IN CONCLUSION
Dedicated to Making You a Hero
39
• More than just an application installer
• World Class integrated business solutions
HOW CAN WE HELP YOU?
Contact
41
Brian Land, Central and Western Region
E-mail: brian@osscube.com
Mobile: 512-670-8430
John Thomson, Eastern Reg...
facebook.com/OSSCube @OSSCube linkedin.com/company/OSSCube
Website: www.osscube.com
E-Mail: info@osscube.com
Phone: 1-888-...
THANK YOU
@OSSCube #SugarCon
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SugarCRM Integrated Solutions: A Recipe for Success

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OSSCube is a global solutions provider and SugarCRM Platinum Partner. We’ll discuss ways to solve your business problems, lower total cost of ownership and improve productivity using Sugaras the hub of a seamlessly integrated Business operations solution.

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SugarCRM Integrated Solutions: A Recipe for Success

  1. 1. SUGARCRM INTEGRATED SOLUTIONS: A RECIPE FOR SUCCESS John Bernard EVP, North America OSSCube @OSSCube #SugarCon
  2. 2. Agenda • Introducing OSSCube – What we do – How we make it happen – What makes us different • SugarCRM Based Business Operation Systems – Dynamic Web Personalization – Customer acquisition – Case studies: – Rapidly growing business – Growth through acquisition – Enterprise • Summary 2
  3. 3. INTRODUCING OSSCUBE Executing with excellence
  4. 4. Introducing OSSCube 4 • Global solutions provider • Develop integrated enterprise business Solutions – Open Source – CMMI Level 3, ISO 27000 – Continuous Delivery for fast, predictable projects • Flexible Delivery Model – Support Projects or Staff Augmentation – Rapid Development “Swat Teams” • Scale up or down as required
  5. 5. OSSCube: What We Do 5 We make our customers heroes Read the full article here
  6. 6. We Solve Your Problems 6 • Improve customer experience • mobile first! • Reduce TCO and time to market • Application modernization and integration • Increase productivity • Enhance business processes • Meet regulatory requirements • Increase revenue • Help you sleep better at night!
  7. 7. Practice Areas 7 • PHP- World’s only Zend Center of Excellence • CRM- SugarCRM Platinum Partner • CMS- Drupal, Pimcore • E-Commerce- Magento • Marketing Automation- Act-On • BPM and Workflow- ProcessMaker • BI and Data Integration- Pentaho and Talend • BigData- Hadoop, Cloudera • Enterprise mobile and web applications • SEO and Social media services • Database
  8. 8. Integrated Business Solutions 8
  9. 9. OSSCube Delivers 9 • One of the world’s largest global SugarCRM Platinum Partners – Much more than an application installer! • Leading the charge for: – Integrating Sugar into enterprise solutions – SFDC migrations • Hundreds of successful projects – Startup-Fortune 500 – 18 Countries • Experience to eliminate the risk of change
  10. 10. Orametrix Testimonial 10 We’ve reduced our costs by 60% and were able to improve our data quality by moving from SalesForce.com to SugarCRM … …Our service provider, OSSCube exceeded my expectations! Delivery was very fast and they were extremely responsive to any issues uncovered during UAT. We're looking forward to reaping the benefits of SugarCRM long into the future. Phillip Getto, CTO, Orametrix
  11. 11. DYNAMIC WEB PERSONALIZATION (Customer acquisition)
  12. 12. Make Easy Money! 12 • Complete customer acquisition solution • Seamlessly integrate best of breed applications – CRM – Sugar – Marketing Automation – Act-On – Content Management - Drupal • Dynamically adapts content to audience – Improved conversion rates – Shorter sales cycles
  13. 13. Act-On Marketing Automation 13 • All-in-one integrated marketing suite – Helps marketers tie inbound, outbound and nurturing programs together: greater ROMI – Create, manage, and report on multi-channel marketing programs • E-mail, web, mobile, and social • Out-of-the-box Sugar and Drupal integrations • No duplicate leads! • Full synchronization with Sugar database
  14. 14. Act-On Platform 14
  15. 15. Recent Act-On Accolades 15 – Forrester Wave™ Leader: Lead-to-Revenue Management Platform Vendors (2014) – Frost & Sullivan Entrepreneurial Company of the Year (2014) – Forbes list: America’s Most Promising Companies (2013) – Inc. 500 List of America’s Fastest Growing Private Companies (2013) – Deloitte Technology Fast 500 (2013)
  16. 16. OSSCube Delivers 16 • Act-On Platinum Partner • Hundreds of successful integrated solutions – Boardroom Events – BFS • Deep competencies in – CRM – CMS – Marketing Automation – BPM and Workflow
  17. 17. CASE STUDY: BOARDROOM EVENTS (Rapidly growing)
  18. 18. Overview 18 • Founded in 2007 by ex-Gartner employees • Boardroom Events creates best-in-class business development and networking experiences for tech industry leaders – Mid-Market CIO Forum – Enterprise Mobility Forum • Collecting valuable data • Planning considerable growth
  19. 19. Situation 19 • Zoho and HubSpot – Unable to seamlessly integrate applications – Unable to analyze and leverage data • Missing business opportunities • Poor data quality, integrity • Low productivity, manual processes • High costs
  20. 20. Solution 20 • Phase 1 - Sugar V7 and Act-On – Seamless integration – Enhanced business processes – Increased productivity – Lower cost • Phase 2 – BI and reporting – Leverage additional business opportunities
  21. 21. Benefits 21 • Significant improvement in team productivity • Higher data quality and integrity • Improved team collaboration • Open new business opportunity to leverage data • Now investing in technology (vs. spending) • Technology can now support business growth targets
  22. 22. OSSCube Delivers 22 • Meet short term challenges by migrating from Zoho/HubSpot to Sugar/Act-On • Develop application architecture to support growth initiatives • Provide phased development and support plan • Trusted advisor role for technology to support growth plans
  23. 23. CASE STUDY: CU SOLUTIONS Growth through acquisition
  24. 24. Overview 24 • CU Solutions Group Serves over 5,000 credit unions and leagues nationwide • Offers essential solutions in four key areas: – Marketing – Technology – Membership enhancements – Performance management. • Offices in Michigan, Utah, California and Kansas
  25. 25. Situation 25 • Existing solution only offered local access – Negative impact for employees not in the office • Disparate databases and applications caused by acquisitions – GoldMine, SFDC, SugarCRM – Negative impact on productivity • Sales was not able to see global account view • IT Help desk was stand alone application
  26. 26. Solution Goals 26 • Standardize applications and processes – Consolidate 8 databases – Provide global customer view for sales • Scalable Single CRM database with integrated: – IT help desk – Event registration – Website access – Online forms – Printing services • Provide web based access – 120+ users – and growing!
  27. 27. CRM Solution 27 • Evaluated – Goldmine, Microsoft Dynamics, SageCRM, SalesForce.com, SalesLogix, SugarCRM • Sugar was the Winner! – Ability to host in-house – Flexible and customizable – Web capabilities
  28. 28. Benefits 28 • Improved customer experience – Registrations, forms, printing, etc. • Scalable solution: supports growth and distributed workforce • Coordinated sales process • Reduced IT support requirements • Enjoying hard and soft cost savings
  29. 29. OSSCube Delivers 29 • Sugar customization and integration • Developed mobile apps • Custom application development “We are highly satisfied with OSSCube. Their broad knowledge and experience helped us to solve some very complex challenges and to meet our program goals” Tim Bohlman, CTO, CU Solutions
  30. 30. CASE STUDY: BLUE BOOK BUILDING AND CONSTRUCTION NETWORK (Enterprise)
  31. 31. Overview 31 • 100 year old company – Connects owner organizations with contractors – Leader in technology innovation • Product and service offerings to include free tools that are helping the entire industry improve its workflow - from design through post-construction • Over 250 field construction professionals working to support their local construction community
  32. 32. Situation 32 • Construction companies are typically technology laggards • Results in less than optimal business operations and efficiency • Defined Project Pipeline to continue innovation leadership position • Needed a technology partner to make this happen
  33. 33. Blue Book Testimonial 33 “We choose OSSCube because of their broad experience and successful track record of building custom enterprise level applications” “The use of open source technologies was also very important to give us the flexibility to meet our unique requirements and help keep the costs to our customers as low as possible” -Mark Griswold, CIO- The Blue Book Building and Construction Network
  34. 34. Technology Challenges 34 • Building a scalable application to support 50,000+ users based on a cloud implementation of Sugar • Integration with multiple legacy and third party apps • Building support of multiple formats for different lead sources • Building a complex search module to pull data from multiple sources • Queue management of proposals for faxes, etc. • Creating new instances of Sugar on the fly
  35. 35. Lessons Learned 35 • Investing time in understanding how to bring real value to customers is critical in defining an innovative product • Choose a technology partner with the experience, knowledge and scalability to take on unprecedented challenges • The mix of on-site and virtual resources provided the flexibility to quickly scale the team up or down as necessary • Building on an existing platform was more cost- effective and facilitated faster time to market
  36. 36. Contractor Benefits 36 • Streamlined internal processes • Improved customer experience and responsiveness • Win more business by better understanding costs and delivery objectives • Better manage internal business • Reduced internal overhead by using a cloud- based solution
  37. 37. OSSCube Delivers 37 “The members of the development team have consistently delivered their requirements on time and on budget with excellent customer service. The OSSCube team is a valued and trusted partner” -Matthew Moyers, Project Pipeline Product Manager for The Blue Book Building and Construction Network For more about this project, you can read the whitepaper here
  38. 38. IN CONCLUSION
  39. 39. Dedicated to Making You a Hero 39 • More than just an application installer • World Class integrated business solutions
  40. 40. HOW CAN WE HELP YOU?
  41. 41. Contact 41 Brian Land, Central and Western Region E-mail: brian@osscube.com Mobile: 512-670-8430 John Thomson, Eastern Region E-mail: john.Thomson@osscube.com Mobile: 845-598-3759 John Bernard, EVP, North America E-mail: john@osscube.com Mobile: 732-710-1548
  42. 42. facebook.com/OSSCube @OSSCube linkedin.com/company/OSSCube Website: www.osscube.com E-Mail: info@osscube.com Phone: 1-888-724-8898
  43. 43. THANK YOU @OSSCube #SugarCon
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