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Lone Star SugarCRM Users Group Presentation may 2011


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Epicom hosted the first Lone Star SugarCRM Users Group of the year in Austin, TX on May 26, 2011. Sugar enthusiasts gathered to discuss the benefits of using and developing SugarCRM modules, integration with other applications, and the new features and capabilities of Sugar 6. Member Profiles: Business Users of SugarCRM, Devlopers of SugarCRM, Prospects/Customers of SugarCRM, and Partners of SugarCRM.

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Lone Star SugarCRM Users Group Presentation may 2011

  1. 1. State of the Art CRM: How to use cutting-edge technologies to build better relationships with your prospects and customers.<br />
  2. 2. State of the Art CRM: Four forces that are re-shaping CRM and their implications for marketers and managers.<br />
  3. 3. Four forces that are re-shaping CRM<br />
  4. 4. CRM is at the intersection of several huge market forces.<br />
  5. 5. implications<br />
  6. 6. Integration Rules!<br />It is now faster, better, and cheaper to buy best-in-class tools and integrate them rather than buy monolithic applications that perform many functions.<br />
  7. 7. CRM is becoming an ECOSYSTEM rather than just a process or technology. <br />
  8. 8. Maintaining and managing a good reputation in the marketplace is now a core part of the marketing mix. The 4P's are now 4P’s plus R. <br />A new definition of CRM:<br />Customer<br />Reputation<br />Management<br />Because of Social Media….<br />Reputation Is Critical!<br />
  9. 9. CRM has become the most important information system in many companies. <br />
  10. 10. How should you respond?<br />
  11. 11. It is better and less expensive to move fast and fail than it is to spend a lot of time researching and studying.<br />
  12. 12. How Should I Move Forward?<br />Focus on the business results: What makes your organization more efficient and effective?<br />The technology is the easy part!<br />Always keep the the user foremost in your thoughts.<br />Make time for learning.<br />Have fun.<br />Try something new.<br />Focus on incremental improvement.<br />Most Importantly: Make Lot’s Of Mistakes!!!<br />
  13. 13. It’s Less Expensive To Be Wrong<br />“The cost of being wrong is less than the cost of doing nothing”<br /> - Seth Godin in “Poke The Box”<br />
  14. 14. “Today not starting is far, far worse than being wrong. If you start, you’ve got a shot at evolving and adjusting to turn your wrong into a right. But if you don’t start, you never get a chance.”<br />- Seth Godin in “Poke The Box”<br />
  15. 15. Questions?<br />Epicom Corporation<br />Austin, Texas<br />512-481-9000<br /><br /><br />
  16. 16. What is EchoSign?<br />EchoSign is a cloud-based platform for executing contracts electronically.<br />Users create contracts and upload them to SugarCRM.<br />Specify the recipients and EchoSign handles to rest.<br />
  17. 17. Contract Execution with EchoSign<br />Each recipient signs electronically.<br /><ul><li>Upload your contract document to SugarCRM.
  18. 18. Specify the contract recipients.
  19. 19. Epicom’s integration sends you contract to EchoSign for execution.
  20. 20. Once executed, contract is filed in SugarCRM’s contracts module.</li></li></ul><li>What is HubSpot?<br />HubSpot is a SAAS platform that helps you get found online by more qualified visitors.<br />Shows you how to convert more visitors into leads.<br />Gives you the tools to close those leads efficiently.<br />Provides analytics to help make smart marketing investments.<br />
  21. 21. How HubSpot Integrates with SugarCRM<br /><ul><li>Epicom’s integration passes new leads to SugarCRM.
  22. 22. Lead activity is tracked and updated in SugarCRM.
  23. 23. HubSpot metrics are reportable in SugarCRM.
  24. 24. HubSpot tracks visitors and leads to your website.</li></li></ul><li>What is Twilio?<br />Twilio is a cloud-based platform for building voice and SMS (text) applications.<br />A surprisingly simple API provides a way to integrate Twilio with SugarCRM.<br />Users can now interact with SugarCRM via voice and text messaging.<br />
  25. 25. Click To Dial<br />Your Phone<br /><ul><li>Configure your number in SugarCRM.
  26. 26. Click any number to dial.
  27. 27. Epicom’s integration completes your call via Twilio</li></ul>Your Friend’s Phone<br />
  28. 28. CRM-Integrated Conference Bridge<br />Conference Attendee<br /><ul><li>Conference contacts are entered in SugarCRM.
  29. 29. Each user can have her own private audio bridge numbers.
  30. 30. Callers dial the private number. If they are already contacts in SugarCRM, they are placed into conference.</li></ul>Conference Attendee<br />
  31. 31. Why implement this stuff?<br />