Improving business processes with sugar crm pure360

522 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
522
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
16
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Improving business processes with sugar crm pure360

  1. 1. Improving Business Processes with SugarCRM Holly Hunt CRM & Data Manager, Pure360
  2. 2. About Pure360Improving results together •  Helping organisations get the best results from their email and SMS marketing. •  Client portfolio of over 1,500 organisations.
  3. 3. CRM at Pure360•  Using Community Edition for six years•  Upgraded to Professional Edition in May 2012 1.  More studio customisation 2.  Workflow automations 3.  Reporting 4.  Integration opportunities
  4. 4. 1a) Customisation: focal call module
  5. 5. 1a) Customisation: focal call module
  6. 6. 1b) Customisation: de-duping system
  7. 7. 2) Workflow automations→  Assign sales member 10 data a day→  Prompt if leads left “Assigned”→  Missing data field prompts→  Lapse lead if call two weeks out of date→  Prompt if opp becomes out of date→  Automate tasks based on package
  8. 8. 3) Reporting•  Tracking inbound lead usage•  Improving field completion rates•  Tracking KPI’s•  Analysing revenue by industry/lead source•  Maintaining key customer contact details
  9. 9. 4) Integration opportunities•  Gmail•  Zendesk•  Facebook and Twitter•  PureResponse
  10. 10. Integration opportunities: ZendeskCustomer Services and Support Ticket Software
  11. 11. Twitter dashlet
  12. 12. Pure ResponseEmail Marketing Solutions Two way, real time, integration. 1. Send data from SugarCRM to PureResponse in the click of a button. 2. Receive instant event notifications from PureResponse via SugarCRM.
  13. 13. Summary•  Consistency•  Time saving•  Better data•  15% consultation uplift

×