Discover how to get more out of your CRM’s marketing capabilities. Campaign management is more than just sending an email. Learn what other companies have done to automate their campaign management and how you can do it without breaking the bank or hiring an army of marketers.
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...SugarCRM
With more than 480 million unique visitors per month, you'd think Wikipedia’s customer service challenges would be huge. And they are. But Wikipedia uses only two paid staff to address these challenges head-on. We'll discuss the realities of implementation in this type of environment, with practical tips for structuring your Sugar installation.
The document discusses how learning has changed and the tools that are used for learning. It mentions that social media tools like Twitter, YouTube, and Wikipedia are among the most commonly used learning tools. New ways of learning emphasize freedom within clear principles, celebrating mistakes, and empowering people to act, rather than strict control and hierarchy. It concludes by asking questions about how the reader's organization can increase learning and what they will do this week to improve learning.
Content Jam 2014 - Barry Feldman - Kiss My Glass: How to Create Passionate Re...Orbit Media Studios
This presentation will dive into branding, social media, and writing strategies you can use to grow your business with online marketing. There will be a focus on the value of engagement and specific strategies for engaging prospects on your website, blog and across your social media networks.
Obscene Caffeine is the name of a our online cafe simulation program. This presentation describes our moves and how we were able to win the competition and make the most money.
Leading UK Life Provider Automates Internal Model Processes for Solvency II C...SecondFloor
A leading UK life insurance provider faced tight deadlines to comply with new Solvency II regulations by automating its internal capital model and risk management processes. It hired SecondFloor to develop a customized workflow solution to integrate data from various sources, run internal model calculations, and produce accurate regulatory reports on time. The automated solution has helped the insurer gain insights, use actuaries' time more efficiently, and make better decisions, putting it in a strong position for Solvency II compliance and beyond.
Solving Biz Problems With SugarExchange: Session 4: SugarCRM
CRM and ERP Integration: Real World Ways to make the Front and Back Office One Office
CRM is often seen as front-office software, but it acts as a conduit and repository for information the entire organization can use. This session will show you the value in integrating CRM with accounting, ERP and other "back office" systems to unify the business software ecosystem. David Faye of Faye Business Systems Group will explain the benefits of integration, identify some of the key data points that you'd want to integrate, point out some of the different methodologies for integration, and then demonstrate some sample integrations including Sugar-MAS90 and Sugar-Intacct.
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...SugarCRM
The Trans-Tasman Business Circle, Australasia’s premier business network, realized it was spending more time on administration than sales and client relationships. It chose to integrate CRM into every business process and by doing so, slashed operating costs, improved performance and changed its focus from operations to sales and from internal issues to customer delivery. Join Erica Vorsay for a look (including the highs and lows) at a project that revolutionized her business.
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...SugarCRM
With more than 480 million unique visitors per month, you'd think Wikipedia’s customer service challenges would be huge. And they are. But Wikipedia uses only two paid staff to address these challenges head-on. We'll discuss the realities of implementation in this type of environment, with practical tips for structuring your Sugar installation.
The document discusses how learning has changed and the tools that are used for learning. It mentions that social media tools like Twitter, YouTube, and Wikipedia are among the most commonly used learning tools. New ways of learning emphasize freedom within clear principles, celebrating mistakes, and empowering people to act, rather than strict control and hierarchy. It concludes by asking questions about how the reader's organization can increase learning and what they will do this week to improve learning.
Content Jam 2014 - Barry Feldman - Kiss My Glass: How to Create Passionate Re...Orbit Media Studios
This presentation will dive into branding, social media, and writing strategies you can use to grow your business with online marketing. There will be a focus on the value of engagement and specific strategies for engaging prospects on your website, blog and across your social media networks.
Obscene Caffeine is the name of a our online cafe simulation program. This presentation describes our moves and how we were able to win the competition and make the most money.
Leading UK Life Provider Automates Internal Model Processes for Solvency II C...SecondFloor
A leading UK life insurance provider faced tight deadlines to comply with new Solvency II regulations by automating its internal capital model and risk management processes. It hired SecondFloor to develop a customized workflow solution to integrate data from various sources, run internal model calculations, and produce accurate regulatory reports on time. The automated solution has helped the insurer gain insights, use actuaries' time more efficiently, and make better decisions, putting it in a strong position for Solvency II compliance and beyond.
Solving Biz Problems With SugarExchange: Session 4: SugarCRM
CRM and ERP Integration: Real World Ways to make the Front and Back Office One Office
CRM is often seen as front-office software, but it acts as a conduit and repository for information the entire organization can use. This session will show you the value in integrating CRM with accounting, ERP and other "back office" systems to unify the business software ecosystem. David Faye of Faye Business Systems Group will explain the benefits of integration, identify some of the key data points that you'd want to integrate, point out some of the different methodologies for integration, and then demonstrate some sample integrations including Sugar-MAS90 and Sugar-Intacct.
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...SugarCRM
The Trans-Tasman Business Circle, Australasia’s premier business network, realized it was spending more time on administration than sales and client relationships. It chose to integrate CRM into every business process and by doing so, slashed operating costs, improved performance and changed its focus from operations to sales and from internal issues to customer delivery. Join Erica Vorsay for a look (including the highs and lows) at a project that revolutionized her business.
Implementing SugarCRM for Australia's premiere business networkericavorsay
The Trans-Tasman Business Circle, Australasia’s premier business network, realized it was spending more time on administration than sales and client relationships. It chose to integrate CRM into every business process and by doing so, slashed operating costs, improved performance and changed its focus from operations to sales and from internal issues to customer delivery. Join Erica Vorsay for a look (including the highs and lows) at a project that revolutionized her business.
Sugar U: Session 1: Top 10 "No Code Required" Customizations SugarCRM
This session showcases some of our favorite customizations utilizing the developer tools available to Sugar administrators. Your key take-away: real use case scenarios and the solutions to put them into action with workflows and studio, including calculated and dependent value fields.
Cloud: Session 6: Take Advantage of the Cloud Connectors in SugarSugarCRM
The document discusses taking advantage of cloud connectors in SugarCRM. It describes how connectors can be used to 1) follow your community on social media, 2) retrieve all contact profiles in one place by syncing with email and social media, and 3) get up-to-date information on contacts from external sources. Connectors allow users to enhance knowledge of customers, develop networks, and identify new prospects while optimizing CRM performance.
CRM 101: Session 3: Less is More - How to Plan a Successful CRM RolloutSugarCRM
Most implementations fail because they are too complex. Technology Advisors’ Sam Biardo explains the difference between thorough and complicated and will illustrate ways you can plan for the important parts of a CRM rollout without getting sidetracked by details that aren’t so important. Learn what causes project failures, how to prevent them, and what techniques you can use to make your CRM project successful.
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...SugarCRM
Using SAP ERP data within the CRM solution increases knowledge about customers, improves customer responsiveness and eases the preparation of quotes and handling of orders. it-novum developed methods and interfaces for bidirectional data exchange between SugarCRM and SAP ERP to boost your business by using existing data more efficiently and without maintaining that data twice. In this session, it-novum’s team will define the benefit gained by enhancing seamless business processes across underlying systems and provide an overview of the interface methods they employed.
Mobile: Session 3: How Mobility Supercharges CRM AdoptionSugarCRM
Mobile devices are changing the way people live and work. Meanwhile, CRM still suffers issues with adoption. With a little planning and the right tools, mobility can offer you a path to faster and more widespread adoption than ever before. This session will offer a view of the role mobility plays in your CRM arsenal, how to achieve strong mobile CRM adoption and how this affects adoption in the office, and the expected additional ROI that a strong mobile strategy can deliver.
Sugar U: Session 6: Advanced UI Customizations in SugarSugarCRM
The document discusses various ways that SugarCRM can be customized and enhanced through advanced UI customizations. It describes how SugarCRM can be configured to better meet user needs by modifying subpanels, creating different record types, implementing user-defined fields and surveys, integrating with social media like Facebook, and developing mobile apps. It also addresses common customer requests and complaints and how SugarCRM provides solutions through its open and flexible platform.
In this webinar, Tamara Gielen cover trends, best practices and tactics to generate leads via social media (Twitter, Facebook, blogs, communities etc) and how to nurture and convert those leads into paying customers.
Building An Application On The SugarCRM Platform, OW2con'12, ParisOW2
Need to build an application to run part of your organization? One approach is that you could start writing something from scratch, perhaps leveraging an existing general purpose framework to help get you going. However, even if you use a framework, there's still the need to build all those standard components such as user interface, workflow, and ACL security, which can take quite some time to design and code. There's no need to start from scratch; SugarCRM is designed as a Rapid Application Development platform
Sugar integration for a Cisco call center solutionSugarCRM
This document presents an integration between SugarCRM and Cisco IP telephony called the SugarCRM Connector for Cisco IP telephony. The connector provides features like CRM caller ID pop-ups, click-to-call functionality from SugarCRM, call capturing and logging, a CRM directory on Cisco IP phones, and advanced call reporting. It addresses challenges of long dial times from CRM, lack of CRM data on incoming calls, and inability to attach calls to contacts in CRM. The presentation provides an overview of the connector's features and benefits, system architecture, and information on trials and partnerships.
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...SugarCRM
An auto parts manufacturer found success adopting SugarCRM's cloud-based CRM solution. The company was struggling with data siloed across different legacy systems. The new cloud CRM consolidated all customer data, integrated various business processes, and allowed the company to offer new customer-facing features like online shopping and self-service support. SugarCRM provided flexibility, out-of-the-box integrations, and customizability to meet the company's needs. The implementation project involved migrating systems to the private cloud, building interfaces, and customizing SugarCRM for phone support, sales, and after-sales processes.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
The document discusses expanding social business internationally. It notes that while CRM principles are universal, how they are applied can vary significantly between countries and cultures. It provides tips for international expansion, including considering geography, legal/privacy issues, change management challenges, and starting small with a pilot project. The presentation emphasizes adapting processes and tools to local needs while maintaining global standards.
Flexing Sugar Platform: Session 6: IBM Sametime and SugarSugarCRM
This document discusses a solution that integrates SugarCRM with IBM Sametime Unified Telephony to improve sales data capture and CRM usage. The solution automates capturing customer and opportunity details during sales calls to incentivize accurate and timely data entry. This improves sales metrics, efficiency, and customer relationships. An example ROI case study found a 5% increase in win ratio, representing $2.5 million more in pipeline value for a company.
Social: Session 8: The Force Multiplier for Your BusinessSugarCRM
This document discusses how companies can improve customer service through social media. It provides examples of companies like United Airlines and Zappos to show how customer service reflects a company's values and impacts viability. The document discusses John Boyd's OODA Loop concept and how quickly a company can observe, orient, decide and act impacts competitiveness. It suggests customer service, when handled through social media, provides important customer feedback that companies can use to innovate and improve through repeated application of the OODA Loop.
We will explore how to take advantage of the Cloud Connector framework to add timely and key information to Sugar from 3rd party services using our Ninja development skills (i.e. coding required).
This document discusses how to create an effective marketing measurement strategy. It recommends understanding why marketers are often data rich but insight poor, selecting objectives that are doable, understandable, manageable and beneficial, using appropriate key performance indicators, understanding the organization's analytics sophistication, effectively presenting findings to stakeholders, and implementing a measurement framework with business objectives, goals, KPIs, targets and segments. The overall goal is to provide a framework that drives insights to improve the online customer experience and business outcomes.
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRMOur Social Times
The rapid adoption of social media has created a new paradigm for doing business: it's called Social Business. In this presentation, Tom Schuster will set out how to make your business a Social Business and how to supercharge your internal processes through the use of Social CRM - and your own imagination. He will explain how to engage with customers in meaningful ways, capture customer data, drive revenue and build brand reputation.
Solving Biz Problems with SugarExchange: Session 3: SugarCRM
Electronic signatures have the power to transform your business and reduce your sales cycles by 30-50 percent. eSignatures can be your 'secret weapon' in closing deals faster, improving sales performance, and making it easier for your customers and partners to do business with you. This session will cover key customer case studies that highlight the ROI companies of all sizes have achieved using cloud based contracting. It will show you how to determine if cloud based contracting is right for your organization, how and when to apply esignature technology, and how to deal with the internal objections raised to using electronic signatures in your business.
The Future of Social CRM and How to Get There TodayBaochi Nguyen
The document discusses the evolution of customer relationship management (CRM) from internal and transactional to social and focused on ongoing customer interactions. It outlines best practices for social customer care, including prioritizing social media channels, establishing response teams, and integrating social profiles into existing customer databases. The document advocates for monitoring social media for customer feedback, metrics like response times, and reporting data to various business units to improve customer service and sales.
Lessons Learned: Building IBM's Next Generation CRM ArchitectureSugarCRM
This session is a more in-depth look at the architecture that drives the IBM Social CRM solution and integrates SugarCRM with enterprise Master Data Management, Line of Business applications, legacy data sources, analytics and collaboration solutions to drive seller productivity. Focusing on seller experience and seamlessly integrating over a dozen applications, we were able to deliver a single instance global server to over 50,000 users . We will be discussing the technologies and patterns implemented to ensure business agility while meeting our enterprise architecture blueprint.
Social media has become essential to today’s business - organizations of all sizes are engaging at higher rates. How do you monitor, manage, and report on these conversations? What can you do with all the data collected? And more importantly, how can you leverage social intelligence to influence and cross-inform multiple levels across the entire enterprise? Social media is no longer simply a marketing channel. Social is now a resource that intelligent organizations are leveraging to make strategic business decisions, inform product direction, build sales leads, enhance customer support, monitor brand health, and talent prospecting.
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Implementing SugarCRM for Australia's premiere business networkericavorsay
The Trans-Tasman Business Circle, Australasia’s premier business network, realized it was spending more time on administration than sales and client relationships. It chose to integrate CRM into every business process and by doing so, slashed operating costs, improved performance and changed its focus from operations to sales and from internal issues to customer delivery. Join Erica Vorsay for a look (including the highs and lows) at a project that revolutionized her business.
Sugar U: Session 1: Top 10 "No Code Required" Customizations SugarCRM
This session showcases some of our favorite customizations utilizing the developer tools available to Sugar administrators. Your key take-away: real use case scenarios and the solutions to put them into action with workflows and studio, including calculated and dependent value fields.
Cloud: Session 6: Take Advantage of the Cloud Connectors in SugarSugarCRM
The document discusses taking advantage of cloud connectors in SugarCRM. It describes how connectors can be used to 1) follow your community on social media, 2) retrieve all contact profiles in one place by syncing with email and social media, and 3) get up-to-date information on contacts from external sources. Connectors allow users to enhance knowledge of customers, develop networks, and identify new prospects while optimizing CRM performance.
CRM 101: Session 3: Less is More - How to Plan a Successful CRM RolloutSugarCRM
Most implementations fail because they are too complex. Technology Advisors’ Sam Biardo explains the difference between thorough and complicated and will illustrate ways you can plan for the important parts of a CRM rollout without getting sidetracked by details that aren’t so important. Learn what causes project failures, how to prevent them, and what techniques you can use to make your CRM project successful.
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...SugarCRM
Using SAP ERP data within the CRM solution increases knowledge about customers, improves customer responsiveness and eases the preparation of quotes and handling of orders. it-novum developed methods and interfaces for bidirectional data exchange between SugarCRM and SAP ERP to boost your business by using existing data more efficiently and without maintaining that data twice. In this session, it-novum’s team will define the benefit gained by enhancing seamless business processes across underlying systems and provide an overview of the interface methods they employed.
Mobile: Session 3: How Mobility Supercharges CRM AdoptionSugarCRM
Mobile devices are changing the way people live and work. Meanwhile, CRM still suffers issues with adoption. With a little planning and the right tools, mobility can offer you a path to faster and more widespread adoption than ever before. This session will offer a view of the role mobility plays in your CRM arsenal, how to achieve strong mobile CRM adoption and how this affects adoption in the office, and the expected additional ROI that a strong mobile strategy can deliver.
Sugar U: Session 6: Advanced UI Customizations in SugarSugarCRM
The document discusses various ways that SugarCRM can be customized and enhanced through advanced UI customizations. It describes how SugarCRM can be configured to better meet user needs by modifying subpanels, creating different record types, implementing user-defined fields and surveys, integrating with social media like Facebook, and developing mobile apps. It also addresses common customer requests and complaints and how SugarCRM provides solutions through its open and flexible platform.
In this webinar, Tamara Gielen cover trends, best practices and tactics to generate leads via social media (Twitter, Facebook, blogs, communities etc) and how to nurture and convert those leads into paying customers.
Building An Application On The SugarCRM Platform, OW2con'12, ParisOW2
Need to build an application to run part of your organization? One approach is that you could start writing something from scratch, perhaps leveraging an existing general purpose framework to help get you going. However, even if you use a framework, there's still the need to build all those standard components such as user interface, workflow, and ACL security, which can take quite some time to design and code. There's no need to start from scratch; SugarCRM is designed as a Rapid Application Development platform
Sugar integration for a Cisco call center solutionSugarCRM
This document presents an integration between SugarCRM and Cisco IP telephony called the SugarCRM Connector for Cisco IP telephony. The connector provides features like CRM caller ID pop-ups, click-to-call functionality from SugarCRM, call capturing and logging, a CRM directory on Cisco IP phones, and advanced call reporting. It addresses challenges of long dial times from CRM, lack of CRM data on incoming calls, and inability to attach calls to contacts in CRM. The presentation provides an overview of the connector's features and benefits, system architecture, and information on trials and partnerships.
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...SugarCRM
An auto parts manufacturer found success adopting SugarCRM's cloud-based CRM solution. The company was struggling with data siloed across different legacy systems. The new cloud CRM consolidated all customer data, integrated various business processes, and allowed the company to offer new customer-facing features like online shopping and self-service support. SugarCRM provided flexibility, out-of-the-box integrations, and customizability to meet the company's needs. The implementation project involved migrating systems to the private cloud, building interfaces, and customizing SugarCRM for phone support, sales, and after-sales processes.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
The document discusses expanding social business internationally. It notes that while CRM principles are universal, how they are applied can vary significantly between countries and cultures. It provides tips for international expansion, including considering geography, legal/privacy issues, change management challenges, and starting small with a pilot project. The presentation emphasizes adapting processes and tools to local needs while maintaining global standards.
Flexing Sugar Platform: Session 6: IBM Sametime and SugarSugarCRM
This document discusses a solution that integrates SugarCRM with IBM Sametime Unified Telephony to improve sales data capture and CRM usage. The solution automates capturing customer and opportunity details during sales calls to incentivize accurate and timely data entry. This improves sales metrics, efficiency, and customer relationships. An example ROI case study found a 5% increase in win ratio, representing $2.5 million more in pipeline value for a company.
Social: Session 8: The Force Multiplier for Your BusinessSugarCRM
This document discusses how companies can improve customer service through social media. It provides examples of companies like United Airlines and Zappos to show how customer service reflects a company's values and impacts viability. The document discusses John Boyd's OODA Loop concept and how quickly a company can observe, orient, decide and act impacts competitiveness. It suggests customer service, when handled through social media, provides important customer feedback that companies can use to innovate and improve through repeated application of the OODA Loop.
We will explore how to take advantage of the Cloud Connector framework to add timely and key information to Sugar from 3rd party services using our Ninja development skills (i.e. coding required).
This document discusses how to create an effective marketing measurement strategy. It recommends understanding why marketers are often data rich but insight poor, selecting objectives that are doable, understandable, manageable and beneficial, using appropriate key performance indicators, understanding the organization's analytics sophistication, effectively presenting findings to stakeholders, and implementing a measurement framework with business objectives, goals, KPIs, targets and segments. The overall goal is to provide a framework that drives insights to improve the online customer experience and business outcomes.
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRMOur Social Times
The rapid adoption of social media has created a new paradigm for doing business: it's called Social Business. In this presentation, Tom Schuster will set out how to make your business a Social Business and how to supercharge your internal processes through the use of Social CRM - and your own imagination. He will explain how to engage with customers in meaningful ways, capture customer data, drive revenue and build brand reputation.
Solving Biz Problems with SugarExchange: Session 3: SugarCRM
Electronic signatures have the power to transform your business and reduce your sales cycles by 30-50 percent. eSignatures can be your 'secret weapon' in closing deals faster, improving sales performance, and making it easier for your customers and partners to do business with you. This session will cover key customer case studies that highlight the ROI companies of all sizes have achieved using cloud based contracting. It will show you how to determine if cloud based contracting is right for your organization, how and when to apply esignature technology, and how to deal with the internal objections raised to using electronic signatures in your business.
The Future of Social CRM and How to Get There TodayBaochi Nguyen
The document discusses the evolution of customer relationship management (CRM) from internal and transactional to social and focused on ongoing customer interactions. It outlines best practices for social customer care, including prioritizing social media channels, establishing response teams, and integrating social profiles into existing customer databases. The document advocates for monitoring social media for customer feedback, metrics like response times, and reporting data to various business units to improve customer service and sales.
Similar to CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but not many do... (20)
Lessons Learned: Building IBM's Next Generation CRM ArchitectureSugarCRM
This session is a more in-depth look at the architecture that drives the IBM Social CRM solution and integrates SugarCRM with enterprise Master Data Management, Line of Business applications, legacy data sources, analytics and collaboration solutions to drive seller productivity. Focusing on seller experience and seamlessly integrating over a dozen applications, we were able to deliver a single instance global server to over 50,000 users . We will be discussing the technologies and patterns implemented to ensure business agility while meeting our enterprise architecture blueprint.
Social media has become essential to today’s business - organizations of all sizes are engaging at higher rates. How do you monitor, manage, and report on these conversations? What can you do with all the data collected? And more importantly, how can you leverage social intelligence to influence and cross-inform multiple levels across the entire enterprise? Social media is no longer simply a marketing channel. Social is now a resource that intelligent organizations are leveraging to make strategic business decisions, inform product direction, build sales leads, enhance customer support, monitor brand health, and talent prospecting.
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...SugarCRM
This document discusses how marketing is changing with new digital technologies and the perspectives of chief marketing officers (CMOs). It notes that while technology shifts are still maturing, CMOs expect to accelerate the adoption of digital marketing tools over the next 3-5 years. CMOs also identified three key factors for success with emerging technologies: using advanced analytics for deep customer insights, designing rewarding customer experiences, and effectively executing on promises to customers. The document provides examples of IBM's own marketing transformation and tools it offers to help other companies.
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...SugarCRM
Data and technology have radically reshaped the marketing discipline from eyeballs to experiences. This shift has changed everything from how we engage customers across multiple channels, provide unique customer experiences in context, and even measure success. Join us as we examine 3 fundamental marketing shifts that have occurred in the last 24 months, learn how companies are leveraging these today as a competitive advantage, and ensure you and your clients are not marketing in 2014 like it is 2004.
Chris Crummey, World Wide Director of Sales at IBM, shares the tools and processes that make his life easier and allow him to be productive from any location on many different devices.
How You Can Leverage Social Media to Benefit Your Entire OrganizationSugarCRM
The convergence of social media and CRM is changing the way businesses approach and manage relationships with customers and prospects. Key to this change is a firm understanding of the benefits a social CRM strategy can provide. This session will explore how sales, customer service teams, and companies in general, can utilize the massive amounts of activity and conversations occurring on social media to drive measurable impact to the business bottom line.
Marketo's Secret Sauce: Smarter Marketing for Best ResultsSugarCRM
You’ve heard the buzz about marketing automation and how it can help maximize your marketing efforts. But do you really grasp its full potential? Get the inside scoop from Jon Miller (@jonmiller), VP Marketing and co-founder at Marketo. In this session, Jon will share an up-close and exciting look into the content marketing, lead generation, and marketing automation strategies that are driving Marketo’s growth, including:
- Key trends driving marketing automation
- Designing programs to be measurable
- Key lessons to improve your performance, profitability, and credibility with marketing metrics and analytics
- How the experts at Marketo do it themselves, including actual examples of how Marketo’s smart and innovative programs produce eye-popping results
Informer: Multidimensional Reporting and Dashboarding for SugarCRMSugarCRM
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Building Your Individual Brand; Expanding Your Sales ReachSugarCRM
As a salesperson, you often rely on marketing and your own hard work to generate prospects and leads. But what if you could turn the tables and get more leads coming right to you? By leveraging social media and other simple tools, you can shift from hunting for leads and taking what marketing hands you to building an individual demand pipeline. In this session, learn how to build your brand as an individual thought leadership and create your own inbound lead machine to help you crush your quota.
The Sugar platform has seen several enhancements to its mobile capabilities in the past year. And this session will help anyone with a Sugar deployment learn how they can make the most of everything Sugar's mobile capabilities have to offer. In addition to an overview of the latest and greatest Sugar mobile features, we will outline some simple yet effective ways to fully mobilize any Sugar instance.
Turn Big Data Into Actionable Insights With Sugar 7SugarCRM
Today, there is so much data available about your prospects and customers that it can seem overwhelming. However, by leveraging the new framework in Sugar 7, users can more easily turn oceans of social and system data into actable insights. In this informative session, SugarCRM principal product manager Chian Robinson will outline how Sugar 7 users can turn both external and internal system data from various sources into actionable intelligence. Together with a guest speaker, she will also discuss the new realm of data intelligence and how Sugar can possibly leverage these cutting-edge data technologies to further empower both individual users as well as business leaders to make more informed decisions and to better understand every customer.
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailSugarCRM
Many organizations use sophisticated marketing automation tools. These are great systems, but often do not help the individual sales professional once a lead is handed to sales. However, with Collabspot sales reps can create powerful, personalized marketing communications to their prospects in seconds, helping to close more deals in less time. And, all these activities are seamlessly integrated with Sugar. This session will include a brief overview of the Collaspot solution, as well as show some real world examples and demonstrations of how your organization can increase sales effectiveness by empowering sales reps to create 1:1 campaigns.
Leveraging Marketing Data to Gain More RevenueSugarCRM
Net-Results is a company that helps businesses leverage marketing data to gain more revenue. Their platform integrates with Sugar to sync web activity and marketing qualified leads in real-time. This allows sales to be automatically alerted of new leads and opportunities, and provides insights into prospects' interests to better prepare for sales calls. The platform also notifies sales when lead timing changes so they can re-engage prospects proactively.
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM
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.
Learn how you can automate business process integration between Sugar and third-party applications using the pre-built library of application and protocol adapters in the Magic xpi Integration Platform. Explore specific business process flows such as opportunity to order conversion between Sugar and third-party ERP systems. Discover the benefits of integration monitoring, synchronization, enterprise mobile mash-ups and more.
Empowering every employee with the tools to create extraordinary customer relationships is key to a successful CRM implementation. SierraCRM's Process Manager Enterprise workflow will enable your employees to spend more time delivering world-class sales and support and your company to deliver a consistent message to all customers. From simple automated workflow such as sending emails on customer birthdays to more advanced workflow such as contract and sales opportunity management, Process Manager is the key that unlocks the power of Sugar.
Crossing the Chasm – From Email Marketing to Marketing AutomationSugarCRM
Empowered buyers want to be enabled, not sold. This requires B2B marketers to shift focus from selling products to knowing and serving customers. Companies using standalone email are not able to garner insight and behavioral data to help facilitate the customer along the new buyer’s journey, as companies who have adopted marketing automation can. Why should you cross the chasm from email marketing to marketing automation? Join Act-On CMO, Atri Chatterjeee, & Christian Wettre, President of W-Systems – a top partner of both SugarCRM and Act-On, as they share challenges, best practices and lessons learned. This session will reference two innovative companies who have graduated from email to automation, and discuss how they have optimized marketing processes as a result.
The document discusses four add-on products for SugarCRM: Map-to-Leads for mapping accounts and contacts, Duplicate Detection Manager for detecting duplicate records during imports, Advanced Support Manager for simplifying support case entry and tracking time on tickets, and Starfish ETL for connecting SugarCRM to other systems like ERP and marketing automation platforms and facilitating CRM migrations.
Transforming Marketing Data into a Useful Sales PitchSugarCRM
Marketing automation technology offers a myriad of tools for marketers that facilitate lead generation and marketing optimization. As a stand alone technology, MAP's provide a strong value proposition to any company. However, when closely aligned with sales, and properly integrated at a deep level with CRM, a MAP can drive meaningful sales engagement and assist sales in connecting with the right prospective buyers at the right time. This session will highlight five common ways MAP's accomplish this.
How to Exceed the Expectations of Today's Digital CustomersSugarCRM
Let's face it -- from service and support to sales and marketing, today's customers expect a different type of engagement with the companies they care about. And they prefer to work with companies that recognize their changing expectations. In this practical session, Get Satisfaction and DRI will talk about how to create modern customer engagement infrastructure with Sugar at the core and a customer community as the friendly front-end. The value that your business will realize extends across the customer lifecycle -- reducing support cost with crowd-sourced knowledge, accelerating sales with better customer insight, and amplifying marketing automation with community interactions.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
Unlocking Productivity: Leveraging the Potential of Copilot in Microsoft 365, a presentation by Christoforos Vlachos, Senior Solutions Manager – Modern Workplace, Uni Systems
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...Neo4j
Leonard Jayamohan, Partner & Generative AI Lead, Deloitte
This keynote will reveal how Deloitte leverages Neo4j’s graph power for groundbreaking digital twin solutions, achieving a staggering 100x performance boost. Discover the essential role knowledge graphs play in successful generative AI implementations. Plus, get an exclusive look at an innovative Neo4j + Generative AI solution Deloitte is developing in-house.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
TAI sentence – SugarCRM Gold partner – doing CRM for 10 yearsSFETL sentence – Very slick Migration and Integration tool
I like to tailor my presentation to my audience. Since this is on the 101 track, please give me an idea of your experience level.Can I please see with a show of handsCurrently using SugarCurrently using Sugar for marketingAnyone rocking their marketing with Sugar?Anyone evaluating Sugar?We all know that Sugar is a data store and I assume that most of you know that Sugar can do some workflow automation and lead capturing with the web-to-lead form. In this presentation, we are going to concentrate on the campaign mgmt and analytics.
Describe each moduleMost people don’t use Targets, but I like the idea of keeping super cold leads separate. If you are going to use Targets, I would add a lead source field to Targets module and then when they are converted to leads, carry over the lead source.Is anyone using targets?Construction industry list
Slice and dicePlay catch up and have to clean-up dataHow would you like to ideally target your leads? Slice and DiceIf you are going to build campaigns around specific sets of data, then make sure that you are capturing on inputting that data necessary.Product*Industry*Location
Required Fields Missing Data Reports – you would be amazed at how things tighten up when there is a light shining on them. Are you going to fire someone for continuously not having data in, no, but they will not want to hear you bitch.
Since we are trying to fit a ton of information into a small time frame, I am not going to do a live demo. I am going to show screen shots with filled in data so that I can move at the speed of light. That way I don’t need to worry about typing mistakes, clicking on the wrong thing or any other snags that the demo god wants to throw at me
Use the resource guideThe administrator must complete the following tasks:•Set up outbound emails to enable you to send out email campaigns, and specify the number of campaign emails in each batch.•Specify a bounce-handling inbox to route campaign emails that bounce back to you. Bounced emails contain specific identifiers that set them apart from emails that are responses from your targets.•Set up Scheduler jobs to process nightly mass email campaigns and bounced campaign emails.Running Campaign DiagnosticsExecuting an email campaign or a newsletter campaign involves several steps, some of which can be performed only by your administrator. The campaign diagnostic tool enables you to check if all pending administrative tasks have been completed before you attempt to launch the campaign.To run diagnostics1. From the Campaigns tab, select Diagnostics.Sugar displays the Campaign Diagnostics page on the screen.If the email settings and a bounce-handling inbox have not been configured, warning messages display on this page. Contact your administrator to complete these tasks.2. To perform the diagnostics again, click Re-Check.
More resources at the end on this
OverviewWho in here has created campaigns?Campaigns are comprised of 1,2,3I think it is easier to do the Target List and Email Templates first and then build the campaign
Suppression – Construction 20 companies that you are already talking to. Include them in the construction list but exclude them from a different campaign.
Target lists from reports are the best practice because they are dynamic. Make your reports favorites to make life easier for youUse a % when searching for anything
Once you click on the link, the contacts/leads are added
You can have
I could have people from each module in one target list
Because the Tracker URL’s are specific to each campaign
Can be done through Emails or campaigns
For email campaigns, you can embed images to your email templates instead of sending them as attachments to prevent the email from being reported as spam. For more information on attaching images, see Creating Email Templates
For email campaigns, you can embed images to your email templates instead of sending them as attachments to prevent the email from being reported as spam. For more information on attaching images, see Creating Email Templates
Because the Tracker URL’s are specific to each campaign
When you use the Campaign Classic option, you are creating a campaign record but you are not completing related tasks such as specifying the email settings. For more information on creating a campaign using the Classic option, see Creating a Campaign.When you use the Campaign Wizard, it guides you through the process of creating the campaign as well as completing related tasks.
Do not hit create here or it will give you the entire form
If you get here and realize that you don’t have a list or email created, you can right-click and open an duplicate tab and add what ever you need.If you hit cancel now, you will lose everything up to this point
If you want to add another target list, click the select button again and add another target list.
If you select an email template and edit it, you will be editing the original. You cannot duplicate an email template once you are in the wizard.
Hitting finish now drops you into the campaign that you just created.
I assume that clicking on the full form should take me to the full form. I actually have to close the window to see the full form behind it.
Don’t wait until you needed to send out your campaign 2 days ago.
Positive ImpactsProvide detailed views into campaign effectiveness across marketing and sales stagesDefine campaign routing and approvals to ensure buy-in across the organizationBenchmark campaigns to understand which ones produce the most revenueTrack delivery, open, and click-through percentages of email campaignsInclude opt-in and opt-out links to email campaignsTrack campaign ROI by linking opportunities to specific campaigns
You can drill down on these graphs.
You can drill down on these graphs.
You can still send an email directly, but anyone with an opt-out will not be included in campaigns.
Last name is always required
I track the total leads by month and then I also track a specific type of lead by month.