The document summarizes the key features and benefits of Sugar Enterprise Edition, including advanced workflow capabilities, role-based views, multi-line item opportunity management, a customer self-service portal, and additional storage and support options. Advanced workflow allows automating business processes across departments, devices, and systems through visual workflows and rules. Role-based views personalize the user experience based on tasks. Multi-line opportunity management associates multiple line items like price and date with a single opportunity.

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SUGAR ENTERPRISE ADVANTAGES
September 2015

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Sugar Enterprise Edition Benefits
• Advanced Workflow
• Role-Based Views
• Multi-Line Item Opportunity Management & Forecasting
• Customer Self-Service Portal
• Additional Storage and Support Options

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ADVANCED WORKFLOW

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World-Class Workflow Integrated with CRM
Easily Automates Business Processes
Marketing
• Lead routing to Sales
• Targeted drip campaigns
Sales
• Approvals triggered from
mobile
• Account handoff to Service
• Region or role specific
views
Service
• Enforcement of SLAs
• Routing of support cases
• Renewal handoffs to
Account Management
Finance/Admin
• Expense report processing
• Purchase request
approvals
• Restrict access to financial
or forecasting data
Across Departments
• Client onboarding
• Document revisions
• Notification of next steps
or in-process statuses
Across Systems
• ERP
• Marketing Automation
• Call Center

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Orchestrate Customer Interactions
• Integrated across departments, devices and systems
• Visual designer
• Intuitive business rules editor
• Visual status monitoring
• Automated email notifications

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Create Powerful, Visual Workflows

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Communicate Status with Process Engine

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Communicate Status with Process Engine
Part of process
that is
complete
Part of process
that is not
yet complete

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Create Complex Rules Without Coding
Business
sets up
conditions for
corresponding
actions

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Automate Notification to Individuals
• Customizable
templates
• Send emails to users
• Notify of next
best action or next
step in process

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Advanced Workflow Features
 Visual designer
 OR logical operator
 Trigger an action based on delta of time
 Approval workflows
 Sequential and parallel workflows
 Visual status monitoring
 Configurable loop detection
 Stop/Cancel/Reassign running workflows

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ROLES-BASED VIEWS

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For Sales For Service
Personalize the User Experience
• Customize individual CRM views based on specific tasks
and needs

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MULTI-LINE ITEM OPPORTUNITY
MANAGEMENT & FORECASTING

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Multi-Line Item Opportunity Management
& Forecasting
• Associate multiple line
items with a single
opportunity
• Each line item includes
its own price, date, and
probability
• Enables granular
opportunity
management and
forecasting across all
products/services

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CUSTOMER SELF-SERVICE PORTAL

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Customer Self-Service Portal Benefits
• Self-Service enabled through
Sugar Customer Portal
• Customizable for branding and
extensions
• Available via web and mobile
• Provides multi-language
support
• Delivers contextual knowledge
• Enables escalation to agent
• Creates common
understanding across agent
and customer
• Limit 100 concurrent portal
users in Sugar On-Demand

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ADDITIONAL STORAGE AND SUPPORT

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Additional Storage and Support Benefits
• Weekly Sugar On-Demand Secure Database Back-up
• Sugar On-Demand Sandbox (2)
• 60GB Sugar On-Demand Storage
• Support for Oracle Database
• Support for DB2 Database

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