Solving Biz Problems With SugarExchange: Session 4:

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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.

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Solving Biz Problems With SugarExchange: Session 4:

  1. 1. Solving Biz Problems With SugarExchangeCRM and ERP Integration: Real World Ways to Make the Front and Back Office One Office
  2. 2. David FayeCEO Faye Business Systems Group www.fayebsg.com https://twitter.com/#!/FBSG 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Overview Introduction Why Integrate? / Benefits of Integration Different ways to integrate Overview of Integration Points Uses of Integration Integration Methods Examples of Integration with Sugar Closing Q&ATweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  4. 4. Introduction CRM systems are primarily designed to bring together customer data from across the company and translate it into meaningful intelligence. The promise of CRM is one 360 degree view of a customer. Some implementations fail to achieve this because of a disconnect between CRM and the “Back Office”. Many companies purchase their CRM and ERP applications from separate “best of breed” vendors due to business requirements, potentially resulting in the CRM system lacking visibility into back office data and transaction history.Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  5. 5. IntroductionResulting in: Departmental silos of information Manual work / side systems / inefficiencies Erroneous, inconsistent data & resulting poor decision-making Slow Response Rates to Customer Inquiries User FrustrationTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  6. 6. Introduction The days are gone where it’s okay to keep CRM data separate from ERP and accounting data.Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  7. 7. Why Integrate? / Benefits of Integration The aim of front to back office integration is to bring together disconnected business processes to: 1. Manage customer relationships more effectively 2. Reduce costs 3. Increase profitability 4. Achieve a long-term competitive advantageTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  8. 8. Different ways to integrate: One software that has both functions (Netsuite, SAP, etc.) "best of breed" software that can be integrated together.Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  9. 9. Overview of Integration Points Customers  Sales History Inventory  Open Invoices Quotes  Invoice History Sales Orders  Anything you want !!Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 9
  10. 10. Uses of Integration Customer Views Dashboards Reporting WorkflowTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  11. 11. Integration Methods Export & Import Integration Tools (Talend, IBM Cast Iron, etc.) Integration ApplicationsTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  12. 12. Sugar Integration Examples Sage MAS 90 IntacctTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  13. 13. Examples of Integration with Sugar Sugar MAS90 IntegrationTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  14. 14. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  15. 15. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  16. 16. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  17. 17. Examples of Integration with Sugar Sugar Intacct IntegrationTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  18. 18. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  19. 19. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  20. 20. Examples of Integration with SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  21. 21. Closing The success of a companies CRM implementation and overall functionality, should not be judged or based solely on its front office operations, but how it interoperates with the back office — encompassing people, processes, departments, and applications. Over the long term, companies using front to back office integration capabilities can expect to significantly decrease administrative costs, increase customer satisfaction, revenue, and build sustainable competitive advantage in an increasingly challenging marketplace.Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  22. 22. Q&A Thank you More information: David Faye 818-227-5130 david.faye@fayebsg.comFaye Business Systems Group6320 Canoga Ave, 15th FloorWoodland Hills, CA 91367Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  23. 23. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  24. 24. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 24

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