Cloud: Session 8: Cloud Accounting Integration with Sugar


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As businesses move more and more to cloud-based services, we're seeing more powerful and intuitive accounting applications in the cloud. This opens up huge opportunities for SugarCRM partners to provide end-to-end solutions for their clients—from sales to accounting in one step. Remove double entry and improve business analytics with seamless integration between Sugar and two leading cloud-based accounting packages.

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Cloud: Session 8: Cloud Accounting Integration with Sugar

  1. 1. CloudCloud Accounting Integration With Sugar
  2. 2. Glenn RichmondCEO, CRM Online Australia Pty Ltd 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Why should we want to integrate CRM andCloud Accounting? SugarCRM becomes the central hub for all customer interaction One system means reduced training costs Improve business analytics SugarCRM becomes a platform for more complete business systems Page 3
  4. 4. A typical CRM system will generally providea tool for sales, customer service, marketing,or some combination of these. Service Functions Accounts Activities Calls Sales Service Emails Meetings Notes Tasks Cases Contacts Knowledgebase MarketingTweet: #SCON12
  5. 5. Incorporating Cloud Accounting allows usto deliver a complete solution.An Example: A major provider of electric drivesolutions required CRM, Service Managementand Invoicing. By combining SugarCRM withCloud Accounting, we were able to: Reduce three separate systems to one Remove double entry of client details Improve business analytics across the ensure business
  6. 6. What are the key benefits for the client? Staff members only need to learn one system Reduced training costs Improved efficiency for generating invoices Better integration with other systems drives drives adoption. Improved Business Intelligence Drive business workflows off accounting events.
  7. 7. What are the key benefits for the partner? Better value proposition to the client and more opportunities for services to deliver those solutions. Wider range of solutions can be delivered, booking & billing systems. Accounting integration delivers a strong selling point against major CRM competitors.
  8. 8. An overview of Cloud Accounting todayThere are a range of benefits tomoving to cloud accounting, drivingexponential growth: Better reliability Much lower total cost of ownership Live access between accountants and clients Ability to develop business systems that automate and drive business processes
  9. 9. How does compare? One of the original cloud accounting providers, has been in business for 11+ years Won a range of awards at CEBIT for innovation Large customer base, though predominantly in Australia Customers, Sales, Purchases, Payroll, Bank Feeds, Multi- currency, Stock Control Cost effective, starting at US$9 per month
  10. 10. How does compare? Newcomer to the market, public company backed by former MYOB owner Similar feature sets to Saasu, but with more advanced payroll, but no stock control Innovating at a very fast rate Larger footprint with accounting firms and customers Higher staff count than Saasu, support tends to be better
  11. 11. Key Features Two way client synchronisation Two way product catalogue syncrhonisation, including stock levels Live sale and purchase invoice integration Automatic payment status update Based on SugarCRM framework, meaning it can incorporate custom fields, relationships and layouts Page 11
  12. 12. How does the integration work? Designed to be as simple and reliable as possible Integration is live Accounting package maintained as the single source of truth Page 12
  13. 13. What can be done with the integration? Integrated CRM, asset management and accounting systems Booking & billing systems Commission management systems Staff performance management based on real revenue Page 13
  14. 14. To Summarise: Available today for around US$40 per system per month Compatible with both onsite installations and the Sugar Cloud Allows an end to end solutions for clients Installation of the connector takes around 10 minutes, extremely simpler Page 16
  15. 15. 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 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  16. 16. #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 18