SUGARCON              diogo cabralSAN FRAncisco         Partner@DRIApril 24TH | 3:30pm   www.dri-global.com
firsta bit about us
DRI, est. 1999A Global companySugarCRM Gold PartnerESA Member100+ Sugar Projects
HOW thiscame about
The CRMmarket is small
CRM is not an“indispensable need”
We neededto get
creative
Go beyondthe scope of CRM
See CRM as anadded valuenot the coreof the project
A New way ofapproachingprojects
Any processcan be targeted
Any processcan be modeled
Some peopleuse spreadsheets
Some peopleuse Paper
We usesugar
the wholeprocess logicgoes into CRM
Or just theworkflowcontrol
that’s whatwe mean by
sugarcrm as aproject developmentplatform
Plenty ofcherries on top
Leverage a pre-built reporting layerAnd a marketing automation oneRespond to change
Integrate it with other processesall information is linkedkey information visible to stakeholdersachieve a relationship wi...
Youll be able toleveragesugarcrm
andtechnically
No need to buildfrom scratch
Plenty ofthings youwont need toworry about
User ManagementSecurity and access controlCommon Interface
Import/ExportAPIOne word: Framework
and lighterQualityAssurance
put screenshotswhere ourmouth is
portalbackoffice/company users are sugar userscustomers are contacts/portal userscustomers sees/interacts via portal
portalinternal users have full visibilityvery customized external interfaceyoull be able to hack if/when needed
portal 1
portal 2
ui/functional overhaulSometimes users cant cope with morethan a few buttonsOr what your customer needs doesntfeel like it ...
contact center
Field Force Management
Mass data entry 1
Mass data entry 2
Mass data entry 3
CRM as external toolOn projects of different naturesCRM is added as an extra layerSugarCRM on top of other features / apps
Social Network Big Brother 1
Social Network Big Brother 2
So, towrap it up
100+ SugarCRM implementationsMaybe 5 without customizationSugarCRM is a broad spectrumproductWe show customers how CRM fit...
and makesure Sugaris properlyshaped!
Thank you
talk to us         diogo.cabral@dri.pt         info@dri.pt         www.dri-global.com
Image Creditshttp://img.trekmovie.com/images/fanmade/enterprise_wall01_1920.jpghttp://www.flickr.com/photos/frivolous_accu...
Sugar U: Session 4: Using SugarCRM as a Project Development Platform
Sugar U: Session 4: Using SugarCRM as a Project Development Platform
Sugar U: Session 4: Using SugarCRM as a Project Development Platform
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Sugar U: Session 4: Using SugarCRM as a Project Development Platform

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See how Sugar can be used as a solid platform for any project inside or outside the traditional scope of CRM.

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Sugar U: Session 4: Using SugarCRM as a Project Development Platform

  1. 1. SUGARCON diogo cabralSAN FRAncisco Partner@DRIApril 24TH | 3:30pm www.dri-global.com
  2. 2. firsta bit about us
  3. 3. DRI, est. 1999A Global companySugarCRM Gold PartnerESA Member100+ Sugar Projects
  4. 4. HOW thiscame about
  5. 5. The CRMmarket is small
  6. 6. CRM is not an“indispensable need”
  7. 7. We neededto get
  8. 8. creative
  9. 9. Go beyondthe scope of CRM
  10. 10. See CRM as anadded valuenot the coreof the project
  11. 11. A New way ofapproachingprojects
  12. 12. Any processcan be targeted
  13. 13. Any processcan be modeled
  14. 14. Some peopleuse spreadsheets
  15. 15. Some peopleuse Paper
  16. 16. We usesugar
  17. 17. the wholeprocess logicgoes into CRM
  18. 18. Or just theworkflowcontrol
  19. 19. that’s whatwe mean by
  20. 20. sugarcrm as aproject developmentplatform
  21. 21. Plenty ofcherries on top
  22. 22. Leverage a pre-built reporting layerAnd a marketing automation oneRespond to change
  23. 23. Integrate it with other processesall information is linkedkey information visible to stakeholdersachieve a relationship with the customer
  24. 24. Youll be able toleveragesugarcrm
  25. 25. andtechnically
  26. 26. No need to buildfrom scratch
  27. 27. Plenty ofthings youwont need toworry about
  28. 28. User ManagementSecurity and access controlCommon Interface
  29. 29. Import/ExportAPIOne word: Framework
  30. 30. and lighterQualityAssurance
  31. 31. put screenshotswhere ourmouth is
  32. 32. portalbackoffice/company users are sugar userscustomers are contacts/portal userscustomers sees/interacts via portal
  33. 33. portalinternal users have full visibilityvery customized external interfaceyoull be able to hack if/when needed
  34. 34. portal 1
  35. 35. portal 2
  36. 36. ui/functional overhaulSometimes users cant cope with morethan a few buttonsOr what your customer needs doesntfeel like it fits into Sugar...
  37. 37. contact center
  38. 38. Field Force Management
  39. 39. Mass data entry 1
  40. 40. Mass data entry 2
  41. 41. Mass data entry 3
  42. 42. CRM as external toolOn projects of different naturesCRM is added as an extra layerSugarCRM on top of other features / apps
  43. 43. Social Network Big Brother 1
  44. 44. Social Network Big Brother 2
  45. 45. So, towrap it up
  46. 46. 100+ SugarCRM implementationsMaybe 5 without customizationSugarCRM is a broad spectrumproductWe show customers how CRM fitsinto their needs
  47. 47. and makesure Sugaris properlyshaped!
  48. 48. Thank you
  49. 49. talk to us diogo.cabral@dri.pt info@dri.pt www.dri-global.com
  50. 50. Image Creditshttp://img.trekmovie.com/images/fanmade/enterprise_wall01_1920.jpghttp://www.flickr.com/photos/frivolous_accumulation/5864421323/http://www.flickr.com/photos/nojhan/3392024746/http://www.flickr.com/photos/danielepesaresi/2934218773/http://www.flickr.com/photos/svenwerk/698875341/http://www.flickr.com/photos/barkaway/117759196/http://www.flickr.com/photos/creativeobjective/6262437540/http://www.flickr.com/photos/bearpark/2882102644/http://www.flickr.com/photos/47691521@N07/4639590640/http://www.flickr.com/photos/21508313@N06/2579526909/http://www.flickr.com/photos/scania/2869221867/http://www.flickr.com/photos/25704219@N04/4941547991/

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