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Sugarcrm Services By Fidel


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Fidel Technologies is a Bronze Partner for Sugarcrm (a CRM product) and offers Sugarcrm related services including deployment, implementation & Consulting.

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Sugarcrm Services By Fidel

  1. 1. - By Fidel Technologies SUGAR CRM Services Sales Contact : Mandar Inamdar ( [email_address] )
  2. 2. <ul><li>Who we are – About Fidel </li></ul><ul><li>SugarCRM Capabilities </li></ul><ul><li>Why SugarCRM </li></ul><ul><li>Sugarcrm Related Service Offerings </li></ul><ul><li>Case Studies </li></ul><ul><li>Contact Us </li></ul>Index
  3. 3. About Fidel <ul><li>Fidel helps organizations and business owners to focus on </li></ul><ul><li>their core business by helping them with Technology and </li></ul><ul><li>Consulting in Implementing Business Solutions . </li></ul><ul><li>Our Services </li></ul><ul><li>IT Services (Application Development & Maintenance, Infrastructure Support) </li></ul><ul><li>Consulting & Business Solution Implementation (Sterling Commerce MCF, SugarCRM, CMS (Joomla, Drupal, ModX), GoogleApps) </li></ul><ul><li>Localization & Testing (L10N, Translation) </li></ul><ul><li>Offices </li></ul><ul><li>Tokyo (Japan), Pune (India) </li></ul>
  4. 4. SugarCRM Capabilities - 1
  5. 5. SugarCRM Capabilities - 2
  6. 6. <ul><li>Sugar Enterprise furthers the high standards set by the open source community around the world. Unlike most proprietary CRM offerings, Sugar Enterprise is natively built on the pure Open Source LAMPS platform: </li></ul><ul><li>L inux or Windows, </li></ul><ul><li>A pache or IIS, </li></ul><ul><li>M ySQL, </li></ul><ul><li>P HP, and </li></ul><ul><li>S ugarCRM. </li></ul>Why SugarCRM ?
  7. 7. <ul><li>Deployment Services </li></ul><ul><li>Implementation Services ( Deployment, Gap Analysis, Business Flow Mapping & Customization, Data migration planning ) </li></ul><ul><li>Professional Services </li></ul><ul><ul><li>Customization </li></ul></ul><ul><ul><li>Integration </li></ul></ul><ul><li>Support Services ( in conjunction with SugarCRM ) </li></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>User support </li></ul></ul>SugarCRM Related Services
  8. 8. In talking with customers of all sizes, we have found that deployment decisions are made based on two criteria. The first concerns how comfortable companies are with having another company manage their customer assets. The second deals with the amount of IT expertise that resides within a company. SugarCRM Deployment Services
  9. 9. <ul><li>Successfully launching a new C ustomer R elationship M anagement system within your company can be a daunting task. The SugarCRM Implementation Services team is a highly technical group and can deliver a variety of customizable CRM support options that includes gap analysis, application customizations and data migration, deployment and ongoing maintenance. Our team can help you to: </li></ul><ul><li>Deploy Sugar Suite more quickly and with less risk. </li></ul><ul><li>Don't loose any valuable data when migrating to Sugar Suite. </li></ul><ul><li>Experience a piece of mind and get certified customizations that will work with future releases. </li></ul><ul><li>The Implementation Services team's deep understanding of the Sugar Suite architecture produces quick, clean, and upgradeable customizations that meet your mission-critical CRM requirements. Whether you run a small business or manage a CRM implementation for a large organization, Fidel's Implementation Services team delivers reliable solutions at a low cost that will fit your needs, your schedule and your budget. </li></ul>SugarCRM Implementation Services
  10. 10. <ul><li>With our knowledge base in CRM and Sugar Suite, we can help your company </li></ul><ul><li>implement and support Sugar Suite in a variety of ways. Our trained consultants will </li></ul><ul><li>help your company to fully leverage Sugar Suite’s features and functionality in </li></ul><ul><li>order to obtain maximum business benefits. </li></ul><ul><li>Service Capabilities </li></ul><ul><li>CRM analysis and requirements (gap analysis) </li></ul><ul><li>Customizations (modules, reports and interfaces) </li></ul><ul><li>Data conversion/data cleansing </li></ul><ul><li>System migration </li></ul><ul><li>System integration </li></ul><ul><li>Installation/configuration (remote) </li></ul><ul><li>Custom administrator and user training (on-site or remote) </li></ul><ul><li>Existing Sugar Suite system audit </li></ul><ul><li>Design reviews </li></ul><ul><li>Custom administrator and user support </li></ul>SugarCRM Professional Services
  11. 11. <ul><li>Client: </li></ul><ul><li>One of the leading multinational providing a range of services including joint ventures, mergers </li></ul><ul><li>and acquisitions, investment banking.  </li></ul><ul><li>  </li></ul><ul><li>Problem: </li></ul><ul><li>The client has a field teams spread across the globe having different functions to perform with a lot of </li></ul><ul><li>interdependency. All the team members use to maintain their individual data on their own machines </li></ul><ul><li>and in their individual format. As the operations grew, this started leading to miscommunication, data </li></ul><ul><li>unavailability, etc. This resulted into extra time & efforts for sales, and at times a business loss ! </li></ul><ul><li>  </li></ul><ul><li>Proposed Solution: </li></ul><ul><li>Fidel proposed the use of SugarCRM tool. It provided business users a single view of customer </li></ul><ul><li>interactions across sales, marketing and service with in-depth reporting and collaboration tools. </li></ul><ul><li>It allows management of workflow, documents, sales teams, administrative tasks, and accounts; it </li></ul><ul><li>tracks leads and opens communication for all team members. The interface is clean and simple, </li></ul><ul><li>keeping it running at a quick pace. </li></ul><ul><li>Immediate Benefits: </li></ul><ul><li>Accessibility - Empowered the Sales Team with 24/7 web based access Anywhere, Anytime! </li></ul><ul><li>Increased Sales Productivity with Account & contact management, team selling, opportunity management </li></ul><ul><li>Tracking of all customer service requests and sharing information across all departments </li></ul><ul><li>Advanced case escalation and notification / group calendar increasing operational effectiveness </li></ul><ul><li>Management got a Grip over the Sales Cycle by having a reliable pipeline that they can trust! </li></ul>SugarCRM Case Study 1 : Managing field teams workflow
  12. 12. <ul><li>Client: </li></ul><ul><li>One of the leading multinational enables customers in various industries to accelerate the way they </li></ul><ul><li>deal with rapid changes in their business operations and processes.   </li></ul><ul><li>  </li></ul><ul><li>Problem: </li></ul><ul><li>The client uses SugarCRM to manage it’s business. They have problems in managing opportunities. </li></ul><ul><li>The current opportunity form only allows specifying an amount per opportunity. When opportunities are </li></ul><ul><li>in a certain state more details are required on the opportunity. Detail lines are needed to specify the </li></ul><ul><li>products, services and volumes of the opportunity. An opportunity detail line only relates to one </li></ul><ul><li>opportunity. One opportunity can have 0-n Opportunity detail lines. </li></ul><ul><li>  </li></ul><ul><li>Proposed Solution: </li></ul><ul><li>Fidel proposed creation of new module which will be linked to the Opportunities module. This new </li></ul><ul><li>module will store the required information like Product Name, Opportunity Name, Quantity, Currency, </li></ul><ul><li>List Price, Fixed Price, Unit Value, Total Value, Booking Date, Delivery Date, Description, Type, </li></ul><ul><li>Support Term, Contract, etc. </li></ul><ul><li>Immediate Benefits: </li></ul><ul><li>Within an opportunity view the opportunity lines was visible in a sub form. Hence the required details </li></ul><ul><li>were easily available. </li></ul><ul><li>It was possible to create reports in the report writer on the information in the opportunity detail </li></ul><ul><li>lines in relation to the opportunity. </li></ul>SugarCRM Case Study 2 : Managing Opportunities
  13. 13. <ul><li>Client: </li></ul><ul><li>One of the leading multinational enables customers in various industries to accelerate the way they </li></ul><ul><li>deal with rapid changes in their business operations and processes with the use of SugarCRM.   </li></ul><ul><li>  </li></ul><ul><li>Problem: </li></ul><ul><li>During sales promotions, the functional experts have to add some features using module builder so </li></ul><ul><li>that they can display those to the end client. The features to be added are like showing or hiding a sub </li></ul><ul><li>panel, setting tab index, deciding buttons on sub panel, etc. But the functional experts are not able to </li></ul><ul><li>add these features as these can be added only by modifying the code. This resulted in slow sales, and </li></ul><ul><li>took lots of time in requirement gathering. </li></ul><ul><li>  </li></ul><ul><li>Proposed Solution: </li></ul><ul><li>Fidel proposed modifications in module builder by creating a package so that above features are </li></ul><ul><li>easily available to the functional expert. </li></ul><ul><li>Immediate Benefits: </li></ul><ul><li>Packages developed are easily maintained and modified by functional experts without the need of </li></ul><ul><li>programmer. </li></ul><ul><li>Functional expert can show or propose different solutions to end client easily and in less time. </li></ul><ul><li>Overall impact - Fast sales, fast requirement gathering cycle. </li></ul>SugarCRM Case Study 3 : Easy Module Builder
  14. 14. <ul><li>Client: </li></ul><ul><li>One of the leading multinational based out of Japan enables customers to improve cross-cultural </li></ul><ul><li>communication by identifying, promoting and supporting businesses that want to sell their </li></ul><ul><li>products/services to English-speaking customers.   </li></ul><ul><li>  </li></ul><ul><li>Problem: </li></ul><ul><li>Client wanted to use SugarCRM to manage their business. They used GMail for communication with </li></ul><ul><li>their customers. They wanted all their Contacts and mails from their GMail account to be integrated in </li></ul><ul><li>SugarCRM. </li></ul><ul><li>  </li></ul><ul><li>Proposed Solution: </li></ul><ul><li>Fidel proposed for installing and implementing SugarCRM on their server. Development of packages </li></ul><ul><li>to integrate GMail contacts and mails to SugarCRM. Further enhancement of the system was done </li></ul><ul><li>by integrating their Google Documents with SugarCRM so as to to have a information consistency. </li></ul><ul><li>Immediate Benefits: </li></ul><ul><li>With a click of button the contacts were easily imported into SugarCRM. </li></ul><ul><li>Email setting helped client to see all their GMail mails in SugarCRM and were able to sent and receive </li></ul><ul><li>mails through SugarCRM. </li></ul>SugarCRM Case Study 4 : Gmail Integration
  15. 15. <ul><li>Various SugarCRM tasks done for different clients - 1 </li></ul><ul><li>Customizing & implementing ZuckerReports on SugarCRM Pro </li></ul><ul><ul><li>Adding multi-select facility, while generating report </li></ul></ul><ul><ul><li>Developing report using iReport for ZuckerReport </li></ul></ul><ul><li>Customizing Existing workflow of lead conversion. </li></ul><ul><li>Gmail Integration with SugarCRM. </li></ul><ul><li>Gmail Contacts importer will easily import Gmail contacts in to SugarCRM Contacts with few clicks from within SugarCRM Contacts module by entering Gmail username & password. It works for all editions (CE, Professional, Enterprise.) of SugarCRM5.0 </li></ul><ul><li>Google Calendar integration with SugarCRM. </li></ul><ul><li>Google Calendar importer will import events between specified dates from Google calendar to sugar calendar. It works for all 3 editions (Community, Professional and Enterprise) of Sugar CRM 5.0. </li></ul><ul><li>Google Document integration with SugarCRM. </li></ul><ul><li>Google Documents Patch is to display list of Google Documents in Sugar CRM and upload documents from SugarCRM to Google Docs. </li></ul>Customization Projects - 1
  16. 16. <ul><li>Module builder enhancement/customization </li></ul><ul><ul><li>There are many features in sugar that can be customized only by modifying code. For example: setting up tab index is not possible from module builder. We have implemented it in module builder. </li></ul></ul><ul><ul><li>We have also implemented following feature. From module builder, any field to have hyperlink in sub panel to subpanel module’s detail view record page. So any field in sub panel can have detail view hyperlink. </li></ul></ul><ul><li>Dashlet creation/customization - Creating new dashlet & customizing existing dashlet. Adding extra layer of security to all dashlets. Creating dashlet group & adding it to role so only user with certain role can see specific dashlets </li></ul><ul><li>Creating custom module for specific to customer or industry. Customizing existing module functionality as per specific requirement to enhance the functionality </li></ul><ul><li>A Porting/upgrading old custom module to new sugar version, which may use new features of sugar’s new version. This makes existing solution to run on latest sugar version </li></ul><ul><li>Optimizing custom code of reports & dashlets to improve the performance. This makes solution more effective </li></ul><ul><li>Migration of customized SugarCRM version 4.5 to SugarCRM version 5.2 with all the customizations and data intact. </li></ul>Customization Projects - 2
  17. 17. <ul><li>For SugarCRM related deployment, implementation, support services and how we can help you do contact us at [email_address] or 91-20-24223912 and our sales / technical member can get back to you. </li></ul><ul><li>For Free demo – </li></ul><ul><li>Write to us at [email_address] and we will send you the link and password for a demo and test trial on SugarCRM. </li></ul><ul><li>More information on Sugarcrm: </li></ul><ul><li>More information on Fidel : </li></ul>Contact Us