Sugar Crm Marketing Industries Presentation 5 Platform

SugarCRM Platform

©2008 SugarCRM Inc. All rights reserved.

Create custom fields, objects and modulesDesign workflow processes to fit your businessControl visibility and access at the field level

04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 2

Create Powerful Business Processes Easily

Controls visibility and change privileges Admin defines role and assigns employees to a roleProtects sensitive information and ensures data quality

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Role Management and Access Control

Controls information flow within the companyCreate custom processes based on company needs Define alerts, triggers and actions to ensure follow-up

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Workflow

Studio wizards allows administrators to changes tabs, drop-down values, workflow rules and custom fieldsDrag-and-drop editor with preview and revert changesFully upgradeable to newer versions

04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 5

Layout Editor

Create your own custom module using Sugar Business LogicAssociate multiple Sugar Objects (Projects, Accounts, Cases) in a single viewChoose from hundreds of different projects across a broad range of categories from Sugar Exchange and Sugar Forge

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Module Builder and Loader

Configure homepage to display only information relevant to your job Create multiple dashlets based on Sugar modules or outside data sourcesEdit the information display of any dashlet

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Homepage Layout and Dashlets

Start with SugarCRM within daysProfessional CRM systemEasy to useCollaborate with other applications and databasesCost effective, no need to invest in:

ServersServer softwareDatabasesApplication managersDatabase managersBack-up

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Your advantage

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More information?

Marketing Industries BVTelevisieweg 561322 AM AlmereThe NetherlandsTel +31 36 536 72 33

www.marketingindustries.nlinfo@marketingindustries.nl

Presentation - 0 OverviewPresentation - 1 Marketing AutomationPresentation - 2 Sales Force AutomationPresentation - 3 Customer SupportPresentation - 4 ReportingPresentation - 5 PlatformPresentation - 6 Collaboration