Sugar con 2010

© Roxtec International AB

Roxtec International AB

Customer Relationship Management with SugarCRM


Roxtec International AB

Innovations and growth At Roxtec, we develop, manufacture and sell complete

sealing solutions for cables and pipes. Our pioneering modular-based seals are the base for our rapid and sustainable growth, but the positive trend is first of all built on committed people, strong values, and a clear customer focus.

Research and development Our headquarters are situated in Karlskrona, Sweden.

We have extensive research and development resources at the design and engineering department and the technical center with advanced test labs. In the same facilities are also our production and logistics centers located.

Global activities We support customers locally on more

than 70 markets. Our subsidiaries are found in Brazil, China, Finland, Germany, India, Italy, Japan, South Korea, Spain, Sweden, United Arab Emirates, United Kingdom, and the US. We also have a wide network of distributors.


Roxtec Multidiameter™ cable and pipe seals



Which CRM System?

choosing the right CRM Systems Low cost flexible Online available Open Source

CRM Systems at Roxtec before 2006

Super Office IFS Sales & Marketing (ERP System) Sales Logix MS Access MS Excel and a lot of paper

SugarCRM Professional Version 4.2


What do we need? Lead, Account and Contact Management

Projects and Business Opportunities

Workflow Management = automatic visit reports for Sales Manager

and Segment Manager, changes in Business Opportunities

Marketing campaigns = Telesales Marketing, Post Marketing , Email Campaigns

Reports for all User incl. Top Level Management

Roxtec CRM Mobile for PDA´s and Cellphones

Sugar CRM Outlook Plugin and Sugar CRM Word Plugin

Organisation Chart from our Sugar Partner Genius4U Ltd. Hamburg/Germany


What do we need to change?

Customizing SugarCRM Customized Accounts, Contacts, Leads and

Business Opportunities Segments Sub-Segments Roxtec Pyramid of Actors List of competitors in BO´s Sales Call Reports Teamstructur


Where do we want to go?

Rollout Roxtec CRM System1. Sweden 25U (08/2006) follow up training 04/2007 u. 05/2008

2. Germany 21U (10/2006)

3. England 14U (02/2007) follow up training 09/2008 u. 02/2009

4. Finland 8U (03/2007) follow up training 04/2008 u. 11/2009

5. China 55U (06/2007) follow up training 12/2007 u. 01/2009

6. Japan 4U (09/2007)

7. India 13U (02/2008) follow up training 08/2009

8. Italy 6U (02/2008) follow up training 03/2009

9. USA 35U (02/2009) follow up training 08/2009

10. United Arab Emirates 5U (04/2009) follow up training 2010

11. Brasil 6U (05/2009) follow up training 04/2010

12. Spain 4U (07/2009) follow up training 02/2010

13. South Korea 5U (11/2009) follow up training 05/2010

14. France 6U (12/2009)

with a copy of our System and an on demand Version from Genius4U Ltd. Hamburg/Germany 210 User

1. 30 User from 17 different countries working in int. Oil&Gas Projects Offshore and Onshore

2. and external user from France, Nigeria, Russia and Netherlands


What do we need to take care of? Different (sales)cultures and languages


Where do we want to go?

Rollout RoxtecCRM System1. Sweden 25U (08/2006) follow up training 04/2007 u. 05/2008

2. Germany 21U (10/2006)

3. England 14U (02/2007) follow up training 09/2008 u. 02/2009

4. Finland 8U (03/2007) follow up training 04/2008 u. 11/2009

5. China 55U (06/2007) follow up training 12/2007 u. 01/2009

6. Japan 4U (09/2007)

7. India 13U (02/2008) follow up training 08/2009

8. Italy 6U (02/2008) follow up training 03/2009

9. USA 35U (02/2009) follow up training 08/2009

10. United Arab Emirates 5U (04/2009) follow up training 2010

11. Brasil 6U (05/2009) follow up training 05/2010

12. Spain 4U (07/2009) follow up training 02/2010

13. South Korea 5U (11/2009) follow up training 05/2010

14. France 6U (12/2009)


What do we need to take care of? Viele verschiedene Sprachen und Kulturen.

Team Structur (Professional Version)!

User adoption

We had a lot of CRM Systems in the past so you can imagine how happy the people was

when i said i will visit you and rollout a new CRM System which is great

Data import!?

Most important!!! You need an advocacy in the Management team


What have we done so far?Facts!

More than 42.000 contacts from 17 different countries

More than 15000 Leads from Exhibitions and events

Around 1800 ongoing Business Opportunities with a total amount of € 130.000.000,-

over 2300 closed BO´s 63% closed won

100 Email campaigns with very good results.

And over 22.000 Visit reports in the History of Accounts, Contacts, Leads, BO´s and

Projects


Welches CRM System?

Kriterien zur Auswahl des CRM Systems Kostengünstig Flexibel Online verfügbar Open Source

CRM Systeme bei Roxtec im Einsatz

Super Office IFS Sales & Marketing (ERP System) Sales Logix MS Access MS Excel

and a lot of paper

SugarCRM Professional Version 4.2


What have we done so far?Facts!

More than 42.000 contacts in fresh conditionsaus from 17 different countries

More than 15000 Leads from Exhibitions and events

Around 1800 ongoing Business Opportunities with a total amount of € 130.000.000,-

over 2300 closed BO´s 63% closed won

100 Email campaigns with a very good result. More or less!

And over 22.000 Visit reports in the History of Accounts, Contacts, Leads BO´s and

Projects

And 15000 Emails in the data base available for everyone.

Great informations shared with everyone who have access to it!


And now???Connect SugarCRM with the ERP System IFS Connection

Connect SugarCRM with the Intranet

Customize the BO´s and Projects for a reference list

And first global product launches Email Campaign

A CRM Project will never end!!!



Questions?A CRM System is as good as the datas are!


Sugar PartnerMalcolm Hoffmann

Genius4U LimitedNeuer Wall 50, 20354 HamburgTel: +49 (0) 40 822 186 432 Fax: +49 (0) 40 492 19118Mobile: +49 (0) 176 2216 1559Mail: [email protected]: www.genius4u.de

KontaktMatthias Brück

Roxtec GmbHAm Schiffbeker Berg 8, 22111 HamburgTel: +49 (0) 40 657 398 18Fax: +49 (0) 40 657 398 51Mobile: +49 (0) 172 439 24 62Mail: [email protected]: www.roxtec.com