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SugarCRM presentation by Marketing Industries BV Netherlands. See also: Presentation - 0 OverviewPresentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 Collaboration
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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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 3
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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 4
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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 6
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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 7
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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 8
Your advantage
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 9
More information?
Marketing Industries BVTelevisieweg 561322 AM AlmereThe NetherlandsTel +31 36 536 72 33
Presentation - 0 OverviewPresentation - 1 Marketing AutomationPresentation - 2 Sales Force AutomationPresentation - 3 Customer SupportPresentation - 4 ReportingPresentation - 5 PlatformPresentation - 6 Collaboration
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