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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 Collaboration
©2008 SugarCRM Inc. All rights reserved.
Share calls, meetings, documents, calendars and emailIntegrate Sugar with popular applications such as Microsoft OutlookAllow workers to access CRM in mobile and offline settings
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 2
Improve Communication and Information Sharing
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 3
SugarCRM Collaboration
Issues Solution Impact
Poor coordination across teams
Shared calendaring, meetings, and calls, integrated with Microsoft Outlook
Project Management for coordinating complex projects across teams
New Email client helps consolidate customer information
Sugar Plug-In for Outlook synchronizes information
Offline Client Synchronization allows employees to continue to work offline
Wireless device access from any smart phone lets reps work on-the-go
Information scattered across applications
Sales reps are mobile,information is not
Better customercommunication across linesof business
Spend more time withcustomers and less timeupdating information
A single, integrated view ofcustomer interactions
Brand new AJAX UISupport for folders, personal inboxesReduces toggling/sync between applications
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 4
Email Client
Build and manage projects across teamsCreate projects from pre-defined templatesMonitor activity and dependencies with Gantt ChartsManages upcoming tasks, open items, percentage completion, open cases, etc.
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 5
Project Management
Improve sales productivity with mobile access solutions Access Sugar from any smart phone or PDA Work offline and update Sugar information automatically when you return to the network
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 6
Mobile and Offline
Capture important customers communications within Sugar Ensure calendar and e-mail are coordinated between desktop and SugarEliminate redundant information
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 7
Sugar Plug-In for Microsoft Outlook
Manage calendar, calls, meetings, tasks and email in a single locationCreate and assign activities to individuals or teams Receive reminders and alerts about important activities
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 8
Activity Management
Monitor the number of activities (calls, meetings, demonstrations) by rep and sales stagesSend reminders on opportunities based on time or status change
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Activity Reports
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. 10
Your advantage
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 11
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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