how the sugar box integration fundamentally changed one company’s core processes

How the Sugar Box Integration

Fundamentally ChangedOne Company’s

Core Business Processes

How the Sugar Box Integration

Fundamentally ChangedOne Company’s

Core Business ProcessesPresenters:

Jeff White, General Manager, SDI InsulationJake Buttikofer, Account Executive, FayeBSG

December 2014

Presenters:Jeff White, General Manager, SDI Insulation

Jake Buttikofer, Account Executive, FayeBSGDecember 2014

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

AGENDAa brief introduction

IntroFayeBSG OverviewOur Sugar Integrations

SDI Insulation Intro

Box DemoQ & A

Review

1

Document storage challenges faced by SDI InsulationRequirements of their CRM integration solutionImplementation experienceBenefits of the Sugar Box Integration

Q & A

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

• 25+ Years of experience• More than 400 clients• SugarCRM Platinum Partner• Additional Partnerships

with: Act-On, Sage ERP and NetSuite

• In-house programming and support team

• Offices in CA and NY

IntroFayeBSG Overview

• Focus on CRM, Accounting, ERP and Custom Solutions

• Hundreds of successful accounting, ERP, and CRM software implementations and integrations

• Integrations for ERP, Marketing Automation, Cloud Storage, VOiP and Project Management

2

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

FayeBSG Sugar Integrations and Products

What we made

Sugar BoxIntegration

Sugar ConstantContact

Integration

Sugar QuickBooksIntegration

Sugar IntacctIntegration

Sugar JiRAIntegration

Sugar SageIntegration

Sugar Authorize.N

etIntegration

Sugar ShoreTelIntegration

Sugar NetSuite

Integration

Sugar Act-OnIntegration

3

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

Introduction

4

• Jeff White, General Manager • About SDI

• Industry• Location• Employee Size• Key Differentiator

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

Challenges

5

• Challenges facing SDI Insulation• Description of systems used

before Box + Sugar• How Sugar was used• How Box was used

• Solution needed

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

Implementation

6

• Implementation Experience• Customizations• Use case

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

Biggest Wins?

7

• How has life been different post integration?

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

Box + Sugar

Demo Time!

8

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

QUESTION AND ANSWER SESSION

Q & A 9

FayeBSG | www.FayeBSG.com | info@fayebsg.com | @FBSGWelcome to the software you’ve always wanted…

CONTACT USWAYS TO GET HOLD OF US

5950 Canoga Avenue, Suite 615Woodland Hills, CA 913675950 Canoga Avenue, Suite 615Woodland Hills, CA 91367

Jake Buttikofer: 818-280-4825Jake Buttikofer: 818-280-4825

Jake.Buttikofer@fayebsg.comJake.Buttikofer@fayebsg.com

http://www.fayebsg.comhttp://www.fayebsg.com

LinkedIn.com/company/faye-business-systems-group-inc.

LinkedIn.com/company/faye-business-systems-group-inc.

Twitter.com/FBSGTwitter.com/FBSG

10

370 Lang RoadBurlingame, CA 94010370 Lang RoadBurlingame, CA 94010

jwhite@sdi-insulation.comjwhite@sdi-insulation.com

http://www.sdi-insulation.comhttp://www.sdi-insulation.com