izeno sms module for sugarcrm 6
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www.izeno.com.sgwww.izeno.com.cnwww.izeno.com.myCopyright 2010@iZeno Pte Ltd
iZeno SMS Module for SugarCRM 6Benny Ng
Director, Business Development
iZeno
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Key Business Benefits
Enhance sales person productivity and improve customer intimacy with Company/Sales person.
SMS alerts to sales person on the move on assignment of leads for quick follow up. Send thank you SMS after appointment with customers. Send greeting to customer on their birthday via SMS.
Increase customer satisfactions and lower churn rates. Keep customer informed of any updates to their cases/feedbacks. Send reminders to customers on renewals/next service date.
Sales
Customer Support
Improve returns from Marketing campaigns send personalized SMS (for promotion,events) to targeted receiptents. Eg. Sending SMS to leads where a call is made for the past 2 weeks.
Marketing
Better collaboration among co-workers Task assignment and acceptance can be done viaSMS. No need for mobile broadband access for people on the move.
Collaboration
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Overview
The SMS module allows you to send SMS within SugarCRM.
Basic Features ~ Available
Create and send SMS to a single contact/leads from Detail view.
Create and send SMS to multiple contacts/leads from List view.
Send Quick Message to a phone number (like creating a email/task)
SMS Template Creation
Advanced Features ~ Available
SMS Campaigns using SugarCRM Campaign Module and Target Lists.
Campaign Statistics and Dashboards
Automated SMS alerts defined by workflows management.
Dynamic fields customisations in SMS Template
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Overview (Cont’d)
Administrator ~ Available
SMS Activity log and audit trails.
Roles access Control
Gateway settings (can work with any SMS gateway provider)
Field Selector ~ enables any fields (standard/custom) to be the phone number as the SMS receipients.
Define relationship of SMS modules and other modules.
Future Features
Two-way SMS.
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Create and send SMS to single contact
Click to send SMS
Click onto the mobile phone icon to trigger message sending box.
Message box shows you the number of characters in the SMS.
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Create and send SMS to multiple contacts
Step 1
Search and select the contacts to receive SMS.
Step 2
Click onto the compose SMS action button.
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Create and send SMS to multiple contacts
Step 3
Input SMS message to be sent to multiple conytacts.
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Create and send SMS using SMS Templates
Select SMS Template to use SMS Template allows insert of variables .
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SMS Integration to Workflow management
Define the condition of workflow.
Create alerts and actions to be taken when workflow is being triggered.
Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing.
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Adminstration
Define the SMS Gateway settings.
Modules to use SMS.
Fields that can be used as a SMS Phone number.
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Value Propositions
Work with any SMS Gateway providers –Local or Global.
Tight integration with SugarCRM Workflow, Core modules,custom modules and role access.
Use of SugarCRM Import wizard for upload of contacts lists/SMS receipents.
Using SugarCRM 6.0 award winning User interface and customisations platform.
Almost zero learning curve for existing SugarCRM users and administrators.
FLEXIBILITY INTEGRATED EASE OF USE
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Do You Have Any Questions?
Need clarifications? Email To benny.ng@izeno.com.sg
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THANK YOU VERY MUCH
LIVE DEMO NOW!!!
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