CRM Made Simple

Introduction to CRM and Overview of SugarCRM

Increase Sales Productivity

“In just 12 months, we shortened our sales cycles by 20 percent & increased our new business by 15 percent”

Massimiliano Pianigiani, Sales Director, Mia Energia (Italy)

“We’ve experienced productivity gains of 30-50 percent”

Erica Vorsay, General Manager, Trans-Tasman Business Circle (Australia)

“Our sales team has increased productivity by 30 percent while our customer service team has improved its response time by 50 percent.”

Mahzan Miskam, Head of Information Communication Technology, UEM Land Group (Malaysia)

Improve Customer Service

“The integration of SugarCRM throughout the business has reduced order processing from a half a day to less than one hour.”

Naomi Simson, CEO, Red Balloon (Australia)

“Our switch to SugarCRM means that we are now even better equipped to deliver excellence in customer service”

Alex Pettefer, UK Group Marketing Director, Loomis (UK)

Better Visibility and Cost Savings

“In just over a year we have reduced employer’s health care costs by 20 percent and reduced membership information processing time by 60 percent.”

Marty Heaner, CTO, Tenzing Health (USA)

“SugarCRM’s customization and integration capabilities have saved us tens of thousands in operational costs thanks to its ability to tie sales and back-office operations together.”

Martin Ross, VP of Technology, Healthscreen (Canada)

“We have tripled the number of web leads, and increased the visibility into our business”

Jennifer Maitland, Marketing Operations Manager, Caplin Systems (UK)

Agenda

What is CRM

Why a CRM

Who is SugarCRM

CRM

Customer Relationship Management

CRM

CRM is about Customers

CRM

CRM is about Growing and Retaining Customers

Demand Generation

Lead to Cash

Lead to Cash

Customer Life Cycle

Keep Your Customers Happy

CRM – 360 Degree View

Sales

Marketing

Support

For You, The Business Manager Who Needs To

Better organize sales process

Integrate campaigns

Improve customer support

Automate customer interactions

Gain & retain more customers

Because You Want

Focus on selling, not data entry

Automate your sales process

Solutions fit your goals

Visibility and predictability

A cost competitive solution

SugarCRM: The World’s Fastest Growing CRM Company

Business Leading provider of Open Source CRM Software Founded April 2004 in Cupertino, California Europe Head Office in Munich, Germany IBM Global Alliance Partner

Market Traction Award winning products 3rd largest global CRM Provider 1M users, 80,000+ organizations 400+ partners on five continents

Fastest Growing 118%+ billings growth Q1 2012 over Q1 2011 > 11 Million downloads 2,500+ New customers in 80 countries

Leader Position in CRM for

Midmarket - June 2010

Value Of SugarCRM

Solve your business issues

Understand your goals

Fit around your processes

Help from local partners

Invested in your success

We Believe in Putting the User First

We Believe in an Open Cloud

We Believe in an Open Ecosystem

Integrations Social

CloudMobile

SugarCRMOpen Ecosystem

Flexible

Intuitive Open

Social Mobile

Cloud

We Believe in them Because

Key Customer Benefits

Flexible Intuitive Open

Brings YOU a simplified UI

Works the way YOU work

Integrates with YOUR environment

Key Customer Benefits

Social Mobile Cloud

Access from any device, anywhere

Integrates with popular social

media and cloud connector framework

Freedom of deployment

Advanced CRM for small and medium-sized businesses

$30/user/mo

Advanced CRM for businesses with offline mobile requirements

$45/user/mo

CRM for the most demanding business

$60/user/mo

Ultimate CRM solution for the global, mobile, social business

$100/user/mo

4 Subscriptions

Sugar 6.5 Release

End User BenefitsDelivering a better user experienceNavigation with full text searchUpdated Calendar with new iCal and Outlook integrationSpeed and performance improvements

Enterprise BenefitsExtended Sugar Logic business process capabilitiesAdditional support for IBM software and hardware Platform and architecture enhancementsScalability improvements

Solution Components

Sales

Marketing

Support

Marketing Automation

Campaign management

Web to lead capture

Email marketing

ROI measurement

Social media

Sales Automation

Customize sales stages

Team selling

Forecasting

Products, quotes, contracts

Sales process automation

Customer Service Automation

Support cases

Bug tracking

Email management

Knowledge base

Customer self-service portal

You Are In Control

Global, Mobile, Social

Open Cloud

Your Data is Yours

No vendor lock-in

Reporting and Integrations

In Summary

CRM is about Growing and Retaining CustomersMarketingSalesCustomer support

SugarCRM is CRM Made SimpleSugar fits around your processesOffers suite of business solutionsThat are flexible, intuitive and open

SugarCRM Puts YOU in ControlOpen cloudYour data is yoursNo vendor lock in