sugarcrm enterprise edition advantages
TRANSCRIPT
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© 2015 SugarCRM Inc. All rights reserved.
SUGAR ENTERPRISE ADVANTAGES
September 2015
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© 2015 SugarCRM Inc. All rights reserved.
Sugar Enterprise Edition Benefits
• Advanced Workflow
• Role-Based Views
• Multi-Line Item Opportunity Management & Forecasting
• Customer Self-Service Portal
• Additional Storage and Support Options
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© 2015 SugarCRM Inc. All rights reserved.
ADVANCED WORKFLOW
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© 2015 SugarCRM Inc. All rights reserved.
World-Class Workflow Integrated with CRM Easily Automates Business Processes
Marketing
• Lead routing to Sales
• Targeted drip campaigns
Sales
• Approvals triggered from
mobile
• Account handoff to Service
• Region or role specific
views
Service
• Enforcement of SLAs
• Routing of support cases
• Renewal handoffs to
Account Management
Finance/Admin
• Expense report processing
• Purchase request
approvals
• Restrict access to financial
or forecasting data
Across Departments
• Client onboarding
• Document revisions
• Notification of next steps
or in-process statuses
Across Systems
• ERP
• Marketing Automation
• Call Center
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© 2015 SugarCRM Inc. All rights reserved.
Orchestrate Customer Interactions
• Integrated across departments, devices and systems
• Visual designer
• Intuitive business rules editor
• Visual status monitoring
• Automated email notifications
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© 2015 SugarCRM Inc. All rights reserved.
Create Powerful, Visual Workflows
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Communicate Status with Process Engine
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Communicate Status with Process Engine
Part of process
that is
complete
Part of process
that is not
yet complete
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© 2015 SugarCRM Inc. All rights reserved.
Create Complex Rules Without Coding
Business
sets up
conditions for
corresponding
actions
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Automate Notification to Individuals
• Customizable
templates
• Send emails to users
• Notify of next
best action or next
step in process
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© 2015 SugarCRM Inc. All rights reserved.
Advanced Workflow Features
Visual designer
OR logical operator
Trigger an action based on delta of time
Approval workflows
Sequential and parallel workflows
Visual status monitoring
Configurable loop detection
Stop/Cancel/Reassign running workflows
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© 2015 SugarCRM Inc. All rights reserved.
ROLES-BASED VIEWS
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© 2015 SugarCRM Inc. All rights reserved.
For Sales For Service
Personalize the User Experience
• Customize individual CRM views based on specific tasks
and needs
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© 2015 SugarCRM Inc. All rights reserved.
MULTI-LINE ITEM OPPORTUNITY
MANAGEMENT & FORECASTING
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© 2015 SugarCRM Inc. All rights reserved.
Multi-Line Item Opportunity Management
& Forecasting
• Associate multiple line
items with a single
opportunity
• Each line item includes
its own price, date, and
probability
• Enables granular
opportunity
management and
forecasting across all
products/services
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CUSTOMER SELF-SERVICE PORTAL
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© 2015 SugarCRM Inc. All rights reserved.
Customer Self-Service Portal Benefits
• Self-Service enabled through Sugar Customer Portal
• Customizable for branding and extensions
• Available via web and mobile
• Provides multi-language support
• Delivers contextual knowledge
• Enables escalation to agent
• Creates common understanding across agent and customer
• Limit 100 concurrent portal users in Sugar On-Demand
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ADDITIONAL STORAGE AND SUPPORT
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© 2015 SugarCRM Inc. All rights reserved.
Additional Storage and Support Benefits
• Weekly Sugar On-Demand Secure Database Back-up
• Sugar On-Demand Sandbox (2)
• 60GB Sugar On-Demand Storage
• Support for Oracle Database
• Support for DB2 Database
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