sugarcrm enterprise edition advantages
TRANSCRIPT
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SUGAR ENTERPRISE ADVANTAGESSeptember 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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ADVANCED WORKFLOW
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World-Class Workflow Integrated with CRMEasily 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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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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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 designerOR logical operatorTrigger an action based on delta of timeApproval workflowsSequential and parallel workflowsVisual status monitoringConfigurable loop detectionStop/Cancel/Reassign running workflows
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ROLES-BASED VIEWS
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For Sales For Service
Personalize the User Experience
• Customize individual CRM views based on specific tasks and needs
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MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING
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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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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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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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