sugarcrm quickbooks integration
TRANSCRIPT
QuickBooks Integration
For Sugar
QuickBooks Integration
For SugarPresenter:
David Faye, CEO, FayeBSGPanelist:
Christine Davis, Sr. Inside Sales, SugarCRM
February 2015
Presenter:David Faye, CEO, FayeBSG
Panelist:Christine Davis, Sr. Inside Sales, SugarCRM
February 2015
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
AGENDAa brief introduction
FayeBSG OverviewAbout our company, Sugar Integrations and Products
About SugarCRMThe Worlds Fastest-growing CRM Company, Business, Market Traction
Demonstration
Q&A
QuickBooks Integration Overview
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
• 25+ Years of experience• More than 400 clients• SugarCRM Elite Partner• In-house programming and
support team• Offices in CA and NY
FayeBSG OverviewAbout us
• 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
FayeBSG | www.FayeBSG.com | [email protected] | @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 | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Fastest Growing CRM Vendor
About SugarCRMThe World’s Fastest-Growing CRM Company
Business
Market Traction
• Largest pure-play provider of CRM Software• Founded April 2004 in Cupertino, California• 400+ Employees• IBM Global Alliance Partner• Goldman Sachs investment of $40M in 2013
• Largest pure-play provider of CRM Software• Founded April 2004 in Cupertino, California• 400+ Employees• IBM Global Alliance Partner• Goldman Sachs investment of $40M in 2013
• Award winning products• 3rd largest global CRM provider by seats (Forrester)• 1.2M+ users, 80,000+ organizations• 350+ partners on five continents
• Award winning products• 3rd largest global CRM provider by seats (Forrester)• 1.2M+ users, 80,000+ organizations• 350+ partners on five continents
• > 12 million downloads• 2,500+ new customers in 2012• > 12 million downloads• 2,500+ new customers in 2012
Leader Position in CRM for Midmarket - July 2012
Gartner Names SugarCRM A Sales Force Automation
Visionary July 2014
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Open Source Advantage Choice of Deployment
IBM Part-nershipCost of Ownership
Why pick Sugar?The open source advantage
The Open Source Advantage• Unmatched flexibility in customizing the application to
deliver precisely to client requirements• Best in class solutions vs. packaged functionality
Choice of Deployment Platform
IBM Partnership and Service Team
Lowest Total Cost of Ownership• Lower software license fees
• No hidden charges / add-on fees• Lower customization / development and support costs.
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
• Benefits• Eliminates double entry of customers in
both Sugar and QuickBooks• Updates Sugar with critical invoice and sales receipt
history information that can be used for marketingcampaigns and salesperson inquiries
• Provides access to product lists in Sugarwithout having to manually key in items
• Eliminates double entry of sales orders/estimates inboth SugarCRM and QuickBooks
• Compatibility• QuickBooks Professional, Premiere, Enterprise and Online• SugarCRM v6.0 and up• SugarCRM Professional, Corporate, Enterprise, and Ultimate Editions• SugarCRM On-Demand
About The QuickBooks Integration for Sugar
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Sugar QuickBooks IntegrationDemo
Demo Time!
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
QUESTION AND ANSWER SESSION
Q & A
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
CONTACT USWAYS TO GET HOLD OF US
OUR DETAILS5950 Canoga Avenue, Suite 615Woodland Hills, CA 913675950 Canoga Avenue, Suite 615Woodland Hills, CA 91367
[email protected]@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