Presentation by PSTech from Serbia on SugarCRM Partner Summit 2012

1. SugarCRM-Cisco Connector
Integration presentation

2. Marko Č evizović, M&S Head
marketing@pstech.rs
markocevizovic
©2012 SugarCRM Inc. All rights reserved.
10/05/122

3. Agenda
 The Challenge?
 The Solution!
 Connector Features
 System Architecture
 Why PSTech
 Action: next steps
 Q and A
©2012 SugarCRM Inc. All rights reserved.
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4. The Challenge?
 Dialing a Contact from CRM takes too long?
 On incoming calls, no CRM data are displayed?
 You cannot attach a Call to a Contact in CRM?
 You cannot see how many times an Account has
been called this month/quarter/year?
 If you are a company which is relaying heavily on
the CRM and Telephony systems, you probably
encounter some of these challenges every day.
©2012 SugarCRM Inc. All rights reserved.
10/05/124

5. The Solution!
 The Solution is called:
SugarCRM Connector for Cisco IP telephony
 It brings you:
– CRM caller ID pop-up
– IP Phone Caller ID Pop-up
– Click2Call functionality
– Call Capturing and Logging
– CRM directory on your IP Phone
– Missed calls email notifications
– Advanced call reporting
©2012 SugarCRM Inc. All rights reserved.
10/05/125

6. CRM Caller ID Pop-up
CRM Caller ID pop-up
Get to know who is calling with
relevant history
before answering the call!
Related opportunites, cases,
emails, cases, etc attached.
Works for both Outbound and
Inbound calls.
Easily add new contacts if it does
not exist

7. Caller ID – Contact Details – Single Hit
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8. Caller ID – Unknown Number
Click to add new
Contact or Lead or
Account
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9. Caller ID – Multiple Hits
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10. Click2Call from SugarCRM
Click2Call
Forget about punching in
10+ digits, just CLICK!
Click2Call works within all
modules – Contacts,
Leads, Accounts, ...

11. Click2Call
©2012 SugarCRM Inc. All rights reserved.
10/05/1211

12. Call Capturing and Logging
Call Capturing and
Logging
Your calls are recorded into
CRM database! Automatically!
Call notes can be captured
during or after the call.
Call duration and direction
added automatically.
©2012 SugarCRM Inc. All rights reserved.
10/05/1212

13. IP Phone Screen Pops
Get Caller pop-ups on your
Cisco IP Phone!
No computer necessary!

14. CRM Directory on Cisco IP Phone
Advanced CRM directory
All your CRM Contacts at a fingertip
Just search through your IP Phone
No computer necessary

15. Missed Calls Email Notification
 All your missed calls will be recorded to SugarCRM
and attached to your contacts.
 You will also get email notification for each missed
call
 This will help you act on these calls even if you are
out of town
©2012 SugarCRM Inc. All rights reserved.
10/05/1215

16. Advanced Call Reporting
Generate insightful reports
Who made the most calls?
Which clients were called this month?
Which clients were not called this month?
How many times a particular client was called?

17. System Architectire

18. PSTech Software Engineering
Belgrade,
San Mateo, Serbia
CA
©2012 SugarCRM Inc. All rights reserved.
10/05/1218

19. Free Trial available!
just visit www.pstech.rs
Partner Resellers welcome!

20. Thank you!!
Feel free to contact me @:
©2012 SugarCRM Inc. All rights reserved.
10/05/1220