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SugarCRM Enterprise Edition Advantages

SugarCRM have multiple editions. Our recommendation for clients is to invest in the Enterprise edition. The main advantage of Enterprise is that it contains the Advanced Workflow module which allows for business processes to be automated using a visual workflow designer. There are further advantages of the Enterprise edition of Sugar that are contained in this slide deck. If you would like to see more of SugarCRM Enterprise please visit www.evolutionmarketing.com.au

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SugarCRM Enterprise Edition Advantages

  1. 1. © 2015 SugarCRM Inc. All rights reserved. SUGAR ENTERPRISE ADVANTAGES September 2015
  2. 2. © 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
  3. 3. © 2015 SugarCRM Inc. All rights reserved. ADVANCED WORKFLOW
  4. 4. © 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
  5. 5. © 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
  6. 6. © 2015 SugarCRM Inc. All rights reserved. Create Powerful, Visual Workflows
  7. 7. © 2015 SugarCRM Inc. All rights reserved. Communicate Status with Process Engine
  8. 8. © 2015 SugarCRM Inc. All rights reserved. Communicate Status with Process Engine Part of process that is complete Part of process that is not yet complete
  9. 9. © 2015 SugarCRM Inc. All rights reserved. Create Complex Rules Without Coding Business sets up conditions for corresponding actions
  10. 10. © 2015 SugarCRM Inc. All rights reserved. Automate Notification to Individuals • Customizable templates • Send emails to users • Notify of next best action or next step in process
  11. 11. © 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
  12. 12. © 2015 SugarCRM Inc. All rights reserved. ROLES-BASED VIEWS
  13. 13. © 2015 SugarCRM Inc. All rights reserved. For Sales For Service Personalize the User Experience • Customize individual CRM views based on specific tasks and needs
  14. 14. © 2015 SugarCRM Inc. All rights reserved. MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING
  15. 15. © 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
  16. 16. © 2015 SugarCRM Inc. All rights reserved. CUSTOMER SELF-SERVICE PORTAL
  17. 17. © 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
  18. 18. © 2015 SugarCRM Inc. All rights reserved. ADDITIONAL STORAGE AND SUPPORT
  19. 19. © 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
  20. 20. © 2015 SugarCRM Inc. All rights reserved.

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