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Flexing Sugar Platform



Turning CRM Inside Out: Using Sugar as a Hub
          for Customer Relations
Michael Lynton, Aspen Heights
       Sonja Fridell, BrainSell
        Director of IT, @michaellynton,
          www.myaspenheights.com
General Manager, @brainsell, www.brainsell.net




                                  ©2012 SugarCRM Inc. All rights reserved.
Tweet: #SCON12
                 ©2012 SugarCRM Inc. All rights reserved.
Needs
  • Central database of residents, vendors and
    guarantors
  • Background & Credit Checks
  • Resident portal for:
      o  Online applications
      o  Logging of service requests
      o  Rent Payments
      o  Residents to request furniture, TVs, pet
         clearance
  •   E-signatures
  •   QuickBooks Integration


Tweet: #SCON12
                                         ©2012 SugarCRM Inc. All rights reserved.
Sugar as a Hub




Tweet: #SCON12
Sugar as a Hub




Tweet: #SCON12
Credit & Background Checks




Tweet: #SCON12
Clearance Shows in Sugar




Tweet: #SCON12
E-Signatures




Tweet: #SCON12
QuickBooks Integration




Tweet: #SCON12
Resident Portal




Tweet: #SCON12
Tweet: #SCON12
Cases Show in Sugar




Tweet: #SCON12
Submit Session Feedback
        Select the SugarCon Mobile App:
        1. Tap on this session
        2. Tap on survey
        3. Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                                       ©2012 SugarCRM Inc. All rights reserved.
#SCON12




          ©2012 SugarCRM Inc. All rights reserved.

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