4 Add-on Products You Can't Live Without
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Transcript of 4 Add-on Products You Can't Live Without
FOUR ADD-ON PRODUCTS YOU CAN’T LIVE WITHOUT
Sam Biardo
Founder / CEO
Technology Advisors Inc
@sambiardo #SugarCon
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Map-to-Lead
• Map Accounts, Contact, Leads, and Targets.
• Select distance around an existing account or a zip code
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Map-to-Leads
• Advanced Filtering – Filter on any field in Account, Contact, and Lead views
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Map-to-Leads
• Dashboard view available on Main Dashboard as well as Account, Contact, and Lead views
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Duplicate Detection Manager
• Real-time checking of duplicates for account and contact
• Fuzzy Matching
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Duplicate Detection Manager
• Detect Duplicates during an import or during off hours
• Choose to overwrite, not import, or add as new
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Duplicate Detection Manager
• Also find bad data like invalid email and missing fields during an import
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Advanced Support Manager
• Simplify support case entry
• Check in and out of tickets to track time
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Advanced Support Manager
• Filter knowledge base articles based upon the problem description
• Let the system determine support resources based upon the problem and their experience
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Advanced Support Manager
• View open support contracts in dashlets
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Starfish ETL
• Connect information between disparate systems– Instant connection of
OOTB data– Quick customization
• CRM connections for:– ERP– Marketing automation– Custom database
• CRM migrations• SugarCRM server
side Email Integration
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Starfish ETL
• Sync Account / Contact
• Sales History• Invoice
History• Open Orders
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Starfish ETL
• Existing Starfish Integrations
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Starfish ETL
• #1 in Customer Satisfaction by G2Crowd
• Rated High Performer
• Considered best price / performance
TECHNOLOGY ADVISORS GOAL
Improve your Sugar experience
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THANK YOU
@sambiardo #SugarCon