Cloud: Session 8: Cloud Accounting Integration with Sugar
description
Transcript of Cloud: Session 8: Cloud Accounting Integration with Sugar
Cloud Accounting Integration With Sugar
Cloud
Glenn Richmond
CEO, CRM Online Australia Pty Ltdwww.crmonline.com.au
04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 2
Why should we want to integrate CRM and Cloud Accounting?
SugarCRM becomes the central hub for all customer interaction
One system means reduced training costs
Improve business analytics
SugarCRM becomes a platform for more complete business systems
Page 3
Tweet: #SCON12
A typical CRM system will generally provide a tool for sales, customer service, marketing, or some combination of these.
Sales Service
Marketing
AccountsActivities Calls
EmailsMeetingsNotesTasks
CasesContactsKnowledgebase
Service Functions
Incorporating Cloud Accounting allows us to deliver a complete solution.
Reduce three separate systems to one
Remove double entry of client details
Improve business analytics across the ensure business
An Example: A major provider of electric drive solutions required CRM, Service Management and Invoicing. By combining SugarCRM with Cloud Accounting, we were able to:
What are the key benefits for the client? Staff members only need to
learn one system
Reduced training costs
Improved efficiency for generating invoices
Better integration with other systems drives drives adoption.
Improved Business Intelligence
Drive business workflows off accounting events.
What are the key benefits for the partner?
Better value proposition to the client and more opportunities for services to deliver those solutions.
Wider range of solutions can be delivered, booking & billing systems.
Accounting integration delivers a strong selling point against major CRM competitors.
An overview of Cloud Accounting today
Better reliability
Much lower total cost of ownership
Live access between accountants and clients
Ability to develop business systems that automate and drive business processes
There are a range of benefits to moving to cloud accounting, driving exponential growth:
How does Saasu.com compare? One of the original cloud
accounting providers, has been in business for 11+ years
Won a range of awards at CEBIT for innovation
Large customer base, though predominantly in Australia
Customers, Sales, Purchases, Payroll, Bank Feeds, Multi-currency, Stock Control
Cost effective, starting at US$9 per month
How does Xero.com compare? Newcomer to the market,
public company backed by former MYOB owner
Similar feature sets to Saasu, but with more advanced payroll, but no stock control
Innovating at a very fast rate
Larger footprint with accounting firms and customers
Higher staff count than Saasu, support tends to be better
Key Features
Two way client synchronisation
Two way product catalogue syncrhonisation, including stock levels
Live sale and purchase invoice integration
Automatic payment status update
Based on SugarCRM framework, meaning it can incorporate custom fields, relationships and layouts
Page 11
How does the integration work?
Designed to be as simple and reliable as possible
Integration is live
Accounting package maintained as the single source of truth
Page 12
What can be done with the integration?
Integrated CRM, asset management and accounting systems
Booking & billing systems
Commission management systems
Staff performance management based on real revenue
Page 13
Tweet: #SCON12
A Quick Demonstration
Page 14
Tweet: #SCON12
An example of a real implementation
Page 15
To Summarise:
Available today for around US$40 per system per month
Compatible with both onsite installations and the Sugar Cloud
Allows an end to end solutions for clients
Installation of the connector takes around 10 minutes, extremely simpler
Page 16
04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 17
Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 18
#SCON12